Finance Manager, Planning & Analysis

Presidio, Where Teamwork and Innovation Shape the Future
At Presidio, we're at the forefront of a global technology revolution, transforming industries through cutting-edge digital solutions and next-generation AI. We empower businesses - and their internal customers - to achieve more through innovation, automation, and intelligent insights.

The Role

The Finance Manager, Planning & Analysisis a hands-on leader within Corporate Finance responsible for the company’s enterprise planning and forecasting process, monthly financial consolidation and reporting cycle, and contributing to recurring Board of Directors and private equity sponsor reporting packages. This role coordinates inputs across the organization, maintains disciplined reporting and forecast processes, supports revenue and gross profit variance analysis, and provides thought and technical leadership to the broader finance community. The successful candidate will combine strong financial fundamentals with demonstrated experience applying artificial intelligence and automation to improve finance processes, reporting quality, and team productivity.

Responsibilities include: 

• Lead the monthly enterprise forecast process, including calendar management, assumptions, data collection, consolidation, quality checks, and preparation of forecast outputs.
• Own the monthly financial consolidation and management reporting processes, coordinating submissions, validating results, and delivering accurate, timely enterprise reporting.
• Contribute to monthly Board of Directors and private equity sponsor reporting packages, ensuring financial schedules, commentary, and supporting analyses are complete, consistent, and presentation-ready.
• Partner with accounting, business finance, rev ops and other business partners to align on assumptions, reconcile actual results to management reporting and resolve data, mapping, or classification issues.
• Support revenue and gross profit variance analysis by identifying key drivers versus prior forecast, budget, and prior periods and coordinating clear explanations with business partners.
• Develop and maintain recurring financial models, dashboards, and analyses that improve visibility into enterprise performance.
• Apply AI, workflow automation, and analytics tools to streamline data preparation, consolidation, validation, reporting, and forecast processes while maintaining appropriate controls.
• Identify recurring manual activities and implement practical automation solutions that improve speed, accuracy, and scalability.
• Coach and develop financial analysts through clear work planning, review of analyses and deliverables, actionable feedback, and on-the-job skill development.
• Coordinate cross-functional deliverables and deadlines, communicate risks early, and follow issues through resolution.
• Support ad hoc financial analysis and recurring finance priorities as needed.

Required Skills and Professional Experience 

• Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• 7+ years of progressive experience in corporate finance, financial planning and analysis, accounting, or a related finance discipline.
• Demonstrated ownership of monthly financial consolidation, management reporting, and forecasting processes in a complex organization.
• Experience contributing to the preparing of recurring financial reporting packages for executive leadership, Boards of Directors, and/or private equity sponsors.
• Strong understanding of financial statements and proven ability to analyze revenue and gross profit performance and explain variances clearly.
• Demonstrated experience using AI and automation to advance finance processes, including practical examples of improving analysis, reporting, forecasting, or team productivity.
• Advanced financial modeling and analytical skills, with strong attention to detail and the ability to manage multiple recurring deadlines.
• Advanced proficiency in Microsoft Excel and PowerPoint and experience working with enterprise financial systems, planning platforms, and business intelligence tools.
• Experience coaching, reviewing the work of, and developing financial analysts.
• Clear written and verbal communication skills, including the ability to translate financial results into concise management commentary.

Preferred Skills and Professional Experience 

• Experience in a private equity–backed, technology, services, or other multi-entity environment.
• Experience with OneStream, Microsoft Dynamics 365, Power BI, or comparable ERP, consolidation, planning, and business intelligence platforms.
• Hands-on experience with generative AI, Microsoft Copilot, Power Query, or comparable automation technologies used in a controlled finance environment.
• CPA, CMA, MBA, or other relevant finance, accounting, analytics, or automation credential.

Your future at Presidio
Joining Presidio means stepping into a culture of trailblazers - thinkers, builders, and collaborators - who push the boundaries of what's possible. With our expertise AI-driven analytics, cloud solutions, cybersecurity, and next-gen infrastructure, we enable businesses to stay ahead in an ever-evolving digital world.

Here, your impact is real. Whether you're harnessing the power of Generative AI, architecting resilient digital ecosystems, or driving data-driven transformation, you'll be part of a team that is shaping the future.

Ready to innovate? Let's redefine what's next-together.

About Presidio
Presidio is committed to hiring the most qualified candidates to join our amazing culture. We aim to attract and hire top talent from all backgrounds, including underrepresented and marginalized communities. We encourage women, people of color, people with disabilities, and veterans to apply for open roles at Presidio. Diversity of skills and thought is a key component to our business success.

At Presidio, speed and quality meet technology and innovation. Presidio is a trusted ally for organizations across industries with a decades-long history of building traditional IT foundations and deep expertise in AI and automation, security, networking, digital transformation, and cloud computing. Presidio fills gaps, removes hurdles, optimizes costs, and reduces risk. Presidio's expert technical team develops custom applications, provides managed services, and enables actionable data insights and builds forward-thinking solutions that drive strategic outcomes for clients globally. For more information visit https://presidio.com

Applications will be accepted on a rolling basis.

 Presidio has a strong commitment to the community we serve and our employees. As an Equal Opportunity Employer, we strive to have a workforce that includes the community we serve.

 Presidio is an Equal Opportunity Employer Disability/Vets. We evaluate qualified applicants without regard to race, color, religion, sex, age, national origin, disability, veteran status, genetic information, and other legally protected categories.

The "Know Your Rights" Poster is available here: https://www.eeoc.gov/poster

Presidio EEO Policy Statement is available here: https://www.presidio.com/careers

Presidio is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to [email protected] and let us know the nature of your request and your contact information.

Presidio is a VEVRAA Federal Contractor requesting priority referrals of protected veterans for its openings. State Employment Services, please provide priority referrals to.

Notice of Massachusetts Candidates: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Recruitment Agencies, Please Note: Presidio does not accept unsolicited agency resumes/CVs. Do not forward resumes/CVs to our career's email address, Presidio employees or any other means. Presidio is not responsible for any feeds related to unsolicited resumes/CVs.

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