Manager, Financial Planning & Analysis

Confidential; Westlake (OH); Hybrid; USD 90,000 - 120,000; Full time

Job summary

Confidential is seeking a Finance leader based in Westlake, Ohio to oversee planning, forecasting, and business performance analysis. This role involves partnering with senior leadership to guide financial decisions with data-driven insights.

The ideal candidate will possess strong analytical skills, the ability to communicate financial performance effectively, and experience in FP&A or corporate finance. A competitive compensation structure is offered in a hybrid work environment.

Qualifications

• 6 years of FP&A, corporate finance, or financial analysis experience.
• Prior leadership experience preferred.
• Ability to manage multiple priorities in a fast-paced environment.

Responsibilities

• Lead annual budgeting and rolling forecast processes.
• Manage monthly financial reporting and trend analysis.
• Develop financial models for strategic planning.
• Identify risks and opportunities for business performance.
• Support executive leadership with scenario analysis.
• Improve reporting automation and finance processes.

Skills

Analytical capabilities

Communication to stakeholders

Financial modeling

Forecasting accuracy

Advanced Excel skills

Education

Bachelor’s degree in Finance or Accounting

Tools

ERP systems

Reporting platforms

Job description

A growing organization is seeking a Finance leader to oversee planning, forecasting, and business performance analysis initiatives across multiple operational areas. This role will serve as a strategic partner to senior leadership, helping guide financial decisions through data‑driven insights, modeling, and executive reporting.

The ideal candidate combines strong analytical capabilities with the ability to communicate financial performance clearly to both finance and non‑finance stakeholders.

What You’ll Be Responsible For

• Leading annual budgeting and rolling forecast processes
• Managing monthly financial reporting, trend analysis, and performance reviews
• Developing financial models to support strategic planning and operational initiatives
• Partnering with departmental leadership on KPI tracking and financial targets
• Identifying risks, opportunities, and recommendations tied to business performance
• Supporting executive leadership with scenario analysis and decision-support reporting
• Improving reporting automation, forecasting accuracy, and finance processes
• Assisting with board‑level and leadership presentation materials
• Supervising and developing FP&A team members as applicable

Background Sought

• Bachelor’s degree in Finance or Accounting
• Minimum of 6 years of FP&A, corporate finance, or financial analysis experience
• Prior leadership or team management experience preferred
• Strong financial modeling and forecasting expertise
• Advanced Excel skills required
• Experience with ERP systems and reporting platforms strongly preferred
• Ability to manage multiple priorities in a fast‑paced environment
• Strong communication and business partnership abilities
• Hybrid work environment based in Westlake, Ohio
• Competitive compensation structure
• High-visibility role with direct interaction across leadership teams
• Opportunity to contribute to strategic growth initiatives