Foster McKay · 4 hours ago
Financial Planning and Analysis Manager
New London County, CT
Full-time
Hybrid
Senior Level
5+ years expFoster McKay is seeking a Financial Planning and Analysis Manager who will lead financial planning, budgeting, forecasting, and financial analysis activities. The role involves collaborating with senior leadership and business partners to provide strategic insights and support the organization’s growth goals.
AccountingConsultingFinanceFinancial Services
Responsibilities
Oversee the business unit’s budgeting process, to ensure alignment with business objectives, preparing and reviewing detailed financial plans, and recommending adjustments as necessary
Lead monthly, quarterly, and annual forecasting processes to project future financial outcomes, assessing potential risks and opportunities
Partner with the business unit CFO in conducting in-depth financial analysis, including variance analysis, profitability analysis, and cost analysis, to provide insights into business performance and identify areas for improvement
Prepare and present financial reports for business unit senior management summarizing key financial metrics and operational performance
Partner with leadership and departments to evaluate business initiatives, investments, and new opportunities by providing data-driven recommendations
Monitor cash flow to ensure liquidity and recommend strategies to optimize working capital
Develop and maintain financial KPIs, dashboards, and other metrics to evaluate the health of the business
Identify opportunities to streamline and automate financial processes to improve efficiency and data accuracy
Manage and mentor FP&A analysts and support the development of their technical and analytical skills
Collaborate with other teams, such as accounting, operations, sales, and marketing, to ensure alignment in financial planning and budgeting
Qualification
Required
Bachelor's degree in Finance, Accounting, Economics, or a related field (Master's degree or CPA preferred)
5+ years of experience in financial planning and analysis, with at least 2-3 years in a managerial role
Strong understanding of OneStream
Strong proficiency in financial modeling, forecasting, and budgeting
Advanced knowledge of financial software and tools (Excel, ERP systems, Power BI, or similar reporting tools)
Strong analytical and problem-solving skills with the ability to synthesize complex data into actionable insights
Experience managing cross-functional teams and building relationships with senior leadership
Excellent communication and presentation skills, with the ability to present complex financial information to non-financial stakeholders
High attention to detail, accuracy, and a proactive approach to identifying issues and solutions
Preferred
Experience with industry-specific financial tools or ERP systems (SAP, NetSuite, Adaptive Insights)
Knowledge of GAAP (Generally Accepted Accounting Principles) and financial reporting standards
Familiarity with M&A processes, including financial due diligence and post-merger integration
Company
Foster McKay
Foster McKay expertise in offering accounting & reporting, corporate finance, audit, payroll, cash management, tax and advisory services.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase