Senior Manager Financial Planning Analysis

CAROLINA PRG; Charlotte (NC); Hybrid; USD 120,000 - 180,000; Full time

Job summary

Carolina PRG partnered with an established industrial organization to seek a Senior Manager of FP&A who will connect financial planning with operational performance and strategic growth. Reporting to the VP of Finance, this role involves guiding investment decisions and enhancing financial visibility across multiple locations.

The role involves partnering with executive leadership and regional teams, with travel expected and a strong emphasis on analytics, systems, and leadership development.

Qualifications

• 8+ years of FP&A, corporate finance, or business analysis.
• Experience supporting industrial, distribution, or manufacturing businesses.
• MBA, CPA, or CMA preferred; multinational experience beneficial.

Responsibilities

• Own the annual budget, monthly/quarterly forecasts, and long-range plans.
• Build models translating revenue, margin, Opex, and cash flow into expectations.
• Partner with commercial, ops, and supply chain leaders to improve forecast accuracy.

Skills

Financial modeling

Budgeting

Forecasting

Reporting

Excel

Relationship building

Education

Bachelor's degree in Finance, Accounting, Economics

MBA/CPA/CMA preferred

Tools

Power BI

ERP systems

AI-enabled tools

Job description

Carolina PRG has partnered with an established industrial business within a global organization that is seeking a Senior Manager of FP&A to connect financial planning with operational performance and strategic growth. Reporting to the VP of Finance, this individual will work closely with executive leadership and regional operating teams to evaluate results, guide investment decisions, and strengthen financial visibility across multiple locations. This opportunity is available following an internal promotion and offers meaningful exposure to senior leadership.

Where you’ll make an impact

• Own the annual budget, monthly and quarterly forecasts, and long-range financial plans.
• Build models that translate revenue, margin, operating expenses, and cash flow assumptions into clear business expectations.
• Partner with commercial, operations, and supply chain leaders to improve forecast accuracy and business performance.
• Assess pricing strategies, capital expenditures, productivity initiatives, and other strategic investments.
• Turn financial results and variance analysis into practical recommendations for leadership.
• Enhance executive reporting, KPI dashboards, and planning processes through improved systems and analytics.
• Mentor finance talent and encourage collaboration and accountability across the organization.

What you’ll bring

• At least 8 years of progressive experience in FP&A, corporate finance, or business analysis.
• Experience supporting an industrial, distribution, or manufacturing business.
• Proven experience with M&A, business integrations, and ERP implementations.
• Strong financial modeling, budgeting, forecasting, and reporting skills.
• Advanced Excel proficiency and experience using Power BI, AI-enabled tools, or similar analytical technology.
• The ability to explain complex financial information clearly and build effective relationships with operational leaders.
• A bachelor’s degree in Finance, Accounting, Economics, or a related discipline.
• An MBA, CPA, or CMA is preferred, along with experience in a multinational organization. Familiarity with enterprise planning and consolidation systems is also valuable.

Location and schedule

This position is five days per week in the office during the first couple of months, transitioning to three to four days per week thereafter. Annual travel is less than 15%.