Senior Financial Planning and Analysis (FP&A) Manager

JOB SUMMARY

A Sr. Financial Planning and Analysis (FP&A) Manager is responsible for leading the budgeting, forecasting, and financial analysis processes to advise and support strategic decision-making within the organization. This role involves in depth knowledge in analyzing financial data, identifying trends, and providing strategic insights to drive business performance, while collaborating with various departments to ensure alignment with the company's financial goals.

DUTIES AND RESPONSIBILITIES
•    The FP&A Sr. Manager serves as the primary business partner and advisor for finance matters within scope, including but not limited to P&L Reporting, Revenue, Gross Profit, Operating Expense, and Capital expenditures.  Responsibilities include:
•    Partner with key business stakeholders and the DVP of FP&A to evaluate, drive and recommend strategies for business unit financial performance. 
•    Lead recurring financial discussions with stakeholders and develop strategies and action plans to exceed targets.
•    Manage and develop the planning, forecasting, reporting, and monthly financial results processes, and their continuous innovation.
•    Utilize the company’s Oracle EPM, Tableau, and Excel to craft sales, operational and or management financial analytical insights and recommendations that are clear, accurate and actionable.
•    Provide thought leadership and oversight for team members on their recurring duties.

JOB SKILLS AND TRAITS
•    Self-starter with a strong work ethic, highly team-oriented, inquisitive, enjoy problem solving and focused on results.
•    Comfortable recommending strategies and working on complex projects requiring individual initiative and flexibility with minimal supervision.
•    Positive get-it-done attitude and agile approach to problem solving.
•    Able to manage multiple priorities in a high-volume environment, demonstrates flexibility as priorities change.

QUALIFICATIONS
•    Bachelor’s degree in finance, economics, accounting, or business related major required, MBA preferred.
•    10+ years relevant experience in positions that require senior level business partnering and financial analysis with a proven track record of success and demonstrated career advancement.
•    Demonstrated financial acumen and/or analytical experience delivering forecasting, budgeting, and variance analysis, and data interpretation of results.
•    Skilled and experienced in negotiating client, vendor and service contracts.
•    Familiar with U.S. GAAP and financial systems in an international organization.

JOB SPECIFICS

How does the day-to-day responsibilities would look like for this employee?

• The Senior FP&A Manager is responsible for looking at the bigger financial picture by planning, forecasting, and analyzing trends to help management understand how the business is performing. They create Excel-based financial models for forecasts and budgets, review differences between actual results and planned targets, and assess overall profitability. They also support key business decisions involving expansion, pricing, and investments. In addition, they prepare management reports, dashboards, and present insights to senior leaders. The main goal of this role is to help management make informed and data-driven financial decisions.

• Aside from managing their team, they will also create FP&A Excel models for their own stakeholders (AVPs, VPs, and higher management) and review or consolidate the models prepared by their Senior Financial Analysts and FP&A Managers.

• Strong forecasting, budgeting, and variance analysis experience, and ideally be able to manage or influence full P&L, not only direct costs.

• Demonstrated ownership of budget + forecast cycles, with clear assumptions and drivers. Strong variance analysis with driver-based explanations (price/volume/mix, cost drivers, headcount, etc.).

  • The Senior FP&A Manager is responsible for looking at the bigger financial picture by planning, forecasting, and analyzing trends to help management understand how the business is performing. They create Excel-based financial models for forecasts and budgets, review differences between actual results and planned targets, and assess overall profitability. They also support key business decisions involving expansion, pricing, and investments. In addition, they prepare management reports, dashboards, and present insights to senior leaders. The main goal of this role is to help management make informed and data-driven financial decisions.

• Experience in product manufacturing domains or industry as s/he must be able to do (or quickly ramp into) product margin / profitability analysis, including:

  • COGS drivers
  • Freight/shipping/logistics cost impacts
  • Mix and client/product-level profitability
  • Demonstrated financial acumen and/or analytical experience delivering forecasting, budgeting, and variance analysis, and data interpretation of results

• Advanced Excel Modeling (Hard requirement in calibration):

  • The role creates Excel-based financial models and reviews/consolidates models from the team.
  • Complex models for budget/forecast, scenario and sensitivity modeling
  • Data structuring, auditability, error checks, version control discipline
  • Dashboarding/management reporting outputs