Revel IT

Compensation

Full Description

FP&A (Financial Planning & Analysis) Manager/Lead oversees budgeting, forecasting, and strategic financial analysis, acting as a key business partner by turning data into actionable insights for leadership, managing teams, building financial models, and driving efficiency in reporting to support company growth. Key Skills / Experience: • Experience: Generally requires 5–10 years of progressive experience in finance or accounting, with a significant portion in an FP&A function. • Technical Skills: Expert proficiency in financial modeling (advanced Excel), ERP systems (SAP, Oracle), and data visualization tools (Power BI, Tableau). • Soft Skills: Strong analytical, problem-solving, and communication skills are crucial for translating complex financial information into clear, actionable insights for non-financial stakeholders • Strong financial acumen (modeling, analysis, GAAP/IFRS). • Advanced Excel and financial software proficiency. • Excellent analytical, problem-solving, and communication skills. • Leadership and cross-functional collaboration. Responsibilities: Responsible for leading the company’s budgeting, forecasting, financial modeling, and performance analytics. This role partners closely with the CFO, department leaders, and executive team to provide insights that support strategic decisions and operational execution. The ideal candidate is highly analytical, detail-oriented, and comfortable operating in a dynamic, midsized environment where they balance strategic thinking with hands-on work. Key Responsibilities Planning & Forecasting • Lead the annual budgeting process, quarterly reforecasts, and long-range financial planning. • Develop and maintain financial models that support revenue forecasting, margin analysis, headcount planning, and cash flow. • Ensure assumptions are well-supported, communicated, and aligned with company strategy. Reporting & Analytics • Produce monthly financial reporting packages for executive leadership and the board. • Analyze actual performance versus budget/forecast; identify drivers, trends, and opportunities. • Track KPIs and build dashboards that improve visibility into business performance. • Partner with department heads to drive financial accountability and data-driven decisions. Business Partnering • Work closely with Sales, Operations, HR, and other teams to evaluate opportunities, mitigate risks, and improve profitability. • Provide financial guidance on pricing, product performance, customer profitability, and capital investments. • Support strategic initiatives such as new product launches, market expansion, and M&A. Process & Systems • Lead improvements in financial processes, planning tools, and reporting systems. • Enhance automation and standardization of FP&A workflows. • Ensure data integrity, consistency, and alignment across finance and operations. Leadership • May manage a small FP&A team or analysts as the company grows. • Serve as a key advisor to the CFO on financial strategy and performance optimization. Qualifications • Bachelor’s degree in Finance, Accounting, Economics, or related field; MBA or CFA a plus. • 7–12+ years of progressive FP&A or corporate finance experience. • Strong modeling, analytical, and communication skills. • Comfortable working in a fast-paced environment with hands-on responsibilities. • Proven success partnering with business leaders and presenting to senior executives. • Experience with planning tools (Adaptive, Anaplan, Excel-based models, etc.) preferred.