Senior FP&A Manager: Strategic Planning & Reporting

Codex; New York (NY); Hybrid; USD 160,000 - 180,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) retirement plan with companyck

Job summary

Codex in New York is seeking a Financial Planning and Analysis Manager to partner with senior leaders and own enterprise-wide planning, reporting, and forecasting. The role emphasizes board materials, 3-statement modelling, and actionable insights to drive financial discipline.

The ideal candidate has 7–10 years in FP&A, strong Excel and analytics skills, and experience guiding cross-functional teams in a fast-paced environment.

Qualifications

• Bachelor’s degree in Finance, Accounting, or related field required.
• 7–10 years of progressive FP&A or corporate finance experience.
• 3+ years in FP&A management or leadership role.
• Advanced financial modeling experience, including 3-statement models.
• Strong budgeting, forecasting, and variance analysis experience.
• Advanced Excel skills with complex models and scenarios.
• Ability to translate financial data into executive insights.
• Experience partnering with senior leadership and cross-functional teams.

Responsibilities

• Own and manage the enterprise FP&A calendar (monthly, quarterly, annual).
• Lead development of Board materials with 3-statement modeling and scenarios.
• Deliver monthly and quarterly financial reporting with key drivers and risks.
• Collaborate with regional finance for budgeting and forecasting standardization.
• Support monthly close with flash results and accurate submissions.
• Prepare interim financial statements for lender reporting needs.
• Perform variance analysis to identify trends and root causes.
• Own leverage metrics, covenants, and forecasting.
• Develop and maintain lender-adjusted EBITDA calculations.
• Improve financial processes, reporting accuracy, and data quality.

Skills

Financial modeling

Budgeting & forecasting

Variance analysis

Excel - Advanced

Executive storytelling

Leadership

Cross-functional partnering

Pigment knowledge

Education

Bachelor’s degree in Finance, Accounting, or related field

MBA and/or CPA

Tools

Pigment

Job description

Codex in New York is seeking a Financial Planning and Analysis Manager to partner with senior leaders and own enterprise-wide planning, reporting, and forecasting. The role emphasizes board materials, 3-statement modelling, and actionable insights to drive financial discipline.

The ideal candidate has 7–10 years in FP&A, strong Excel and analytics skills, and experience guiding cross-functional teams in a fast-paced environment.