Sr. Manager, Financial Planning & Analysis

Primary Accountabilities: This is a highly visible, strategic finance leadership role where you'll have the opportunity to make a real impact on business decisions and help shape the company's financial direction.

Rather than simply managing budgets and forecasts, you'll serve as a trusted financial partner to senior leaders across Finance, HR, Legal, and Technology, helping drive smarter investments, optimize spending, and influence long-term business strategy.

You'll take ownership of corporate financial planning, forecasting, executive reporting, and capital budgeting, while identifying opportunities to improve processes, leverage automation, and elevate the FP&A function.

What makes this opportunity exciting is the combination of executive exposure, strategic influence, and ownership. You'll have the autonomy to drive meaningful improvements, challenge the status quo, and play a key role in how the business plans and invests for the future.

We're looking for someone who enjoys going beyond the numbers, connecting financial insights to business strategy, and making a measurable impact.

Major Responsibilities/Essential Functions

Corporate Function Financial Partnership

• Serve as the primary FP&A partner to leaders of Finance, Legal, Human Resources, and Technology; provide financial guidance on operating priorities, spending decisions, and the financial impact of proposed initiatives.

• Develop a deep understanding of expense drivers across supported functions, including compensation and benefits, open positions, contractors, professional services, technology platforms, vendor contracts, and other shared-service costs.

• Lead financial reviews with functional leaders to evaluate performance, challenge assumptions, identify savings opportunities, and recommend actions that align spending with company priorities.

• Partner on business cases, staffing plans, sourcing decisions, and organizational changes, including the assessment of financial trade-offs and potential returns.

Budgeting, Forecasting & Long-Range Planning

• Own the annual operating budget and periodic forecast processes for assigned Corporate functions,

including planning calendars, financial assumptions, submissions, consolidation, and leadership reviews.

• Build and maintain detailed, driver-based models for headcount, compensation, benefits, consulting,

software, and other major cost categories in partnership with HR, Procurement, and functional owners.

• Develop rolling forecasts and multi-year outlooks; evaluate sensitivities, alternative scenarios, emerging

business needs, and risks or opportunities to financial commitments.

• Explain changes from prior forecasts, budget, and actual results; establish clear ownership of assumptions and ensure plans are complete, supportable, and aligned with broader company financial objectives.

Financial Reporting, Analytics & Business Insights

• Lead the preparation and review of monthly and quarterly management reporting for Corporate functions, including actual-to-budget and actual-to-forecast variance analysis, expense trends, and forward-looking commentary.

• Develop concise financial presentations, dashboards, and key performance indicators that equip executives and functional leaders to understand results, manage costs, and make informed decisions.

• Identify root causes of material variances, distinguish timing differences from structural cost changes, and recommend actions to address unfavorable trends or capture opportunities.

• Partner with Accounting during month-end close to review financial results, accruals, allocations, and expense classifications; ensure reporting reflects the underlying business activity.

• Lead ad hoc analysis and financial modeling to support strategic projects, vendor evaluations, organizational decisions, and leadership requests.

Capital Budgeting Investment Oversight

• Own the annual capital budgeting and periodic capital forecast processes, coordinating submissions, approvals, project prioritization, and updates across business and functional stakeholders.

• Maintain reporting and forecasts for approved capital investments, including project-level budgets, spend to date, remaining commitments, expected timing, and anticipated in-service dates.

• Evaluate proposed investments through financial business cases and return measures, such as ROI, payback period, and net present value, when appropriate; highlight trade-offs and help leadership allocate capital.

• Monitor capital spend against approved plans, explain variances, flag timing or funding risks, and support reprioritization decisions and post-investment performance reviews.

• Coordinate with Accounting and project owners on capital versus operating expense treatment, asset placement in service, and related depreciation or amortization forecasts.

Leadership, Controls & Continuous Improvement

• Lead, coach, and develop assigned FP&A team members; set clear expectations for analysis quality, deadlines, accountability, and professional growth.

• Establish consistent planning assumptions, reporting definitions, documentation standards, and review controls to improve accuracy, comparability, and confidence in financial information.

• Improve financial models, reporting tools, data quality, and workflows through standardization and automation; reduce manual effort while increasing the value of analysis provided to the business.

• Proactively communicate issues, recommendations, and decision points to FP&A leadership and key stakeholders; drive initiatives through implementation with limited direction.

ADDITIONAL RESPONSIBILITIES

• Perform other duties and support special projects as assigned.

• Comply with applicable company policies, financial controls, and standards.

Required Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field.

• 7+ years of progressive experience in FP&A, corporate finance, financial analysis, or related disciplines, including ownership of budgets, forecasts, and management reporting.

• Demonstrated ability to partner with senior business leaders, synthesize complex financial information, and present clear, actionable recommendations.

• Advanced Excel and financial modeling skills, including driver-based forecasting, scenario analysis, and large-data analysis.

• Experience with enterprise financial systems and planning/reporting tools; strong understanding of the relationship between financial planning, accounting results, and management reporting.

• Proven ability to manage multiple priorities, lead cross-functional processes, and deliver accurate work under tight deadlines.

Preferred Qualifications

• MBA or professional certification such as CPA, CFA, or equivalent.

• Experience supporting Corporate functions and managing capital planning, project investment analysis, and related reporting.

• Experience with Oracle ERP, Hyperion/Essbase, or comparable enterprise planning systems; proficiency with business intelligence or data visualization tools.

Individual Competencies

●        Problem Solving: Gathers and analyzes information to generate and evaluate potential solutions to problems, issues and challenges while weighing the accuracy and relevance of the facts, data and information.

●        Coaching: Guides, develops, empowers, and motivates associates to meet the organization's goals while preparing the team to win.

●        Change Management: Acts as a catalyst to change by using effective strategies to facilitate organizational change initiatives and overcome resistance to change.

●        Accountability: Sets clear goals, objectives, expectations, and responsibilities and monitors the process, progress and results to hold self and others accountable for measurable actions and results.

●        Influential Communication: Fosters open communication, speaks truthfully and with one voice through clea