A Financial Planning Manager manages the planning of financial activities for a company or organization. Leads the budgeting process, prepares financial statements and business activity and forecasting reports; supervises accounting and preparation of financial reports; advises management with regard to finance decisions.
Position Overview We are seeking a highly analytical, strategic, and forward-thinking Manager of Financial Planning & Analysis (FP&A) to lead our corporate budgeting, forecasting, and strategic financial analysis. In this role, you will serve as a key finance partner to executive leadership, translating complex data into actionable insights that drive profitability, operational efficiency, and long-term business growth. The ideal candidate possesses strong financial modeling expertise, a deep understanding of corporate finance, and the ability to collaborate across departments in a fast-paced, logistics-driven environment.
Responsibilities Executive Reporting:
Prepare monthly and quarterly financial review presentations for the executive team and board members, highlighting key performance indicators (KPIs) and variances to plan.
Operational Partnership:
Partner closely with Sales, Marketing, Operations, and Tech departments to optimize resource allocation, evaluate capital expenditures (CapEx), and analyze ROI on strategic initiatives.
Financial Planning & Forecasting:
Lead the annual budgeting process, rolling monthly/quarterly forecasts, and long-term strategic planning models.
Strategic Analysis:
Evaluate business performance, unit economics, and market trends to identify growth opportunities, cost-saving initiatives, and potential risks.
Data & Systems Optimization:
Champion the enhancement of financial planning tools, BI dashboards, and data infrastructure to automate reporting and improve forecasting accuracy.
Requirements:
Qualifications & Skills Education:
Bachelor's degree in finance or accounting. An MBA, CFA, or CPA is a strong plus.
Experience:
5+ years of progressive experience in FP&A or corporate finance. Prior experience in logistics, supply chain, or tech is highly desirable.
Financial Modeling:
Advanced, expert-level Excel and financial modeling skills with a proven track record of building robust, dynamic 3-statement models and scenario analyses.
Communication:
Exceptional communication and presentation skills, with the ability to distil complex financial metrics into clear, compelling narratives for non-financial stakeholders.
Mindset:
A self-starter who thrives in ambiguity, possesses sharp attention to detail, and maintains a solutions-oriented approach.
Systems & Tools:
Proficient with ERP systems and BI tools (Power BI).
