Financial Planning and Analysis (FP&A) Manager

Job Description:

Job Title: Financial Planning and Analysis (FP&A) Manager

Department: Finance
Reports to: Chief Financial Officer / Finance Director

Job Purpose:

The FP&A Manager is responsible for budgeting, forecasting, financial modeling, and analysis to support strategic decision-making. This role ensures financial health through accurate planning, insightful reporting, and deep business performance analysis. The FP&A Manager acts as a key business partner to senior leadership by providing forward-looking financial insights.

Key Responsibilities:

1. Budgeting & Forecasting:

• Lead the annual budgeting process and periodic forecasts in collaboration with various departments.
• Develop rolling forecasts to reflect business changes and market conditions.
• Monitor variances against budget and suggest corrective actions.

2. Financial Analysis:

• Analyze monthly, quarterly, and annual financial performance.
• Perform variance analysis (actual vs. budget/forecast) with commentary on key drivers.
• Support management with profitability analysis, cost control, and financial KPIs.

3. Strategic Planning & Decision Support:

• Provide financial insights and support for strategic initiatives, pricing strategies, new product launches, and capital investments.
• Build business cases, ROI models, and scenario analysis for key projects.

4. Management Reporting:

• Prepare monthly dashboards and presentations for senior management.
• Develop and improve internal reporting tools to aid performance tracking and decision-making.

5. Business Partnering:

• Collaborate with department heads and business units to understand financial implications of operational decisions.
• Challenge assumptions and drive accountability on financial targets.

6. Process Improvement & Systems:

• Improve forecasting and reporting processes for greater efficiency and accuracy.
• Support implementation or enhancement of financial systems (e.g., ERP, BI tools).

Qualifications and Skills:

• Bachelor's degree in Finance, Accounting, Economics, or related field (CMA, CA, CPA, or MBA preferred).
• 5–10 years of relevant experience in FP&A, corporate finance, or management reporting.
• Strong analytical and quantitative skills.
• Advanced Excel and financial modeling expertise; experience with BI tools (e.g., Power BI, Tableau) and ERP systems (e.g., SAP, Oracle) preferred.
• Excellent communication and presentation skills.
• Ability to work under pressure, meet deadlines, and manage multiple priorities.

Key Competencies:

• Financial acumen and business insight
• Attention to detail and accuracy
• Strategic thinking and problem-solving
• Stakeholder management and influencing skills
• Proactive mindset and continuous improvement orientation