Financial Planning Manager

Posted Yesterday
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Chicago, IL, USA
Hybrid
112K-164K Annually
Senior level
Information Technology • Logistics • Software • Transportation • 3PL: Third Party Logistics
The Role
Manage FP&A team, lead budgeting, forecasting, and reporting. Deliver financial insights to stakeholders and develop financial models. Ensure data accuracy and coach analysts.
Summary Generated by Built In
As a Manager of FP&A at Echo Global Logistics, you will lead a team that supports strategic planning, budgeting, forecasting, and internal financial reporting. You will deliver timely, actionable financial analysis that aligns business needs with short and long-term financial goals. This position requires strong leadership, analytic skills, and the ability to communicate financial insights to stakeholders across the organization. You must be self-motivated with a proven ability to meet deadlines in a timely fashion.
This role will report to the VP of Finance but will interact with all departments on a regular basis, including the Executive Leadership Team and business unit leaders, to ensure engagement, accuracy and consistency in all aspects of financial reporting.

Key Responsibilities

  • Lead annual budgeting and rolling forecasting processes; consolidate inputs, validate assumptions, and delivery timely plans.
  • Produce monthly/quarterly management reporting (P&L & balance sheet) and variance analyses versus budget and prior periods.
  • Build, maintain, and enhance financial models, scenario analyses, and driver-based forecasts to support decision making.
  • Partner with business units to analyze revenue, gross profit, and other key performance metrics; identify performance gaps and recommend corrective actions.
  • Develop and present clear, actionable insights and recommendations to executives and department heads.
  • Coach and develop FP&A analysts; manage workload, priorities, and deliverable quality.
  • As a cross-departmental resource, constantly solicit feedback from supervisors, department VPs and directors to make yourself and your department a more efficient and better place to work.
  • Improve FP&A tools, systems (Anaplan), and processes (forecast automation, KPI reporting, data quality).
  • Ensure accuracy and integrity of financial data, assumptions, and reporting in accordance with company policies and applicable reporting standards.
  • Understand how to communicate difficult/sensitive information tactfully to key stakeholders in the organization.
  • Provide analytical support to business unit leaders as directed by Echo Leadership.

Required Qualifications & Experience

  • Bachelor’s degree in Finance or Accounting.
  • 5-8 years of work experience within FP&A, corporate finance, accounting or other financial driven roles
  • Prior people management experience preferred.
  • Strong financial modeling and advanced Excel skills; experience with FP&A/ERP systems (e.g., Anaplan, Workday) and BI tools (Tableau, Power BI) highly desirable.
  • Proven ability to translate data into strategic insights to assist senior stakeholders in key business decisions.

Core Skills & Competencies

  • Analytical thinking, attention to detail, and strong problem-solving ability.
  • Excellent communication and presentation skills; able to communicate complex ideas succinctly.
  • Leadership: coaching, mentoring, and performance management.
  • Project management skills and ability to manage competing priorities under tight deadlines.
  • Enjoys and thrives in fast-paced, fluid work environment.
  • Transportation experience a plus.

Echo Global Logistics is a leading provider of technology-enabled transportation management services. As a third-party logistics provider, we simplify transportation management for our clients and carriers, handling crucial tasks so they can focus on what they do best. From coast to coast, dock to dock, and across all major transportation modes, Echo connects businesses that need to ship their products with carriers who transport goods quickly, securely, and cost-effectively.

Work environment/physical demands summary:

This job operates in an office environment and uses a computer, telephone and other office equipment as needed to perform duties. The noise level in the work environment is typical of that of an office with an open seating floor plan. The employee may encounter frequent interruptions throughout the work day. The employee is regularly required to sit, talk, or hear.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, status as a qualified individual with a disability, or Vietnam era or other protected veteran. 

#LI - SG1

Benefits

For more information about our benefit offerings, please visit our careers page at https://www.echo.com/company/careers.

Compensation

$112,498.00-163,571.00 per year

This role is eligible for a bonus that is based on a combination of personal and business performance.

Top Skills

Anaplan
Excel
Power BI
Tableau
Workday
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The Company
HQ: Chicago, IL
2,600 Employees
Year Founded: 2005

What We Do

Echo is a leading provider of technology-enabled business process outsourcing, serving the transportation and logistics needs of our clients. Our proprietary web-based technology, dedicated service teams and robust procurement power enables our clients to see significant transportation savings while receiving best-in-class service.

Why Work With Us

At Echo you don’t just have a job—you have a career. Passion for what you do keeps you on the road to success. It’s teamwork and relationships that make our team truly successful. The chance to work alongside friends, have your voice heard, and be mentored by those who genuinely want to see you grow and thrive makes every day even better.

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