Financial Planning and Analysis Manager

Job Description

Job Summary:

The Financial Planning & Analysis Manager is responsible for the company's global financial planning, forecasting, management reporting, and performance analysis processes. Serving as a strategic business partner to executive leadership, regional finance teams, and functional leaders, this role provides financial insights, challenges business assumptions, identifies performance drivers, and supports informed decision-making.

The position oversees the annual operating plan, rolling forecasts, monthly financial reporting, operating reviews, executive and Board reporting, and strategic financial analysis. The FP&A Manager also drives continuous improvement of the company's FP&A capabilities by enhancing planning processes, reporting standards, financial systems, analytical tools, and organizational accountability.

This hands-on role requires the ability to move seamlessly between detailed financial analysis and executive-level communication while influencing stakeholders across regions and functions.

Essential Duties and Responsibilities: A successful Financial Planning & Analysis Manager satisfactorily performs these general categories of duties. Responsibilities include, but are not limited to:

Financial Planning & Forecasting

• Manage the company's annual operating plan, periodic forecasting, and long-range financial planning processes across global operations.
• Develop and maintain planning calendars, assumptions, templates, reporting requirements, and governance standards to ensure consistent and timely submissions.
• Evaluate operating plans and forecasts using both top-down and bottom-up approaches, analyzing revenue, gross margin, operating expenses, capital expenditures, working capital, cash flow, and other key financial drivers.
• Prepare consolidated forecasts, scenario analyses, executive summaries, and recommendations to support strategic decision-making.
• Monitor forecast accuracy and continuously improve planning methodologies, assumptions, and financial discipline across the organization.
• Support the loading, validation, reconciliation, and analysis of planning data within Hyperion and related financial systems.

Financial Reporting & Performance Analysis

• Manage the preparation of monthly management reporting packages, executive dashboards, KPIs, scorecards, and financial performance analyses.
• Analyze financial results by region, function, business unit, product, and other key dimensions, identifying operational and financial drivers affecting performance.
• Prepare variance analyses comparing actual results to budget, forecast, prior year, and strategic objectives while providing actionable recommendations.
• Develop executive-level commentary that clearly communicates financial performance, business risks, opportunities, and recommended actions.
• Partner with Accounting and regional finance teams to improve reporting accuracy, data quality, consistency, and the efficiency of the monthly close and reporting cycle.

Business Partnership & Executive Support

• Serve as a trusted financial advisor to executive leadership, regional finance teams, and business leaders by providing analytical support for planning, forecasting, budgeting, and operational decision-making.
• Coordinate monthly operating reviews, prepare executive presentation materials, and monitor follow-up actions to promote accountability and execution.
• Support the preparation of executive and Board reporting materials, including financial schedules, trend analyses, forecasts, management presentations, and strategic recommendations.
• Translate complex financial information into clear business insights that support executive decision-making and long-term organizational objectives.

Strategic Financial Analysis

• Develop sophisticated financial models, investment analyses, scenario planning, profitability assessments, and business cases supporting strategic initiatives and corporate decision-making.
• Evaluate investments, pricing strategies, capital projects, cost reduction initiatives, restructuring activities, leases, transfer pricing, and other strategic opportunities.
• Support long-range financial planning, capital allocation, resource optimization, and enterprise-wide performance improvement initiatives.
• Perform ad hoc financial analyses and special projects in support of the CFO, CEO, executive leadership, and Board of Directors.

Balance Sheet & Cash Flow Management

• Develop and maintain st