Financial Planning and Analysis Manager jobs in United States
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UHY-US · 4 hours ago

Financial Planning and Analysis Manager

UHY is one of the nation’s largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. As an FP&A Manager, you will oversee financial planning processes, analysis, and strategic decision support, collaborating with senior leadership to enhance financial operations and decision-making.

AccountingAdviceConsultingFinanceFinancial Services
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H1B Sponsor Likelynote

Responsibilities

Lead the development, execution, and continuous improvement of financial planning and analysis processes
Prepare and present financial reports, summarizing key findings and strategic recommendations
Monitor industry trends, economic conditions, and regulatory changes to assess their impact on financial strategies
Oversee financial reporting infrastructure, ensuring accuracy, efficiency, and scalability
Conduct in-depth variance analysis to identify business drivers and trends affecting financial performance
Develop and refine detailed budgets and financial forecasts
Partner with leadership and cross-functional teams to support strategic planning and business initiatives
Design and implement dashboards, scorecards, and financial reports to enhance decision-making
Prepare ad hoc financial reports and analyses as needed to support business objectives
Create and present quarterly financial narratives for private equity (PE) stakeholders
Participate in management discussions and analysis (MD&A), providing insights on financial performance and business strategy
Evaluate potential business deals, assessing financial impact and strategic fit
Extensive experience in mergers and acquisitions, including financial modeling, due diligence, and post-acquisition integration analysis
Deep expertise in Excel, including complex financial modeling, data analysis, and automation of reporting processes
Advanced data modeling skills, with the ability to interpret large datasets and translate insights into actionable strategies
Manage M&A evaluation models and contribute to recommendations for future opportunities
Identify areas for process improvement and drive initiatives to enhance financial operations
Support the development of a firm-wide Performance Management framework

Qualification

Financial planningFinancial analysisFinancial modelingExcel proficiencyBudgetingMergersAcquisitionsStrategic decision supportData analysisProcess improvementPerformance managementCollaboration

Required

Bachelor's degree in accounting, finance, or a related field
5 – 8+ years of experience in financial planning, analysis, and forecasting
Experience managing financial processes, reporting, and strategic analysis
Advanced proficiency in Excel and financial modeling

Preferred

Experience in a shared services environment
Professional certifications such as CFA, CPA, or CFP

Benefits

Group health insurance
Dental and vision coverage
401(k) retirement plans
Generous paid time off (PTO) allowances

Company

UHY-US

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UHY is one of the nation’s largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market.

H1B Sponsorship

UHY-US has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2021 (1)
2020 (4)

Funding

Current Stage
Late Stage
Total Funding
$19.67M
Key Investors
Summit Partners
2024-12-03Private Equity
2022-08-05Series Unknown· $4.61M
2021-07-16Series Unknown· $2.02M

Leadership Team

S
Steven McCarty
Chairman & Chief Executive Officer at UHY Advisors, Inc.
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Company data provided by crunchbase