Financial Planning and Analysis Manager

Truity Partners LLC; Wisconsin; Hybrid; USD 95,000 - 130,000; Full time

Job summary

Truity Partners LLC in Milwaukee County is seeking an FP&A Manager with 5+ years of experience, strong leadership, and a detail-oriented approach. The role is hybrid and offers high visibility with competitive benefits.

You will lead budgeting, forecasting, and long-range planning, build and refine financial models, and partner with product and operations teams to align plans with strategic priorities. The ideal candidate has a finance degree (MBA/CPA preferred), ERP experience (SAP), and

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics or related field.
• 5+ years of progressive FP&A or finance experience.
• Experience with forecasting, modeling and financial analysis.
• ERP experience (SAP preferred).
• Forecast/planning software experience (OneStream preferred).
• Ability to influence cross-functional stakeholders.
• Strong communication and presentation skills.

Responsibilities

• Lead annual budgeting, forecasting, and long-range planning processes to support business objectives and strategic growth initiatives.
• Develop, maintain, and enhance financial models to improve forecast accuracy, scenario planning, and performance visibility across products and channels.
• Partner with cross-functional leaders to align financial plans with operational priorities and provide data-driven recommendations.
• Analyze financial performance, identify risks and opportunities, and deliver actionable insights to support strategic decision-making.
• Oversee monthly financial reporting and business review processes, ensuring accuracy, consistency, and compliance with corporate requirements.
• Create and manage dashboards, metrics, and reporting tools to monitor key business drivers and improve organizational visibility.
• Drive continuous improvement of FP&A processes, systems, and workflows while collaborating with finance and operational teams to strengthen data integrity and reporting effectiveness.

Skills

Leadership

Forecasting

Financial analysis

Cross-functional collaboration

Communication

Education

Bachelor's degree in Finance/Accounting/Economics or related field

MBA or CPA/CMA preferred

Tools

SAP

OneStream

Job description

Our client is an organization in the Milwaukee County area that’s looking for an FP&A Manager. Our client is looking for someone with 5+ years of experience, detail-oriented, and who has excellent leadership skills. This company offers flexibility, high visibility, and competitive benefits. This position is hybrid.

The salary for this position is $95K - $130K.

The FP&A Manager will be responsible for, but not limited to, the following:

RESPONSIBILITIES

• Lead annual budgeting, forecasting, and long-range financial planning processes to support business objectives and strategic growth initiatives.
• Develop, maintain, and enhance financial models to improve forecast accuracy, scenario planning, and performance visibility across products and channels.
• Partner with cross-functional leaders to align financial plans with operational priorities and provide data-driven recommendations.
• Analyze financial performance, identify risks and opportunities, and deliver actionable insights to support strategic decision-making.
• Oversee monthly financial reporting and business review processes, ensuring accuracy, consistency, and compliance with corporate requirements.
• Create and manage dashboards, metrics, and reporting tools to monitor key business drivers and improve organizational visibility.
• Drive continuous improvement of FP&A processes, systems, and workflows while collaborating with finance and operational teams to strengthen data integrity and reporting effectiveness.

The FP&A Manager will possess the following:

EXPERIENCE REQUIRED

• Bachelor’s degree in Finance, Accounting, Economics, or related field; MBA or CPA/CMA preferred.
• 5+ years of progressive FP&A or finance experience.
• Strong experience in forecasting, modeling, and financial analysis.
• Experience working in ERP-based environments (SAP preferred).
• Experience working in forecast/planning software (OneStream preferred).
• Ability to influence cross-functional stakeholders.
• Strong communication and presentation skills.

Equal Opportunity Employer

The compensation philosophy reflects the Company’s reasonable expectation at the time of posting. Actual compensation is influenced by a variety of factors including, but not limited to skills, experience level, and overall qualifications. This role may also be eligible to participate in a discretionary incentive program, subject to the rule governing the program.