Manager, Financial Planning & Analysis

Posted Yesterday
Be an Early Applicant
2 Locations
In-Office
115K-158K Annually
Senior level
Fintech • Consulting
The Role
Manages financial forecasting, annual budgeting, variance analysis, financial modeling, reporting governance, and strategic financial analyses. Supports senior management with performance insights, financial recommendations, board presentations, and analyses of revenue, expenses, capital expenditures, acquisitions, and expansion initiatives. Oversees FP&A reporting tools and processes, may supervise analysts, and drives process improvements and ad hoc reporting.
Summary Generated by Built In

Why Ryan?

  • Hybrid Work Options

  • Award-Winning Culture

  • Generous Personal Time Off (PTO) Benefits

  • 14-Weeks of 100% Paid Leave for New Parents (Adoption Included)

  • Monthly Gym Membership Reimbursement OR Gym Equipment Reimbursement

  • Benefits Eligibility Effective Day One

  • 401K with Employer Match

  • Tuition Reimbursement After One Year of Service

  • Fertility Assistance Program

  • Four-Week Company-Paid Sabbatical Eligibility After Five Years of Service

The Manager, Financial Planning & Analysis helps manage the company’s financial forecasts, annual budgeting process, operating plan variance analysis, and special projects. The Manager supports the Director of FP&A and assists in providing financial consulting and strategic support to senior management, including routine analytical reviews of company financial and operational performance, preparation of financial packages and presentations, revenue and expense analyses, and other projects requested by the Director of FP&A and/or senior management. The FP&A group acts as the analytical engine of the company to provide insights and support “optimal” business decision making

Duties and responsibilities, as they align to Ryan’s Key Results


People:

  • Create a positive team member experience.
  • May supervise Financial Analyst(s).

Client:

  • Supports senior management, region leaders, and Practice Leaders with in-depth analyses.
  • Prepares and delivers presentations to the Ryan Board of Directors and senior management teams.
  • Meets with division presidents and practice leads to discuss monthly financials and assist with analysis that may affect financials

Value:

  • Analyzes current and past trends of key performance indicators, highlighting issues and causes of unexpected variances.
  • Manages governance of FP&A reporting, standards and tools to ensure integrity and consistency of work products.
  • Manages changes to GL metadata and financial hierarchy to ensure alignment across department, reporting & systems.
  • Designs and develops monthly and/or quarterly financial reports and prepares variance analysis against annual and quarterly budget and prior periods.
  • Manages consolidation, report development, and modeling for annual budging and quarterly forecasting processes.
  • Maintain and enhance the design of FP&A reporting and process by leveraged corporate performance management tool.  
  • Analyzes complex financial information and reports (including all areas of revenue, expenses, and capital expenditures).
  • Provides accurate and timely financial recommendations to management for decision-making purposes.
  • Prepares presentations in support of board and shareholder meetings, monthly/quarterly senior leadership meetings and various strategic committees of the company.
  • Manages the continued development of budgeting, financial forecasting, operating plan, and modeling tools.
  • Use business intelligence tools and dashboard reports to develop insights and analysis.
  • Proactively looks to improve performance by evaluating processes to drive efficiencies and understand return on investment (ROI) in new acquisitions, practice areas, and international expansions.
  • Develops financial models and analyses to support strategic initiatives.
  • Performs ad-hoc reporting and analysis.
  • Other projects as assigned.

Education and Experience:

Bachelor’s degree (B.A. or B.S.) or equivalent in Accounting or Finance from a four-year college or university, at least 5-7 years related experience.  

  • Proven experience successfully leading a team
  • Must be able to perform complex analysis
  • Must be articulate with excellent verbal and written communication skills
  • Must be able to think creatively
  • Must be highly driven, and self-motivated with a demonstrated ability to roll up sleeves and work with team members in a hands-on management capacity.
  • Experience in an international professional services environment preferred.  

Computer Skills:

To perform this job successfully, an individual must have advanced skills, in Microsoft® Excel, PowerPoint, and AI technologies. Experience using accounting software is preferred.


Certificates and Licenses:

Valid driver's license required

Certified Public Accountant (CPA) preferred 


Supervisory Responsibilities:

May directly supervise employees on the FP&A team. Carries out supervisory responsibilities in accordance with the Firm’s policies and applicable laws.


Compensation Pay Transparency:

  • For Illinois based roles, the base salary hiring range for this position is $115,000.00 - $158,000.00

Equal Opportunity Employer: disability/veteran

Skills Required

  • Bachelor’s degree or equivalent in Accounting or Finance from a four-year college or university
  • 5–7 years of related experience
  • Experience successfully leading a team
  • Ability to perform complex analysis
  • Excellent verbal and written communication skills
  • Creative thinking ability
  • Highly driven and self-motivated with hands-on management ability
  • Advanced skills in Microsoft Excel, Microsoft PowerPoint, and AI technologies
  • Valid driver’s license
  • Experience in an international professional services environment
  • Experience using accounting software
  • Certified Public Accountant (CPA)

Ryan Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Ryan and has not been reviewed or approved by Ryan.

  • Flexible Benefits — The myRyan model provides results-based flexibility for exempt staff alongside hybrid/remote options, while non‑exempt roles use a PTO bank and receive paid holidays. Many benefits are available from the date of hire, reinforcing practical flexibility in how benefits are used.
  • Parental & Family Support — Paid parental leave, adoption assistance, and fertility support are highlighted as meaningful family-oriented offerings. Consistent emphasis on family-friendly policies positions this area as a standout.
  • Strong & Reliable Incentives — A performance-driven culture offers bonuses and commissions in certain tracks, with role descriptions noting meaningful variable pay beyond base salary. Total compensation is often characterized as strong where these incentives are prominent.

Ryan Insights

Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
HQ: Plano, TX
3,194 Employees
Year Founded: 1991

What We Do

Ryan is a tax services firm providing tax advisory and consulting services on a multi-jurisdictional basis. Ryan, an award-winning global tax services and software provider, is the largest Firm in the world dedicated exclusively to business taxes. With global headquarters in Dallas, Texas, the Firm provides an integrated suite of federal, state, local, and international tax services on a multijurisdictional basis, including tax recovery, consulting, advocacy, compliance, and technology services. Ryan is a seven-time recipient of the International Service Excellence Award from the Customer Service Institute of America (CSIA) for its commitment to world-class client service. Empowered by the dynamic myRyan work environment, which is widely recognized as the most innovative in the tax services industry, Ryan’s multidisciplinary team of more than 2,500 professionals and associates serves over 14,000 clients in more than 50 countries, including many of the world’s most prominent Global 5000 companies.

Similar Jobs

BearCom Logo BearCom

Manager, Financial Planning & Analysis

Digital Media • Other • Utilities
In-Office or Remote
75041, Garland, TX, USA
785 Employees

MongoDB Logo MongoDB

Senior Manager, Financial Planning & Analysis

Big Data • Cloud • Software • Database
Easy Apply
Hybrid
2 Locations
5550 Employees
101K-198K Annually

Point B Logo Point B

Manager, Financial Planning and Analysis & Revenue Operations

Healthtech • Professional Services • Software • Analytics • Biotech • Consulting • Automation
In-Office or Remote
Dallas, TX, USA
550 Employees

Forward Air Corporation Logo Forward Air Corporation

Manager, Financial Planning and Analysis

Logistics • Transportation • 3PL: Third Party Logistics • Industrial
In-Office
Coppell, TX, USA
6062 Employees

Similar Companies Hiring

Hanover Park Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
42 Employees
Kepler  Thumbnail
Artificial Intelligence • Fintech • Software
New York, New York
9 Employees
Onshore Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
60 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account