The Manager, Financial Planning & Analysis is responsible for delivering accurate and timely financial reporting, maintaining planning models, and leading the day-to-day work of the offshore FP&A team. Reporting to the Director of FP&A, this role is the operational anchor of the team, ensuring work is completed with precision,consistency, and efficiency.
- Health Insurance/HMO
- Enjoy unlimited MadMax Coffee
- Diverse learning & growth opportunities
- Accessible Cloud HR platform (Sprout)
- Above standard leaves
Planning Systems & Reporting
- Build and maintain planning models, forecasting templates, and reports within Workday
- Adaptive Planning in support of the FP&A function.
- Execute planning template updates as directed by the Director of FP&A, ensuring accuracy and alignment with current business requirements.
- Flag data quality issues within various end reporting systems (NetSuite, Workday Adaptive, Power BI, Sigma, etc.) to the Director of FP&A and assist in resolving them promptly.
Reporting & Analysis
- Prepare and deliver recurring financial reports, including monthly actuals, variance analysis, and budget versus actual reporting packages.
- Execute standardized reporting templates accurately and on time across reporting cycles.
- Support the month end close process by coordinating with accounting on data validation, reconciliation, and timely delivery of financial results into planning systems.
- Complete ad hoc data and reporting requests from the Director of FP&A with accuracy and within agreed timelines.
Team Leadership
- Serve as the senior lead for offshore FP&A team members, providing daily guidance, reviewing work for accuracy, and ensuring deadlines are met.
- Act as the primary point of contact for offshore team members, escalating issues to the Director of FP&A as appropriate.
- Support the onboarding of new offshore team members by sharing process knowledge and reporting standards.
- Model a high standard of quality and accountability for the offshore team and FP&A function.
5+ years of experience in FP&A or financial reporting.
Proficiency in Workday Adaptive Planning with experience building planning models, forecasting templates, and reports.
- Hands on experience with NetSuite.
- Strong command of Microsoft Excel with experience in data visualization tools.
- Experience leading or mentoring junior team members in a finance or reporting function.
- Experience with Snowflake or other cloud computing platforms.
- Background in accounting or CPA designation.
- Experience supporting FP&A functions within a high growth or private equity backed environment.
- Familiarity with VBA, Power Query, or other automation tools.
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