Financial Planning and Analysis Manager

Position Summary:The Manager, Financial Planning & Analysis is a senior individual contributor responsible for budgeting, forecasting, financial modeling, and business performance analysis across a multi-entity organization. Reporting to the CFO, this role partners with executive and operational leaders to connect financial results to operational performance, labor productivity, customer profitability, and strategic growth decisions.

Check you match the skill requirements for this role, as well as associated experience, then apply with your CV below.
Essential Duties and Responsibilities:
Budgeting, Forecasting, and Financial ModelingLead annual budgeting, periodic reforecasting, and rolling forecast processes across business units, locations, and functions, establishing clear assumptions, timelines, and accountability.Develop driver-based financial models for revenue, gross margin, operating expenses, EBITDA, cash flow, and operational scenarios.Translate sales pipeline activity, contracted revenue, customer trends, labor capacity, and other operational drivers into actionable forecasts and sensitivity analyses.
Financial and Operational PerformanceAnalyze profitability across business units, locations, customers, and service lines, including revenue trends, gross margins, operating costs, and EBITDA drivers.Partner with Operations to evaluate labor productivity, utilization, overtime, staffing levels, scheduling, capacity, and other factors impacting profitability.Lead budget-versus-actual and forecast-versus-actual analysis, identifying root causes, financial risks, and opportunities for improvement.
Executive Reporting and Business PartnershipPrepare monthly operating reviews, executive leadership reports, board presentations, and financial performance summaries.Collaborate with commercial, operational, and functional leaders on investment decisions, pricing strategies, headcount planning, and performance improvement initiatives.Develop and maintain consistent KPIs and reporting standards in partnership with Finance and IT, ensuring accuracy in financial assumptions, calculations, and interpretation.
Strategic Initiatives and AcquisitionsSupport acquisition due diligence, financial modeling, integration planning, and post-acquisition performance and synergy tracking.Evaluate strategic initiatives, process improvements, and resource allocation decisions through scenario modeling and return-on-investment analysis.Partner with IT and business analysts to develop, test, and enhance automated dashboards and financial reporting processes.
Additional ResponsibilitiesPerform other related duties as assigned.
Performance MeasuresDeliver accurate, timely budgets and forecasts with clear variance explanations and continuous improvements in forecasting accuracy.Provide actionable financial and operational insights that support profitability and informed business decisions.Maintain reliable executive and board-level reporting with consistent financial metrics and KPI definitions.Establish effective partnerships across departments and provide measurable insight into strategic initiatives and acquisition performance.
Qualifications Required:Bachelor's degree in Finance, Accounting, or a related field.7+ years of progressive experience in financial planning and analysis, financial analysis, or accounting.Advanced Excel skills, including financial modeling, scenario analysis, and executive-level presentations.Strong understanding of financial statements, budgeting, forecasting, and ERP/reporting systems.
Preferred:Experience in private equity-backed, acquisition-driven, multi-location, or operationally complex organizations.Experience with ERP systems and business intelligence/reporting platforms.Experience analyzing labor productivity, profitability, and operational performance metrics.
Knowledge, Skills, and Abilities:Ability to connect detailed operational metrics to revenue, margins, EBITDA, and cash flow.Strong executive communication skills, sound business judgment, and ability to constructively challenge financial assumptions.Advanced analytical, financial modeling, and data validation capabilities.Ability to influence cross-functional stakeholders without direct reporting authority.Strong organizational skills with the ability to manage competing priorities and confidential financial information.
Working ConditionsWork is performed primarily in a standard office environment, with extended computer use and occasional hours beyond the standard workday during financial reporting, month-end close, system implementations, or acquisition activities.Travel is expected to be less than 5%.
How to Apply:To apply for this position, please click the "Apply" button at the top right of your screen. Alternatively, you can email your application to . Please ensure to include your resume and any other relevant documents or information that showcase your qualifications and suitability for the role. We appreciate your interest in joining our team and look forward to reviewing your application.
Equal Opportunity Employer Statement:Search Solution Group is an Equal Opportunity Employer committed to fostering an inclusive workplace where diversity is valued and respected. We do not discriminate on the basis of race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status in our hiring process or employment practices. We believe that a diverse workforce brings unique perspectives and strengths, driving innovation and growth. All employment decisions are based on qualifications, merit, and business needs. We welcome applicants from all backgrounds to apply and contribute to our team.
Disclaimer:Please note that the job description provided is not exhaustive and is subject to change. xzbcwsv Additional duties may be assigned as needed to meet the evolving needs of the organization and to ensure the successful completion of projects and objectives.