Financial Planning and Analysis Manager

Our client is seeking a Finance Manager to join their team. This is an individual contributor role with no direct reports, and could be an excellent next step for a Senior Financial Analyst with 5+ years of experience looking for continued growth. This position is located in North Charlotte, and reports to the CFO. Previous Private Equity company experience is a big plus.

The Finance Manager will be responsible for overseeing the financial health of the organization, managing financial planning and analysis, budgeting, forecasting, and financial reporting processes.

Key Responsibilities:

• Financial Planning and Analysis: Lead the financial planning and analysis function, including budgeting, forecasting, and variance analysis.
• Financial Reporting: Prepare accurate and timely financial reports for senior management and external stakeholders, ensuring compliance with regulatory requirements and accounting standards.
• Strategic Financial Management: Develop financial strategies and provide insights to optimize the company’s financial performance and profitability.
• Risk Management: Monitor financial risks and implement appropriate risk mitigation strategies.
• Cash Flow Management: Manage cash flow and liquidity to support operational needs and strategic initiatives.
• Financial Modeling: Develop and maintain financial models to support business decisions and strategic initiatives.
• Collaboration: Work closely with other departments, including legal, compliance, and operations, to ensure alignment on financial matters.
• Leadership: Supervise and mentor a team of financial analysts, fostering a culture of high performance and continuous improvement.

Qualifications:

• Bachelor’s degree in Finance, Accounting, Economics, or related field; MBA or advanced degree preferred.
• 5+ years of experience in FP&A
• Proven track record in financial planning and analysis, financial reporting, and strategic financial management.
• Strong understanding of balance sheet, cash flow, and income statement reports
• Advanced proficiency in financial modeling and analysis tools (e.g., Excel, financial software).
• Excellent analytical, problem-solving, and decision-making skills.
• Ability to thrive in a fast-paced, dynamic environment and manage multiple priorities effectively.
• Strong communication and interpersonal skills, with the ability to collaborate across teams and influence stakeholders.