Job Description
Manager, Financial Planning & Analysis
Position Summary
We are seeking a strategic and analytical Manager, Financial Planning & Analysis (FP&A) to lead the development, administration, and optimization of financial planning processes, forecasting tools, reporting capabilities, and business analytics initiatives. This role serves as a key partner to leadership by providing actionable financial insights, enhancing reporting capabilities, and driving data-informed decision-making across the organization.
The ideal candidate combines strong financial acumen with expertise in business intelligence, financial modeling, planning systems, and data analytics. This individual will play an integral role in supporting budgeting, forecasting, management reporting, process improvement, and enterprise-wide analytics initiatives.
Key Responsibilities Financial Planning & Forecasting
Qualifications Education
Required Skills & Competencies Financial Expertise
Direct Reports
Preferred Candidate Profile
A forward-thinking FP&A professional who excels at combining financial expertise, business intelligence, and strategic insight to drive organizational performance. The ideal candidate is a strong leader, skilled communicator, and systems-minded problem solver who thrives in a data-driven environment and enjoys building scalable planning and reporting solutions.
We are seeking a strategic and analytical Manager, Financial Planning & Analysis (FP&A) to lead the development, administration, and optimization of financial planning processes, forecasting tools, reporting capabilities, and business analytics initiatives. This role serves as a key partner to leadership by providing actionable financial insights, enhancing reporting capabilities, and driving data-informed decision-making across the organization.
The ideal candidate combines strong financial acumen with expertise in business intelligence, financial modeling, planning systems, and data analytics. This individual will play an integral role in supporting budgeting, forecasting, management reporting, process improvement, and enterprise-wide analytics initiatives.
Key Responsibilities Financial Planning & Forecasting
- Manage and support the organization's forecasting, budgeting, and long-range planning processes.
- Lead implementation and optimization of financial planning tools and systems to improve forecasting accuracy and efficiency.
- Coordinate recurring forecast cycles by gathering information from cross-functional departments and consolidating financial inputs.
- Perform variance analysis and provide insights on key financial drivers, trends, risks, and opportunities.
- Support strategic planning initiatives through financial modeling and scenario analysis.
- Serve as a business lead for enterprise analytics and business intelligence initiatives.
- Support transformation of reporting and analytics capabilities through modern BI platforms and data solutions.
- Establish governance, standards, and best practices for business and financial analytics.
- Develop and maintain dashboards, scorecards, and reporting solutions that support operational and financial decision-making.
- Partner with stakeholders to identify reporting needs and deliver meaningful, actionable insights.
- Create, maintain, and enhance management reporting packages used by senior leadership.
- Produce recurring daily, weekly, monthly, and ad hoc reports that support operational and financial performance management.
- Ensure data accuracy, consistency, and integrity across reporting systems and planning tools.
- Leverage data mining and analytical techniques to identify trends, performance drivers, and improvement opportunities.
- Lead implementation, administration, and enhancement of planning and analytics systems.
- Evaluate existing planning and reporting processes and identify opportunities for automation and efficiency gains.
- Collaborate with technology and business teams on system upgrades, integrations, and data initiatives.
- Support software development and implementation efforts related to financial planning and analytics capabilities.
- Provide leadership, mentoring, and development support to financial analysts and team members.
- Present financial analyses, recommendations, and business insights to senior leadership.
- Build strong partnerships across departments to improve planning accuracy and reporting effectiveness.
- Train users on planning systems, reporting tools, and financial processes as needed.
Qualifications Education
- Master's Degree in Finance, Accounting, Business Administration, Economics, or a related field preferred.
- Equivalent combination of education and relevant experience will be considered.
- 8+ years of progressive experience in Financial Planning & Analysis, Finance, Business Analytics, or related fields.
- Experience leading forecasting, budgeting, and financial planning processes.
- Proven experience managing or implementing business intelligence and planning solutions.
- Experience working with enterprise planning, reporting, and analytics platforms preferred.
Required Skills & Competencies Financial Expertise
- Advanced financial modeling, budgeting, forecasting, and reporting experience.
- Strong understanding of accounting principles and financial statement analysis.
- Ability to develop long-range financial projections, scenario analyses, and business cases.
- Knowledge of key financial metrics, valuation concepts, and net present value (NPV) calculations.
- Advanced knowledge of business intelligence, data analytics, and reporting methodologies.
- Experience with modern BI and data visualization tools such as Power BI, Tableau, or similar platforms.
- Ability to extract, analyze, and interpret large datasets to support executive decision-making.
- Experience developing impactful dashboards and management reporting solutions.
- Experience implementing and optimizing planning, forecasting, or analytics systems.
- Strong understanding of data management, reporting architecture, and process automation.
- Ability to evaluate and redesign business processes for improved efficiency and effectiveness.
- Strong leadership, collaboration, and stakeholder management skills.
- Excellent verbal and written communication skills, including the ability to present complex information to executive leadership.
- Ability to influence business decisions through data-driven insights and recommendations.
- Proven ability to manage multiple priorities in a fast-paced environment.
Direct Reports
- Senior Financial Analyst
Preferred Candidate Profile
A forward-thinking FP&A professional who excels at combining financial expertise, business intelligence, and strategic insight to drive organizational performance. The ideal candidate is a strong leader, skilled communicator, and systems-minded problem solver who thrives in a data-driven environment and enjoys building scalable planning and reporting solutions.
Numbers & Facts
| Location | Irving, TX |
| Industry | Staffing/Employment Agencies |
| Company Size | 500 to 999 employees |
| Year Founded | 2006 |
About Company
The Intersect Group is a different and better business partner. We create unparalleled value for our clients by combining industry-leading Consulting capabilities with comprehensive Staffing and recruitment services. Clients trust us to deliver results based on our deep expertise and proven resources within finance, accounting, and information technology. Through our flexible delivery approach, you get the right solution, at the right time to accelerate your success and achieve all of your mission-critical objectives.
Skills
- Accountingunmatched
- Accounting Consolidationunmatched
- Analysis Skillsunmatched
- Automationunmatched
- Best Practicesunmatched
- Budgetingunmatched
- Business Administrationunmatched
- Business Analysisunmatched
- Business Caseunmatched
- Business Intelligenceunmatched
- Business Performance Managementunmatched
- Business Planunmatched
- Business Skillsunmatched
- Business Strategyunmatched
- Communication Skillsunmatched
- Cross-Functionalunmatched
- Data Analysisunmatched
- Data Collectionunmatched
- Data Managementunmatched
- Data Miningunmatched
- Data Qualityunmatched
- Data Setsunmatched
- Data Visualization Toolsunmatched
- Decision Supportunmatched
- Economicsunmatched
- Financeunmatched
- Financial Administrationunmatched
- Financial Analysisunmatched
- Financial Managementunmatched
- Financial Metricsunmatched
- Financial Modelingunmatched
- Financial Planningunmatched
- Financial Planning and Analysis (FP&A)unmatched
- Financial Projectionsunmatched
- Financial Reportingunmatched
- Financial Trend Analysisunmatched
- Forecastingunmatched
- Leadershipunmatched
- Management Reportingunmatched
- Mentoringunmatched
- Multitaskingunmatched
- Needs Assessmentunmatched
- Net Present Value (NPV)unmatched
- Operational Supportunmatched
- Performance Managementunmatched
- Power BIunmatched
- Presentation/Verbal Skillsunmatched
- Problem Solving Skillsunmatched
- Process Improvementunmatched
- Reporting Dashboardsunmatched
- Reporting Skillsunmatched
- Scalable System Developmentunmatched
- Scorecardingunmatched
- Software Administrationunmatched
- Software Developmentunmatched
- Strategic Analysisunmatched
- Strategic Planningunmatched
- System Integration (SI)unmatched
- Systems Administration/Managementunmatched
- Systems Analysisunmatched
- Tableauunmatched
- Trend Analysisunmatched
- Variance Analysisunmatched
- Writing Skillsunmatched
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