Strategic FP&A Manager: Planning, Forecasting & Insights

RXinsider LTD.; Irving (TX); On-site; USD 77,000 - 135,000; Full time

Job summary

Vizient is seeking a senior financial planning professional to support annual planning, quarterly forecasting, and long-term budgeting. You will partner with departments and executives to provide financial oversight, perform variance analyses, and present monthly performance updates for BU and SG&A leaders.

The role emphasizes revenue management, forecasting accuracy, and identifying risks and opportunities. Strong Excel skills, Workday/Adaptive Planning experience, and MBA are valued.

Qualifications

• 5 or more years of relevant experience required.
• Strong understanding of financial analysis and reporting required.
• Strong analytical, database and spreadsheet modeling skills required.
• Experience with IT budgets, licensing, revenue, headcount, and projects financials.
• Ability to work collaboratively with different stakeholders, and the capability to provide valuable insights for decision-making processes.
• Workday and Adaptive Planning experience is a plus.
• Proficient in Excel.

Responsibilities

• Partner with business leads on annual planning, quarterly forecasting, long-term planning, and allocation processes (revenue, expense, and headcount).
• Prepare monthly financial review discussions and analysis with Finance Business Partners and Department Leadership.
• Compile and analyze quarterly revenue retention reports.
• Facilitate revenue discussions with business leaders and Finance Business Partner to support quarterly forecasting and annual budgeting.
• Assess revenue performance against forecasts and budgets, identify key drivers, and track trends, seasonality, and variances.
• Work with accounting teams to ensure accurate revenue recognition for subscription offerings.
• Serve as a resource and subject matter expert to Finance Business Partners and Executive Leadership regarding functional knowledge and expertise to department management and others outside department/function.
• Review P&L during close periods to ensure financial data accuracy.
• Uphold and safeguard the accuracy and integrity of forecast data.
• Identify opportunities to improve efficiency and lead projects to deliver improvements in productivity and operating costs.
• Perform highly complex financial research and analyses to identify issues, support business decisions and develop solutions.
• Collaborate with development project management operations (PMO) to forecast updated roadmap involving staff capacity, contingent labor, capital, and expense.

Skills

Financial analysis

Excel

Stakeholder mgmt

Data analysis

Education

MBA

Relevant degree

Tools

Workday

Adaptive Planning

Job description

Vizient is seeking a senior financial planning professional to support annual planning, quarterly forecasting, and long-term budgeting. You will partner with departments and executives to provide financial oversight, perform variance analyses, and present monthly performance updates for BU and SG&A leaders.

The role emphasizes revenue management, forecasting accuracy, and identifying risks and opportunities. Strong Excel skills, Workday/Adaptive Planning experience, and MBA are valued.