Manager, Financial Planning – Analysis

Role Overview

• Lead monthly PNL review with Commercial and Marketing teams to drive department performance and identify key risks and opportunities
• Assist with regular financial reporting including weekly KPIs, month-end close, and ongoing forecasting efforts
• Collaborate with accounting to ensure alignment between actuals and expectations
• Prepare external and board communications related to financial performance
• Support the annual budgeting cycle, providing analytical insights and recommendations
• Partner closely with Commercial & Marketing teams on pricing strategy, measuring profitability by sales channel and key retail customers, and evaluating marketing programs to inform budget allocation
• Conduct margin and profitability analyses for new product innovations to establish target cost structures for the R&D team
• Drive data literacy across the organization by developing financial dashboards and tools to measure company performance, utilizing AI and automation to optimize data workflows
• Conduct in-depth data analysis to support all departments, uncovering actionable insights to drive business growth. Identify opportunities for efficiencies and process improvements
• Lead cross-functional projects with objective to improve business performance and hit financial targets; facilitate alignment between stakeholders on strategic decisions
• Quantify ROI of major initiatives and product pipeline opportunities to guide company priorities
• Present findings and recommendations to senior leadership in a clear, concise manner
• Act as a liaison between cross-functional departments and the finance & accounting team, promoting a culture of data-driven decision-making across the organization

Requirements

• 3+ years of experience in business analysis
• Excellent problem-solving skills and ability to think strategically
• Strong proficiency in data analysis tools such as Excel
• Outstanding communication and presentation skills
• Experience with financial modeling and budgeting processes

Benefits

• vision/dental/medical
• gym and commuter discounts
• opportunities for personal and career development