FP&A Analyst/ Manager
Core Talent Services
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Benefits offered by this job
Job summary
Core Talent Services is recruiting on behalf of a well-regarded company in Birmingham, Alabama for an experienced FP&A Analyst or Manager who will act as a key strategic financial partner to company leadership. The role may flex between Analyst and Manager based on experience, with a requirement for deep FP&A expertise and ability to translate data into insight.
The FP&A Analyst/Manager will own planning, forecasting, budgeting and analysis to support strategic and operational decisions,
Qualifications
- Bachelor’s degree in Finance, Accounting, Economics or related field.
- Minimum 7 years FP&A experience in corporate finance or a related analytical role.
- Demonstrated ability to build complex multi-driver financial models from scratch in Excel.
- Deep understanding of financial statement dynamics and impact through the P&L, balance sheet and cash flow.
- Proven ability to communicate financial analysis clearly to non-finance executives.
- Advanced Excel with dynamic models, scenarios and complex formulas.
Responsibilities
- Lead the annual budgeting process with department heads and consolidate inputs.
- Develop rolling forecasts monthly, quarterly and annually reflecting business trajectory.
- Build and maintain integrated financial models linking statements and cash flow.
- Present monthly variance analysis and performance insights to CFO and leadership.
- Partner with leaders on capital allocation, ROI analyses and business cases.
- Mentor junior FP&A staff and manage deliverable calendar.
Skills
Education
Tools
Job description
- 401(k)
- 401(k) matching
- Bonus based on performance
- Dental insurance
- Health insurance
- Paid time off
Position: FP&A Analyst / Manager
Function: Financial Planning & Analysis
Location: Birmingham, Alabama
Employment Type: Full-Time, Direct Hire
Experience Required: 7+ Years FP&A Experience
Reports To: CFO / VP of Finance
Compensation: Competitive - Commensurate with Experience
Core Talent Services is recruiting on behalf of a well-regarded company in Birmingham, Alabama for an experienced FP&A Analyst or Manager who is ready to serve as a key strategic financial partner to company leadership. This is a direct hire opportunity with an established organization that values financial rigor, analytical depth, and a genuine business-partnership approach to finance.
The title and scope of this role will flex based on the candidate’s experience level - a candidate with 7 to 10 years of focused FP&A experience will be considered at the Analyst level with a clear path to Manager, while a candidate with 10 or more years and demonstrated team leadership will be considered at the Manager level with broader organizational responsibility. What does not flex is the requirement for deep, hands-on FP&A expertise and the ability to translate financial data into meaningful business insight.
The FP&A Analyst / Manager will own the financial planning, forecasting, budgeting, and analytical functions that support the company’s strategic and operational decision-making. This role is the connective tissue between the accounting function and executive leadership - taking historical financial data and operational metrics and turning them into forward-looking analysis, variance explanations, and financial models that drive better business decisions.
This is a high-visibility, high-impact role. The person in this seat will be in the room when strategic decisions are made, will present directly to the CFO and executive team, and will have meaningful influence over how the business thinks about its financial future.
- Lead the annual budgeting process including coordination with department heads, consolidation of inputs, and presentation of the final budget to executive leadership
- Develop and maintain rolling financial forecasts - monthly, quarterly, and annual - that accurately reflect the company’s evolving business trajectory
- Build and maintain integrated financial models that connect the income statement, balance sheet, and cash flow statement
- Manage the long-range financial planning process, translating strategic initiatives into multi-year financial projections
- Prepare and present monthly financial reporting packages for the CFO and executive leadership including variance analysis, trend commentary, and performance insights
- Develop and maintain KPI dashboards and management reporting tools that provide clear, actionable visibility into business performance
- Perform detailed variance analysis comparing actual results to budget, forecast, and prior period, and provide clear written commentary explaining key drivers
- Analyze revenue trends, cost structures, and margin dynamics to identify risks, opportunities, and levers for financial improvement
- Serve as a financial partner to operational and business unit leaders, providing analytical support for key business decisions, investments, and initiatives
- Support capital allocation decisions through financial modeling, ROI analysis, and business case development
- Perform ad hoc financial analysis to support strategic initiatives including M&A evaluation, market expansion, pricing analysis, and operational efficiency projects
- Assist in the preparation of board presentations and investor materials requiring financial analysis and narrative
- Identify and implement improvements to the financial planning process, reporting infrastructure, and analytical tools
- Manage, mentor, and develop junior FP&A team members, building a high-performing analytical function within the finance organization
- Own the FP&A function’s deliverable calendar, ensuring all reporting and planning outputs are delivered on time and to quality standards
- Partner with accounting, treasury, and other finance functions to ensure alignment and data integrity across all financial reporting
- Bachelor’s degree in Finance, Accounting, Economics, or a related quantitative field - required
- Minimum 7 years of progressive experience in Financial Planning & Analysis, corporate finance, or a related analytical finance role - required
- Demonstrated experience building complex multi-driver financial models from scratch in Excel - this is a non-negotiable core competency
- Deep understanding of financial statement dynamics - how changes in the income statement flow through the balance sheet and cash flow statement
- Proven ability to communicate financial analysis and strategic insights clearly to non-finance executive audiences
- Advanced Excel proficiency - including dynamic financial models, scenario analysis, sensitivity tables, and complex formula construction
- Experience with budgeting and forecasting processes at the divisional or enterprise level
- Strong attention to detail with the ability to maintain accuracy across large datasets and complex multi-scenario models
- Self-directed work ethic - ability to manage multiple analytical projects simultaneously under tight deadlines with limited oversight
- CPA, CFA, or MBA - preferred but not required for exceptionally experienced candidates
- MBA or advanced degree in Finance, Accounting, or Economics from an accredited institution
- CPA or CFA designation - reflects commitment to financial rigor and professional development
- Experience with financial planning and reporting software such as Workday Adaptive Planning, Planful, Anaplan, Hyperion, or similar FP&A platforms
- Experience with ERP systems including SAP, Oracle, or NetSuite for financial data extraction and reporting
- Background in investment banking, corporate development, or private equity - particularly valuable for candidates targeting the Manager level
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