Job Title: Manager, Financial Planning & Analysis

Status: Full-Time, Exempt

Reports To: VP of Financial Planning & Analysis

Direct Reports: 1-2 junior analysts (dotted-line or direct TBD)

Position Overview

We are seeking a high-performing Manager of Financial Planning & Analysis to join our Finance team. This role serves as a critical strategic partner to the VP of FP&A, leading forecasting, budgeting, and advanced analytical processes that drive executive decision-making across the organization.

The ideal candidate brings a proven track record in FP&A, hands-on expertise with SQL and Power BI, and a forward-thinking approach to leveraging AI tools, including the Microsoft Copilot suite, to elevate both the quality and velocity of financial insight. This is a senior individual contributor role with people leadership responsibilities: the right person has built the budget model, presented to the CFO, redesigned the monthly reporting package, and coached a team through a new tool rollout.

The analytical challenge here is real: you will help leadership understand the business in a nuanced, data-driven way and translate complexity into clear strategic direction.

Key Responsibilities

Financial Planning & Analysis

• Lead the annual budgeting and quarterly forecasting processes, partnering with business unit leaders to ensure accuracy and alignment with company strategy
• Develop and maintain dynamic financial models to support long-range planning, scenario analysis, and business case development
• Build and maintain cash flow forecasting models, including short-term liquidity forecasts and long-range cash planning
• Prepare monthly and quarterly financial packages including variance analysis, KPI tracking, and executive commentary
• Identify trends, risks, and opportunities within financial results and communicate findings with clear, actionable recommendations
• Support month-end close activities by providing FP&A input to the Controller's team

Data, Technology & AI

• Build and maintain Power BI dashboards and reports that deliver clear, actionable financial insights to senior leadership
• Write and optimize SQL queries to extract, transform, and analyze large datasets in support of financial reporting and ad hoc analysis
• Leverage Microsoft Copilot and AI-powered tools to accelerate analysis, automate routine reporting tasks, and surface insights faster
• Apply prompt engineering techniques to extract high-quality outputs from AI tools and integrate them into repeatable FP&A workflows
• Critically evaluate AI-generated outputs before presenting to leadership-knowing when to trust, when to verify, and when to intervene
• Champion adoption of AI and automation capabilities within the FP&A team, identifying opportunities to embed these tools into existing processes

Business Partnership & Leadership

• Serve as a trusted business partner to cross-functional leaders in Accounting, Operations, and Sales, translating data into strategic narrative
• Lead with insight and recommendation, not just reporting; the “so what” and “what next” matter as much as the “what happened”
• Manage and develop 1-2 junior finance team members, coaching on analytical best practices and AI tool adoption
• Drive continuous improvement in FP&A processes, tools, and reporting infrastructure

Required Qualifications

Experience & Education

• Bachelor’s degree in Finance, Accounting, Economics, or a related field
• 5+ years of progressive FP&A experience with a demonstrated record of measurable outcomes-be prepared to speak to specific results you have driven
• Proven ability to operate independently in a fast-paced environment, managing competing priorities without sacrificing accuracy or timeliness
• Experience building and maintaining cash projection and cash flow forecasting models, including short-term liquidity and long-range planning

Technical Skills

• SQL: Advanced proficiency; able to independently query, join, and manipulate data across relational databases
• Power BI: Advanced proficiency including data modeling, DAX formula development, and executive-ready dashboard design
• Microsoft Copilot Suite: Demonstrated hands-on use across Copilot for Microsoft 365, Excel, Teams, Outlook, and Word; practical finance workflow application required
• AI Tools: Active user with the ability to evaluate output quality, apply prompt engineering, and identify appropriate automation use cases
• Excel: Expert-level financial modeling skills

Core Competencies

• Insight-driven communicator: translates complex financial data into concise, compelling executive narratives
• Analytical skeptic: applies rigorous critical thinking to data and AI outputs and does not present findings without verification
• Intellectually curious: stays current on AI and finance technology and proactively brings new ideas to the team
• Change agent: comfortable leading peers and stakeholders through process and technology transitions
• Business-first mindset: builds cross-functional relationships and is seen as a trusted advisor

Preferred Qualifications

• MBA, CPA, or CFA designation
• Experience in distribution or consumer goods industries
• Exposure to cloud data platforms (Snowflake, Azure Synapse, Databricks, or similar)
• Python experience for finance automation: data cleaning, report generation, or modeling
• Demonstrated experience piloting or scaling AI tools within a finance team

What We’re Looking For

This role is for a finance professional who is equally at home in a model and in a boardroom. You’ve built the budget, presented to the CFO, and redesigned the monthly package from scratch. You understand that AI sharpens FP&A judgment-it doesn’t replace it. You’re as likely to ask, “why does this number look wrong?” of an AI output as of a spreadsheet.

Beyond the technical requirements, we’re looking for someone who thrives in complexity. Our company operates in a market undergoing structural change, and Finance is at the center of navigating it. The best candidate won’t just report what happened-they’ll help leadership understand what it means and what to do next.

If that describes you, we’d like to talk.

Benefits Offering

• 401(k) - With Employer Matching
• Stock Options
• Holiday Pay
• Paid Time Off
• Work-Life Balance
• Employer Provided Equipment
• Employee Retail Discounts
• Work From Home
• Bereavement Leave
• Health Insurance
• Flexible Spending Account
• Dental Insurance
• Tuition Reimbursement
• Vision Insurance
• Employee Assistance Program
• Life Insurance
• Short and Long Term Disability

Work Location: Remote