CrawlJobs Logo
Robert Half Logo Robert Half · Finance

Financial Planning & Analysis Manager

United States, Sacramento · Job Posted March 13, 2026
Apply Position
Job Link Share

Job Description

Robert Half is partnering with a growing multi-state organization that is looking to hire a Financial Planning & Analysis Manager to oversee budgeting, forecasting, and strategic financial planning for our organization. This role requires an experienced, detail-oriented individual with a strong ability to analyze financial data, provide actionable insights, and communicate findings to leadership teams. The ideal candidate will possess exceptional analytical skills and a proven track record in financial planning within a complex, multi-unit environment.

Job Responsibility

  • Lead the development and execution of annual budgets and long-term financial plans for operations and expenses
  • Create and refine predictive forecasting models to support multiple functional areas and organizational goals
  • Analyze and report monthly, quarterly, and annual financial results, highlighting variances against budgets and providing actionable recommendations
  • Collaborate with department leaders to establish and monitor key performance indicators (KPIs) and provide periodic updates to internal stakeholders
  • Conduct deep-dive analyses to identify cost-saving opportunities and drive strategic decision-making
  • Prepare ad-hoc financial reports and performance analyses to support special projects and executive decision-making
  • Continuously improve financial systems, processes, and tools to enhance forecasting accuracy and reporting efficiency
  • Implement business intelligence tools and dashboards to provide real-time financial insights
  • Partner with accounting and other departments to ensure accurate and timely quarterly and annual reporting
  • Drive initiatives to optimize financial systems and maintain compliance with public company reporting requirements

Requirements

  • Bachelor’s degree in finance, accounting, or a related field
  • 7+ years of experience in finance, accounting, and FP&A roles with a strong attention to detail
  • Proven ability to lead FP&A teams
  • Strong proficiency in financial modeling and forecasting tools, including advanced Microsoft Excel skills

What we offer

  • medical
  • vision
  • dental
  • life and disability insurance
  • company 401(k) plan
Robert Half - All Job Offers

Looking for more opportunities?

Search for other job offers that match your skills and interests.

Suggested Tags: Frontend Developer Secretary Talent Manager Salesforce Administrator Data Analyst
Similar Jobs for

Financial Planning & Analysis Manager

8 matching positions

New

Financial Planning & Analysis Manager

We are looking for a Financial Planning & Analysis Manager to guide financial pl...
Location
Location
United States , Chesapeake
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor's degree in Finance, Accounting, or a related discipline
  • At least 5 years of experience in financial planning and analysis, including substantial exposure to enterprise-level FP&A environments
  • Background supporting retail, consumer-facing, or merchandising-driven businesses with an understanding of sales, margin, and inventory dynamics
  • Demonstrated ability to manage budgeting, forecasting, and profit and loss analysis with limited oversight
  • Advanced Excel and financial modeling capabilities, with experience building decision-support models
  • Proven success partnering with cross-functional teams such as Merchandising, Operations, Accounting, and Corporate Finance
  • Strong verbal and written communication skills, including experience presenting financial insights to senior leadership
Job Responsibility
Job Responsibility
  • Partner with merchandising leaders to evaluate pricing, product mix, promotions, and category strategies through a financial lens
  • Direct the annual planning cycle and ongoing forecasting process for merchandising-related areas, ensuring assumptions are current and aligned with business priorities
  • Build and refine financial models that link revenue, gross margin, inventory, and operating metrics to expected performance
  • Assess sales patterns, category results, and margin movement to identify trends, risks, and opportunities that influence decision-making
  • Maintain visibility into profit and loss performance, including revenue, cost of goods sold, and margin outcomes across key business areas
  • Work closely with accounting and controllership teams to support accurate reporting, accruals, and consistent financial treatment of margin-related items
  • Prepare variance analyses and translate financial results into practical actions for business and finance partners
  • Develop ad hoc analyses, investment cases, and scenario models to support strategic choices and leadership recommendations
  • Present concise, data-driven insights to senior leaders and influence cross-functional stakeholders through clear financial storytelling
What we offer
What we offer
  • Medical insurance
  • Vision insurance
  • Dental insurance
  • Life insurance
  • Disability insurance
  • 401(k) plan
  • Fulltime
Read More
Arrow Right
New

Financial Planning & Analysis Manager

Are you a strategic finance professional ready to step into a broader leadership...
Location
Location
United States , Middleton
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor’s degree in Accounting, Finance, or related field
  • equivalent experience may also be considered
  • 6+ years of finance or accounting experience, preferably within a manufacturing environment
  • Strong background in cost accounting, budgeting, forecasting, and financial analysis
  • ERP experience required
  • SAP experience preferred
  • Advanced Excel and reporting skills, with strong analytical, communication, and leadership abilities
  • Ability to strong relationships with leaders across the organization and communicate effectively to align priorities, share insights, and support informed decision-making
Job Responsibility
Job Responsibility
  • Lead, mentor, and develop team members while driving process improvements, reporting efficiencies, and stronger financial controls
  • Manage budgeting, rolling forecasts, and long-range planning processes across multiple business areas
  • Lead cost accounting activities, including standard costing, variance analysis, margin analysis, and cost control reporting
  • Oversee inventory-related financial analysis, including aging, reserves, and manufacturing cost trends
  • Partner with operations and cross-functional teams to support product costing, project accounting, and financial decision-making
  • Collaborate with auditors and internal stakeholders to provide documentation, analysis, and support for audit and compliance needs
  • Analyze budget-to-actual results and key financial trends, providing insights and recommendations to improve performance
  • Support treasury operations including cash flow forecasting, liquidity planning, debt management, and banking-related reporting
  • Prepare and enhance financial models, dashboards, management reporting, and ad hoc analysis to support leadership decision-making
What we offer
What we offer
  • medical, vision, dental, and life and disability insurance
  • enrollment in company 401(k) plan
  • Fulltime
Read More
Arrow Right
New

Financial Planning & Analysis Manager

Location
Location
United States , Plymouth
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 7+ years of experience in financial planning and analysis, corporate finance, or a related leadership role
  • strong background in budgeting, forecasting, and long-range financial planning within a corporate environment
  • demonstrated expertise in financial modeling and turning complex data into practical business recommendations
  • hands-on experience with Adaptive Insights or a comparable enterprise planning platform
  • solid understanding of financial analysis, performance measurement, and variance reporting
  • experience supporting mergers and acquisitions, including financial evaluation and scenario analysis
  • advanced Excel and analytical skills, with the ability to communicate findings effectively to stakeholders
Job Responsibility
Job Responsibility
  • Lead the annual budget process, recurring forecasts, and long-range planning activities to support company objectives
  • Build and refine financial models that evaluate performance trends, business scenarios, and strategic opportunities
  • Analyze operating results and key financial metrics, then present clear recommendations to senior leadership
  • Partner with cross-functional teams to develop corporate planning assumptions and align financial targets with business priorities
  • Manage reporting and planning workflows within Adaptive Insights to improve accuracy, visibility, and efficiency
  • Support mergers, acquisitions, and other strategic initiatives through financial analysis, valuation input, and scenario assessment
  • Prepare executive-level reporting packages that explain variances, risks, and opportunities across the business
  • Identify process improvements within FP&A operations and implement more effective planning and analysis practices
What we offer
What we offer
  • Medical, vision, dental, and life and disability insurance
  • enrollment in company 401(k) plan
  • free online training
  • access to top jobs and competitive compensation
  • Fulltime
Read More
Arrow Right
New

Financial Planning & Analysis Manager

We are looking for a Financial Planning & Analysis Manager to join our team in G...
Location
Location
United States , Glen Allen
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Proven experience in financial planning and analysis, including ownership of complex forecasting and long-range planning processes
  • Strong financial modeling skills with the ability to build scenario, sensitivity, and performance analysis tools
  • Demonstrated expertise in financial analysis, including variance review and interpretation of key business drivers
  • Experience supporting executive leadership with planning materials, financial projections, and decision-oriented reporting
  • Knowledge of taxable income forecasting and regulatory-focused financial planning in a corporate environment
  • Proficiency with FP&A systems and analytical tools, including experience with Adaptive Insights or similar platforms
  • Advanced communication skills with the ability to present complex financial concepts clearly to senior stakeholders
Job Responsibility
Job Responsibility
  • Direct the preparation and ongoing enhancement of forward-looking financial models covering earnings expectations, balance sheet activity, capital usage, and alternative business scenarios
  • Create and update forecasting tools that evaluate revenue, operating costs, financing expenses, taxable earnings adjustments, and performance across changing market conditions
  • Produce monthly, quarterly, and annual outlooks that inform executive planning, board materials, and decisions related to distributions and overall financial strategy
  • Analyze forecast-to-actual results, identify the main factors influencing performance, and communicate findings to leadership with actionable recommendations
  • Develop detailed taxable income projections and regulatory-related forecasts to support compliance monitoring and dividend capacity assessments
  • Partner with accounting and senior leadership to align forecast assumptions with business strategy and ensure reporting accuracy
  • Build sensitivity and scenario analyses that measure the effects of interest rates, funding costs, asset returns, leverage, liquidity, and book value changes
  • Assess strategic options and potential portfolio adjustments through stress testing and forward-looking financial evaluation
  • Conduct peer and competitor benchmarking focused on earnings trends, dividend practices, leverage, portfolio mix, funding approaches, and capital structure, then summarize insights for management and the board
What we offer
What we offer
  • Medical
  • vision
  • dental
  • life and disability insurance
  • 401(k) plan
  • Fulltime
Read More
Arrow Right
New

Financial Planning & Analysis Manager

We are looking for an experienced Financial Planning & Analysis Manager to lead ...
Location
Location
United States , Des Moines
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Demonstrated experience in financial planning and analysis, including budgeting, forecasting, and performance management
  • Strong expertise in financial modeling with the ability to translate complex data into practical business recommendations
  • Hands-on experience with corporate financial planning processes and annual budget development
  • Proficiency in financial analysis techniques, including variance review, trend interpretation, and scenario planning
  • Familiarity with Adaptive Insights or similar financial planning and reporting systems
  • Knowledge of mergers and acquisitions analysis, including valuation support and financial due diligence
  • Excellent communication and collaboration skills with the ability to work effectively across leadership and functional teams.
Job Responsibility
Job Responsibility
  • Lead the company’s budgeting, forecasting, and long-range planning activities to support operational and strategic goals
  • Build and refine financial models that evaluate business performance, investment opportunities, and future growth scenarios
  • Deliver clear variance analysis and management reporting that highlights trends, risks, and opportunities across the organization
  • Collaborate with senior leaders to develop actionable financial insights that guide decision-making and resource allocation
  • Support corporate planning efforts by preparing annual financial plans and monitoring progress against established targets
  • Assess potential mergers, acquisitions, and other strategic initiatives through detailed financial analysis and scenario evaluation
  • Maintain and enhance planning processes and reporting tools, including the effective use of platforms such as Adaptive Insights
  • Partner with cross-functional teams to strengthen financial visibility, improve forecasting assumptions, and drive accountability for results.
What we offer
What we offer
  • Medical, vision, dental, and life and disability insurance
  • 401(k) plan
  • Free online training
  • Fulltime
Read More
Arrow Right

Financial Planning & Analysis Manager

We are looking for a Financial Planning & Analysis Manager to lead enterprise-wi...
Location
Location
United States , Frisco
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Proven experience in financial planning and analysis, including corporate budgeting, forecasting, and long-range planning
  • Strong financial modeling and analytical skills with the ability to turn complex data into practical business recommendations
  • Background in enterprise reporting, financial consolidation, and executive-level performance communication
  • Experience partnering with accounting and senior finance teams in support of close cycles and variance review processes
  • Proficiency with planning and reporting tools such as Adaptive Insights or similar financial systems
  • Solid understanding of key performance indicators used in subscription or SaaS-based business environments
  • Ability to create concise presentations, dashboards, and written narratives for leadership and board audiences
Job Responsibility
Job Responsibility
  • Direct the company-wide consolidation of financial results across multiple business areas and regions, ensuring complete, accurate, and timely reporting
  • Produce monthly, quarterly, and annual reporting materials for executives and board-level audiences, translating financial outcomes into clear business stories and decision-ready insights
  • Strengthen reporting methods and analytical tools to improve visibility into performance drivers and increase forecast reliability
  • Work closely with accounting partners to align reporting outputs with close activities, deadlines, and explanations for variances in results
  • Lead the enterprise budget, forecast, and long-range planning cycles, coordinating inputs across functions and maintaining consistency in assumptions
  • Build dashboards, presentations, and performance summaries that support quarterly business reviews, board discussions, and investor-related updates
  • Evaluate growth trends and operating performance through key business metrics, including recurring revenue indicators and customer retention measures
  • Develop scenario analyses and financial models to support strategic planning, resource allocation, and investment decisions across the organization
  • Act as a trusted finance advisor to functional leaders by providing actionable recommendations that improve accountability and business performance
What we offer
What we offer
  • Medical, vision, dental, and life and disability insurance
  • 401(k) plan
  • Fulltime
Read More
Arrow Right

Financial Planning & Analysis Manager

Location
Location
United States , Chicago
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor's degree in Finance, Accounting, Economics, or a related discipline
  • At least 7 years of progressive experience in FP&A, strategic finance, corporate finance, corporate development, transaction advisory, consulting, investment banking, or a comparable field
  • Demonstrated strength in financial modeling, budgeting, forecasting, and performance analysis
  • Experience partnering with business leaders and senior executives to influence operational and financial decision-making
  • Advanced Excel capability and proficiency in turning detailed data into practical, actionable insights
  • Solid understanding of cash flow planning, profitability evaluation, and key business performance measures
  • Strong communication and presentation skills with the ability to build effective cross-functional relationships
Job Responsibility
Job Responsibility
  • Direct company-wide planning activities, including annual budgets, periodic forecasts, and longer-term financial outlooks across several business areas
  • Build and refine financial models that support scenario planning, operating decisions, cash management, and growth strategy evaluation
  • Manage rolling cash projections and liquidity analysis to help leadership monitor working capital needs and capital allocation priorities
  • Analyze revenue, margins, and overall business performance to identify trends, risks, and opportunities for improved profitability
  • Collaborate with operational and executive stakeholders to define meaningful performance indicators and track results against business objectives
  • Prepare clear and decision-ready reporting materials for executives, lenders, investors, and board-level audiences
  • Contribute financial leadership to strategic efforts such as acquisitions, business expansion, investment planning, and pricing evaluation
  • Support transaction-related work by assisting with due diligence, valuation assessment, deal modeling, and post-close performance review
  • Recommend and implement enhancements to forecasting methods, reporting quality, and finance processes to improve accuracy and efficiency
What we offer
What we offer
  • Medical, vision, dental, and life and disability insurance
  • 401(k) plan
Read More
Arrow Right

Financial Planning & Analysis Manager

We are looking for an experienced Financial Planning & Analysis Manager to lead ...
Location
Location
United States , Pittsburgh
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor's degree in Accounting or Finance
  • certifications such as CPA or CMA are preferred
  • At least 10 years of progressive experience in finance or accounting, with manufacturing exposure considered beneficial
  • Demonstrated knowledge of financial planning, modeling, forecasting, and performance analysis in a corporate environment
  • Experience with project-based accounting and the ability to interpret financial activity across multiple business drivers
  • Advanced Excel skills, including working with large and complex datasets drawn from multiple systems
  • Strong analytical, problem-solving, and critical-thinking abilities with a focus on practical business outcomes
  • Effective communication and presentation skills, with the ability to work confidently with senior leadership and operational teams
  • Ability to manage competing priorities in a fast-paced environment while maintaining accuracy and meeting tight deadlines
Job Responsibility
Job Responsibility
  • Work closely with senior leaders to translate business objectives into financial plans, performance insights, and decision support
  • Direct the monthly close cycle, ensuring financial results are completed accurately, intercompany activity is aligned, and reporting deadlines are met
  • Produce monthly, quarterly, and annual financial reports that summarize consolidated performance and highlight meaningful business trends
  • Lead forecasting activities for revenue, shipments, cash collections, profit and loss, and working capital, while providing regular updates on expected results
  • Manage account reconciliation reviews at period end to maintain accurate records and support reliable financial statements
  • Oversee core finance and accounting operations, including payables, receivables, general ledger activity, and day-to-day departmental leadership
  • Drive the annual budgeting process and develop analyses that explain key drivers of profitability, growth, and operating efficiency
  • Strengthen financial controls and support finance-related initiatives involving capital spending, commercial agreements, and process improvement efforts
  • Guide and develop finance staff by setting priorities, coaching performance, and supporting ongoing training and continued growth
  • Prepare recurring management analyses on financial performance metrics and deliver actionable recommendations based on findings
What we offer
What we offer
  • medical, vision, dental, life and disability insurance
  • 401(k) plan
  • free online training
  • Fulltime
Read More
Arrow Right