Financial Planning Manager

Financial Planning Manager Finance Jobs

11 jobs found

Today

Strategic Finance & FP&A Manager

CDS Logistics Management Inc Middle River, MD

Middle River, MD

Today

$130k - $160k/yr Full time Manager Accounting Analytical Skills

Apply Now

Job Description

The Strategic Finance & FP&A Manager will support business performance by converting financial information into practical insights for organization-wide decision-making. This onsite role partners closely with the CFO and operational leaders to shape pricing, budgeting and forecasting, strategic investment analysis, and executive financial reporting.

Key Responsibilities

Partner with sales and operational leadership to evaluate performance across facilities, delivery networks, customer programs, and strategic investments.
Assess results versus budget and forecast, pinpointing variance drivers and identifying actionable opportunities.
Convert financial data into clear insights that strengthen accountability and informed decisions.
Assist with pricing analysis, contract evaluations, and customer profitability analysis.
Develop business cases and investment analyses, including NPV, IRR, ROI, and payback period, to support major decisions involving new market opportunities, vertical expansions, technology investments, capital allocation, acquisitions, and operational initiatives.
Create scenario analyses to support strategic decisions and operational planning.
Lead the annual budgeting process and periodic forecasting cycles.
Build and maintain financial models for revenue, operating expenses, and capital planning.
Collaborate with operational leaders to understand business drivers and ensure financial plans reflect real operational factors.
Prepare monthly financial performance packages for the board and executive leadership.
Develop and maintain reporting metrics to improve visibility into business performance.
Support the accounting team’s monthly, quarterly, and annual close processes to help ensure accurate and timely reporting, internal control strength, and GAAP compliance.
Strengthen financial reporting infrastructure and planning processes, with an emphasis on automation, standardization, and AI-based solutions.
Improve data integration between operational systems and financial reporting tools.

Required Qualifications

Bachelor’s degree in accounting or finance.
7+ years of experience in accounting, financial planning and analysis, or related work.
Strong knowledge of GAAP and financial reporting.
Advanced financial modeling and analytical capabilities.
Experience using ERP or accounting systems and business intelligence tools (e.g., Power BI or similar).
Ability to synthesize complex information into clear insights for business leaders.
Strong communication and collaboration skills.
CPA and public accounting experience strongly preferred.
MBA or other advanced degree in Finance, Accounting, or Business Administration.
Experience in logistics, transportation, or supply chain industries.

Technologies

Power BI
ERP/accounting systems
AI-based solutions

Compensation & Benefits

Total compensation: $115,000 – $130,000 annually, consisting of a base salary and a variable bonus plan.

Pay: $130,000 – $160,000 per year.

401(k)
401(k) matching
Dental insurance
Employee assistance program
Health insurance
Health savings account
Paid time off
Professional development assistance
Referral program
Vision insurance

Work Location, Schedule, and Travel

Location: Middle River, MD (onsite), in person.
Ability to commute: Middle River, MD 21220 (required).
Travel: Little to no travel expected.

Work Environment

Office environment with routine use of computers, scanners, copiers, and telephones.
Works near a warehouse environment; only trained personnel may access the warehouse area while following safety procedures.

Physical Demands

Regular requirements include talking or hearing, sitting, standing, and using hands to finger, handle, feel, and reach with hands and arms for 8+ hours per day.
Repetitive motion.
Substantial movements of wrists, hands, and/or fingers.
Occasional lifting, pushing, pulling, or moving up to 25 pounds.
Vision abilities required include close and distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus for data and figure preparation and analysis, transcribing, viewing a computer terminal, and extensive reading and typing.

Other Duties

The job description is not intended to cover all activities, duties, or responsibilities required of the employee for this position.

Application Requirement

Are you able to work onsite?

View full job page →

2mo ago

Finance Manager Co-Pilot (Revenue Growth Management)

Nestlé USA Arlington, VA

Arlington, VA

2mo ago Closed

Full time Manager Accounting Analytical Skills

This position is no longer accepting applications (closed Aug 21, 2026).

Job Description

Nestlé USA is seeking a Finance Manager Co-Pilot focused on Revenue Growth Management to guide financial decisions for Direct-Store-Delivery, Drug, and Small Format accounts across divisions. The role delivers fiscal strategies, trade management analytics, and end-to-end Route-to-Market profitability insights, along with a monthly operator profitability overview and strict financial controls around trade spend. The position is based in Arlington, Virginia with a hybrid work arrangement.

Responsibilities

Be the key financial co-pilot with a focus on the DSD/Drug/Small format accounts across all Nestlé USA divisions.
Be a key contributor in building out fiscal strategies with the accounts.
Play a key role in the Osprey trade management systems, analytics and processes.
Provide a monthly overview of the E2E Route-to-Market to Operator Profitability analysis.
Financial oversight includes detailed event level planning, promotional spend review, forecasting, reporting, and ad-hoc customer analysis, with an emphasis on maintaining sound financial controls around trade budget spending.
Allocate resources to accounts, maintaining control of NPS, trade spend, NNS, and ensuring our customers are complying with the Nestlé Next terms and policies.

Requirements

Bachelors Degree in Finance, Accounting, or related field
Intermediate/Advanced in Excel and SAP (or other ERP System) required.
Previous experience with Sales Analysis, trade fund management a plus

Technologies

Excel, SAP (or other ERP System), Osprey trade management system

Experience

Bachelors Degree in Finance, Accounting, or related field
5 years revenue growth management and/or finance management experience in Consumer Goods company/industry preferred.
Intermediate/Advanced in Excel and SAP (or other ERP System) required.
Previous experience with Sales Analysis, trade fund management a plus

Skills

Demonstrated critical thinking and analytical problem-solving skills.
Superior execution skills in a changing environment and ability to work in a fast-paced environment
Strong data management and analytical skills, and critically important to be able to deliver the message to non-finance professionals.
Proven ability to not only deliver, but drive excellent work in a team and matrix organization
Excellent inter-personal communication and the ability to influence others; negotiation skills a plus.
Self-starter and shows initiative and quickly learns the specifics of the customer and revenue growth management.
Ability to drive change
Critical thinking/ Curiosity
Strong Business acumen
Understanding of Customer Profitability concepts and the use of customer P&Ls to drive business decisions.

View full job page →

2mo ago

Director of Financial Planning & Analysis

Investors Title Insurance Company Morrisville, NC

Morrisville, NC

2mo ago Closed

Full time Finance Director Accounting Accounting Software

This position is no longer accepting applications (closed Aug 19, 2026).

Job Description

In Morrisville, North Carolina, Investors Title Insurance Company seeks a Director of Financial Planning & Analysis to shape how the organization plans, reports, and scales its financial operations across multiple entities. This hybrid or NC remote role partners with Marketing and Operations to own budgeting, cash management, and governance, including SOX-level controls and M&A activity, as the company navigates growth. The ideal candidate brings at least eight years of experience in accounting or finance and a bachelor's degree in accounting, finance, or a related field.

Responsibilities

Own annual operating and capital budgets; deliver two in-year projections.
Drive executive cash and capital planning for agency start-ups, wind-downs, and ongoing sufficiency.
Oversee revenue and expense accounting for all agencies; certify accuracy.
Analyze and explain monthly results in clear written and verbal narratives.
Guide AP, AR, payroll, T&E, cash management, banking, reconciliations, and trial balance production.
Partner with the VP–Controller to design, document, and enforce SOX-level internal controls; standardize policies and procedures.
Evaluate M&A opportunities and new office launches, including pro formas and capital needs; manage capital asset acquisitions.
Stand up preferred vendor programs, business insurance strategy, and document retention across agencies; uphold enterprise risk and compliance responsibilities.

Requirements

Bachelor’s in Accounting, Finance, or related field (required); CPA preferred.
8+ years progressively responsible in accounting/finance with 3+ years leading teams.
Background in financial services or other white-collar services; multi-entity/divisional exposure.
Hands-on with NetSuite, Blackline, Power BI, and Excel-based reporting tools.
Proven workflow design and process improvement experience; track record building scalable operations for growth.
Leader-coach with high integrity, strong communication, and analytical acumen.
Change-ready, proactive, and energized by continuous improvement.
Advanced Excel proficiency.

Technologies

NetSuite
Blackline
Power BI
Excel

Benefits

Strategic seat at the table as Finance’s partner to Marketing and Operations, with direct influence on profitability, value creation, and growth.
Ownership across planning, accounting, reporting, and financial operations; real scope to modernize processes and tools.
Opportunity to design and enforce SOX-level internal controls across a multi-entity environment.
Visibility into capital planning and transactions (acquisitions, divestitures, mergers).
A platform to leverage modern systems and build data-driven decisioning at scale.

View full job page →

2mo ago

Accounting Financial Manager

Robles Management, LLC Doral, FL

Doral, FL

2mo ago Closed

$70k - $80k/yr Full time Manager Accounting Accounting Manager

This position is no longer accepting applications (closed Aug 17, 2026).

Job Description

The Accounting Financial Manager role at Robles Management, LLC oversees major financial decisions across the organization, determines budgets and department needs, sets financial goals, forecasts sales, and implements new financial plans. The ideal candidate has experience with large-scale company finances and strong analytical skills, and can view financial activity from a company-wide perspective.

Location

Doral, FL (onsite)

Salary

USD 70,000 – 80,000 per year

Minimum Experience

Minimum five years of demonstrated experience managing company-wide finances

Responsibilities

Collaborate with every department to establish financial goals, budgets, and plans that align with the overall company budgets and finances
Produce reports on the company's financial health and present these to stakeholders and management
Forecast sales and develop financial projections
Oversee the organization's financial compliance across the company

Requirements

Proven experience handling company-wide finances
Strong analytical skills
Excellent communication abilities
Proficiency with Microsoft Office suite
QuickBooks specialist with 5 years of experience

Technologies

Microsoft Office

Benefits

401(k) matching
Bonus based on performance
Company car
Competitive salary
Dental insurance
Employee discounts
Free food and snacks
Free uniforms
Health insurance
Opportunity for advancement
Paid time off
Training and development
Vision insurance
Competitive compensation
Great work environment
Career advancement opportunities

View full job page →

2mo ago

Financial Planning Manager G129 Finance

Columbus Consolidated Government Columbus, GA

Columbus, GA

2mo ago Closed

$72k - $72k/yr Full time Manager Budget Management Budget Planning

This position is no longer accepting applications (closed Aug 14, 2026).

Job Description

Columbus Consolidated Government is seeking a Financial Planning Manager to lead the Financial Planning Division within its Finance Department. This onsite role in Columbus, GA directs budgeting and financial planning activities, oversees staff, and coordinates the development, execution, and reporting of the budget. The position carries a salary of USD 72,202 per year and requires a bachelor’s degree in Finance, Accounting, or a related field along with at least three years of relevant experience.

Responsibilities

Plans, organizes, and directs financial planning activities during the annual budgeting cycle.
Oversees the operating and non-operating budgets, advising leadership on the status of budgeted revenues and expenditures.
Performs regular projections and issues reports to departments and officials.
Reviews financial analyses prepared by staff and provides guidance as needed.
Supports Budget Analysts with complex issues and offers technical expertise.
Directs the preparation of the annual budget and its presentation, including the development and approval of the budget document format and content.
Processes, reviews, and coordinates budget requests with department heads, elected officials, and constitutional officers.
Develops recommendations and assists departments with their budget requests.
Attends Budget Review and Council meetings and presents relevant information as required.
Reviews and analyzes revenue projections and prepares revenue estimates.
Provides technical and analytical support as needed.
Executes the adopted budget, serving as the system administrator for the budget preparation system, setting up the budget in the financial system, and directing the creation of the annual budget book.
Supervises, directs, and evaluates assigned staff, including interviews, hires, and training.
Plans, assigns, and prioritizes workloads to meet objectives; conducts performance appraisals and manages rewards or disciplinary actions as appropriate.
Addresses employee concerns and resolves problems; manages expenditures in line with the adopted budget.
Reviews and approves Personnel Action forms and purchase orders; collaborates with departments on budget transfers and amendments.
Prepares journal entries to correct the General Ledger and provides information to departments, leadership, and the public on financial and budgeting issues.
Performs research and presents information or reports as required.
Maintains current knowledge of laws, regulations, principles, and practices related to government budget preparation and execution; reads professional literature and maintains professional affiliations.
Attends meetings, workshops, hearings, and training sessions as required; conducts other special projects as appropriate and performs related duties as assigned.

Requirements

Knowledge of Generally Accepted Accounting Principles.
Knowledge of applicable federal, state, and local laws regarding business licensure and taxation.
Proficiency in research methods, statistical analysis, and presenting findings.
Skill in using financial software programs and related technology.
Strong problem-solving, decision-making, and data-analysis abilities.
Effective oral and written communication and supervisory capabilities.
Ability to operate standard office equipment and be bonded.

Physical Requirements

Feeling and perceiving attributes of objects by touch.
Grasping and handling objects with hands and fingers.
Hearing at normal and detailed levels to receive information.
Kneeling and standing as required for tasks and inspections.
Manual dexterity for typing and fine motor work.
Mental acuity for rational decision-making and analytical reasoning.
Repetitive wrist, hand, and finger movements.
Speaking clearly to convey ideas and instructions; visual acuity for data analysis, reading, and reviewing documents.

View full job page →

2mo ago

Chief Financial Officer - Controller

Restaurants Bonita Springs, FL

Bonita Springs, FL

2mo ago Closed

$75k - $100k/yr Full time Finance Director Accounting Budgeting

This position is no longer accepting applications (closed Aug 5, 2026).

Job Description

Location: Bonita Springs, FL (onsite). Compensation: USD 75,000 - 100,000 per year. The Chief Financial Officer serves as the senior financial leader responsible for financial oversight, strategic planning, risk management, and the establishment of internal controls for a $15 million business. The role balances day-to-day financial management with governance that protects assets and provides timely, accurate financial information to guide decision-making.

Responsibilities

Develop and oversee annual budgets, forecasts, and long-range financial plans.
Provide monthly financial reporting and analysis to ownership and leadership.
Monitor cash flow, working capital, and liquidity requirements.
Identify opportunities to improve profitability and operational efficiency.
Provide financial modeling and support for major business decisions.
Establish and maintain appropriate internal controls and segregation of duties.
Ensure proper authorization processes for expenditures, contracts, and capital investments.
Review and monitor financial policies and procedures.
Conduct periodic reviews of financial risks and recommend corrective actions.
Ensure compliance with all financial reporting requirements and tax obligations.
Perform accounting duties.
Review monthly financial statements for accuracy and completeness.
Perform duties related to accounts payable, accounts receivable, payroll, and general ledger activities.
Ensure timely month-end and year-end closings.
Coordinate annual tax preparation and external audits or reviews.
Monitor daily cash position and cash flow projections.
Review banking relationships and financing arrangements; oversee borrowing activities and debt compliance.
Develop strategies to improve cash conversion cycles and reduce working capital requirements.
Partner with executive leadership to support growth initiatives.
Develop key performance indicators (KPIs) and financial dashboards.
Evaluate capital expenditures and major investments.
Support acquisitions, expansions, and strategic projects as required.
Participate in leadership meetings and provide financial insight into operational decisions.
Separation of purchasing, receiving, and payment approval functions.
Review of all significant disbursements.
Monthly bank reconciliations.
Inventory control audits and cycle count reviews.
Financial statement review and variance analysis.
Payroll review and approval procedures.
Capital expenditure approval process.
Credit and collections oversight.
Fraud prevention and detection measures.

View full job page →

2mo ago

Mgr Financial Planning

Piedmont Healthcare Inc. Atlanta, GA

Atlanta, GA

2mo ago Closed

Full time Manager Budgeting Finance Manager

This position is no longer accepting applications (closed Aug 2, 2026).

Job Description

Mgr Financial Planning role based onsite in Atlanta, GA, focused on maintaining budgeting systems, performing variance analysis, and aligning forecasts with strategic objectives across the organization.

Responsibilities

Oversees and maintains the financial planning and budgeting platforms, including annual and quarterly setups, gathering monthly metrics, and developing and sustaining reports.
Performs ongoing variance analysis to ensure forecasts reflect the organization’s strategic goals.
Collaborates with the Financial Planning & Analysis team, corporate functions, and operating entities to educate users and provide support.
Owns the upkeep and administration of the financial forecasting and budgeting systems.

Requirements

Bachelor’s degree from an accredited college or university in Business Administration, Business Management, or a related field (Required).
Five years of progressive finance experience, preferably in a multi-entity healthcare provider environment (Required).

Overview

Oversees the management and upkeep of financial planning and budgeting systems, including annual and quarterly setup, collection and posting of monthly statistics, and report development and maintenance.
Performs ongoing variance analysis to ensure alignment between the organization’s strategic goals and financial forecasts.
Partners with FP&A, corporate functions, and entities to educate and assist system users.
Maintains responsibility for the financial forecasting and budgeting systems.