Financial Planning and Analysis Manager

StevenDouglas; Town of Florida (NY); On-site; USD 130,000 - 150,000; Full time

Job summary

A growth-oriented organization is seeking a Director of Finance to provide critical insights and financial analyses. The role requires preparing MD&A-style reports and leading operational analysis while partnering with the CFO. Suitable candidates have 5–10+ years of experience in FP&A and a Bachelor's in finance or a related field. Strong communication skills and advanced Excel proficiency are essential. This is a full-time position based in Town of Florida, New York.

Qualifications

• 5–10+ years of progressive experience in FP&A, corporate finance, or related fields.
• Experience in a public company, large private company, or PE-backed environment preferred.
• Proven experience preparing MD&A-style analysis and commentary.

Responsibilities

• Prepare and present MD&A-style financial reporting and analysis for the Finance team.
• Serve as a strategic partner to the CFO.
• Lead monthly operational analysis to identify performance trends.
• Develop and track profit improvement plans.
• Manage the annual budgeting process.
• Work with the VP of Finance on financial forecasts.
• Perform comprehensive 3-statement financial analysis.

Skills

Financial modeling

Budgeting

Forecasting

Operational analysis

Communication skills

Advanced Excel skills

Education

Bachelor’s degree in finance, accounting, business, or related field

MBA preferred

Tools

BI tools

ERP experience

Job description

Director – Finance & Accounting Search at StevenDouglas

Exciting new opportunity with a growth-oriented organization with a high level of visibility. Please apply directly for more details.

Base pay range

$130,000.00/yr - $150,000.00/yr

Key Responsibilities

• Prepare and present MD&A-style financial reporting and analysis for internal and for Finance team working closely with accounting and report.
• Serve as a strategic partner to the CFO, providing insights and recommendations and implementing recommendations for other functional areas.
• Lead monthly operational analysis to identify performance trends, cost drivers, and improvement opportunities.
• Develop, implement, and track profit improvement plans with operations and leadership teams.
• Manage and coordinate the annual budgeting process and monthly forecast.
• Work with VP of Finance and the Controller on the creation and maintenance of the 5-year financial Income Statement, balance sheet and cash flow forecast, including scenario modeling, assumptions and key KPI’s.
• Perform comprehensive 3-statement financial analysis to evaluate business health and performance.
• Support treasury-related activities, including daily cash flow reporting and monthly forecasting and liquidity analysis.
• Build financial models, dashboards, and KPIs to support decision-making.
• Prepare executive-level presentations, monthly performance packages, and ad-hoc analyses.

Qualifications & Experience

• Bachelor’s degree in finance, accounting, business, or related field; MBA preferred.
• 5–10+ years of progressive experience in FP&A, corporate finance, or related fields.
• Experience in a public company, large private company, or PE-backed environment preferred.
• Proven experience preparing MD&A-style analysis and commentary.
• Expertise in budgeting, forecasting, long-range planning, and 3-statement modeling.
• Strong background in operational analysis and business partnership.
• Advanced Excel skills: BI tools and ERP experience are a plus.
• Excellent communication skills and experience working with senior executives.

Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Finance