Financial Planning & Analysis Manager (FP&A)

Description

Personality Profile

Persona Triangle is seeking a strategic, data-driven leader to oversee financial planning and long-term forecasting. This independent self-starter thrives on turning numbers into insight and aligning financial strategy with business goals. Detail-oriented yet big-picture focused, this person communicates clearly, collaborates across teams, and drives results with integrity. They’re motivated by impact and ready to play a key role in shaping the company’s financial future.

Job Summary 

The FP&A Manager is responsible for leading the financial planning and analysis function, supporting strategic decision-making across the organization. Reporting directly to the CFO, this role plays a key part in budgeting, forecasting, financial modeling, and performance analysis. The ideal candidate will bring a strong analytical mindset, excellent communication skills, and the ability to translate financial insights into actionable business strategies.

Job Responsibilities

• Lead the annual budgeting and long-range financial planning processes in collaboration with department heads and senior leadership.
• Prepare monthly, quarterly, and annual forecasts with variance analysis and commentary for executive review.
• Develop and maintain complex financial models to support business planning, scenario analysis, and decision-making.
• Analyze financial performance, KPIs, and trends to identify risks, opportunities, and areas for operational improvement.
• Create dashboards and executive reports to communicate key insights to the CFO and broader leadership team.
• Partner with accounting, operations, and other departments to ensure alignment between actuals and forecasts.
• Support strategic initiatives such as pricing strategies, capital investments, cost optimization, and business cases.
• Continuously improve FP&A tools, systems, and processes for scalability and efficiency.
• Assist with board reporting and investor materials, when applicable.

Requirements

Education and Experience

• Bachelor’s degree in Finance, Accounting, Economics, or a related field (MBA or CPA preferred).
• 5+ years of progressive experience in financial planning & analysis, corporate finance, or a related role.
• Advanced proficiency in Excel and financial modeling; experience with ERP systems and BI tools (e.g., Power BI, Tableau, Adaptive Insights) is a plus.

Knowledge, Skills, and Abilities

• Strong understanding of GAAP and corporate financial statements.
• Exceptional analytical, problem-solving, and communication skills.
• Proven ability to work cross-functionally and influence stakeholders at all levels.
• Highly organized and able to manage multiple priorities in a fast-paced environment.

Position Type and Expected Hours of Work 

This is a full-time, salary exempt position with some overtime varying. Standard hours are 8:00 am to 5:00 pm Monday- Friday.