Strategic Finance Manager - FP&A, Forecasting & Dashboards

Valeo Financial Advisors LLC; Carmel (IN); On-site; USD 95,000 - 130,000; Full time

Job summary

Valeo Financial Advisors LLC in Carmel, IN seeks a Finance Manager to partner with leadership on financial strategy and operations. The role focuses on planning, budgeting, forecasting, and KPI development, with cross‑functional collaboration across the organization.

The Finance Manager will maintain accurate records, build financial models, and drive performance improvements while coordinating with departments to optimize margins and capital allocation.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, Business Administration, or related field required.
• 5+ years of progressive experience in finance, FP&A, or related fields required.
• Strong understanding of financial reporting, budgeting, forecasting, modeling, and variance analysis.
• Proficiency with ERP platforms and advanced Excel skills.
• Experience with SQL, Power BI, Tableau, Python or similar data tools preferred.

Responsibilities

• Lead short term and long term financial planning, budgeting, and forecasting processes.
• Oversee the preparation of internal and external financial reporting for accuracy and timeliness.
• Assist the CFO in long-term financial planning, including capital allocation and investment strategies.
• Develop and manage financial models and scenario planning.
• Partner with division leadership to drive financial performance, cost control, and margin optimization.
• Monitor and analyze financial performance and recommend improvements.
• Collaborate with Finance to implement new financial systems and processes.
• Develop and maintain live automated financial dashboards for Valeo leadership.
• Update capitalization tables and report on ownership changes.

Skills

Financial analysis

Budgeting & forecasting

KPIs & metrics

Cross-department collaboration

Project management

Education

Bachelor's degree in Finance/Accounting/Economics/Business Administration

Tools

SQL

Power BI

Tableau

Python

ERP systems

Job description

Valeo Financial Advisors LLC in Carmel, IN seeks a Finance Manager to partner with leadership on financial strategy and operations. The role focuses on planning, budgeting, forecasting, and KPI development, with cross‑functional collaboration across the organization.

The Finance Manager will maintain accurate records, build financial models, and drive performance improvements while coordinating with departments to optimize margins and capital allocation.