Manager, Financial Planning & Analysis

The primary responsibility of this role is to support Operations and Executive Management with financial planning, analysis, and reporting, including budgeting, forecasting, and strategic modeling. The FP&A Manager prepares the monthly financial reporting package for the Executive Team, detailing business results, identifying trends, and highlighting key risks and opportunities. The role supports the development and enhancement of financial and data analysis models, including customer-level profitability reporting, and tracks key performance indicators to guide operational and strategic decision-making. This position also drives improvements in forecasting accuracy, reporting efficiency, and financial visibility across the organization.

Essential Job Functions:

Every effort has been made to identify the essential functions of this position. However, it in no way states or implies that these are the only duties that will be required to perform. The omission of specific statements of duties does not exclude them from the position if the work is similar, related or is an essential function of the position.

• Lead the full budgeting, forecasting, and reforecasting process; consolidate submissions and present financial results to senior leadership.
• Own development and distribution of monthly and quarterly financial reporting packages, including variance analysis, performance KPIs, and executive summaries.
• Ensure timely month-end and quarter-end reporting in alignment with corporate deadlines.
• Maintain and enhance financial planning models used for cash flow, revenue, margin, and cost analysis.
• Build financial models to support capital projects, pricing proposals, customer profitability analysis, and cost-savings initiatives.
• Support covenant reporting, treasury modeling, and cash flow analysis for banking and financing requirements.
• Establish standards for data integrity, reporting cadence, analytic methodology, and dashboard design.
• Implement best practices to improve reporting automation, forecast accuracy, and financial visibility.
• Serve as a strategic partner to Operations leadership, providing visibility into labor trends, facility profitability, customer-level performance, and operating efficiency.
• Collaborate with Accounting, HR, Operations, and other departments to align actuals, forecasts, and operational metrics.
• Lead or support cross-functional projects, including labor optimization, ROI studies, revenue and margin analysis, or bonus/commission modeling.
• Translate complex financial data into executive-ready presentations for senior leadership and Board audiences.
• Lead and manage a team of analysts responsible for reporting, forecasting, and financial modeling.
• Drive performance management for the team, including setting expectations, aligning goals, and providing coaching and feedback to support growth and accountability.