Manager – Financial Planning and Analysis

Job Description

The Financial Planning & Analysis (FP&A) Manager reports to the Finance Director and manages the operating budget and forecast processes, delivering timely, accurate reporting and data-driven insights that help FORTNA leadership drive growth and decision making. Responsibilities include supporting financial reporting activities, collecting and analyzing financial data, performing financial analysis on monthly and quarterly business performance, preparing month-end reports, and consolidating financial plans based on strategic initiatives. The FP&A Manager contributes to key business functions and is key to fostering strong finance partnerships throughout the organization.

The ideal candidate is data-driven and forward-thinking, with a strong foundation in financial modeling and strategic analysis and strong communication and collaboration skills. This is a great role for an FP&A professional excited to make a meaningful impact within a growing, dynamic company.

Key Responsibilities:

Reporting & Analysis:

• Prepare accurate and timely materials for monthly and quarterly financial reports, presentations and dashboards that highlight key performance indicators (KPIs).

• Perform variance and trend analysis to identify and explain key performance drivers.
• Optimize and rationalize financial processes to drive consistent reporting practices.

Strategic Analysis & Forecasting:

• Collaborate with business partners (e.g., operations, sales, and strategy) to develop and maintain accurate financial forecasts, identify financial risks and opportunities, and ensure alignment with financial goals.
• Lead the annual operating budget and periodic forecast processes, consolidating inputs from business partners into financial plans aligned with strategic initiatives.
• Support key initiatives as assigned, including ad-hoc financial and business analysis that delivers value-added reporting for leadership.

Financial Modeling & Scenario Analysis:

• Build and improve financial models, including sensitivity and scenario analysis to inform financial and business decision making.

• Develop tools and processes that establish planning and analysis best practices in support of our strategic goals.
• Leverage automation and technology tools to enhance efficiency, accuracy, and timeliness of deliverables.

Stakeholder Collaboration & Communication:

• Partner with Business Operations to improve performance, providing financial insights and data-driven strategies.
• Partner and collaborate with Accounting and Project Controls teams to ensure accurate and timely financial reporting during month-end close

• Partner and collaborate with Corporate Finance to ensure alignment on financial analysis and reporting.

Required Qualifications

• Bachelor’s degree in finance, accounting or related technical discipline
• 5 – 10  years of progressive work experience in FP&A
• Strong financial modeling skills required
• General ledger experience required
• Budgeting and forecasting experience required
• Ability to multi-task in a dynamic work environment
• Strong written and verbal communication skills
• Excellent analytical skills with ability to analyze, interpret, and summarize data
• Strong work ethic and ability to develop relationships across the organization

• Detail-oriented, with a professional demeanor and strong organizational skills

Preferred Qualifications

• Proficiency in Microsoft Office products
• Proficiency with ERP & BI Platforms

• Experience in finance for project-based businesses and discrete goods manufacturing
• Experience with financial software such as Planful, Workday Adaptive Planning, Workday Financials, or similar tools

The base salary range for this role is $115,900 to $173,800. This base salary range represents the low and high end of the base salary range for this position. Actual base salary offered will vary based on various factors including but not limited to location, level, job-related knowledge, skills, experience, and performance.

This job description describes the general nature and level of work expected of a person assigned to this position. All job requirements listed indicate the minimum level of knowledge, skills and/or ability deemed necessary to perform the job proficiently. Employees may be required to perform any other job-related duties as requested by their supervisor.

It is the policy of FORTNA and its affiliated companies to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, pregnancy or pregnancy-related condition, status with regard to public assistance, veteran status, citizenship status (if authorized to work in the U.S.), or any other characteristic protected by federal, state or local law. In addition, FORTNA will provide reasonable accommodations for qualified individuals with disabilities.