Manager of Financial Planning and Analysis

2 weeks ago


Morrisville, North Carolina, United States Insight Global Full time

Key Responsibilities

  • Leverages 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 accounting teams and business leaders during the monthly financial close, offering critical insights and financial reporting to the organization.
  • Assists the operations team with monthly and ad hoc performance data presentations and analytical support.
  • Maintains a strong connection with private equity financial partners, providing necessary reporting and analysis to support investment strategies.
  • Enhances the financial and business understanding within the organization, fostering the development of future business leaders.
  • Engages in or leads strategic and tactical business initiatives beyond finance that deliver significant value.
  • Oversees capital management by collaborating with project stakeholders to formulate business cases, annual budgets, and quarterly forecasts.
  • Exhibits confidence, transparency, agility, and clarity in communication. Ensures accurate and timely reporting and analytics for key stakeholders, maintaining integrity in projections based on logical assumptions. Demonstrates exceptional oral and written communication skills.

Required Qualifications

  • Bachelor's degree in finance, accounting, or a related discipline; a master's degree, particularly an MBA, is advantageous.
  • Proven leadership experience with over 10 years in financial planning and analysis within a complex, multi-site, dynamic organization.
  • Experience in a rapidly growing company, especially one that has undergone new location expansions, and familiarity with developing a performance management framework utilizing KPIs and dashboards.
  • Background in retail, healthcare-focused retail, or franchise model organizations, particularly in a private equity context.
  • Demonstrated progressive expertise in financial planning, forecasting, and analysis.
  • Proficient in navigating various financial systems (e.g., PowerBI, Great Plains, Excel) with a strong willingness to learn.
  • Comprehension of profitability drivers essential for achieving financial goals, with the ability to simplify complex issues into easily understandable concepts.
  • Exceptional interpersonal skills to influence through relationship building, insightful business acumen, and critical thinking.
  • Strong work ethic, high urgency, and a proactive approach to driving results.


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