Financial Planning and Analysis Manager

Financial Planning and Analysis Manager

Welcome to Neighborlythe hub of service brands that connects customers to top-notch local experts who repair, maintain, and enhance homes and businesses. Our long-standing business, with over 40 years of experience, is focused on strategic innovation as we build the future of home and business services. Bring your ambition to the table as we unlock new doors together, taking your career to the next level.

The Financial Planning & Analysis (FP&A) Manager is responsible for leading budgeting, forecasting, and financial reporting activities across multiple brands or business units. This role ensures accurate financial planning, disciplined expense management, and clear, actionable reporting to support business decisions.

The position partners closely with cross-functional leaders to monitor performance against budget, identify risks and opportunities, and provide insights that drive effective financial management. The FP&A Manager also plays a key role in strengthening processes, improving reporting tools, and maintaining strong financial controls.

Bring your experience and be empowered to innovate.

What are the core responsibilities for the Financial Planning & Analysis Manager?:

• Budgeting & Forecasting

• Own the end-to-end budgeting process across brands

• Develop and maintain monthly forecasts, incorporating actuals, and updated assumptions

• Track spend against budget and ensure alignment with approved plans

• Manage reforecast cycles and clearly communicate changes and drivers

• Financial Reporting

• Produce monthly reporting on spend, including variance to budget and forecast

• Prepare and distribute reports for leadership with clear explanations of variances

• Support month-end close activities, including accruals and expense tracking

• Spend Management & Analysis

• Monitor spend across channels, vendors, and brands to ensure accuracy and control

• Identify and flag risks, overspend, or underspend in a timely manner

• Perform ad hoc analysis on spend trends, and budget utilization

• Dashboarding & Tools

• Build and maintain dashboards to track budgets, forecasts, and actual spend

• Improve reporting processes and ensure consistency across brands

• Business Partnership

• Work closely with teams to review budgets and forecast updates

• Provide guidance on budget availability, reallocations, and spend timing

• Support planning discussions with clear financial data and context

• Process & Controls

• Establish and maintain financial controls around spend

• Improve processes for tracking, forecasting, and reporting expenses

• Ensure data accuracy across systems and alignment with accounting

What does success look like?

• Owns and manages the full budgeting and forecasting process across multiple brands, delivering accurate financial plans, forecasts, and reporting aligned to business objectives.
• Provides clear, timely financial analysis and variance reporting that helps leadership understand performance, manage risk, and make informed decisions.
• Maintains strong financial discipline by proactively monitoring spend, identifying risks or opportunities early, and ensuring alignment to approved budgets.
• Builds strong partnerships with business leaders by offering responsive support, actionable financial guidance, and collaborative planning insights.
• Improves reporting, dashboarding, and financial processes while ensuring data accuracy, strong controls, and operational efficiency across systems and teams.

Bring your skills and be inspired to achieve success.

• Skills:

• 6-7+ years of FP&A or finance experience

• Strong experience managing budgets and forecasts in a dynamic environment

• Advanced Excel skills; experience with financial systems and BI tools (e.g., Tableau, Power BI)

• Strong attention to detail and ability to manage multiple brands or cost centers

• Strong financial discipline and attention to detail

• Ability to manage and track multiple budgets simultaneously

• Clear and concise communication

• Organizational and time management skills

• Collaborative approach to working with business partners

• Self-starter. Ability to work autonomously with little support

• Education:

• Bachelors degree in Finance, Accounting, or related field

• Schedule / in-office requirements:

• Hybrid working model; Monday-Wednesday in office, Thursday/Friday from home.

• Our office locations are:

• 500 E John Carpenter Fwy, Irving, TX

• 1010 N University Parks Drive, Waco, TX

Bring your goals and be enabled to reach them.

• Competitive Pay: Commensurate with experience
• Schedule: Full-time, Monday Friday, 8 AM 5 PM local time zone
• Benefits: Check out our benefits offerings here: Neighborly | Benefits Guide
• Financial Benefits: Equity and bonus opportunities

Neighborly is fully committed to Equal Employment Opportunity and to attracting, retaining, developing and promoting the most qualified employees without regard to their race, gender, color, religion, sexual orientation, national origin, age, physical or mental disability, citizenship status, veteran status, or any other characteristic prohibited by federal or state law. We are dedicated to providing a work environment free from discrimination and harassment, and where employees are treated with respect and dignity and encouraged to be their authentic self.

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Brand:

Neighborly - USA Shared Services