Sr Manager of Financial Planning and Analysis at Fortidia in CO-Lakewood-80228

Job description

• For our Lakewood office, we are searching for a Senior Manager, Financial Planning & Analysis (FP&A), mainly focused on leading financial planning, forecasting, budgeting, and business performance management for our US Business Operations organization.
• The Senior Manager, Financial Planning & Analysis (FP&A) acts as a strategic business partner to senior executives and functional leaders, providing financial insights that drive profitable growth, operational excellence, and informed decision-making. In this role, the Senior Manager will lead the annual planning process, forecasting, financial modeling, business performance reporting, and cross-functional financial analysis across the US business.
• The ideal candidate combines strong financial acumen, analytical rigor, and business partnership skills with the ability to translate complex financial data into actionable recommendations. This individual will play a critical role in optimizing revenue performance, managing operating expenses, enhancing forecasting accuracy, and leading annual planning processes across the US business.
• The Senior Manager will report to the VP of Finance, Head of North America Finance.

Responsibilities

• Financial Planning, Budgeting & Forecasting
• Lead the annual operating plan (AOP), strategic plan, and rolling forecast processes for the US business.
• Develop and maintain robust financial models to support revenue forecasting, headcount planning, investment decisions, and expense management.
• Partner with business leaders to create detailed budgets and forecasts aligned with strategic priorities.
• Drive continuous improvement in forecasting accuracy through data-driven insights and operational metrics.
• Prepare monthly, quarterly, and annual financial outlooks and present results to executive leadership.
• Revenue Planning & Performance Management
• Partner with Sales, Operations, and Commercial leadership to monitor revenue performance and identify risks and opportunities.
• Analyze revenue trends, customer performance, pricing dynamics, and business drivers impacting growth.
• Develop revenue forecasting methodologies and performance dashboards to support business decisions.
• Evaluate strategic growth initiatives, investments, and commercial programs through financial modeling and scenario analysis.
• Provide recommendations to improve profitability, revenue growth, and operating leverage.
• Expense Management & Cost Optimization
• Lead operating expense planning, reporting, and variance analysis across the US organization.
• Establish cost management disciplines and monitor spending against budget and forecast commitments.
• Partner with functional leaders to identify productivity improvements and cost optimization opportunities.
• Evaluate investment proposals, workforce plans, and capital allocation decisions to ensure alignment with financial objectives.
• Drive accountability for achieving expense targets while supporting business growth objectives.
• Financial Reporting & Business Insights
• Deliver timely and accurate monthly management reporting packages, including variance analyses and executive summaries.
• Identify key business drivers, risks, and opportunities and communicate actionable recommendations to leadership.
• Develop executive-level dashboards, KPIs, and performance metrics to support operational decision-making.
• Lead financial analysis related to profitability, margin management, customer performance, and business initiatives.
• Support preparation of Board, Executive Leadership Team, and Regional Finance presentations.
• Strategic Business Partnership
• Serve as a trusted advisor to business leaders across Sales, Operations, Marketing, Customer Success, and Corporate Functions.
• Support strategic initiatives, business cases, M&A evaluations, and investment analyses as needed.
• Drive financial discipline and fact-based decision-making throughout the organization.
• Influence stakeholders across multiple levels by delivering clear financial insights and recommendations.
• Partner with global and regional finance teams to ensure alignment with corporate objectives and reporting standards.
• Process Improvement & Finance Transformation
• Continuously improve FP&A processes, systems, reporting tools, and financial models.
• Leverage technology and analytics to automate reporting and increase efficiency.
• Promote best practices in financial planning, forecasting, and business performance management.
• Support finance transformation initiatives and adoption of advanced planning and reporting capabilities.

Requirements

• Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related field required.
• MBA, CPA, CFA, or equivalent advanced certification preferred.
• Excellent mastery of written and spoken English.
• Minimum of 8 years of progressive experience in FP&A, corporate finance, business finance, or related disciplines.
• Minimum of 3 years of leadership or management experience.
• Experience supporting commercial, operational, or business unit leaders in a complex organization.
• Demonstrated success leading budgeting, forecasting, and strategic planning processes.
• Experience working within a multinational or matrixed organization preferred.
• Advanced financial modeling and analytical capabilities.
• Strong expertise in budgeting, forecasting, variance analysis, and performance management.
• Proficiency with ERP, financial planning, and business intelligence tools.
• Advanced proficiency in Microsoft Excel and PowerPoint.
• Experience with Power BI, Tableau, Adaptive Planning, Anaplan, SAP, Oracle, or similar platforms preferred.
• Strategic thinking with strong business partnership and financial analysis skills.
• Excellent communication and presentation skills with the ability to translate complex financial data into actionable business insights.
• Collaborative spirit, with appreciation of diverse perspectives
• Bold, passionate, tenacious and curious mindset, not afraid to explore new ideas and challenge the status quo in pursuit of better solutions

Skills

Required

• Strategic thinking
• Business partnership
• Communication
• Presentation
• Collaboration
• Curiosity
• Tenacity
• Passion
• Financial modeling
• Budgeting
• Forecasting
• Variance analysis

Benefits

• Health insurance
• Opportunity for advancement
• Paid time off
• Parental leave
• Training & development
• Vision insurance
• 401(k)
• 401(k) matching
• Bonus based on performance
• Company parties
• Competitive salary
• Dental insurance
• Employee discounts
• Flexible schedule
• Free food & snacks
• A vibrant international environment in a continuously growing company, with many professional and personal development opportunities
• Extensive training and development opportunities within the group
• A multicultural organizational structure and team.
• Competitive health and welfare offerings including; Medical, Dental, Vision, Paid Time Off, volunteer time off, 401(k) with company match, EAP, Health Savings Accounts with company contribution.
• Hard work, collaboration, humanity, fun, and laughter. We are a small, passionate, driven, and highly collaborative team that is fully invested in the success of our company, and value contributions from each member
• $115k–$135k gross annual salary + bonus + benefits.
• Final compensation will depend on experience, skills, and internal equity criteria aligned with our compensation framework.
• Compensation: $115,000.00 - $135,000.00 per year