Manager, Financial Planning & Analysis

Jobtailor; Camarillo (CA); On-site; USD 120,000 - 160,000; Full time

Job summary

Jobtailor is seeking an FP&A Lead to guide forecasting, budgeting, and long-term planning on a global scale. You will build complex financial models to illuminate drivers behind growth and resource needs, and own the quarterly planning process to drive accuracy and accountability across the organization.

You will provide senior leadership with rigorous analyses (variance, trend, scenario) and support strategic investments using NPV/ROI metrics.

Qualifications

• Bachelors in Finance, Accounting, Business, Economics required.
• MBA and/or CFA designation preferred.
• 7+ years in FP&A or related finance roles with modeling, forecasting and budgeting experience.
• Experience with financial modeling, forecasting, budgeting and executive decision support.
• Experience in high-growth environments or banking is a plus.
• Ability to tie financial analysis to business strategy and long-term objectives.
• Strong people management and hands-on leadership skills.
• Excellent analytical and communication skills; cross-functional collaboration.
• Proficiency in Excel and PowerPoint; SQL/BI tools preferred.

Responsibilities

• Lead FP&A function including forecasting, budgeting, long-term planning, and performance reporting globally.
• Build and maintain complex financial models to reveal drivers, resources, and growth scenarios.
• Own budgeting, forecasting, and quarterly business review processes for accuracy and transparency.
• Provide high-quality analyses: variance, trend, scenario, sensitivity, and capital investment evaluation.
• Deliver decision support to senior leadership on projects, investments, and expansion plans using NPV/ROI/ROIC.
• Support covenant compliance, liquidity planning, and executive reporting with CFO partnership.
• Collaborate with Commercial, Ops, Engineering, HR to translate data into actionable insights.
• Support pricing, product profitability, customer profitability, and market trends analyses.
• Ensure FP&A tools and processes are accurate, relevant, and scalable.
• Champion finance systems and AI-enabled tooling to improve reporting and data hygiene.
• Lead due diligence and risk assessment for customers, suppliers, and counterparties as needed.
• Provide ad hoc analyses, executive support, and special project leadership.
• Mentor and develop analysts; establish standards, training, and documentation.
• Manage workload, priorities, and timely delivery of analyses and reports.

Skills

Forecasting

Budgeting

Financial modeling

Variance analysis

NPV/ROI/ROIC

Leadership

Team management

Excel

PowerPoint

SQL

Power BI

D365

ERP systems

Anaplan

Planful

Pigment

AI-enabled tools

Financial planning tools

Analytical thinking

Education

Bachelor's degree in Finance/Accounting/Business/Economics

MBA

CFA designation

Tools

SQL

Power BI

D365

Anaplan

Planful

Pigment

ERP systems

Job description

Key responsibilities for the FP&A Lead role include:

Responsibilities

• Lead the FP&A function for the organization, including forecasting, budgeting, long-term planning, performance reporting, and business decision support globally
• Build, maintain, and enhance complex financial models that ensure accuracy and improve visibility into the companys performance, key business drivers, resource requirements, and future growth scenarios
• Own and continuously improve the budgeting, forecasting, and quarterly business review process to increase accuracy, transparency, accountability, and decision-making effectiveness across the organization
• Deliver high-quality quantitative and qualitative analyses, including variance analysis, trend analysis, scenario modeling, sensitivity analysis, and capital investment evaluation, to support operational, financial, and strategic decisions
• Provide decision support to senior leadership on new projects, capital investments, expansion planning, and other strategic initiatives using financial principles such as NPV, ROI, ROIC, EVA, and scenario probability analysis
• Support lender covenant compliance and monitoring, liquidity planning, executive reporting, and other strategic finance and capital planning activities in partnership with the Manager of Finance and CFO
• Partner with business leaders across Commercial, Operations, Engineering, HR, and other functions to understand performance drivers, identify risks and opportunities, and translate financial and operational data into actionable recommendations
• Support the Commercial organization to provide insights on pricing, product and service profitability, customer profitability, market trends, and growth opportunities
• Ensure commercial finance tools and processes used in GFA remain accurate, relevant, and scalable
• Serve as a finance systems and digital champion by leveraging existing AI-based tools, partnering with IT and external providers to enhance reporting infrastructure, improve data accessibility and hygiene, automate recurring analyses, and evaluate finance technologies, including AI-enabled tools
• Perform due diligence and risk assessment related to customers, suppliers, and strategic counterparties as needed to support commercial, procurement, and credit decisions
• Provide ad hoc analysis, executive support and special project leadership, as required
• Lead, mentor, and develop a team of analysts, establishing high standards for analytical rigor, business partnership, data integrity, and responsiveness while serving as a hands‑on player/coach on key deliverables and special projects
• Establish team standards, best practices, and documentation; conduct training on financial models, tools, and analytical approaches
• Manage team workload, set priorities, ensure timely delivery of analyses and reports, and maintain accountability
• Provide training to develop capabilities, technical skills, and professional growth
• Manage performance, provide feedback, conduct evaluations, and support career development
• Drive continuous improvement and identify opportunities to streamline FP&A processes, reports, and tools by identifying inefficiencies, challenging legacy practices, and implementing scalable solutions that improve speed, quality, and applicability of financial information
• Stay current with industry trends, tools, and methodologies.

Requirements

• Bachelors degree in Finance, Accounting, Business, Economics, or related field required
• MBA and/or CFA designation preferred
• 7+ years of progressive experience in FP&A, corporate finance, strategic finance, or related roles, including experience with financial modeling, forecasting, budgeting, and executive-level decision support
• Prior experience in investment banking, commercial banking, or high-growth operating environments is a plus
• Strategic mindset with ability to connect financial analysis to business strategy and long-term objectives
• Demonstrated people management or team leadership experience required, with success mentoring and developing analysts while maintaining a hands‑on approach to complex work
• Exceptional analytical, problem-solving, and critical thinking skills, with high attention to detail and a strong commitment to data quality, accuracy, and integrity
• Excellent interpersonal communication, and presentation skills, with the ability to influence cross-functional stakeholders and communicate effectively with leaders at all levels of the organization
• Strong project management and organizational skills, with the ability to manage multiple priorities, navigate ambiguity, and deliver high-quality work in a fast-paced environment
• Advanced proficiency in Excel and PowerPoint required; experience with SQL, Power BI, D365, financial planning and reporting tools strongly preferred
• Experience with financial planning tools (e.g., Anaplan, Planful, Pigment, etc.) a plus
• Experience with ERP systems or business intelligence platforms
• Demonstrated success identifying process improvements, automating workflows, or implementing new financial systems or tools
• Familiarity with AI-enabled tools and use cases in finance, such as improving forecast accuracy, variance analysis, scenario modeling enhancement, reporting automation, data classification, anomaly detection, and management dashboarding
• Demonstrated ability to learn quickly, adapt to change, and thrive in a collaborative, growth-oriented team environment
• Strong understanding of financial statements, core accounting concepts, and US GAAP; ability to connect accounting outcomes to business performance and planning implications.