CFGI Logo

CFGI

Financial Planning & Analysis - Manager

Job Posted 5 Days Ago Reposted 5 Days Ago
Remote or Hybrid
Hiring Remotely in United States
Senior level
Remote or Hybrid
Hiring Remotely in United States
Senior level
The FP&A Manager will support financial planning, budgeting, forecasting, and business transformation initiatives, driving strategic financial decisions and client engagement.
The summary above was generated by AI
As a member of our Business Transformation team, you work as an extension of our client’s team. Your work will focus on supporting the FP&A function of our client’s finance organization, including modeling, budgeting and forecasting, interim management, as well as high impact initiatives including restructuring, sell-side diligence, carve-outs, M&A integration, and other non-routine transactions.
 
Roles and Responsibilities:
 
·       The FP&A Manager is a key member of the Business Transformation team and will help influence clients’ financial and business decisions. 
·       Lead and/or support project teams engaged in the successful delivery of a wide range of Business Transformation initiatives aligning finance with business strategy in support of the broader organization's future vision.
·       Help develop finance strategies by assessing a client’s business challenges/needs/gaps, diagnosing the root problems, and recommending an approach leveraging CFGI assets. 
·       Develop and apply an understanding of sales and spending trends, to manage financial risk and identify opportunities. 
·       Provide best-in-class business partnering support, and deliver quality reports and analysis used to make informed business decisions. 
·       Identify and support CFGI business development initiatives; participate in certain aspects of the proposal development process. 
·       Thought capital and disseminate information around current and emerging trends. 
·       Maintain an understanding of advancements in technology and innovations which are happening across digital, analytics, the CFO ecosystem, and broader marketplace. 
 
Preferred Skills: 
 
·       Knowledge of leading Financial Planning and Analysis tools (i.e., Anaplan, Cognos, Hyperion, OBIEE, Tableau, Fusion).
·       Knowledge of ERP technologies (i.e., SAP / Oracle / Workday / NetSuite / Microsoft Dynamics). 
·       Project Management experience is a plus. 
·       Experience in the financial services and/or life sciences industries preferred.
 
Qualifications and Capabilities: 
 
·       Finance-focused with a minimum of five years’ experience in finance and/or accounting, with prior professional services experience. Client service experience in top professional services firms (i.e., Big 4 or large regional) is highly preferred, but not required. 
·       Exceptional understanding of the FP&A function within a finance organization. 
·       In-depth understanding of three statement financials and associated modelling. 
·       Significant engagement management experience as well as business, practice, and people development. 
·       Ability to concurrently manage internal firm and external client requirements. 
·       Transactional experience (M&A, divestures, refinancing, capital raises) and associated scenario modelling a plus. 
·       Working knowledge and expertise in analytics, forecasting, and finance technologies (process, planning analytics, core Financial). 
·       Experience with finance technologies such as Adaptive Workday, Planful, OneStream, Anaplan, Cognos, Oracle Hyperion, Tableau, Alteryx, Power BI, Fusion, etc. a plus. 
·       ERP technology understanding (SAP / Oracle / Workday, etc.). 
·       Experience leading a project, leading a project team and the ability to lead key requirement workshops with clients. 
·       Demonstrated ability to clearly communicate with executive level clients, document requirements, and articulate the value proposition and business case for various FP&A and BT solutions. 
 
 

Top Skills

Adaptive Workday
Alteryx
Anaplan
Cognos
Fusion
Hyperion
Microsoft Dynamics
NetSuite
Obiee
Onestream
Oracle
Planful
Power BI
SAP
Tableau
Workday

Similar Jobs

5 Days Ago
In-Office or Remote
Portland, ME, USA
110K-150K Annually
Senior level
110K-150K Annually
Senior level
Software
The FP&A Manager oversees budgeting and forecasting processes, develops financial models, analyzes financial data, and enhances reporting capabilities.
Top Skills: Erp SystemsFinancial Software ApplicationsSalesforce
13 Days Ago
In-Office or Remote
12 Locations
Junior
Junior
Healthtech • Pharmaceutical
Manage financial planning and analysis operations, oversee budgeting processes, implement technologies, support revenue management, and lead staff.
Top Skills: Budgeting SoftwareData-Mining SoftwareDatabase SoftwarePower BISpreadsheet Software
13 Days Ago
Remote
USA
135K-145K
Senior level
135K-145K
Senior level
Other
Manage budgeting, financial reporting, revenue forecasting, and vendor analysis for Kickstarter's finance team, ensuring data integrity and process optimization.
Top Skills: HubspotLookerExcelMosaicQuickbooks

What you need to know about the Seattle Tech Scene

Home to tech titans like Microsoft and Amazon, Seattle punches far above its weight in innovation. But its surrounding mountains, sprinkled with world-famous hiking trails and climbing routes, make the city a destination for outdoorsy types as well. Established as a logging town before shifting to shipbuilding and logistics, the Emerald City is now known for its contributions to aerospace, software, biotech and cloud computing. And its status as a thriving tech ecosystem is attracting out-of-town companies looking to establish new tech and engineering hubs.

Key Facts About Seattle Tech

  • Number of Tech Workers: 287,000; 13% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Amazon, Microsoft, Meta, Google
  • Key Industries: Artificial intelligence, cloud computing, software, biotechnology, game development
  • Funding Landscape: $3.1 billion in venture capital funding in 2024 (Pitchbook)
  • Notable Investors: Madrona, Fuse, Tola, Maveron
  • Research Centers and Universities: University of Washington, Seattle University, Seattle Pacific University, Allen Institute for Brain Science, Bill & Melinda Gates Foundation, Seattle Children’s Research Institute
By clicking Apply you agree to share your profile information with the hiring company.

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account