Financial Planning and Analysis Manager

Jackson Hewitt Tax Service Inc.; Sarasota (FL); On-site; USD 140,000 - 210,000; Full time

Job summary

Jackson Hewitt Tax Service Inc. seeks a Manager/Senior Manager, FP&A to lead financial planning, forecasting, and reporting. You will develop models, partner with executives, and guide investments and resource allocation for growth.

You will oversee monthly reporting, variance analysis, and Board materials, while mentoring a team of FP&A professionals and driving process improvements across the finance function.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or related.
• 8+ years in FP&A, corporate finance, or related fields.
• 2+ years leading finance professionals.
• Advanced modeling, forecasting, budgeting, and analytics.
• Strong understanding of financial statements and planning processes.
• Experience presenting to senior leadership.

Responsibilities

• Lead annual operating plan, budgeting, forecasting, and long-range planning.
• Develop financial models evaluating performance, investments, capex, and initiatives.
• Provide analyses and recommendations to executives to drive growth and profitability.
• Monitor KPIs and identify risks, opportunities, and trends.
• Lead and develop FP&A team; establish priorities and accountability.
• Drive process improvements in planning, reporting, and data governance.

Skills

Financial Planning

Forecasting

Budgeting

Leadership

Executive communication

Excel

Power BI

SQL

Strategic Thinking

Education

Bachelor's degree

Tools

Workday

Adaptive Planning

Power BI

SQL

Qlik

KNIME

Alteryx

Python

Job description

The Manager/Senior Manager, Financial Planning & Analysis (FP&A) serves as a strategic finance leader responsible for driving financial planning, forecasting, reporting, and business performance analysis across the organization. This role partners closely with executive leadership and functional stakeholders to develop financial strategies, evaluate investment opportunities, optimize resource allocation, and provide actionable insights that support business growth and profitability. The ideal candidate combines strong financial and analytical expertise with leadership experience and a demonstrated ability to influence decision-making in a fast-paced environment. This position plays a key role in the company's budgeting, forecasting, long-range planning, and strategic initiatives. Compensation and benefits will be competitive and commensurate with experience. The role is eligible for company-sponsored benefits and other programs consistent with Jackson Hewitt policies.

Key Responsibilities

Strategic Financial Planning & Analysis

• Lead the annual operating plan, budgeting, forecasting, and long-range planning processes.
• Develop and maintain financial models to evaluate business performance, investment opportunities, capital expenditures, and strategic initiatives.
• Provide financial analysis and recommendations to executive leadership to support growth, profitability, and operational improvement initiatives.
• Assess the financial impact of market conditions, business decisions, pricing changes, acquisitions, and organizational investments.

Financial Reporting & Business Insights

• Oversee preparation and delivery of monthly financial reporting packages and assist in creating the quarterly Board presentations.
• Monitor key performance indicators (KPIs) and identify trends, risks, and opportunities across the business.
• Deliver actionable insights and data-driven recommendations to senior leadership.
• Drive variance analysis and root-cause investigation for operating results versus budget, forecast, and prior periods.

Leadership & Team Development

• Lead, mentor, and develop a team of FP&A analysts and finance professionals.
• Establish clear priorities and performance expectations while fostering a culture of accountability and continuous improvement.
• Serve as a trusted advisor and business partner across multiple functions and departments.

Process Improvement & Governance

• Implement and strengthen financial planning, reporting, and forecasting processes to improve efficiency, accuracy, and scalability.
• Ensure financial analyses and reporting methodologies adhere to company policies, accounting standards, and regulatory requirements.
• Drive enhancements in financial systems, reporting tools, dashboards, and data management processes.
• Oversee the coordination, documentation, and quality assurance of financial planning projects and analyses.

Business Partnership

• Collaborate with leaders across Operations, Marketing, Technology, HR, Sales, and other business functions to support strategic decision-making.
• Support executive presentations, board materials, and strategic planning initiatives.
• Facilitate cross-functional discussions to align financial objectives with corporate strategy.

Required Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related field.
• 8+ years of progressive experience in Financial Planning & Analysis, Corporate Finance, Strategic Finance, or related disciplines.
• 2+ years of leadership experience managing finance professionals.
• Advanced financial modeling, forecasting, budgeting, and analytical skills.
• Strong understanding of financial statements, business performance metrics, and corporate planning processes.
• Experience building executive-level presentations and communicating financial results to senior leadership.
• Advanced proficiency with Microsoft Excel and financial planning/reporting tools.

Preferred Qualifications

• Proven track record of supporting executive leadership, board reporting, and enterprise-wide planning processes.
• Experience with FP&A systems, business intelligence platforms, and enterprise financial management tools, such as Workday, Adaptive, Power BI, SQL, Qlik, KNIME, Alteryx, and Python.
• Background in multi-unit, consumer services, retail, franchise, or other complex operating environments.
• Experience leading process improvement, and/or strategic initiatives.
• Prior experience working for a PE portfolio company, including familiarity with reporting requirements such as 13-week cash flow forecasting, three-statement modeling, and acquisition modeling.