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Financial Planning & Analysis Manager

https://www.roberthalf.com Logo

Robert Half

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Location:
United States , Indianapolis

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Category:
Finance

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Contract Type:
Not provided

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Salary:

Not provided
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Job Description:

We are looking for a Financial Planning & Analysis Pro to lead budgeting, forecasting, and performance analysis for a growing organization in Indianapolis, Indiana. This non-supervisory role will work closely with the CFO and other operational and executive leaders to translate financial data into practical business insights, strengthen reporting, and support strategic decision-making. The ideal candidate brings strong modeling expertise, sharp business judgment, and the ability to communicate complex financial matters clearly across the organization.

Job Responsibility:

  • Collaborate with business and operational leaders to align financial plans with strategic objectives and performance targets
  • Lead the annual planning cycle and oversee ongoing budgeting and forecasting activities across multiple business areas
  • Build, refine, and monitor key performance indicators and management reports that support timely, data-driven decisions
  • Conduct recurring profit and loss reviews with leadership teams to assess results, identify risks, and recommend corrective actions
  • Analyze financial statements and budget-to-actual variances, then provide insights to improve performance and accountability
  • Partner with finance and accounting stakeholders to ensure accurate, consistent, and useful financial reporting
  • Prepare capital investment, fleet, and return-on-investment analyses to support spending and resource allocation decisions
  • Create financial models and analytical support for long-range planning, growth initiatives, new offerings, and acquisition-related activities
  • Contribute to due diligence, evaluation, and integration support for acquisitions and other corporate development efforts
  • Handle special projects and ad hoc analysis as business priorities evolve

Requirements:

  • Bachelor's degree in Finance, Accounting, Business Administration, or a related discipline
  • At least 5 years of experience in FP&A or other progressive finance roles
  • Demonstrated success managing budgeting, forecasting, and financial planning processes in a business environment
  • Strong expertise in Excel-based financial modeling, variance analysis, and KPI development
  • Experience supporting strategic initiatives such as long-term planning, growth analysis, or mergers and acquisitions
  • Proficiency with financial planning and reporting tools such as Adaptive Insights, Power BI, and Microsoft Excel
  • Ability to interpret complex financial information and present conclusions clearly to both financial and non-financial audiences
  • Well-organized, detail-oriented, and effective at building productive relationships across all levels of an organization
What we offer:
  • Medical, vision, dental, and life and disability insurance
  • Company 401(k) plan
  • Free online training

Additional Information:

Job Posted:
May 09, 2026

Employment Type:
Fulltime
Work Type:
On-site work
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