Financial Planning and Analysis Lead

2 months ago


Nashville, Tennessee, United States Engage Search, LLC Full time
Explore the Role of Financial Planning and Analysis Manager

A reputable manufacturing firm is seeking a Financial Planning and Analysis Manager to enhance their financial operations. This position emphasizes the management of diverse projects rather than direct personnel supervision.

Essential Qualifications:
  • Bachelor's Degree in Finance or Accounting
  • At least 6 years of experience in accounting, budgeting, forecasting, financial analysis, or related disciplines
  • A minimum of 3 years of proficiency in advanced MS Office applications, particularly Excel, utilizing functions such as formulas, pivot tables, and V-lookups
Primary Responsibilities:
  • Execute intricate data evaluations and develop forecasts, reports, and recommendations to assist senior management in decision-making processes
  • Deliver accurate and timely reports for senior management to track performance metrics
  • Create forecasts and analyze trends in sales, finance, and other operational areas
  • Investigate economic trends to aid the organization’s financial planning efforts
  • Conduct financial assessments on elements such as cash flow, operational outcomes, and business strategies to ascertain return rates and capital/cash flow necessities
  • Evaluate profit growth and identify opportunities for efficiency improvements
  • Collaborate with senior executives, business development, marketing, and finance teams to devise cost-effective strategies and proposals; assess the impact of pricing changes on profitability and growth
  • Oversee mid-month forecasts, quarterly projections, and annual budgets for assigned business units
  • Guarantee the accuracy and integrity of budgets and forecasts for designated business units
  • Manage multiple business units and entities within the corporate framework
  • Employ Business Intelligence Tools for analytical purposes


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