Senior Manager, Financial Planning & Analysis (FP&A) and Investor Relations
Job Description
The Corporate Finance team is hiring a Senior Manager to lead Financial Planning & Analysis (FP&A) activities and support Investor Relations. Reporting to the Vice President of Finance, this role focuses on executive-level financial planning, forecasting, reporting, analysis, and investor-facing communications, with approximately 80% FP&A and 20% Investor Relations.
Key Responsibilities
- Support the annual budgeting, monthly forecasting, and long-range planning processes.
- Consolidate divisional financial results and provide analysis to support corporate objectives.
- Analyze income statements, balance sheets, and cash flow performance.
- Lead recurring reporting and analysis of orders, sales, and backlog trends.
- Monitor order intake, backlog conversion, and revenue forecasting metrics.
- Develop executive-level dashboards, presentations, and key performance indicators.
- Build and maintain financial models for strategic initiatives, capital investments, and scenario planning.
- Partner with divisional finance leaders to improve reporting consistency and financial transparency.
- Provide management commentary and business insights during monthly and quarterly review cycles.
- Identify opportunities to improve forecasting accuracy, reporting efficiency, and analytical capabilities.
- Support quarterly earnings preparation, including investor presentations, earnings materials, supporting schedules, and executive talking points.
- Assist in the development of investor-facing presentations and communication materials.
- Conduct benchmarking and competitive analysis of publicly traded peers.
- Analyze market trends, valuation metrics, and industry developments.
- Help maintain investor fact sheets, FAQs, and executive briefing materials.
- Ensure consistency and accuracy across investor communications and public disclosures.
Required Qualifications
- Bachelor’s degree in Finance, Accounting, or a related business discipline.
- 5-8 years of experience in FP&A, corporate finance, or a related financial role.
- Strong understanding of financial statements, including income statement, balance sheet, and cash flow dynamics.
- Advanced Excel skills, including experience in financial modeling and scenario analysis.
- Strong PowerPoint and presentation development capabilities.
- Exceptional analytical, financial, and communication skills.
- Ability to translate complex data into clear recommendations for executive leadership.
- Strong organizational skills with the ability to manage multiple priorities and deadlines.
Tools and Technologies
- Excel
- PowerPoint
Compensation and Location
- Location: Rosemont, IL (onsite)
- Salary: USD 140,000 - 160,000 per year
Benefits
- Medical insurance
- Health Savings Account (HSA) with company contribution
- Flexible Spending Account (FSA) with company contribution
- Dental insurance
- Vision insurance
- Company-paid disability insurance
- Company-paid life insurance
- Employee Assistance Program (EAP)
- Paid holidays
- Paid time off (PTO)
- 401(k) retirement plan
Preferred Qualifications
- Experience working within a publicly traded company.
- Exposure to Investor Relations activities and earnings reporting processes.
- Experience supporting a multi-division, global organization.
- Experience leveraging AI tools to improve reporting, analytics, and business processes.
Notice of AI Use in Job Application Review
Alkar Holdings Inc may use artificial intelligence (AI) to help recruiting teams organize, summarize, and analyze information provided by candidates, including resumes, application responses, and other materials submitted during the application process. AI may be used to identify patterns, highlight relevant skills and experience, and assist in comparing a candidate’s qualifications with the requirement of a specific role. These tools are intended to improve efficiency and consistency while supporting more informed hiring decisions, which will ultimately be made by the hiring team.