Senior Manager of Financial Planning & Analysis

Job Description: Senior Manager of Financial Planning & Analysis

Reporting directly to the CFO, the Senior Manager of Financial Planning and Analysis will lead the day-to-day FP&A function and financial data management process. This role is responsible for supporting collaborative cross-functional efforts to drive relevant, flexible, and efficient financial planning and analysis that supports our key business decisions. The Senior Manager will be responsible for the management & evolution of financial tools used to summarize and evaluate business performance including the company’s financial reporting, forecasting & annual operating plan.

This role will manage the execution of the company-wide budgeting, forecasting, long-term planning, and business performance analysis processes. Conducts financial analysis, modeling, forecasting, and reporting efforts to ensure efficient financial operations. Reviews analysis results and develops actionable recommendations for the CFO and business leaders related to investments, sourcing, cost reduction, and other strategic and operational decisions.

Primary Responsibilities:

• Designs, implements, and manages the company-wide annual budget and recurring forecasting process, including timelines, assumptions, templates, consolidation, and review cadence
• Prepares weekly, monthly, and quarterly financial reporting, including variance analysis and clear explanations of performance against budget, forecast, and prior periods
• Creates financial models and scenarios as a key input for business planning decisions
• Prepares and analyzes data which may include locating, profiling, cleansing, extracting, mapping, importing, transforming, validating, or modeling
• Uses knowledge of business objectives, strategies, and needs to identify opportunities where data can be leveraged to achieve the desired business benefits
• Understands current data context, processes and availability, and how current data processes and existing data can be leveraged to achieve the desired benefits
• Ensures data integrity and consistency throughout the business and systems; performs validation and testing to confirm the accuracy of the information created
• Identifies and executes upon process improvement opportunities
• Leads ad hoc financial analysis where the business question, available data, or analytical approach may not be clearly defined; frames the question, develops the analysis, and communicates recommendations
• Develops scalable management reporting and dashboards using Power BI and other financial and data tools
• Manages and develops the FP&A team, initially consisting of one direct report, including prioritization, coaching, and review of work product

Required Qualifications:

• Bachelor’s degree in Accounting or Finance
• 7+ years of progressive FP&A, corporate finance, or related experience, including hands-on responsibility for budgeting, forecasting, and management reporting
• Highly proficient in Excel
• Ability to work independently, create structure from ambiguity, and manage new projects with general guidance
• Ability to develop innovative solutions to support business needs
• Prior people-management or significant team and project leadership experience
• Must be local to one of our main offices in Pittsburgh, PA, Columbia, MD, Norfolk, VA, or Richmond, VA

Preferred Qualifications:

• CPA, along with public accounting experience, or CMA
• Equivalent industry and project management experience
• Experience with Microsoft Dynamic 365 Business Applications
• Experience with Corporate Performance Management Tools
• Hands-on experience with Power BI or a comparable business intelligence platform; experience with Power Query, DAX, SQL, relational databases, or extracting data from ERP systems strongly preferred
• Experience with ASC-606-Revenue Recognition
• Experience in the Construction and Service industries

PHYSICAL DEMANDS

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 

While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. The employee is frequently required to stand and walk. The employee must regularly lift and/or move up to 10 pounds and frequently lift and/or move up to 25 pounds. 

WORK ENVIRONMENT

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 

The noise level in the work environment is usually quiet. 

DECLARATION

Human Resources retains the sole right and discretion to make changes to this job description. Any employee making changes unauthorized by the President or Human Resources will be subject to disciplinary action up to and including termination. 

COMPENSATION