Manager, Financial Planning – Analysis

Jobtailor; Conshohocken (Montgomery County); On-site; USD 110,000 - 170,000; Full time

Benefits offered by this job

Health insurance

Job summary

Jobtailor is seeking an experienced FP&A leader in the United States to drive budgeting, forecasting, and long-range planning. You will build and maintain models, consolidate results across business units, and provide executive-ready insights.

You will collaborate with senior leaders to identify risks and opportunities, develop KPIs, and improve forecasting processes as the company grows. Strong Excel skills and clear communication are essential to success.

Job description

• Manage key components of annual budgeting, periodic forecasting, and long-range financial planning
• Build and maintain financial models covering the income statement, balance sheet, and cash flow statement
• Consolidate forecasts and financial results across multiple businesses
• Analyze actual performance against budget and forecast and identify underlying business drivers
• Develop monthly and quarterly management reporting packages and executive-ready presentations
• Partner with business leaders to develop assumptions, understand performance, and identify financial risks and opportunities
• Develop and monitor financial and operational KPIs
• Perform scenario, sensitivity, profitability, and other financial analyses
• Improve forecasting models, reporting processes, and FP&A tools as the organization grows
• Proactively investigate financial trends and variances and communicate findings and recommendations
• Support and review work performed by analysts and contribute to their professional development
• Partner with Accounting and other finance functions to ensure accurate and timely financial information
• Support ad hoc projects and analyses for senior management
• Comply with all company policies and procedures
• Perform other related duties as assigned
• Manage staff and carry out supervisory responsibilities, including interviewing, hiring, training, assigning work, appraising performance, rewarding and disciplining employees, addressing complaints, and resolving problems

Requirements

• Bachelor's degree in Finance, Accounting, Economics, Business, or a related discipline
• Approximately 6+ years of relevant experience in FP&A, corporate finance, investment banking, consulting, accounting, or a related analytical field
• Strong FP&A experience, including budgeting, forecasting, and financial performance analysis
• Strong understanding of the income statement, balance sheet, and cash flow statement and how they interact
• Advanced financial modeling and analytical capabilities
• Strong Excel and financial reporting skills
• Ability to translate detailed analysis into clear conclusions and recommendations
• Strong communication skills and comfort working with senior stakeholders
• Highly organized, proactive, intellectually curious, and comfortable taking ownership of ambiguous problems
• Ability to operate effectively under tight deadlines and shifting priorities
• None Required under Certificates, Licenses, Registrations
• Must maintain regular and punctual attendance
• Must occasionally lift and/or move up to 25 pounds

Demonstrates expertise in financial planning and analysis, including budgeting, forecasting, and financial modeling. Capable of developing management reporting packages and collaborating with business leaders to identify financial risks and opportunities.

Highest-signal resume keywords

• Financial Planning And Analysis (FP&A)
• Advanced Financial Modeling
• Budgeting And Forecasting
• Financial Performance Analysis
• Strong Excel Skills

ATS Optimization Keywords

Hard Skills

• Financial Modeling
• Budgeting
• Forecasting
• Financial Analysis
• KPI Development
• Scenario Analysis
• Sensitivity Analysis
• Profitability Analysis
• Financial Reporting
• Data Consolidation

Soft Skills

• Strong Communication Skills
• Highly Organized
• Proactive
• Intellectually Curious
• Ability To Work Under Tight Deadlines

Industry Keywords

• Income Statement
• Balance Sheet
• Cash Flow Statement
• Corporate Finance
• Investment Banking
• Consulting
• Accounting
• Analytical Field
• Management Reporting
• Executive Presentations