Financial Planning and Systems Manager

Role Overview

• Own the design, integrity, and ongoing improvement of Finance systems, management reporting, and planning processes.
• Establish standards, controls, and best practices for financial data, reporting structures, and workflows.
• Oversee the preparation, analysis, and interpretation of monthly, quarterly, and annual internal financial reports.
• Ensure consistency, accuracy, and usability of management reporting for senior leadership and operating teams.
• Develop dashboards and analytical tools that provide insight into performance, trends, and drivers of results.
• Serve as the Finance lead and subject matter expert for financial systems and data-related initiatives.
• Lead finance participation in organization-wide IT projects, system implementations, integrations, and upgrades.
• Partner with IT and external vendors to define requirements, test solutions, and ensure successful adoption.
• Own the annual operating budget and monthly forecast processes, including timelines, assumptions, models, and deliverables.
• Coordinate closely with Accounting to support month-end close activities, ensuring alignment between actual results, forecasts, and management reporting.

Requirements

• 7+ years of progressive experience in financial analysis, accounting, FP&A, or financial systems roles.
• Strong understanding of accounting principles, financial modeling, and management reporting.
• Demonstrated expertise in financial and accounting systems, reporting tools, and data analysis.
• Proven ability to independently own complex processes and deliver results with minimal oversight.
• Excellent written and verbal communication skills, with the ability to influence without authority.
• Strong analytical, organizational, and problem-solving skills.

Benefits

• Eligibility for medical and dental insurance coverage, in accordance with plan terms.
• Life Insurance and Accidental Death and Dismemberment (AD&D) coverage, subject to plan provisions.
• Paid vacation leave, accrued in accordance with organizational policy.
• Paid sick leave, provided in compliance with applicable federal, state, and local laws.
• Up to twelve (12) paid holidays annually, subject to organizational schedule and business needs.
• Eligibility to participate in the organization’s 401(k) retirement plan, including employer matching contributions, in accordance with plan documents.
• Eligibility for an employer-provided parking stipend, subject to program guidelines and business needs.