Senior Manager, Financial Planning & Analysis

Role Overview

• Own and continuously enhance the consolidated three-statement operating model, ensuring accuracy, scalability, and alignment with business strategy.
• Serve as a trusted financial advisor to the VP of Finance, CFO, and senior leadership by providing clear insights, scenario analysis, and recommendations to support strategic initiatives and capital allocation decisions.
• Lead enterprise-wide forecasting and long-range planning efforts, incorporating business drivers, market dynamics, and operational assumptions.
• Direct the preparation of annual budgets, rolling forecasts, and multi-year strategic plans in partnership with divisional and functional leaders.
• Oversee monthly, quarterly, and annual operating reports, including executive-level dashboards, KPIs, and variance analyses with actionable insights.
• Proactively identify financial risks and opportunities, recommend mitigation strategies, and track execution against approved plans.
• Partner with Commercial leadership to analyze sales pipeline, client performance, pricing, and growth trends to ensure accurate and forward-looking revenue projections.
• Lead program and project profitability modeling, evaluating margin performance, return on investment, and scalability across the portfolio.
• Collaborate with Operations to analyze implementation and ongoing project costs, refining cost drivers and improving profitability transparency.
• Lead, mentor, and develop a team of FP&A professionals, setting clear expectations, fostering accountability, and supporting career growth and succession planning.
• Review and challenge analytical outputs to ensure high standards of accuracy, clarity, and business relevance.
• Promote a culture of continuous improvement, learning, and collaboration within the Finance organization.
• Evaluate and recommend enhancements to financial systems, models, and reporting processes to improve efficiency, automation, controls, and scalability.
• Lead or support finance transformation initiatives, including system implementations, reporting standardization, and process redesign.
• Partner with internal stakeholders to establish and implement best practices that enhance decision-useful financial insights.
• Support the development, evaluation, and ongoing monitoring of CAPEX and large-scale project budgets, including post-investment reviews.
• Lead complex ad hoc financial analyses, business cases, and executive presentations related to growth initiatives, cost optimization, and strategic investments.
• Perform other duties as required to support the effective operation and strategic objectives of the Finance function.

Requirements

• Bachelor’s degree in Accounting, Finance, Economics, or a related analytical field.
• 6–8+ years of progressive experience in FP&A, corporate finance, or a similar analytical role, including ownership of complex three-statement financial models.
• Demonstrated experience leading budgeting, forecasting, and profitability analysis in a dynamic, fast-paced environment.
• Advanced Excel and financial modeling skills; strong executive-level PowerPoint and data visualization capabilities.
• Strong knowledge of GAAP, financial reporting, and internal controls.
• Proven ability to manage multiple priorities, influence cross-functional partners, and deliver high-quality results under tight deadlines.
• Experience with NetSuite, Oracle, or comparable ERP systems.
• Experience with valuation modeling, capital allocation, or M&A support.
• Healthcare, SaaS, or services-based industry experience.
• Experience with project costing and complex margin structures.
• Strategic Thinking & Business Acumen
• Executive Communication & Financial Storytelling
• Advanced Financial Modeling & Analysis
• Leadership & People Development
• Cross-Functional Collaboration & Influence
• Change Management & Process Optimization
• Judgment, Ethics & Integrity
• Innovation & Continuous Improvement

Tech Stack

• ERP
• Oracle

Benefits

• Supportive, progressive, fast-paced environment
• Competitive pay structure
• Matching 401(k) with immediate vesting
• Medical, dental, vision, life, & short-term disability insurance