Manager of Financial Planning and Analysis

Milton CAT; Milford (MA); On-site; USD 130,000 - 160,000; Full time

Job summary

Milton CAT, based in Milford, MA, seeks a Manager of Financial Planning and Analysis to lead the budgeting, forecasting, and strategic planning for our $1.5+ billion organization. You will build advanced financial models, dashboards, and forecasting tools to guide executive decisions and support growth across six Northeast states.

The role reports to the Director of Financial Accounting, requires a strong technical finance background, and offers on-site work with occasional remote flexibility.

Qualifications

• Bachelor's degree in Finance or Accounting required; CPA strongly preferred.
• Five or more years of progressive FP&A, corporate finance, or related experience, including advanced financial modeling and forecasting responsibilities.
• Strong business acumen and a proactive, results-oriented approach, with the ability to connect financial insights to operational and strategic priorities.
• Excellent analytical, communication, and stakeholder management skills, with the confidence to work across finance, operations, and leadership.
• High comfort with technology, large data sets, and modern reporting tools, including Power BI and Excel.
• Ability to work on-site at Milford, MA with occasional remote flexibility.

Responsibilities

• Lead annual budget, forecast, and strategic planning processes to improve alignment and decision support across the business.
• Develop and enhance advanced financial models, dashboards, and forecasting tools for growth planning and scenario analysis.
• Prepare monthly bank reporting and support forecasting and analysis of cash flow and debt covenant compliance.
• Partner with executives and department leaders to deliver actionable financial insights and recommendations.
• Analyze profitability across products and services to identify trends and improve margins.
• Identify opportunities to automate reporting and strengthen data leverage across the organization.
• Perform detailed variance, trend, and performance analysis to highlight risks and opportunities.
• Monitor capital expenditures and support strategic initiatives aligned with returns.
• Provide ad hoc analysis and executive-level reporting for cross-functional initiatives.

Skills

Financial modeling

Analytical thinking

Communication

Stakeholder management

Leadership impact

Education

Bachelor's degree in Finance or Accounting

CPA preferred

Tools

Power BI

Excel

Job description

Manager of Financial Planning and Analysis

Overview

Milton CAT is seeking a Manager, Financial Planning & Analysis to join our Accounting & Finance team in a newly added, high-impact role at our corporate office in Milford, MA. Reporting to the Director of Financial Accounting, this position will help shape the future of financial planning across a privately held, $1.5+ billion organization with complex operations spanning 6 Northeast states. This is an exceptional opportunity for a technically strong, business-minded finance leader who thrives in a fast-paced environment, is comfortable working with complex data sets and technology tools, and can influence decision-making across the organization. The ideal candidate brings strong financial modeling capability, strategic thinking, and the ability to translate data into clear insights for leaders across the business.

Salary: $130,000 - $160,000 annually, plus bonus

Responsibilities

What You'll Do:

• Lead the company's annual budget, forecast, and strategic planning processes, building tools and timelines that improve alignment, accountability, and decision support across the business.
• Develop and enhance advanced financial models, dashboards, and forecasting tools that support growth planning, scenario analysis, and executive decision-making.
• Prepare monthly bank reporting and support ongoing forecasting and analysis related to financial performance, cash flow, and debt covenant compliance.
• Partner with executives and department leaders to deliver actionable financial insights, performance reporting, and recommendations that support data-driven decisions.
• Analyze profitability across products, services, and business activities, identifying trends and recommending strategies to improve margins and financial performance.
• Identify opportunities to improve processes, automate reporting, and strengthen the way financial and operational data is leveraged across the organization.
• Perform detailed variance, trend, and performance analysis to highlight risks, opportunities, and key business drivers.
• Monitor capital expenditures and support strategic initiatives to ensure financial plans remain aligned with organizational priorities and expected returns.
• Provide ad hoc analysis, executive-level reporting, and financial support for cross-functional initiatives as the business evolves.

Qualifications

What You Bring:

• Bachelor's degree in Finance or Accounting required; CPA strongly preferred.
• Five or more years of progressive FP&A, corporate finance, or related experience, including advanced financial modeling and forecasting responsibilities.
• Strong business acumen and a proactive, results-oriented approach, with the ability to connect financial insights to operational and strategic priorities.
• Excellent analytical, communication, and stakeholder management skills, with the confidence and influencing ability to work effectively across finance, operations, and executive leadership.
• High level of comfort with technology, large and complex data sets, and modern reporting tools, including advanced Microsoft Office skills and experience with Power BI.
• Ability to work on-site at our corporate office in Milford, MA, with occasional remote flexibility as business needs allow.

This job description is not intended to be all-inclusive. Your supervisor may request and assign similar duties.

A background check and drug test are required as part of our pre-employment process.

Milton CAT is an equal opportunity employer that values the strength diversity brings to the workplace. We encourage applications from individuals with disabilities, minorities, veterans, and women. Applicants receive fair and impartial consideration without regard to race, sex, color, religion, national origin, age, sexual orientation, gender identity, handicap, disability, veteran status, genetic data, or other legally protected status. We base all employment decisions to further this principle of equal employment opportunity. VEVRAA Federal Contractor. EEO/AA employer. Milton CAT is a Drug-Free workplace.