Financial Planning & Analysis Manager

The Financial Planning & Analysis Manager role supports senior leadership through budgeting, forecasting, financial modeling, and executive reporting. This position is responsible for financial planning processes, performance analysis, and scenario modeling to inform long-term objectives in a hybrid work setting in Washington, DC.

Key Responsibilities

• Lead the annual budgeting process and quarterly forecasting cycles, partnering with department leaders to align financial plans with business objectives.
• Build and maintain financial models to assess operational performance, growth initiatives, investments, and strategic opportunities.
• Review monthly financial results and report on key trends, risks, opportunities, and variances versus budget and forecast.
• Create executive-level reporting packages and presentations that convert complex financial information into clear, actionable business insights.
• Partner across multiple functions to deliver financial guidance that supports informed decision-making.
• Drive continuous improvement across budgeting, forecasting, management reporting, and financial planning workflows.
• Support long-range planning, including evaluation of strategic initiatives through scenario modeling and performance analysis.
• Track key performance indicators and provide recommendations to improve financial and operational outcomes.
• Assist with board, executive, and leadership presentations as needed.
• Complete ad hoc financial analysis and special projects in response to evolving business priorities.

Required Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or a related discipline.
• 5+ years of progressive experience in Financial Planning & Analysis, Corporate Finance, Strategic Finance, or a related field.
• Experience working with multiple stakeholders and business leaders in a fast-paced, growth-oriented organization.
• Advanced skills in financial modeling, budgeting, forecasting, and analysis.
• Strong proficiency with Excel and financial planning systems.
• Ability to synthesize large datasets and translate findings into clear business recommendations.
• Exceptional communication and presentation skills, including effective interaction with both financial and non-financial audiences.
• Demonstrated ability to manage multiple priorities and meet deadlines in a dynamic environment.
• MBA, CPA, CFA, or other advanced professional designation.
• Experience supporting technology, software, SaaS, data, professional services, or other high-growth industries.
• Familiarity with business intelligence and planning tools such as Adaptive Planning, Anaplan, Power BI, Tableau, or similar platforms.
• Experience supporting executive leadership teams and participating in strategic planning discussions.

Relevant Technologies

• Excel
• Adaptive Planning
• Anaplan
• Power BI
• Tableau

Compensation and Location

Location: Washington, DC (hybrid).
Salary: USD 15,000 - 170,000 per yearly.

Benefits

• Medical, vision, dental, and life and disability insurance (for contract/temporary professionals).
• 401(k) plan enrollment for hired contract/temporary professionals.

What Success Looks Like

• Develop a fast understanding of the company’s business model, financial drivers, and growth strategy.
• Take ownership of budgeting and forecasting activities while improving forecasting accuracy.
• Build strong partnerships with department leaders and operate as a trusted financial advisor.
• Deliver analysis that helps leadership assess business performance and strategic investments.
• Identify ways to streamline financial planning processes and enhance reporting capabilities.
• Provide recommendations that support sustainable growth and improved financial outcomes.