Financial Planning and Analysis Manager

Posted 2 days ago

syntagma groupNeptune (NJ)

Financial Managers Portfolio Management and Investment Advice

SENIORITY

Lead

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About the role

FP&A Manager who wants more than a traditional reporting role. Reporting directly to the Chief Financial Officer, this position offers significant visibility across the organization and the opportunity to work closely with senior leadership and our private equity partner. You’ll take ownership of key FP&A activities—from forecasting and cash flow planning to executive reporting and financial analysis—while helping us build smarter, more scalable financial processes and systems. This role will start as an individual contributor with the opportunity to build and lead a team as the function grows, making it an exciting opportunity for someone ready to have an immediate impact while taking the next step in their career.

Duties/Responsibilities:

Financial Reporting & Analysis: Prepare monthly, quarterly, and annual financial reporting packages, including budget vs. actual, actual vs. forecast, variance analysis, and key business insights.
Budgeting & Forecasting: Support the development of annual budgets and rolling forecasts, identify performance trends, and provide actionable insights to leadership.
Cash Flow Planning: Own and maintain the 13-week cash flow model, closely monitor liquidity, and proactively communicate risks and opportunities.
Business Partnership: Work cross-functionally with leaders throughout the organization to provide financial insights that support business decisions and strategic initiatives.
Private Equity Partnership: Collaborate regularly with our PE partner on financial reporting, analysis, forecasting, and business performance.
Process Improvement: Partner closely with the Controller and Accounting team to ensure financial operations, budgets, forecasts, and reporting remain aligned.
Systems & Automation: Help lead the implementation and optimization of financial planning and reporting tools to automate and improve budgeting, forecasting, and reporting processes.
Future Team Leadership: Begin as an individual contributor with the opportunity to help build and eventually lead the FP&A function as the organization grows.

Required Skills/Abilities:

Bachelor’s degree in Accounting, Finance, or a related field.
CPA required; MBA a plus.
5+ years of experience in FP&A, financial analysis, public accounting, or a related finance role.
Public accounting experience is highly desirable.
Strong knowledge of GAAP, financial reporting, budgeting, forecasting, and financial modeling.
Advanced Excel skills and strong experience working with financial systems.
Experience with NetSuite, Adaptive Planning, DataRails, and/or Solution 7 is highly valued.
Experience implementing or improving FP&A systems and processes is a strong plus.
Strong analytical and problem-solving skills with the ability to turn financial data into meaningful business insights.
Ability to communicate financial concepts clearly to both financial and non-financial stakeholders.
Comfortable working directly with senior executives and external stakeholders in a fast-paced environment.
Leadership potential and interest in building and developing a team as the FP&A function grows.

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