Financial Planning and Analysis Manager

Spectrum Staffing Services/HRStaffers Inc.

Pompton Lakes (NJ)

On-site

USD 140,000 - 145,000

Full time

14 days+

Get more replies from employers

Send a job-specific resume in minutes.

Job summary

A financial services company in Pompton Lakes, NJ, is hiring a Lead Financial Planning and Analysis professional. The role requires expertise in managing budgets and forecasts, and building financial models. The ideal candidate will have over 10 years of FP&A experience and strong communication skills to work with senior leadership. This position offers a competitive salary of $140K-145K per year.

Qualifications

10+ years of FP&A experience, budgeting & forecasting.
Proven ability to create robust financial models.
Effective communicator comfortable with senior leadership.

Responsibilities

Manage annual budget cycle and monthly/quarterly reforecasting.
Build and refine driver-based financial models.
Provide variance analysis and actionable recommendations.
Deliver monthly G&A and operating expense reporting.
Lead weekly forecast calls with Sales and senior leadership.
Prepare reports and materials for leadership meetings.

Skills

Advanced Excel

Financial modeling

Strong problem-solving

Detail orientation

Organizational skills

Communication skills

Education

Bachelor's degree in Finance or Accounting

MBA or CPA preferred

Tools

Microsoft Dynamics

Great Plains

MS Office

Job description

2 days ago Be among the first 25 applicants

Base pay range

$140,000.00/yr - $145,000.00/yr

Summary

Lead financial planning and analysis activities that drive data-based decisions across the business. This role partners with multiple departments, manages forecasting and budgeting processes, and builds models that enhance visibility into performance. You will prepare executive-ready reporting, support leadership with presentations, and serve as a trusted advisor for financial insights.

Responsibilities

Manage annual budget cycle and lead monthly/quarterly reforecasting, ensuring clarity and alignment with stakeholders.
Build and refine driver-based financial models covering revenue, expenses, KPIs, headcount, and capital/operating expenditures.
Provide variance analysis and actionable recommendations to improve results and strengthen financial performance.
Deliver monthly G&A and operating expense reporting with dashboards and trend analysis.
Partner cross-functionally to translate operating plans into budgets and forecasts.
Lead weekly forecast calls with Sales and senior leadership, consolidating updates and highlighting risks and opportunities.
Prepare reports and materials for leadership meetings and company-wide updates.
Collaborate on sales commission plan design to align incentives with financial objectives.
Safeguard data quality and confidentiality while enhancing reporting processes.
Support compliance requirements and contribute to continuous process improvements.

Qualifications

Bachelor’s degree in Finance or Accounting; MBA or CPA preferred.
10+ years of FP&A experience, including budgeting, forecasting, and month-end analytics.
Advanced Excel and strong MS Office skills; ERP experience (Microsoft Dynamics/Great Plains preferred).
Proven ability to create robust financial models and translate data into insights.
Strong problem-solving skills and detail orientation with high accuracy standards.
Highly organized with the ability to manage multiple projects in a fast-paced environment.
Effective communicator with strong interpersonal skills; comfortable engaging senior leadership.

Seniority level