Financial Planning and Analysis Manager

Posted 2 days ago

kostelic agencyPhoenix (AZ)

Financial ManagersPortfolio Management and Investment Advice

SENIORITY

Senior

About the role

Position: Financial Planning and Analysis Manager Location: Phoenix, AZ Work Type: Hybrid — 3 Days In-Office / 2 Days Remote Compensation: Up to $120,000 base + 10% bonus The Kostelic Agency is conducting a search for an FP&A Manager to join a rapidly growing, multi-state organization headquartered in Phoenix. Our client generated approximately $300M in revenue last year and is projected to approach $400M this year, driven by continued expansion into new markets and strategic acquisitions. With the finance function evolving alongside the business, this is a unique opportunity to join a proven platform and help build the operational finance capabilities needed for its next stage of growth. This newly created role will serve as a finance business partner to Regional Vice Presidents and Area Managers, helping operating leaders translate financial and performance data into better business decisions. Reporting to a senior finance leader, this individual will support one or more operating regions and help build an operational finance function that does not currently exist. The ideal candidate combines strong FP&A fundamentals with an operator’s mindset and the ability to identify issues, challenge assumptions, and recommend practical solutions. Scope & Impact Serve as the dedicated finance partner for one or more operating regions. Lead recurring business reviews covering market-level P&Ls, KPIs, forecasts, risks, and performance trends. Partner with regional leadership on budgeting, forecasting, and weekly performance reviews. Develop staffing and capacity models that align technician headcount with market demand. Analyze market, service-line, and customer-cohort profitability. Identify the operational drivers behind performance gaps and recommend corrective actions. Support decisions involving recruiting, fleet investment, marketing spend, and regional expansion. Provide financial visibility into greenfield market launches and flag potential issues early. Contribute field-level assumptions and insights to strategic forecasts and financial models. The Ideal Background 4–7+ years of progressive experience in FP&A, operational finance, corporate finance, or finance business partnering. Strong Senior Financial Analysts ready to step into a Finance Manager-level role will be considered. Strong understanding of P&L drivers and the relationship between staffing, capacity, demand, and profitability. Experience building KPI, staffing, capacity, profitability, or other financial models. Advanced Excel skills and comfort working with large operational datasets. Ability to explain financial concepts clearly to non-finance leaders. Proactive, solutions-oriented approach—you identify problems and bring recommendations, not just reporting. #J-18808-Ljbffr

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