Sr. Manager Financial Planning & Analysis (FP&A)

Description

WHO WE ARE

We are a restaurant group that thrives on creating authentic and inspiring experiences for the communities we serve. Through the contributions of countless incredible people, past and present, we're headed to the moon with a simple mission - to make people feel good. While no one on the team is quite like the other, it's our common values that keep us united.

• Be Authentic and Humble
• Act with Integrity
• Bring Good Energy
• Achieve as a Team
• Get Extraordinary Results
• Inspire with Hospitality

ABOUT THE SR MANAGER OF FINANCIAL PLANNING AND ANALYSIS

We are seeking an experienced and strategic Sr. Manager of Financial Planning & Analysis (FP&A) to lead our financial planning, budgeting, forecasting, and analysis efforts, reporting directly to the VP of FP&A. The successful candidate will be a key leader in the Finance organization, partnering with executive leadership and department heads to drive financial performance, strategic decision-making, and operational excellence. This role requires a strong financial acumen, exceptional analytical skills, and proven leadership abilities.

This role is on-site at the Upward Projects HQ in Phoenix, AZ. 

TO BE SUCCESSFUL YOU MUST

• Lead the annual budgeting, multi-year strategic planning, and quarterly forecasting processes.
• Develop and maintain robust financial models to support business projections, evaluate strategic initiatives, and assess key risks and opportunities.
• Conduct in-depth financial analysis of operational results, providing timely and insightful reports to the executive team and Board of Directors.
• Drive continuous improvement in FP&A processes, systems, and reporting capabilities.
• Serve as a primary finance business partner to executive leaders, offering financial expertise and guidance to support business unit strategies and performance.
• Develop and monitor key performance indicators (KPIs) and metrics to track business health and drive accountability across the organization.
• Support pricing, new product development, and capital expenditure decisions with rigorous financial modeling and analysis.
• Lead, mentor, and develop the FP&A team, fostering a culture of high performance, accuracy, and continuous learning.
• Collaborate cross-functionally with Accounting, Operations, Sales, and other departments to ensure alignment on financial goals and data integrity.

WHY YOU'LL LOVE UPWARD PROJECTS

• Excellent benefit and compensation package
• Paid time off and earned paid sick time
• Fitness discount programs
• 401K with company match
• A people focused culture united by our shared values
• Unlimited growth opportunities, with several new restaurant openings
• Having a voice. We provide empowerment and influence to all our team members
• Opportunity to build deep, meaningful, and lasting relationships with colleagues
• Recognition and rewards for your hard work and tenure
• Generous meal benefit program

Requirements

• Minimum of 8-10 years of progressive experience in FP&A, corporate finance, or related fields, with at least 3-5 years in a leadership/management role.
• Bachelor's degree in Finance, Accounting, Economics, or a related quantitative field.
• Expert proficiency in financial modeling, forecasting, and budgeting techniques.
• Exceptional analytical, problem-solving, and decision-making skills.
• Demonstrated ability to communicate complex financial information clearly and effectively to both financial and non-financial audiences.
• Advanced knowledge of financial reporting and general accounting principles (GAAP).
• Strong proficiency with financial planning software and ERP systems (e.g.,Netsuite, Great Plains, Adaptive Planning, Workday, etc).
• Experience working with and pulling data directly from data warehouses strongly preferred (e.g., PostgreSQL, Snowflake, etc)
• Experience with BI Platforms a plus (e.g., Tableau, Power BI, Looker, etc)