Manager, Financial Planning & Analysis

Berkshire Grey, Inc.; Bedford (MA); On-site; USD 120,000 - 180,000; Full time

Job summary

Berkshire Grey, Inc. is seeking a hands-on Manager of Financial Planning & Analysis (FP&A) to lead budgeting, forecasting, reporting, and strategic decision-making across the organization.

Reporting to the CFO, you will partner with leaders to develop budgets, evaluate performance, identify risks and opportunities, and support monthly close processes. The ideal candidate combines strong financial modeling with clear communication of complex financial information.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, Business Administration or related field; MBA a plus.
• 7+ years of progressive FP&A, corporate finance, accounting, or related role.
• Advanced financial modeling, forecasting, and analytical skills.
• Strong understanding of financial statements, budgeting, and management reporting.
• Advanced proficiency in Excel and PowerPoint; experience creating executive-level presentations.
• Experience using ERP, financial planning, reporting, and BI systems (NetSuite a plus).

Responsibilities

• Lead annual budgeting, forecasting, and long-range planning for assigned areas.
• Develop and maintain detailed financial models (revenue, gross margin, Opex, headcount, cash flow, scenario planning).
• Prepare monthly/ quarterly reporting packages (budget-to-actual, forecast-to-actual).
• Partner with Engineering, Operations, Manufacturing, Supply Chain, Sales, Service for accurate forecasts.
• Monitor headcount, labor costs, capex, program spending, and other commitments.
• Support profitability analyses at project, product, customer, and contract levels.
• Evaluate financial impact of new opportunities, pricing, investments, and cost-reduction initiatives.
• Develop and track financial and operational KPIs; support monthly/ quarterly close.
• Collaborate with Accounting to align plans, forecasts, and results.
• Provide ad hoc financial analysis and strategic finance initiatives.

Skills

Financial modeling

Forecasting

Analytical skills

Communication skills

Executive presentations

Attention to detail

Independent work

Prioritization

Education

Bachelor’s degree in Finance/Accounting/Economics/Business Administration

MBA or Master’s degree (plus)

Tools

NetSuite ERP

Power BI

Tableau

Job description

Position Overview

Berkshire Grey is seeking a hands‑on Manager, Financial Planning & Analysis (FP&A) to support financial planning, forecasting, reporting, and strategic decision‑making across the organization.

Reporting to the CFO, the Manager, FP&A will work closely with functional leaders to develop budgets and forecasts, evaluate business performance, identify financial risks and opportunities, participate in the Company’s monthly financial close process and provide actionable insights to leadership. The ideal candidate combines strong financial modeling and analytical skills with the ability to communicate complex financial information clearly.

Key Responsibilities

• Lead the annual budgeting, periodic forecasting, and long‑range planning processes for assigned business areas.
• Develop and maintain detailed financial models, including revenue, gross margin, operating expense, headcount, cash flow, and scenario‑planning models.
• Prepare monthly and quarterly financial reporting packages, including budget-to‑actual and forecast-to‑actual variance analyses.
• Partner with Engineering, Operations, Manufacturing, Supply Chain, Sales, Service, and other functional leaders to develop accurate forecasts and support business decisions.
• Monitor headcount, labor costs, capital expenditures, program spending, and other key financial commitments.
• Support project, product, customer, and contract‑level profitability analyses.
• Evaluate the financial impact of new business opportunities, pricing decisions, investments, and cost‑reduction initiatives.
• Develop and track financial and operational key performance indicators.
• Support monthly and quarterly close activities
• Prepare financial analyses and presentations for executive leadership and other stakeholders.
• Collaborate with Accounting to ensure consistency between financial plans, forecasts, and reported results.
• Support ad hoc financial analysis and other strategic Finance initiatives.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, Business Administration, or a related field. MBA or Master’s degree a plus.
• At least seven years of progressive experience in FP&A, corporate finance, accounting, or a related financial role.
• Advanced financial modeling, forecasting, and analytical skills.
• Strong understanding of financial statements, accounting principles, budgeting, and management reporting.
• Advanced proficiency in Microsoft Excel and PowerPoint and experience creating executive‑level presentations.
• Experience using ERP (NetSuite a plus), financial planning, reporting, and business intelligence systems.
• Strong attention to detail, organizational skills, and commitment to accuracy.
• Ability to manage multiple priorities and meet deadlines in a fast‑paced, evolving environment.
• Strong written and verbal communication skills, including the ability to work effectively with senior leaders and nonfinancial business partners.
• Ability to work independently, exercise sound judgment, and take ownership of financial processes and deliverables.
• Experience in robotics, automation, technology, manufacturing, engineering, or capital equipment industries a plus.

This role is not eligible for visa sponsorship.

9110-2601MF