Principle Finance Manager

KBW Financial Staffing & Recruiting; Wilmington (MA); On-site; USD 125,000 - 145,000; Full time

Job summary

KBW Financial Staffing & Recruiting has partnered with a growing organization seeking a Finance (FP&A) Manager to join its Finance team. This is a highly visible role focused on financial planning, budgeting, forecasting, consolidation, reporting, and strategic business partnership across a complex organization.

The ideal candidate brings strong FP&A experience with a track record of owning budgets and forecasts, setting financial targets, building financial models, and partnering with business

Qualifications

• 5+ years of FP&A or corporate finance experience.
• Strong budgeting, forecasting, financial planning, and target setting.
• Experience operating within a complex, matrixed organization and supporting multiple business teams.
• Advanced financial modeling and analytical skills.
• Advanced Excel skills, including pivot tables and lookups.
• Excellent communication with business and functional leaders.

Responsibilities

• Lead the development and ongoing management of budgets, forecasts, and annual operating plans.
• Partner with business leaders to set financial targets, monitor performance, and identify risks and opportunities.
• Build and maintain financial models, forecasts, and scenario analyses to support strategic decision-making.
• Manage financial consolidation across multiple functions and project teams, ensuring consistent assumptions and reporting.
• Provide ongoing FP&A and business partnership support to cross-functional leaders.
• Analyze financial performance, spending trends, and budget-to-actual variances, providing clear commentary and recommendations.
• Develop recurring and ad hoc management reporting and executive-level analysis.
• Support resource allocation and financial decision-making across the organization.
• Build advanced Excel-based models and analytical tools to improve planning, forecasting, and reporting.
• Identify opportunities to streamline, standardize, and automate finance processes.

Skills

Budgeting

Forecasting

Financial modeling

Management reporting

Business partnering

Communication

Education

Bachelor's degree in Finance, Accounting, Economics, or related field

Tools

Excel

Job description

Principle Finance Manager
Finance Manager Wilmington , Massachusetts Perm 125000 Sep 8, 2026 $125000.00 - $145000.00

Finance Manager (FP&A)

KBW Financial Staffing & Recruiting has partnered with a growing organization seeking a Finance (FP&A) Manager to join its Finance team. This is a highly visible role focused on financial planning, budgeting, forecasting, consolidation, reporting, and strategic business partnership across a complex organization.

The ideal candidate brings strong FP&A experience with a track record of owning budgets and forecasts, setting financial targets, building financial models, and partnering with business leaders. This individual will support multiple functions and project teams while providing leadership with actionable financial insights to drive planning and decision-making.

Responsibilities

• Lead the development and ongoing management of budgets, forecasts, and annual operating plans
• Partner with business leaders to set financial targets, monitor performance, and identify risks and opportunities
• Build and maintain financial models, forecasts, and scenario analyses to support strategic decision-making
• Manage financial consolidation across multiple functions and project teams, ensuring consistent assumptions and reporting
• Provide ongoing FP&A and business partnership support to cross-functional leaders
• Analyze financial performance, spending trends, and budget-to-actual variances, providing clear commentary and recommendations
• Develop recurring and ad hoc management reporting and executive-level analysis
• Support resource allocation and financial decision-making across the organization
• Build advanced Excel-based models and analytical tools to improve planning, forecasting, and reporting
• Identify opportunities to streamline, standardize, and automate finance processes

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or a related field
• 5+ years of progressive FP&A or corporate finance experience
• Strong experience with budgeting, forecasting, financial planning, and target setting
• Experience operating within a complex, matrixed organization and supporting multiple business teams
• Advanced financial modeling and analytical skills
• Advanced Excel skills, including complex modeling, pivot tables, lookups, and data analysis
• Strong communication skills with demonstrated experience partnering with business and functional leaders
• Ability to translate financial information into clear, actionable business insights
• Highly organized, proactive, and comfortable operating independently in a fast-paced environment