Manager of Business Analysis and Planning

4 days ago


Denver, Colorado, United States The Kostelic Agency Full time

Overview

We are seeking a highly skilled and motivated Manager of Financial Planning and Analysis to join our team at The Kostelic Agency. As a key member of our finance department, you will be responsible for leading and growing a team in a miniature CFO capacity, driving the ethos for how financial operations and organization run.

Responsibilities

  • Budgeting and Forecasting: Drive an efficient, comprehensive annual budget planning and forecasting process, including guidelines, financial analysis, consolidation, and communication.
  • Financial Analysis: Conduct monthly and quarterly reviews of actual results versus budget, along with variance analysis and re-forecasting to inform strategy.
  • Strategic Financial Guidance: Deliver high-value financial analyses that drive decision-making, including KPI benchmarking and variance insights for internal stakeholders.
  • Reporting and Communication: Design and prepare monthly consolidated financial reports for distribution, maintaining clear communication across departments.
  • Cross-functional Collaboration: Serve as a liaison between FP&A, accounting, M&A, and operations, ensuring timely and accurate reporting and financial planning.
  • Profitability and Capex Management: Enhance profitability, cash flow, and capital expenditure planning through proactive analysis.
  • KPI and Metric Benchmarking: Analyze major internal and external metrics, establishing benchmarks to measure operational performance.
  • Project Leadership: Lead ad-hoc projects that drive growth and support capital allocation decisions, assisting with acquisition integration to streamline financial processes.
  • Team Culture: Foster a positive team environment, contributing to the company culture and setting a standard for high performance.

Requirements

  • Educational Background: Bachelors degree in finance, accounting, or a related field.
  • Finance Expertise: 5+ years of FP&A or finance experience, ideally with private equity, investment banking, or accounting advisory experience.
  • Financial Acumen: Strong financial modeling skills and proven success in optimizing FP&A functions, especially in a PE-backed or public company.
  • Analytical & Communication Skills: Ability to translate complex financial information into clear, actionable insights.
  • Initiative & Independence: A self-starter with a drive to make an impact from the ground up in a high-growth environment.

Salary Range

The estimated salary for this role is $180,000 - $190,000 per year, plus bonus and potential equity. All-in compensation ~$220K.



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