Financial Planning & Analysis Manager

On Site Full TimeSarasota, Florida, United StatesJackson Hewitt

Role Overview

The Manager/Senior Manager, Financial Planning & Analysis (FP&A) serves as a strategic finance leader responsible for driving financial planning, forecasting, reporting, and business performance analysis across the organization.

What You Will Do

Lead the annual operating plan, budgeting, forecasting, and long-range planning processes. Develop and maintain financial models to evaluate business performance, investment opportunities, capital expenditures, and strategic initiatives.

Why It Might Be a Fit

The ideal candidate combines strong financial and analytical expertise with leadership experience and a demonstrated ability to influence decision-making in a fast-paced environment.

Requirements

  • Bachelor’s degree in Finance, Accounting, Economics, Business Administration, or a related field.
  • 8+ years of progressive experience in Financial Planning & Analysis, Corporate Finance, Strategic Finance, or related disciplines.
  • 2+ years of leadership experience managing finance professionals.
  • Advanced financial modeling, forecasting, budgeting, and analytical skills.
  • Strong understanding of financial statements, business performance metrics, and corporate planning processes.
  • Experience building executive-level presentations and communicating financial results to senior leadership.
  • Advanced proficiency with Microsoft Excel and financial planning/reporting tools.

Benefits

  • Competitive salary
  • Dental insurance
  • Health insurance
  • Paid time off
  • Vision insurance
  • 401(k) matching
  • Bonus based on performance
  • Employee discounts
  • Parental leave

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