FP&A Manager

Montway-LL; Schaumburg (IL); On-site; USD 120,000 - 180,000; Full time

Job summary

Montway-LL is seeking a highly analytical FP&A Manager to lead budgeting, forecasting, and strategic financial analysis in a fast-paced, logistics-driven environment. You will translate complex data into actionable insights to drive profitability and growth.

The role requires advanced financial modeling, strong corporate finance knowledge, and cross-department collaboration with Sales, Marketing, Operations, and Tech. Experience in logistics or tech is a plus.

Qualifications

• Bachelor’s degree in finance or accounting required.
• 5+ years of FP&A or corporate finance experience.
• Advanced Excel and financial modeling with robust 3-statement models.
• Exceptional communication and presentation skills for non-financial stakeholders.
• Self-starter who thrives in ambiguity and is detail-oriented.
• Proficient with ERP systems and BI tools (Power BI).

Responsibilities

• Prepare monthly/quarterly executive financial reviews with KPIs and variances to plan.
• Partner with Sales, Marketing, Ops, and Tech to optimize resources and analyze ROI.
• Lead annual budgeting, rolling forecasts, and long-term planning models.
• Evaluate performance, unit economics, trends, and growth/cost-saving opportunities.
• Enhance FP&A tools and dashboards to automate reporting and improve forecasting.

Skills

Financial planning

Forecasting

Strategic thinking

Data analysis

Excel modeling

Education

Bachelor’s degree in finance or accounting

MBA, CFA or CPA

Tools

Power BI

ERP systems

Job description

Description

Position Overview

We are seeking a highly analytical, strategic, and forward-thinking Manager of Financial Planning & Analysis (FP&A) to lead our corporate budgeting, forecasting, and strategic financial analysis. In this role, you will serve as a key finance partner to executive leadership, translating complex data into actionable insights that drive profitability, operational efficiency, and long-term business growth.

The ideal candidate possesses strong financial modeling expertise, a deep understanding of corporate finance, and the ability to collaborate across departments in a fast-paced, logistics-driven environment.

Responsibilities

Executive Reporting: Prepare monthly and quarterly financial review presentations for the executive team and board members, highlighting key performance indicators (KPIs) and variances to plan.

• Operational Partnership: Partner closely with Sales, Marketing, Operations, and Tech departments to optimize resource allocation, evaluate capital expenditures (CapEx), and analyze ROI on strategic initiatives.
• Financial Planning & Forecasting: Lead the annual budgeting process, rolling monthly/quarterly forecasts, and long-term strategic planning models.
• Strategic Analysis: Evaluate business performance, unit economics, and market trends to identify growth opportunities, cost-saving initiatives, and potential risks.
• Data & Systems Optimization: Champion the enhancement of financial planning tools, BI dashboards, and data infrastructure to automate reporting and improve forecasting accuracy.

Requirements

Qualifications & Skills

• Education: Bachelor’s degree in finance or accounting. An MBA, CFA, or CPA is a strong plus.
• Experience: 5+ years of progressive experience in FP&A or corporate finance. Prior experience in logistics, supply chain, or tech is highly desirable.
• Financial Modeling: Advanced, expert-level Excel and financial modeling skills with a proven track record of building robust, dynamic 3-statement models and scenario analyses.
• Communication: Exceptionally communication and presentation skills, with the ability to distil complex financial metrics into clear, compelling narratives for non-financial stakeholders.
• Mindset: A self-starter who thrives in ambiguity, possesses sharp attention to detail, and maintains a solutions-oriented approach.
• Systems & Tools: Proficient with ERP systems and BI tools (Power BI).