Financial Planning and Analysis Manager

4 weeks ago

Morrisville, United States Insight Global Full time

Responsibilities


  • Uses strong financial system knowledge and finance skill set to design, develop and automate business reports and analysis.
  • Prepares timely and accurate business analysis providing KPI’s, identifying performance trends and related opportunities.
  • Partners closely with Accounting and Business Leaders on the monthly close providing key insights and financial reporting to Organization.
  • Supports Operations Team on monthly and ad hoc basis with performance data / decks and ad hoc analysis
  • Strong link to private-equity sponsor financial partners providing required reporting and ad hoc analysis to help support investment.
  • Improves financial / business acumen of Organization. Has a desire to help others develop into business leaders.
  • Participates in or leads strategic / tactical business projects (beyond finance) that provide broad-based value.
  • Capital control – Works with project owners to develop business cases as well as the annual budget and quarterly forecast.
  • Is confident, transparent, nimble, and succinct. Provides accurate and timely reporting and analytics to key stakeholders. Ensures there is integrity in projections and that they are grounded in reasonable, logical assumptions. Demonstrates excellent oral and written communication skills both internally and externally.

Qualifications


  • A bachelor's degree in finance, accounting or related field. A master's degree, especially an MBA, is a plus
  • Proven leader with 10+ years of experience of financial planning and analysis within a complex, multi-location, dynamic organization
  • Experience working in a fast-growth company, particularly one where new location roll-outs (i.e. new retail stores or branches) have occurred. Experience developing a performance management environment where KPIs/dashboards are developed and leveraged to help track and drive results
  • Experience in a retail, healthcare-focused retail, or franchise model organization and private equity environment
  • Have strong progressive functional capabilities in financial planning, forecasting and analysis.
  • Have experience using and a propensity to quickly learn how to navigate various financial systems (e.g., PowerBI, Great Plains, Excel).
  • Possess an understanding of profitability drivers necessary to achieve financial objectives and be able to translate complex issues into simple-to-understand concepts.
  • Use outstanding inter-personal skills to influence through relationship building, business insights and critical thinking
  • Demonstrate a strong work ethic, high sense of urgency, ability to roll-up their sleeves and the passionate desire to drive results.

  • Financial Planning and Analysis Manager

    4 weeks ago

    Morrisville, United States Insight Global Full time

    ResponsibilitiesUses strong financial system knowledge and finance skill set to design, develop and automate business reports and analysis.Prepares timely and accurate business analysis providing KPI’s, identifying performance trends and related opportunities.Partners closely with Accounting and Business Leaders on the monthly close providing key insights...

  • Manager of Financial Planning and Analysis

    1 week ago

    Morrisville, North Carolina, United States Insight Global Full time

    Key ResponsibilitiesLeverages extensive knowledge of financial systems and analytical skills to create, enhance, and automate comprehensive business reports and evaluations.Delivers timely and precise business assessments that highlight key performance indicators (KPIs), track performance trends, and uncover potential opportunities.Collaborates closely with...

  • Lead Financial Planning and Analysis Manager

    4 days ago

    Morrisville, North Carolina, United States Affordable Care LLC Full time

    Overview: Affordable Care LLC is in search of a Lead Financial Planning and Analysis Manager, who will report directly to the Senior Director.The Lead Manager of FP&A will scrutinize financial data to deliver insightful analysis and strategic recommendations for business challenges.Key Qualifications: - Demonstrated expertise in financial planning,...

  • Senior Financial Analysis Manager

    1 week ago

    Morrisville, North Carolina, United States Insight Global Full time

    Key ResponsibilitiesLeverages extensive knowledge of financial systems and analytical skills to create, enhance, and automate comprehensive business reports and analyses.Delivers timely and precise business evaluations, highlighting key performance indicators (KPIs), identifying trends in performance, and uncovering related opportunities.Collaborates closely...

  • Financial Planner

    3 weeks ago

    Morrisville, United States Financial Planner Recruiting, LLC Full time

    Job Description: Our client is a boutique RIA based out of Yardley, PA. They are seeking a Lead Financial Planner to join their growing team. If you are looking for a client-facing role with upward mobility, this could be the right fit! Some responsibilities Include: -Develop, implement, and monitor robust financial plans for clients. -Act as the first point...

  • Financial Planner

    2 months ago

    Morrisville, United States Financial Planner Recruiting, LLC Full time

    Job Description: Our client is a boutique RIA based out of Yardley, PA. They are seeking a Lead Financial Planner to join their growing team. If you are looking for a client-facing role with upward mobility, this could be the right fit! Some responsibilities Include: -Develop, implement, and monitor robust financial plans for clients. -Act as the first point...

  • Financial Analyst

    4 days ago

    Morrisville, United States ABC Bail Bond Full time

    Job OverviewWe are seeking a skilled Financial Analyst to oversee and assess our financial documentation. The successful candidate will be tasked with the preparation and evaluation of financial statements and reports, as well as managing various special projects.Key Responsibilities:Prepare and scrutinize financial records, statements, and various financial...

  • Principal Financial Analyst

    1 week ago

    Morrisville, North Carolina, United States Investors Title Full time

    Position OverviewInvestors Title Insurance Company is seeking a Senior Financial Analyst to enhance our team in the realm of internal financial reporting, budget management, forecasting, and comprehensive analysis.Key ResponsibilitiesOversee the annual and quarterly financial planning processes and associated tools.Ensure accountability of profit centers to...

  • Senior Financial Analyst

    2 months ago

    Morrisville, United States Investors Title Full time

    Investors Title Insurance Company Morrisville, NC (Remote/Hybrid) Investors Title is looking for a Senior Financial Analyst to join our team in delivering internal financial reporting, budgets, forecasts, and other types of analysis. This individual will administer the financial reporting process and provide relevant commentary and analysis for routine...

  • Senior Manager, Financial Reporting and Compliance

    1 day ago

    Morrisville, Pennsylvania, United States Crown Cork & Seal USA, Inc. Full time

    Job SummaryCrown Cork & Seal USA, Inc. is seeking a highly skilled Senior Manager to join our Corporate Accounting team. As a key member of our team, you will play a critical role in the collection, analysis, and reporting of financial data.Key ResponsibilitiesTechnical Accounting:Ensure business transactions are reported in accordance with generally...

  • Lead Financial Analyst

    1 week ago

    Morrisville, North Carolina, United States Affordable Care Full time

    Company OverviewAffordable Care is dedicated to providing exceptional financial services and is currently looking for a Lead Financial Analyst to join our dynamic team, reporting directly to the Senior Accounting Manager.Position SummaryThe Lead Financial Analyst will oversee a variety of financial operations within the organization, focusing on the...

  • Financial Accountant

    1 month ago

    Morrisville, United States Britton Industries Full time

    Job DescriptionJob DescriptionBritton Industries is looking to add a Financial Accountant for our staff. This position will report to the Chief Financial Officer. The duties of this position include the following;Develop and maintain analysis of all balance sheet accounts for monthly closingMaintain listing of all closing entries on a monthly...

  • Senior Manager FP&A

    4 weeks ago

    Morrisville, United States Affordable Care LLC Full time

    Overview: Affordable Care is seeking a Senior Manager of Financial Planning and Analysis (FP&A) reporting to the Senior Director.  The Senior Manager of FP&A analyzes data to provide financial insights and recommendations to business issues.  The candidate must: Have strong progressive functional capabilities in financial planning, forecasting and...

  • Senior Manager FP&A

    3 months ago

    Morrisville, United States Affordable Care LLC Full time

    Overview: Affordable Care is seeking a Senior Manager of Financial Planning and Analysis (FP&A) reporting to the Senior Director.  The Senior Manager of FP&A analyzes data to provide financial insights and recommendations to business issues.  The candidate must: Have strong progressive functional capabilities in financial planning, forecasting and...

  • Lead Financial Analyst

    1 week ago

    Morrisville, North Carolina, United States Affordable Dentures & Implants Full time

    Position OverviewAffordable Dentures & Implants is in search of a Lead Financial Analyst who will report directly to the Senior Accounting Manager. This role is crucial for overseeing various financial operations within the organization.Key Responsibilities:Manage month-end financial closing processes, including detailed financial analysis, journal entries,...

  • Senior Financial Reporting Associate

    18 hours ago

    Morrisville, Pennsylvania, United States VRC Full time

    Job DescriptionAbout VRC:VRC is a full-service, independent, global valuation firm that focuses exclusively on valuation and advisory services. Since 1975, we have delivered valuation and financial opinions for M&A transactions and the financial and tax reporting requirements of Fortune 500 companies, private equity firms and their portfolio companies, and...

  • Senior Associate, Financial Reporting

    3 months ago

    Morrisville, United States VRC Full time

    Job DescriptionJob DescriptionAbout VRC:VRC is a full-service, independent, global valuation firm that focuses exclusively on valuation and advisory services. Since 1975, we have delivered valuation and financial opinions for M&A transactions and the financial and tax reporting requirements of Fortune 500 companies, private equity firms and their portfolio...

  • Senior Associate, Financial Reporting

    3 months ago

    Morrisville, United States VRC Full time

    Job DescriptionJob DescriptionAbout VRC:VRC is a full-service, independent, global valuation firm that focuses exclusively on valuation and advisory services. Since 1975, we have delivered valuation and financial opinions for M&A transactions and the financial and tax reporting requirements of Fortune 500 companies, private equity firms and their portfolio...

  • Associate, Financial Reporting

    2 months ago

    Morrisville, United States VRC Full time

    Job DescriptionJob DescriptionAbout VRC:VRC is a full-service, independent, global valuation firm that focuses exclusively on valuation and advisory services. Since 1975, we have delivered valuation and financial opinions for M&A transactions and the financial and tax reporting requirements of Fortune 500 companies, private equity firms and their portfolio...

  • Senior Associate, Financial Reporting Specialist

    1 day ago

    Morrisville, Pennsylvania, United States VRC Full time

    Job DescriptionAbout VRCVRC is a leading global valuation firm that provides expert valuation and advisory services to clients worldwide. With a rich history dating back to 1975, we have established ourselves as a trusted partner for Fortune 500 companies, private equity firms, and their portfolio companies.About this RoleThis position in our financial...