Strategic FP&A Manager — Budgets, Forecasts & Insights

berkshiregrey; Bedford (MA); On-site; USD 120,000 - 170,000; Full time

Job summary

Berkshire Grey is seeking a hands-on Manager, FP&A to lead budgeting, forecasting, reporting, and strategic financial planning across the organization. This role reports to the CFO and collaborates with Engineering, Operations, Manufacturing, Supply Chain, Sales, and Service to deliver accurate forecasts and actionable insights.

The ideal candidate will have strong financial modeling, advanced Excel and PowerPoint skills, and experience with ERP systems (NetSuite a plus).

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, Business Administration, or related field; MBA a plus.
• At least seven years of FP&A, corporate finance, accounting, or related financial experience.
• Advanced financial modeling, forecasting, and analytical skills.
• Strong understanding of financial statements, budgeting, and management reporting.
• Advanced Excel and PowerPoint; experience creating executive-level presentations.
• Experience using ERP (NetSuite a plus), financial planning, reporting, and business intelligence systems.
• Strong attention to detail, organizational skills, and accuracy.
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment.
• Strong written and verbal communication with senior leaders and nonfinancial partners.
• Experience in robotics/automation/tech/manufacturing/capital equipment industries is a plus.

Responsibilities

• Lead annual budgeting, periodic forecasting, and long-range planning for assigned areas.
• Develop and maintain detailed financial models for revenue, gross margin, Opex, headcount, cash flow, and scenario planning.
• Prepare monthly/ quarterly reporting packages with variance analyses.
• Partner with Engineering, Operations, Manufacturing, Supply Chain, Sales, and Service to develop forecasts.
• Monitor headcount, labor costs, capex, program spending, and other financial commitments.
• Support profitability analyses at project, product, customer, and contract levels.
• Evaluate financial impact of new opportunities, pricing, investments, and cost-reduction initiatives.
• Develop and track financial and operational KPIs.
• Support monthly and quarterly close activities.
• Prepare analyses and presentations for executive leadership.
• Collaborate with Accounting to align plans, forecasts, and results.
• Support ad hoc strategic finance initiatives.

Skills

Advanced financial modeling

Forecasting

Analytical skills

Executive-level communication

Strategic thinking

Education

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

MBA or Master’s degree a plus

Tools

NetSuite ERP

Excel

PowerPoint

BI / Financial planning systems

Job description

Berkshire Grey is seeking a hands-on Manager, FP&A to lead budgeting, forecasting, reporting, and strategic financial planning across the organization. This role reports to the CFO and collaborates with Engineering, Operations, Manufacturing, Supply Chain, Sales, and Service to deliver accurate forecasts and actionable insights.

The ideal candidate will have strong financial modeling, advanced Excel and PowerPoint skills, and experience with ERP systems (NetSuite a plus).