Manager FP&A

Position Description
Job Title:
Manager FP&A
Job Code:
Cost Center:
Corporate Office
Reports To:
Chief Financial Officer
FLSA Status:
Prepared Date:
Job Family:
Position Summary
The Manager of Financial Planning & Analysis will support the Financial Planning & Analysis team in daily, weekly, and monthly analyses focused on the budgeting, forecasting, and reporting processes. This role will prepare financial and operational reports that highlight KPIs, identify and monitor trends across the business, help management and business functions with issues and inquiries related to business performance, and perform ad-hoc analysis to support strategic initiatives.  The ideal candidate for this role will have an exceptional FP&A skillset combined with experience using Adaptive Insights necessary to guide and inform system implementation and act as a superuser.
This role will report to the Director of Financial Planning & Analysis and have significant interactions with and exposure to the CFO and key members of the executive and operational leadership teams.
Essential Duties and Responsibilities
Essential Duties and Responsibilities
  • Consolidate, analyze, and report on financial and business data, incorporating the company’s strategic goals, with a focus on KPIs and business trends
  • Engage with operational leaders as a business partner to review financial results, identify opportunities to improve efficiency/budget achievement, and provide ad-hoc analysis as needed to support business objectives
  • Manage the preparation and help drive the annual budgeting and quarterly forecasting processes for delegated state operations
  • Develop financial models, benchmark performance, and analyze business processes
  • Understand the industry and competitive landscape and use that knowledge to inform internal financial analysis and reporting
  • Analyze special operational and financial projects on an ad hoc basis
  • Use our financial reporting and general ledger systems to support internal and external needs for reports and other information
  • Partner with team cross-functionally for reporting and data analysis
Education and/or Experience
  • Bachelor’s degree in accounting, finance, or economics; MBA preferred
  • 5-7+ years of experience in finance
Knowledge and Skills
  • Strong foundation in accounting and financial reporting; solid knowledge of accounting principles, practices, and procedures
  • Experience with corporate finance, budgeting, forecasting, data analysis, and reporting
  • Demonstrated success in a dynamic, high-growth environment
  • Advanced computer skills, including Excel, Word, PowerPoint, and databases
  • General ledger systems and system integrations experience preferred
  • Adaptive Insights experience required
  • Must be highly analytical, organized, and possess a high degree of attention to detail
  • Excellent written and verbal communication skills
  • Able to work well with senior executives and team
Physical Requirements
The physical demands and work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 
Duties of this job are performing the following: 
  • Sitting is 60% of work time;
  • Standing, and walking is 20% of work time;
  • Bending, pushing, pulling, stooping, reaching, and kneeling is 30% of work time;
  • Grasping and finger/hand manipulation is 50% of work time;
  • Ability to lift up to 50 pounds;
  • Ability to operate computer, facsimile, copier, shredder, and calculator.
An office setting, varying degrees of background noise, standard office lighting and ventilation, occasional temperature fluctuations are found in the work environment. 
Normal business hours with flexibility to work overtime or non-standard hours as required by special projects.


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