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Financial Planning Analysis Manager
As the Financial Planning & Analysis (FP&A) Manager, you will play a crucial role in driving financial strategy, budgeting, and operational efficiency. Your responsibilities will include developing financial forecasts, leading budgeting processes, and ensuring alignment with business objectives. You will monitor expenditures, conduct variance analyses, and provide strategic insights to support decision-making. Additionally, you will lead process improvements by automating financial operations, enhancing compliance, and streamlining workflows. Your collaboration with leadership, auditors, and external funders will ensure financial transparency. **Key Responsibilities:** - Develop short-term and long-term financial plans - Collaborate with vertical leaders to align financial goals with business objectives and support the creation of project budgets for proposals - Lead the annual budgeting process, gathering inputs from various departments to create consolidated budgets - Monitor budget variances and implement corrective actions as needed, preparing monthly and quarterly management reports on expenditure against budget and forecasts for internal and external stakeholders - Analyze financial performance, variances, and drivers of financial results to provide insights and recommendations for decision-making - Conduct scenario analysis to assess potential business impacts and strategic options - Develop, streamline, and automate management reports to provide timely and relevant financial information that supports leadership decision-making - Present innovative commercial insights and solutions to improve operational efficiency - Lead, mentor, and develop the FP&A team, fostering a culture of collaboration, accountability, and continuous improvement **Qualifications Required:** - Bachelor's degree in Finance, Accounting, Business Administration, or a related field. Master's degree or CPA preferred - Proven experience (8+ years) in financial planning and analysis, with a strong background in team leadership - Excellent analytical and problem-solving skills, with the ability to interpret complex financial data - Strong hands-on experience working extensively on spreadsheets/Excel for financial analysis, tracking, and reporting, familiarity with Zoho Books and/or QuickBooks would be a plus - Comfortable working in a small, growing organization with a willingness to work at the ground level on core finance basics when required, while also supporting and guiding the team by leading by example If any additional details of the company are present in the Job Description, please provide them. As the Financial Planning & Analysis (FP&A) Manager, you will play a crucial role in driving financial strategy, budgeting, and operational efficiency. Your responsibilities will include developing financial forecasts, leading budgeting processes, and ensuring alignment with business objectives. You will monitor expenditures, conduct variance analyses, and provide strategic insights to support decision-making. Additionally, you will lead process improvements by automating financial operations, enhancing compliance, and streamlining workflows. Your collaboration with leadership, auditors, and external funders will ensure financial transparency. **Key Responsibilities:** - Develop short-term and long-term financial plans - Collaborate with vertical leaders to align financial goals with business objectives and support the creation of project budgets for proposals - Lead the annual budgeting process, gathering inputs from various departments to create consolidated budgets - Monitor budget variances and implement corrective actions as needed, preparing monthly and quarterly management reports on expenditure against budget and forecasts for internal and external stakeholders - Analyze financial performance, variances, and drivers of financial results to provide insights and recommendations for decision-making - Conduct scenario analysis to assess potential business impacts and strategic options - Develop, streamline, and automate management reports to provide timely and relevant financial information that supports leadership decision-making - Present innovative commercial insights and solutions to improve operational efficiency - Lead, mentor, and develop the FP&A team, fostering a culture of collaboration, accountability, and continuous improvement **Qualifications Required:** - Bachelor's degree in Finance, Accounting, Business Administration, or a related field. Master's degree or CPA preferred - Proven experience (8+ years) in financial planning and analysis, with a strong background in team leadership - Excellent analytical and problem-solving skills, with the ability to interpret complex financial data - Strong hands-on experience working extensively on spreadsheets/Excel for financial analysis, tracking, and reporting, familiarity with Zoho Books and/or QuickBooks would be a plus - Comfortable working in a small, growing organi