Manager - Financial Reporting and Analysis

Sherpa | Recruiting, Staffing & Consulting; Charlotte (NC); On-site; USD 144,000 - 176,000; Full time

Job summary

Sherpa | Recruiting, Staffing & Consulting in the United States seeks a Finance Manager – Financial Reporting & Analysis to drive monthly, quarterly, and annual reporting, performance analysis, and management reporting within a global, matrixed organization.

You will partner with FP&A, Accounting, and global Finance teams to translate financial data into insights, support decision-making, and lead process improvements in reporting tools and systems.

Qualifications

• Bachelor’s degree in Finance, Accounting, or a related field.
• 5+ years in financial reporting, FP&A, corporate accounting, or financial analysis.
• Experience leading reporting processes and cross-functional projects; people mgmt preferred.
• Strong understanding of US GAAP and financial statements.
• Experience with budgeting, forecasting, variance analysis, and management reporting.
• Advanced Excel and ERP/BI tools proficiency.

Responsibilities

• Oversee monthly, quarterly, and annual financial reporting for accuracy and timeliness.
• Analyze income statements, balance sheets, and key metrics to explain performance.
• Develop and enhance reporting dashboards and management reports for leadership.
• Perform variance analysis against budget and forecasts, communicating findings.
• Partner with FP&A and Accounting to support performance reviews and initiatives.
• Coordinate period-end close with cross‑functional teams to ensure data integrity.
• Drive process improvements, standardization, and reporting automation.
• Utilize ERP/BI tools to extract, validate, and present financial information.

Skills

Bachelor's degree in Finance/Account

5+ years FP&A/financial reporting

Strong communication skills

Advanced Excel

Data-to-insight translation

Education

Bachelor’s degree in Finance or Accounting

Tools

SAP

Oracle

Power BI

Job description

Compensation

To $160K, plus bonus.

Job Overview – Finance Manager - Financial Reporting & Analysis – 34531

Our client, a leading global manufacturer, is seeking an analytical and detail-oriented Finance Manager – Financial Reporting & Analysis to support financial reporting, performance analysis, and management reporting within a complex, global organization.

This role will oversee recurring financial reporting activities, analyze business performance, and ensure the delivery of accurate, timely, and actionable financial information to leadership. The Manager will partner closely with FP&A, Accounting, and global Finance teams to evaluate financial results, explain performance drivers, maintain reporting integrity, and enhance the efficiency and consistency of reporting processes.

The ideal candidate combines strong financial reporting and analytical capabilities with excellent communication skills and the ability to work across a global, matrixed organization. This individual will play an important role in translating financial data into meaningful business insights, supporting management decision‑making, and driving continuous improvement in reporting tools, systems, and processes.

Key Responsibilities

• Financial Reporting & Analysis: Oversee the preparation, review, and analysis of monthly, quarterly, and annual financial reports, ensuring accuracy, consistency, and adherence to corporate reporting requirements and deadlines.
• Financial Performance Analysis: Analyze income statements, balance sheets, and other key financial information to identify trends, explain fluctuations, and provide insights into business performance.
• Management Reporting: Develop, maintain, and enhance financial reporting packages, dashboards, and presentations that communicate key results, performance indicators, and business trends to Finance leadership and other stakeholders.
• Variance Analysis: Evaluate actual results against budget, forecast, and prior-period performance. Investigate significant variances, identify underlying drivers, and communicate findings and potential risks to the Director of FP&A and business partners.
• FP&A Partnership: Work closely with the Director of FP&A to support financial performance reviews, reporting deliverables, and analytical initiatives that inform business planning and management decisions.
• Period-End Reporting Coordination: Partner with Accounting and Finance teams during month‑end and quarter‑end close cycles to validate financial results, resolve discrepancies, and ensure timely delivery of reporting information.
• Global Financial Coordination: Collaborate with regional and global Finance teams to align reporting methodologies, improve consistency across business units, and support compliance with corporate reporting standards.
• Reporting Process Improvement: Identify and implement opportunities to streamline reporting activities, standardize processes, reduce manual work, and improve the accuracy and efficiency of recurring deliverables.
• Financial Systems & Analytics: Leverage ERP systems, financial reporting platforms, and business intelligence tools to extract, analyze, validate, and present financial information. Support system enhancements and reporting automation initiatives.
• Data Integrity & Internal Controls: Maintain the reliability of financial reporting through data validation, reconciliation, and adherence to established internal controls, accounting policies, and applicable US GAAP requirements.
• Cross-Functional Business Partnership: Build effective working relationships with FP&A, Accounting, and operational Finance teams to understand financial results, resolve reporting issues, and improve visibility into business performance.
• Team & Project Leadership: Coordinate reporting priorities, review deliverables, provide technical guidance, and lead assigned reporting and process improvement initiatives. Support the development of consistent reporting practices across the organization.
• Ad Hoc Financial Analysis: Perform special projects and financial analyses as requested by the Director of FP&A to support management reporting, business initiatives, and ongoing Finance process improvements.

Requirements

???????

• Bachelor’s degree in Finance, Accounting, or a related field.
• 5+ years of progressive experience in financial reporting, FP&A, corporate accounting, or financial analysis.
• Prior experience leading reporting processes, coordinating cross-functional projects, or providing guidance to other finance professionals; direct people management experience preferred.
• Strong understanding of financial statements, corporate financial reporting, and applicable US GAAP requirements.
• Demonstrated experience preparing and analyzing monthly, quarterly, and annual financial results.
• Experience with budgeting, forecasting, financial variance analysis, and management reporting.
• Advanced Microsoft Excel skills and the ability to analyze large, complex financial datasets.
• Experience with ERP systems and financial reporting or business intelligence platforms.
• Ability to identify financial trends, investigate variances, and translate complex data into clear, actionable insights.
• Strong communication and presentation skills, including the ability to explain financial results to both Finance and non-Finance stakeholders.
• Excellent organizational skills and the ability to manage multiple priorities in a deadline-driven environment.
• Experience working with global Finance teams, multiple business units, or multi-entity reporting structures.
• Manufacturing or industrial industry experience preferred.
• Experience with SAP, Oracle, Power BI, or similar financial systems and reporting tools preferred.
• Familiarity with reporting automation, data visualization, process standardization, and continuous improvement initiatives.
• Experience working within a large, matrixed organization with established reporting processes and internal controls.

Additional Job Details

Workplace Policy:

Seniority Level: Mid-Senior Level

Linked In Poster:

About Our Process

• We will notify you if you are selected as a candidate for this role. If not, but you fit our specializations, we'll consider you for future openings, and encourage you to apply for other Sherpa roles you're qualified for/interested in.
• Non-Local Candidates: Please note that you are competing with local candidates who don’t require relocation expenses and can start quickly, so let us know if you have plans to move to the area soon.
• Candidates for all Sherpa opportunities must be authorized to work in the United States.
• Sherpa is an Equal Opportunity Employer.