Manager, Financial Data, Planning & Analytics

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Requirements:

• 6+ years of experience in financial planning, analysis, and financial systems transformation.
• 2+ years in management roles overseeing FP&A processes and people.
• Strong proficiency in financial modeling, data analysis, and financial automation tools.
• Experience with ERP systems (e.g., Sage Intacct, NetSuite) and BI tools (e.g., Looker, Tableau, Power BI).
• Proven ability to automate financial processes, integrate AI-driven tools, and optimize financial reporting structures.
• Strong leadership skills with experience in fostering collaboration across finance and operational teams.
• Excellent oral, written, and visual communication skills, with the ability to present financial findings to executive leadership.

Responsibilities:

• Lead and own the annual budgeting and planning cycle, ensuring coordination across all business unit finance teams.
• Maintain and improve forecasting processes, including quarterly forecasting and continuous planning methodologies.
• Develop the company’s long-term financial forecast and financial models to support strategic decision-making.
• Drive the modernization of financial systems and reporting infrastructure to enhance efficiency, automation, and AI-driven analytics.
• Oversee the administration, optimization, and integration of financial systems (e.g., ERP, BI tools, planning software) to improve data flow and usability.
• Partner with IT and finance teams to implement AI-driven automation and machine learning algorithms to enhance financial forecasting and decision-making.
• Assess and optimize financial processes and technology, identifying automation opportunities and ensuring scalability.
• Develop and maintain management reporting, dashboards, and KPIs to analyze business performance, including variances to budget, forecast, and prior periods.
• Prepare financial reports and dashboards for executive management, leveraging AI-powered insights and automated reporting tools.
• Support Board and Audit Committee presentations, ensuring data accuracy, KPI performance tracking, and financial analysis.
• Leverage financial insights to contribute to quarterly and annual management discussions and regulatory filings (e.g., 10K and 10Q reporting).
• Act as a strategic finance business partner to corporate leadership, helping shape financial strategy and operational efficiency.
• Lead monthly variance analysis, collaborating directly with operational management and executives to identify and resolve budget discrepancies.
• Provide decision-support analysis for business and procurement decisions, leveraging financial data and market insights.
• Research broader economic trends and incorporate findings into financial modeling and forecasting.