Financial Planning and Analysis Manager
Manager
Analytical Skills
Analytics
Automation Developer
Budget Management
Business Analytics
Business Intelligence
Cloud Platform
Data Analysis
Data Analytics
Data Analytics Tools
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Data Processing
Data Visualization
Database
Facilities Management
Financial Analysis
Financial Planning
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Leadership
Management
Microsoft Excel
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Job Description
CFS is hiring a Financial Planning and Analysis Manager to support strategic decision-making across the organization. Based in Meadows, IL (hybrid), this role partners closely with Department Heads and the CFO to translate performance data into forecasting, budgets, dashboards, and clear monthly insights.
Role Overview
In this position, you will conduct revenue analysis and forecasting, oversee full profit and loss reviews, and deliver monthly reporting for the CFO. You will also prepare executive materials for the leadership team and supervise 1 junior financial analyst, contributing to a structured approach to actual-vs-budget performance and ongoing ad hoc analysis.
Key Responsibilities
- Serve as a business partner to Department Heads and the CFO
- Analyze potential revenue and develop forecasting to support planning cycles
- Build and maintain dashboards and analyze expenses by individual stores against budget targets
- Perform full P and L review and contribute to monthly reporting for the CFO
- Provide margin analysis with commentary tied to performance and budget outcomes
- Develop executive presentations using PowerPoint for the executive committee
- Use Power BI and SQL, including queries to pull data, to support full profit and loss review and reporting needs
- Create budgets for multiple locations
- Participate in the monthly reporting meeting and present findings and commentary based on actual versus budget targets
- Complete ad hoc analysis as requested
- Supervise 1 junior level financial analyst on the team
Required Qualifications
- 4+ years of FPA experience
- Strong Microsoft Excel skills
- Experience working with SQL and/or Power BI to pull and manipulate data
- Bachelor’s degree in finance, accounting, or economics
Tools and Technologies
- Power BI
- SQL
- Microsoft Excel
- PowerPoint
Compensation and Location
- Location: Meadows, IL (hybrid)
- Salary: USD 100,000 - 120,000 per year
Benefits
- Great growth path with new locations planned in the next year
- Promotion track to leadership positions as the company grows
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