Financial Planning & Analysis Manager

Job Description

Job Description

We are looking for a Financial Planning & Analysis Manager to lead and enhance our financial planning and reporting efforts. In this role, you will work closely with senior leadership and business units to analyze financial results, identify growth opportunities, and ensure alignment with organizational goals. This position is pivotal in driving the annual budgeting process, monthly forecasting, and performance tracking to support long-term success.

For confidential consideration, please apply or email your resume to Dana Klier out of the Rochester, NY Robert Half office.

Responsibilities :

• Serve as a trusted financial advisor to business leaders, providing insights and support for strategic decision-making.
• Oversee the preparation and submission of the annual budget, ensuring accuracy and alignment with organizational objectives.
• Implement and manage a monthly forecasting process to deliver clear and actionable financial projections.
• Analyze financial data to create comprehensive reports and effectively communicate results to stakeholders.
• Develop tools to monitor branch and department performance against budget and forecast, identifying areas for improvement.
• Collaborate across departments to advise on margin optimization and operational expense efficiencies.
• Track and report on productivity, profitability, and key performance indicators to support organizational goals.
• Provide regular updates to senior leadership on financial risks and opportunities, promoting informed decision-making.
• Lead the financial close process by reviewing work-in-progress jobs and approving revenue postings.
• Build strong relationships with branch leaders to facilitate discussions on profitability and forecast optimization.
• Bachelor's degree in Finance, Accounting, Economics, or a related field; a Master's degree is preferred.
• Minimum of 5 years of experience in Financial Planning and Analysis.
• Proficiency in Microsoft Excel, business intelligence tools, and Dynamics AX.
• Strong interpersonal skills with the ability to deliver people-focused service.
• Demonstrated ability to work independently and collaboratively within a team environment.
• Proven experience in providing constructive performance feedback and conducting staff appraisals.
• CPA certification is preferred but not required.
• Supervisory experience managing financial planning teams is highly desirable.