Manager, Financial Planning

Manager, Financial Planning Overview

• The Manager, Financial Planning oversees FP&A functions, supporting budgeting, forecasting, and long-range financial planning initiatives.
• Collaborates cross-functionally to align financial goals with organizational objectives and ensure data integrity.
• Develops dynamic financial models to evaluate cost impacts and optimize processes.
• Supports variance analysis, comparing actuals versus forecasts and identifying key business drivers.
• Partners with accounting and other departments to ensure accurate reporting and alignment.
• Prepares materials for board presentations, leadership reviews, and strategic planning initiatives.
• Drives continuous improvement in FP&A processes, leveraging best practices and system utilization.
• Ensures compliance with FDA regulations and company policies, maintaining high standards of data privacy.

Manager, Financial Planning Key Responsibilities & Duties

• Owns portions of budgeting, forecasting, and long-range financial planning processes.
• Develops relationships with stakeholders to align financial and corporate goals.
• Optimizes FP&A processes, driving improvements in data integrity and system utilization.
• Maintains and enhances financial models, including inventory and three-statement models.
• Collaborates with accounting and other departments on ad-hoc projects.
• Identifies initiatives to improve financial and operational processes as the business scales.
• Prepares variance analysis and reports for leadership and board reviews.
• Supports strategic planning initiatives and compliance reviews.

Manager, Financial Planning Job Requirements

• Bachelor’s degree in Accounting or Finance required; CPA certification preferred.
• Minimum of 6 years of relevant experience, with manufacturing industry experience as a plus.
• Proficiency in Microsoft Office Suite, particularly advanced Excel skills; SAP experience advantageous.
• Strong analytical abilities, financial orientation, and excellent communication skills.
• Adherence to FDA regulations and company policies governing financial activities.
• Experience in developing and maintaining financial models and conducting variance analysis.
• Ability to drive process improvements and align cross-functional goals.
• Commitment to continuous learning and staying updated on industry best practices.