Manager of Financial Planning & Analysis

Location: Rochester, Buffalo, or Syracuse, NY preferred (open to other locations for the right candidate)Reports to: Chief Financial OfficerThe Objective of the Role: Innovative is seeking a highly analytical and detail-oriented Manager of FP&A to play a key role in aligning our finance and operational teams in our growing technology services company. This role will be responsible for delivering insightful financial analysis, refining forecasts, monitoring key performance indicators, and supporting data-driven decision-making to enhance business performance and drive value creation. The ideal candidate has a strong financial acumen and can translate complex data into actionable business recommendations.What this role is responsible for1. Financial Planning & ForecastingDeveloping and maintaining comprehensive financial models, incorporating income statements, balance sheets, and cash flow projectionsSupporting budgeting and forecasting processes, ensuring alignment with strategic goals and investor expectationsMonitoring forecasts to account for changing business dynamics or market conditions2. Reporting & AnalysisPreparing detailed financial reports, including variance analysis (actual vs. budgetforecast)Creating presentations for stakeholders, highlighting financial performance, trends, and strategic insightsProviding ad hoc analysis to support business decisions and responding to stakeholder inquiries3. Operational Performance MonitoringEstablishing KPIs and dashboards to track financial and operational performance, ensuring alignment with strategic goalsPartnering with business units to analyze drivers of revenue, cost, and profitability, identifying areas for improvementSupporting cost optimization strategies and initiatives4. Stakeholder InteractionWorking closely with stakeholders to meet reporting requirements, including detailed financial metrics and value creation updates.Contributing to quarterly board presentation content5. Systems & Process ImprovementsEnhancing financial systems and processes to improve accuracy, efficiency, and scalabilityImplementing automation tools to streamline data collection and reportingEnsuring compliance with internal controls, audit requirements, and regulatory standards6. Risk ManagementIdentifying financial risks and opportunities, proposing mitigation strategies as neededStaying informed about market trends, regulatory changes, and competitive dynamics that may impact financial performanceSupporting initiatives to improve resilience and adaptability in the business modelWhat experience you need:Bachelor's degree in Accounting or Finance, with an MBA or CMA a plus 5+ years of FP&A, corporate finance, or financial analysis experience, preferably within a services-based organizationStrong experience in financial modeling, budgeting, and forecasting in a fast-paced settingDemonstrated understanding of KPIs, financial statements, and cash flow analysis to drive insights and recommendations.Strong critical thinking, analysis, and problem-solving skillsAbility to compile and present financial reportsDemonstrated expertise with accounting software, and data management systems e.g., Sage, DattoAutotask, Excel, Salesforce, AWSHigh degree of proficiency with Microsoft Excel (i.e., pivot tables, VLOOKUPs, IF statements, etc.)$120,000 - $140,000 a yearThe salary range provided is a general guideline. When extending an offer, Innovative considers factors including, but not limited to, the responsibilities of the specific role, market conditions, geographic location, as well as the candidate's professional experience, key skills, and educationtraining.

Created: 2025-03-07