Finance Manager

Description

Finance Manager, Financial Planning & Analysis 

The Finance Manager, Financial Planning & Analysis (FP&A), leads financial planning, forecasting, and reporting processes across Cozzini Bros., Inc. Reporting to the Director of FP&A, this role delivers accurate, actionable analysis that drives business performance and strategic decision-making.

The Finance Manager will serve as the primary finance partner to the Service and Delivery organization, Cozzini’s largest division. This position is responsible for building and maintaining data integrity across reporting systems, financial models, and performance dashboards. The ideal candidate is analytically strong and technically adept—comfortable navigating data pipelines, automating reporting processes, and ensuring reliable data flow between financial and operational systems.

Essential Duties & Responsibilities

• Lead the monthly forecasting, annual budgeting, and long-range planning processes for the Service and Delivery division.
• Prepare and analyze consolidated financial statements, variance reports, and KPI dashboards for senior leadership.
• Partner with cross-functional leaders to interpret results, identify performance drivers, and recommend corrective actions.
• Maintain and enhance financial models to support forecasting, scenario analysis, and strategic decision support.
• Design and maintain data pipelines between ERP, EPM, and BI tools, ensuring data accuracy and consistency.
• Develop and manage standardized reporting templates and automated dashboards for recurring financial deliverables.
• Conduct ad hoc analysis on revenue, margin, and expense trends to support operational and strategic decisions.
• Partner with Accounting to ensure alignment between actuals, forecasts, and budgets.
• Identify and implement process improvements, automation opportunities, and data governance practices that strengthen FP&A systems, workflows, and reporting.

Requirements

Qualifications & Competencies

• Bachelor’s degree in Accounting, Finance, Economics, Business Administration, or a related field; MBA or CPA preferred.
• Five or more years of progressive experience in corporate FP&A, finance, or related analytical roles.
• Strong understanding of FP&A principles, including budgeting, forecasting, and variance analysis.
• Demonstrated experience with financial data systems, integrations, and data pipelines (ERP, EPM, BI tools).
• Advanced Microsoft Excel and financial modeling skills; working knowledge of SQL, Power BI, or comparable data tools.
• Strong analytical and problem-solving skills, with the ability to synthesize complex data into actionable business insights.
• Excellent communication and presentation skills, with the ability to translate technical concepts for non-technical audiences.
• Highly organized, detail-oriented, and results-driven, with a mindset of continuous improvement and process optimization.

Physical Requirements & Work Environment

• This position operates in a professional office environment and routinely uses standard office equipment, including computers, phones, and printers.
• The role is primarily sedentary. It requires the ability to remain in a stationary position at a workstation and operate a computer for extended periods.
• Requires the ability to communicate effectively in person, by phone, by video conference, and in writing.
• Requires the ability to move about the office to access files, office equipment, and meeting spaces.
• Work location: Hybrid with three days in the office.
• Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position.

Note: The preceding job description has been designed to indicate the general nature and essential duties and responsibilities of work performed by employees within this classification. It may not contain a comprehensive inventory of all duties, responsibilities and competencies required of employees to do this job. Cozzini Bros., Inc. reserves the right to change, add to or modify the above job duties and responsibilities. Nothing in this job description restricts management’s right to assign or reassign duties at any time.