Manager of Financial Planning & Analysis

Manager of Financial Planning and Analysis

Location
To be determined

Schedule
Full time

Department
Finance and Accounting

Reports To
Controller

FLSA Status
Salaried, full time, exempt

Overview
The Manager of Financial Planning and Analysis is responsible for leading the company’s financial reporting and planning processes, forecasting cadence, and performance reporting framework. This role is the process owner for financial reporting, budgeting, forecasting, KPI tracking, and financial modeling across multiple entities within Group CBS. The role is hands on and highly tactical, partnering with operations and business leaders to translate financial data into actionable insights that drive performance, accountability, and strategic alignment.

What you will do

Financial reporting and close support
• Manage the preparation of monthly consolidated financial statements
• Create and manage weekly and monthly reporting to support departmental and business needs
• Prepare internal financial reports, including researching and explaining significant variances with department leaders

Budgeting and forecasting
• Lead the annual budgeting process across all business units
• Lead monthly forecasting cycles, ensuring accuracy and consistency
• Conduct variance analysis including budget versus actual and forecast versus actual, identifying root causes

FP&A process ownership and modeling
• Establish and manage standardized FP&A processes across entities
• Build and maintain financial models for scenario planning, capital allocation, and strategic initiatives
• Improve reporting automation, dashboard development, and data integrity
• Drive continuous improvement in forecasting accuracy and reporting efficiency
• Assess business needs, prioritize projects, and deliver new reporting requirements to completion
• Provide ad hoc financial reports as requested

Performance insights and operational partnership
• Develop, track, and report KPIs for executive leadership
• Partner with operational leaders to analyze margin and profitability performance, cost drivers, and revenue trends

Metrics
• Forecast accuracy
• Budget adherence and variance management
• Reporting timeliness and accuracy
• KPI visibility and adoption across business units
• Process efficiency improvements

Supervisory responsibilities
This position may have direct reports and influences cross functional teams through financial process leadership.

What success looks like
• Forecasts are accurate, consistent, and delivered on time
• Budgets are built on a clear, repeatable process and variances are explained with confidence
• KPIs are visible, trusted, and actively used by leaders across business units
• Reporting is timely, accurate, and increasingly automated
• Operational leaders can clearly connect financial results to decisions and actions

What we are looking for
• Bachelor’s degree in Finance, Accounting, Economics, or related field required
• MBA or advanced financial certification preferred
• 5 to 8 years of progressive FP&A or corporate finance experience, ideally in a multi entity industrial services or manufacturing cost accounting environment
• Strong financial modeling and forecasting expertise
• Advanced Microsoft Excel skills including pivot tables, modeling, and scenario analysis
• Experience consolidating multi entity financial data using Hyperion
• Strong understanding of income statements, cash flow, margin analysis, and cost structures
• Proven ability to build scalable financial processes
• Ability to translate complex financial data into clear business insights
• Strong collaboration skills with operations and executive leadership
• CPA, CFA, or CMA preferred but not required

Physical requirements
• Continuous sitting and repetitive hand motion
• Occasional lifting up to 10 pounds
Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

Additional notes
You may be asked to perform other duties as needed. You will be evaluated in part based on your performance of the duties listed in this job description. The employer may revise this job description at any time. This job description is not a contract for employment and employment may be terminated at any time for any reason.

Equal Opportunity Employer
We are an Equal Opportunity Employer and do not discriminate based on race, color, religion, sex including pregnancy, sexual orientation, gender identity, national origin, age, disability, genetic information, veteran status, or any other legally protected status. We are committed to providing equal employment opportunities and a workplace free from discrimination and harassment.

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FP&A Manager, Senior Financial Analyst, Corporate Finance Manager, Finance Manager, Budget Manager, Financial Reporting Manager, FP&A Lead