FP&A Manager

Montway; Schaumburg (IL); On-site; USD 110,000 - 160,000; Full time

Job summary

Montway in Schaumburg, IL is seeking a highly analytical Manager of Financial Planning & Analysis to lead budgeting, forecasting, and strategic financial analysis. This role partners with executive leadership to translate data into actionable insights driving profitability and growth.

Ideal candidate has 5+ years in FP&A or corporate finance, strong financial modeling, and experience with ERP systems and Power BI. MBA/CFA/CPA is a strong plus; logistics/tech exposure is desirable.

Qualifications

• Bachelor's degree in finance or accounting; MBA/CFA/CPA a plus.
• Experience: 5+ years in FP&A or corporate finance; logistics/supply chain/tech desirable.
• Advanced Excel and financial modeling skills with robust 3-statement models and scenario analyses.
• Excellent written and verbal communication; ability to present to senior leadership.
• Self-starter, detail-oriented, and able to work in a fast-paced, cross-functional environment.
• Proficiency with ERP systems and BI tools (Power BI).

Responsibilities

• Executive Reporting: Prepare monthly/quarterly financial reviews for execs and board, highlighting KPIs and variances.
• Operational Partnership: Collaborate with Sales, Marketing, Operations, and Tech to optimize resources and analyze ROI.
• Financial Planning & Forecasting: Lead the annual budgeting process, rolling monthly/quarterly forecasts, and long-term planning.
• Strategic Analysis: Evaluate performance, unit economics, and market trends to identify growth and cost-saving opportunities.
• Data & Systems Optimization: Enhance planning tools, BI dashboards, and data infrastructure to automate reporting and improve forecasting accuracy.

Skills

Financial modeling

Advanced Excel

Scenario analysis

Communication/presentation

Cross-functional collaboration

Education

Bachelor's degree in finance or accounting

MBA, CFA, or CPA (strong plus)

Tools

ERP systems

Power BI

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).