Senior FP&A Manager – Budgeting, Forecasting & Insights

Truity Partners LLC

Wisconsin

Hybrid

USD 95,000 - 130,000

Full time

2 days ago

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Job summary

Truity Partners LLC in Milwaukee County is seeking an FP&A Manager with 5+ years of experience, strong leadership, and a detail-oriented approach. The role is hybrid and offers high visibility with competitive benefits.

You will lead budgeting, forecasting, and long-range planning, build and refine financial models, and partner with product and operations teams to align plans with strategic priorities. The ideal candidate has a finance degree (MBA/CPA preferred), ERP experience (SAP), and

Qualifications

Bachelor’s degree in Finance, Accounting, Economics or related field.
5+ years of progressive FP&A or finance experience.
Experience with forecasting, modeling and financial analysis.
ERP experience (SAP preferred).
Forecast/planning software experience (OneStream preferred).
Ability to influence cross-functional stakeholders.
Strong communication and presentation skills.

Responsibilities

Lead annual budgeting, forecasting, and long-range planning processes to support business objectives and strategic growth initiatives.
Develop, maintain, and enhance financial models to improve forecast accuracy, scenario planning, and performance visibility across products and channels.
Partner with cross-functional leaders to align financial plans with operational priorities and provide data-driven recommendations.
Analyze financial performance, identify risks and opportunities, and deliver actionable insights to support strategic decision-making.
Oversee monthly financial reporting and business review processes, ensuring accuracy, consistency, and compliance with corporate requirements.
Create and manage dashboards, metrics, and reporting tools to monitor key business drivers and improve organizational visibility.
Drive continuous improvement of FP&A processes, systems, and workflows while collaborating with finance and operational teams to strengthen data integrity and reporting effectiveness.