Financial Planning and Analysis Manager

Job Description

A leading financial services organization is seeking an FP&A Manager to join its corporate finance team. This is a highly visible role supporting senior leadership with financial planning, forecasting, management reporting, and strategic analysis.

The ideal candidate will have strong financial modeling skills, excellent attention to detail, and the ability to translate financial data into actionable business insights. This person will work closely with senior stakeholders across Finance and the broader organization and will have meaningful exposure to business strategy and decision-making.

Key Responsibilities

• Lead the annual budgeting and forecasting process across multiple business functions.
• Prepare monthly and quarterly management reporting, including variance analysis and explanations of key business drivers.
• Develop and maintain financial models used for forecasting, scenario analysis, and strategic planning.
• Partner with senior Finance and business leaders to understand financial performance and identify trends, risks, and opportunities.
• Analyze revenue, expenses, headcount, profitability, and other key financial metrics.
• Prepare presentations and financial materials for senior management.
• Develop reporting and analytics to improve visibility into business performance.
• Support long-range financial planning and strategic initiatives.
• Evaluate actual results against budget and forecast and provide recommendations to management.
• Work cross-functionally with Accounting, Operations, HR, and business-unit leaders to improve financial processes and reporting.
• Assist with ad hoc financial analysis, business cases, and special projects.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• 8+ years of relevant FP&A, financial analysis, from financial services.
• Financial services experience strongly preferred; asset management, investment management, banking, insurance, or other financial institutions are relevant backgrounds.
• Strong financial modeling and forecasting capabilities.
• Advanced Excel skills; experience with financial planning/reporting systems is a plus.
• Strong understanding of P&L, balance sheet, cash flow, and financial performance metrics.
• Excellent analytical and problem-solving skills.
• Strong written and verbal communication skills with the ability to present financial information to senior stakeholders.
• Ability to manage multiple priorities in a deadline-driven environment.
• High degree of ownership, attention to detail, and intellectual curiosity.