Financial Planning and Analysis Manager
Codex · New York, New York, United States
FULL TIME
Job Description
Financial Planning and Analysis Manager (Pigment)United States (Hybrid) - New York | $160K–$180K Base + Benefits | No Sponsorship
Are you the right candidate for this opportunity Make sure to read the full description below.
The Manager/Sr. Manager FP&A role supports the Sr. Director of FP&A in enterprise-wide financial planning, analysis, and reporting. This role owns consolidated reporting, board and lender deliverables, and forecasting processes, while partnering closely with regional finance and accounting teams.This position plays a critical role in translating financial data into actionable insights, driving financial discipline, and supporting executive decision-making.
Essential Job ResponsibilitiesOwn and manage the enterprise financial planning calendar (monthly, quarterly, annual)Lead development of Board of Directors materials, including integrated 3-statement modeling and scenario analysisDeliver monthly and quarterly financial reporting, highlighting key drivers, risks, and forward-looking insightsPartner with regional finance teams to support annual budgeting and quarterly forecasting, including template design and process standardizationSupport monthly close by preparing flash results and ensuring timely, accurate submissions across business unitsPrepare interim financial statements (P&L, balance sheet, cash flow) for lender and external reporting needsPerform variance (flux) analysis across actuals, budget, and forecast to identify trends and root causesOwn leverage metrics and forecasting, including covenant compliance and reportingDevelop and maintain lender-adjusted EBITDA calculations and validate add-backsContinuously improve financial processes, reporting accuracy, and data quality
Minimum QualificationsRequired:Bachelor’s degree in Finance, Accounting, or related field7–10 years of progressive experience in FP&A or corporate finance3+ years in an FP&A Manager or similar leadership roleAdvanced financial modeling experience, including integrated 3-statement modelsStrong experience with budgeting, forecasting, and variance analysisAdvanced Excel skills (complex models, scenario analysis)Proven ability to synthesize financial data into executive-level xzbcwsv insightsExperience partnering with senior leadership and cross-functional teamsAbility to manage multiple priorities in a fast-paced, deadline-driven environmentPreferred:MBA and/or CPAExperience with FP&A tools (e.g., Pigment or similar platforms)Background in project-based industries (construction, engineering, etc.)Knowledge of project accounting concepts (WIP, revenue recognition, margin analysis)Experience with lender reporting, covenant compliance, and leverage metricsBenefitsMedical, dental, and vision insurance401(k) retirement plan with company matchPaid time off (PTO) and holiday payLife and disability insurance
Are you the right candidate for this opportunity Make sure to read the full description below.
The Manager/Sr. Manager FP&A role supports the Sr. Director of FP&A in enterprise-wide financial planning, analysis, and reporting. This role owns consolidated reporting, board and lender deliverables, and forecasting processes, while partnering closely with regional finance and accounting teams.This position plays a critical role in translating financial data into actionable insights, driving financial discipline, and supporting executive decision-making.
Essential Job ResponsibilitiesOwn and manage the enterprise financial planning calendar (monthly, quarterly, annual)Lead development of Board of Directors materials, including integrated 3-statement modeling and scenario analysisDeliver monthly and quarterly financial reporting, highlighting key drivers, risks, and forward-looking insightsPartner with regional finance teams to support annual budgeting and quarterly forecasting, including template design and process standardizationSupport monthly close by preparing flash results and ensuring timely, accurate submissions across business unitsPrepare interim financial statements (P&L, balance sheet, cash flow) for lender and external reporting needsPerform variance (flux) analysis across actuals, budget, and forecast to identify trends and root causesOwn leverage metrics and forecasting, including covenant compliance and reportingDevelop and maintain lender-adjusted EBITDA calculations and validate add-backsContinuously improve financial processes, reporting accuracy, and data quality
Minimum QualificationsRequired:Bachelor’s degree in Finance, Accounting, or related field7–10 years of progressive experience in FP&A or corporate finance3+ years in an FP&A Manager or similar leadership roleAdvanced financial modeling experience, including integrated 3-statement modelsStrong experience with budgeting, forecasting, and variance analysisAdvanced Excel skills (complex models, scenario analysis)Proven ability to synthesize financial data into executive-level xzbcwsv insightsExperience partnering with senior leadership and cross-functional teamsAbility to manage multiple priorities in a fast-paced, deadline-driven environmentPreferred:MBA and/or CPAExperience with FP&A tools (e.g., Pigment or similar platforms)Background in project-based industries (construction, engineering, etc.)Knowledge of project accounting concepts (WIP, revenue recognition, margin analysis)Experience with lender reporting, covenant compliance, and leverage metricsBenefitsMedical, dental, and vision insurance401(k) retirement plan with company matchPaid time off (PTO) and holiday payLife and disability insurance
Details
| Company | Codex |
| Location | New York, New York, United States |
| Type | FULL TIME |
| Niche | general |