Financial Planning & Analysis Manager

Financial Planning & Analysis Manager Robert Half - 3.9 Glen Allen, VA Job Details $90,000 - $110,000 a year 21 hours ago Benefits Disability insurance Dental insurance 401(k) Vision insurance Qualifications Comparative financial analysis Portfolio monitoring Stress testing simulations Preparation of internal financial performance reports Data analysis reporting Financial model construction Business strategy analysis Adaptive Insights Balance sheet Competitive analysis Regulatory compliance Performance Reporting Dynamic financial modeling Revenue forecasting Budget forecasting Analysis skills Investment allocation analysis Financial concepts Portfolio stress testing strategy Liquidity management Financial strategy recommendations Capital structure management Variance analysis reporting Financial regulatory compliance Monthly financial performance reviews Financial forecasting analysis Benchmarking Senior level Research findings presentation Legal compliance Full Job Description We are looking for a Financial Planning & Analysis Manager to join our team in Glen Allen, Virginia. This role will guide enterprise forecasting, build robust financial models, and deliver insights that help leadership evaluate performance, capital allocation, and future business scenarios. The ideal candidate brings strong analytical judgment, a deep understanding of financial planning disciplines, and the ability to translate complex data into clear recommendations for senior stakeholders.

Responsibilities:

Direct the preparation and ongoing enhancement of forward-looking financial models covering earnings expectations, balance sheet activity, capital usage, and alternative business scenarios. Create and update forecasting tools that evaluate revenue, operating costs, financing expenses, taxable earnings adjustments, and performance across changing market conditions. Produce monthly, quarterly, and annual outlooks that inform executive planning, board materials, and decisions related to distributions and overall financial strategy. Analyze forecast-to-actual results, identify the main factors influencing performance, and communicate findings to leadership with actionable recommendations. Develop detailed taxable income projections and regulatory-related forecasts to support compliance monitoring and dividend capacity assessments. Partner with accounting and senior leadership to align forecast assumptions with business strategy and ensure reporting accuracy. Build sensitivity and scenario analyses that measure the effects of interest rates, funding costs, asset returns, leverage, liquidity, and book value changes. Assess strategic options and potential portfolio adjustments through stress testing and forward-looking financial evaluation. Conduct peer and competitor benchmarking focused on earnings trends, dividend practices, leverage, portfolio mix, funding approaches, and capital structure, then summarize insights for management and the board. Proven experience in financial planning and analysis, including ownership of complex forecasting and long-range planning processes. Strong financial modeling skills with the ability to build scenario, sensitivity, and performance analysis tools. Demonstrated expertise in financial analysis, including variance review and interpretation of key business drivers. Experience supporting executive leadership with planning materials, financial projections, and decision-oriented reporting. Knowledge of taxable income forecasting and regulatory-focused financial planning in a corporate environment. Proficiency with FP& A systems and analytical tools, including experience with Adaptive Insights or similar platforms. Advanced communication skills with the ability to present complex financial concepts clearly to senior stakeholders. Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "," you're agreeing to Robert Half's Terms of Use and Privacy Notice .