Summary

The Sr. Manager FP&A is responsible for financial planning and analysis deliverables at NAES corporate level.  Coordinate with the SBUs and manage corporate cost functions, allocations, and value-added business analysis.  Work with company leadership to define and report on meaningful financial and operational metrics to drive insightful and data-led business decisions.

Primary Duties

Drive the budgeting, forecasting, month-end financial analysis to deliver accurate, timely forward-looking statements and detailed variance analysis. Act as a strategic partner and work collaboratively to create new processes, enhance existing reports, and work on automation to further scale the business. Lead financial planning across the business segments, including monthly, quarterly, annual, and long-term (five-year) forecasting. Lead forecasting and budgeting cycles, partnering with business segment finance leaders on monthly, quarterly, and annual analysis. Establish and maintain key metrics and dashboards to help provide insights to business performance including sales productivity, pipeline velocity, etc. Develop and implement financial planning processes that provide insights for decision making. Perform Cost, Revenue, Customer, Workforce Analytics and risk modeling. Prepare Business Portfolio Management reports, Profitability Analysis, Investment Models Support Capital Structure and Liquidity Planning, prepare cashflow forecasts Prepare and analyze management presentations, including monthly reporting, BOD, and monthly Finance Reviews. Build complex financial models and analyses, including competitive analysis, pricing/gross margin analysis, pro forma models, scenario-based models with sensitivities, etc. Other duties as assigned.

Working Relationships

The FP&A Manager reports to the SVP, CFO & Treasurer and has one direct report. Interacts frequently with others within the corporate finance group, as well as the finance group at III. 

Compensation

The initial compensation will range from $140,800 to $160,000 based on qualifications and experience

Education and Experience

Bachelor’s Degree in Finance, Accounting or related discipline. Professional Designation (CPA, CMA, CFA) or MBA preferred. Seven years of experience in FP&A, investment banking, equity research, strategy consulting, or strategic finance. Strong experience with Microsoft Office and various financial applications, including OneStream, ERP, CRM, PowerBI, Microsoft D365 Strong analytical experience with expertise in financial modeling. Experience building out financial process and reporting decks for various audiences (BOD, Exec Team, etc.), including both internal and external stakeholders.

Specific Skills and Knowledge

Experienced performer with an ability to work under pressure and “think on its feet” Excellent communication skills and ability to build relationships at various levels within the organization Analytical, self-motivated problem solver with ability to “think outside the box” and “can do” approach Ability to learn quickly and apply the knowledge to job at hand Comprehensive understanding of three statement financial modeling, investment decision support models is required Able to organize and prioritize demands, handle complex tasks, set and meet deadlines and follow-through within a fast paced environment with multiple and competing demands Ability to understand profitability drivers and use of KPI’s to manage / improve performance Experience with large data, complex workbooks and ability to decipher trends quickly Continuous improvement mindset and adaptable to an evolving organization Able to work independently with minimal supervision, High EQ leadership and able to lead with influence Team player, energetic, forward-thinking, and creative with high ethical standards.

Physical Requirements and Working Conditions

Normal working hours are 8:00 a.m. to 5:00 p.m. Monday through Friday. Extended working hours may be required during periods of high workload or major projects. Occasional travel required.

NAES Safe

Safety is a core value of NAES and as a condition of employment, all employees are expected to be mentally alert and work safely at all times. Additionally, employees are required to adhere to all safety warnings and posted safety signs whenever on company property. Furthermore, employees must follow all NAES safety rules and procedures. Effectiveness in carrying out this responsibility is part of the evaluation of each employee’s performance.

NAES is committed to a diverse and inclusive workplace. It is the practice of NAES to seek employees of the highest quality and to select individuals on the basis of merit and competence, without regard to race, color, religion, national origin, gender, gender identity, sexual orientation, age, disability, military status or affiliation protected under USERRA, or any other basis of discrimination prohibited by applicable local, state and federal law.