Financial Planning & Analysis (FP&A)

Financial Planning & Analysis (FP&A) Finance Jobs

24 jobs found

Financial Planning and Analysis Manager

King & Bishop Easton, MA

25d ago

$150k+/yr Full time Manager Analysis Bachelor's Degree

Manager Analysis Bachelor's Degree

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Job Description

Role Overview

A manufacturing organization is seeking an FP&A Manager to join the team as an individual contributor. You will support financial planning, forecasting, and business decision-making. You will partner closely with operations and accounting, leveraging strong SAP experience and a solid foundation in general accounting to drive financial insight, discipline, and continuous improvement. The ideal candidate is analytical and collaborative, comfortable challenging assumptions, and able to translate complex financial data into clear, actionable recommendations.

Key Responsibilities

Lead the annual budgeting, rolling forecast, and long-range planning processes
Develop and maintain financial models supporting operational planning, capital projects, and strategic initiatives
Analyze monthly financial results, including variance analysis versus budget and forecast
Prepare management reports, KPIs, and dashboards for senior leadership

Qualifications

Must Haves

Bachelor’s degree in Finance, Accounting, or related field
Manufacturing or industrial environment experience
5-8+ years of progressive experience in FP&A, corporate finance, or related roles
Hands-on experience with SAP (required)
Strong understanding of GAAP, financial statements, and close processes
Advanced Excel skills with experience in financial modeling and analysis
Ability to communicate financial insights clearly to both financial and non-financial stakeholders

Nice to Haves

MBA, CPA, CMA, or similar credentials

Systems and Process Improvement

Utilize SAP (FI/CO and related reporting tools) to support forecasting, reporting, and analysis
Partner with Accounting and IT to enhance reporting, improve data integrity, and streamline FP&A processes
Drive continuous improvement in planning, reporting, and financial visibility

Accounting and Financial Controls

Apply strong general accounting knowledge to ensure alignment between FP&A and Accounting
Support the monthly close process, including accruals, account reviews, and financial statement analysis
Ensure forecasts and budgets align with actual accounting results
Assist with audits and internal control initiatives as needed

Salary and Benefits

Compensation: Up to $150,000 per year

401(k)
Dental insurance
Health insurance
Paid time off
Vision insurance

Location and Work Setup

Ability to commute to Easton, MA 02334 (Required)
Work Location: In person

Application Questions

Are you comfortable working onsite 5 days per week?
How many years of FP&A experience do you have in a manufacturing setting?

Education and Experience

Education: Bachelor’s (Required)
Experience: SAP 3 years (Required)
Ability to commute to Easton, MA 02334 (Required)

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SVP – Financial Planning & Analytics

ProAmpac Cincinnati, OH

25d ago

Full time Analytics Budgeting Capital Expenditure

Analytics Budgeting Capital Expenditure

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Job Description

Position Summary

Lead ProAmpac's financial planning and analysis function to support the achievement of organizational goals and objectives. The role drives enterprise-wide forecasting, performance management, and strategic insights that optimize resource allocation, enhance profitability, and support long-term growth. Partner closely with the Chief Financial Officer and the executive leadership team to align financial strategy with operational execution across the organization. Location: Cincinnati, Ohio 45202.

Essential Duties and Tasks

Reasonable accommodation may be made, upon request, to enable individuals with disabilities to perform the essential functions.
Lead the organization's budgeting, long-range planning, and rolling forecast processes to ensure financial alignment with corporate strategy.
Oversee financial analysis focused on optimizing resources, improving profitability, and enhancing pricing, workforce utilization, and product investment strategies.
Establish and monitor key performance indicators (KPIs) that measure financial health and operational effectiveness across business units and regions.
Analyze historical and current financial results against budget and forecast, providing executive-level insights and recommendations.
Develop advanced financial models and scenario analyses to evaluate the impact of strategic initiatives, capital investments, and business decisions.
Drive continuous improvement in financial reporting, analytics automation, and data governance to increase transparency and decision speed.
Collaborate with executive leadership to shape and execute strategies that achieve long-term financial objectives and sustainable growth.
Develop and implement policies, practices, and procedures that strengthen financial planning, internal controls, and organizational performance.
Lead, mentor, and direct subordinate leaders and teams, with full accountability for hiring, performance management, succession planning, and organizational design.
Support corporate development activities, including due diligence, financial integration planning, and performance tracking of strategic initiatives.
All other duties as assigned.

Qualifications, Education and Experience

Bachelor's Degree in a related field required, or equivalent combination of education and experience.
Master's Degree or higher in a related field or equivalent experience.
CPA, CFA, or equivalent professional certification preferred.
15 or more years' experience in a related field.
Experience using Microsoft Office Suite (Word, Excel, PowerPoint), Visio, Outlook email, and calendar.
Maintains strict confidentiality and protects privacy of confidential/sensitive information.
Exceptional time management and organization skills. Ability to manage multiple tasks and projects simultaneously and establish priorities to meet deadlines.
Ability to communicate effectively (verbal, written, and presentations) with executive leadership, staff, and internal and external clients.
Proactive; exercises sound judgment and decision making; able to identify problems and needs and develop solutions and/or options.
Self-confident, self-motivated polished professional who thrives in a challenging, fast-paced environment.

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Financial Planner and Analyst FP&A

Central Pyramid McKinney, TX

27d ago

Full time Analyst Budgeting Cash Flow Forecasting

Analyst Budgeting Cash Flow Forecasting

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Job Description

Overview

The FP and A Analyst, serving a Home Health Agency, plays a key role in maintaining the organization’s financial health and supporting efficient operations. The role involves evaluating financial and operational data to inform strategic decisions, optimize resources, and ensure regulatory compliance. You will collaborate with leadership to deliver insights on performance trends, budgeting, forecasting, and process improvements. This is an in person, on site position based in McKinney, Texas 75071.

Key Responsibilities

Financial Planning and Forecasting
- Build and maintain financial models customized for home health operations, accounting for patient volume, payer mix, and reimbursement rates.
- Prepare and monitor budgets, forecasts, and cash flow projections aligned with Medicare, Medicaid, and private insurance requirements.
- Collaborate with clinical and operational teams to ensure financial goals align with service delivery objectives.
Financial Analysis and Reporting
- Examine monthly financial performance, including revenue, cost per visit, labor utilization, and profit margins.
- Track and report KPI metrics such as patient census, visit productivity, and payer reimbursement rates.
- Provide detailed variance analysis against forecasts and budgets, identifying risks and opportunities.
Operational Support
- Work with operations to evaluate staffing models, overtime usage, and travel costs for field clinicians.
- Identify opportunities to reduce costs while preserving high quality of care.
- Assess the financial impact of regulatory changes, reimbursement rate adjustments, and new service lines.
Strategic Decision Support
- Conduct scenario planning and what-if analyses for expansion into new markets, service lines, or partnerships.
- Offer financial insights to guide investments in technology, staffing, or patient care programs.
- Assist leadership with ad hoc analyses and data-driven recommendations for strategic initiatives.

Qualifications

Education: Bachelor’s degree in Finance, Accounting, Business Administration, or a related field. An MBA or healthcare related certification (for example CHFP or CPA) is a plus.

Experience: 2 to 5 years of FP&A experience, preferably within healthcare or a home health setting. Strong knowledge of Medicare, Medicaid, and private payer reimbursement structures.

Skills: Proficiency in financial modeling and advanced Excel. Experience with healthcare financial systems such as Homecare Homebase, Trella Health, or Sage Intacct. Familiarity with business intelligence tools like Tableau or Power BI. Excellent analytical, organizational, and communication abilities. Knowledge of healthcare regulations and compliance requirements.

Key Competencies: Strategic thinking with a solid grasp of how home health operations intersect with finance. Ability to manage multiple priorities and deadlines in a fast-paced environment. Effective collaboration across clinical, operational, and executive teams.

Experience and Technical Proficiencies

Microsoft Excel: 1 year (Preferred)
Financial Planning and Analysis: 2 years (Preferred)

Benefits

401(k)
Dental insurance
Health insurance
Health savings account
Life insurance
Paid time off
Vision insurance

Schedule and Location

Location: McKinney, TX 75071. This is an in person role located on site. Schedule includes an 8-hour shift, Day shift, Monday through Friday.

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Sr Analyst, FP&A - New Business

CVS Health Tennessee Remote

29d ago

$47k - $92k/yr Full time Senior Analyst Bachelor's Degree

Senior Analyst Bachelor's Degree

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Job Description

Position Summary

This role holds end-to-end responsibility for developing and governing the financial proformas for Medicaid new business, including new markets, expansions, and re-procurements. The Senior Analyst acts as the sole finance owner for new business modeling, ensuring accuracy, consistency, and alignment across Finance, Actuarial, Shared Services, and Health Plan leadership. The role collaborates closely with implementation, actuarial, and operations teams to support informed decisions and executive approvals.

Location: Remote in Tennessee.

Key Responsibilities

Manage all new business proformas, covering revenue, medical margin, SG&A, FTE ramp, and startup costs across multi-year horizons.
Partner with Actuarial, Health Plan, Shared Services, and Corporate Finance to align assumptions, inputs, and methodologies for new business opportunities.
Lead financial modeling for RFPs, market expansions, re-procurements, and new product offerings, ensuring alignment with enterprise standards.
Maintain governance, documentation, and version control for proformas and supporting assumptions.
Translate complex financial results into clear executive-ready summaries, risks, and recommendations.
Support leadership review, approvals, and audit readiness for new business financials.
Identify opportunities to improve modeling efficiency, standardization, and scalability across new business processes.
Act as the Finance point of contact for staffing models and cost structure discussions related to new business.

Required Qualifications

Advanced Excel and financial modeling skills
Strong communication skills with the ability to influence across functions

Preferred Qualifications

Medicaid, government programs, or healthcare finance experience
Experience with RFPs, new market entry, or startup financials
Automation or advanced analytics exposure

Education

Bachelor’s degree in Finance, Accounting, or a related field
5+ years of progressive FP&A or financial modeling experience

Work Details

Anticipated Weekly Hours: 40

Time Type: Full time

Compensation

The typical pay range for this role is $46,988.00 - $91,800.00. This range represents the base compensation for positions within the applicable job grade. The final base salary offer depends on factors such as experience, education, geography, and other relevant considerations. This position is eligible for a CVS Health bonus, commission, or short-term incentive program in addition to base pay.

Benefits

Our people drive our future. We offer a comprehensive benefits package designed to support the physical, emotional, and financial well-being of colleagues and their families. In addition to competitive wages, benefits include:

Affordable medical plan options, a 401(k) plan with company matching contributions, and an employee stock purchase plan.
No-cost programs for all colleagues including wellness screenings, tobacco cessation and weight management programs, confidential counseling and financial coaching.
Benefit solutions that address diverse needs, including paid time off, flexible work schedules, family leave, dependent care resources, colleague assistance programs, tuition assistance, retiree medical access, and other benefits based on eligibility.
For more information, visit https://jobs.cvshealth.com/us/en/benefits

Application Details

We anticipate the application window for this opening will close on: 03/21/2026

Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state, and local laws.

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Senior Manager, FP&A, Specialty - Pricing and Careplus

CVS Health Northbrook, IL

29d ago

$83k - $183k/yr Full time Manager Senior Annual Operating Plan

Manager Senior Annual Operating Plan

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Job Description

Location: Northbrook, IL 60062

Position Overview

We are building a world of health around every individual, aiming for a more connected, convenient and compassionate health experience. At CVS Health, you will work alongside colleagues who care deeply, pursue purposeful innovation, hold themselves accountable, and prioritize safety and quality in all we do. Joining us means contributing to simplifying health care for individuals, families, and communities.

Position Summary

As the Senior Manager of Specialty FP and A, you will lead a team of three analysts and report to the Lead Director of Financial Planning and Analysis. This role supports the Specialty Pharmacy unit in budgeting, modeling, forecasting and variance analysis. Key areas under your responsibility include Pharmacy Pricing, M&A Reporting, Careplus planning and Client Profit Reporting. You will be a clear communicator who leads discussions and collaborates within a high performing team. Your work will span multiple departments to deliver on major enterprise initiatives and operational results, and you will foster a culture of innovation by encouraging new ideas and supporting the growth and development of team members.

Key Responsibilities

Own critical inputs for the annual operating plan and quarterly forecasts for the Specialty Pharmacy business
Support the creation of monthly financial packages presented to senior management
Develop margin analyses, projections, reports, and presentations on a monthly, quarterly and annual basis, ensuring data accuracy
Identify trends in competitive environments and present findings to senior leadership
Assist in shaping the annual operating budget and the yearly strategic plan
Conduct special financial planning and analyses for projects of varying complexity, including metrics, process improvements, competitive assessments and investments
Lead and develop the team, providing ongoing training and learning opportunities to sustain a high performance organization aligned with strategic goals

Required Qualifications

7+ years of professional experience in Finance, Accounting or a related function
3+ years of budgeting, forecasting and analytics experience
Ability to travel up to 10 percent, including air travel

Preferred Qualifications

Pharmacy or Healthcare industry experience
Working knowledge of SQL and Access
2+ years of leadership experience
Excellent verbal and written communication skills
Ability to build strong cross-team relationships and drive change

Education

Bachelor’s Degree preferred; equivalent years of related professional work experience may substitute

Pay Range

The typical pay range for this role is $82,940.00 to $182,549.00. This range reflects the base pay for positions within the applicable job grade and may vary based on experience, education, geography and other factors. The base salary may be eligible for CVS Health bonuses, commissions or short-term incentives in addition to the listed range. An equity award program target may also be included.

Benefits and Perks

Our people drive our future. We strive to create a workplace where every colleague is valued and belongs. Our comprehensive benefits include:

Affordable medical plan options, a 401(k) with company matching contributions, and an employee stock purchase plan
No-cost programs for all colleagues, including wellness screenings, tobacco cessation, weight management programs, confidential counseling and financial coaching
Benefit solutions that address diverse needs and preferences, including paid time off, flexible schedules, family leave, dependent care resources, colleague assistance programs, tuition assistance, retiree medical access and additional benefits based on eligibility

For more information, visit https://jobs.cvshealth.com/us/en/benefits

Application Window

We anticipate the application window for this opening will close on: 03/31/2026

Equal Opportunity

Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state and local laws.

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Financial Analyst II - Commercial

LINDT & SPRUNGLI Stratham, NH Hybrid

29d ago

$80k - $104k/yr Full time Analyst Budgeting Business Partner

Analyst Budgeting Business Partner

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Job Description

Overview

Lindt & Sprüngli is a global, fast growing consumer goods company that enchants the world with premium chocolate. We are driven by a pursuit of excellence and strive to deliver an exceptional Lindt experience for employees, customers, and communities. Our culture centers on Excellence, Innovation, Entrepreneurship, Responsibility, and Collaboration, fostering a dynamic, collaborative environment that supports our success. Location: Hybrid remote in Stratham, NH 03885.

Position Purpose

The role acts as a liaison between Finance and key business functions to provide effective operational and financial support while actively participating in running the business. Responsibilities include coordinating the budgeting process, performing closings, variance analysis, and reporting; ensuring information system integrity; monitoring and improving procedures; and communicating issues to Senior Management in a timely manner. The position also ensures external, corporate, and internal obligations are met and works to safeguard the company’s assets. This is a hybrid role that requires three days per week in our Stratham, NH corporate office.

Essential Job Functions & Responsibilities

Budget and Latest Estimate Process

Coordinate the Annual and Latest Estimate budgeting process with the wholesale division and Finance, ensuring targets and timelines are met.
Consolidate all financial information; analyze results, and present financials to key business partners.
Demonstrate shared ownership in partnership with the Retail division to comply with, meet or exceed budgetary commitments.

Internal & External Reporting and Analysis

Responsible for the development and maintenance of reports that will provide the wholesale division with meaningful information required to make decisions and effectively run the business.
Lead the month/year-end closing processes for the wholesale division, performing P&L variance analysis, and completing required schedules.
Complete and publish the monthly financial package specific to the different stakeholders and review key financial metrics like Net Sales, Discounts, Profitability, Comparable Store Growth, Average Transactions and Average Order Value.
Conduct monthly cost center reviews with the Retail team to communicate year to date results and gain business insights.

Business Systems Development

Partner with IT department to initiate, develop and implement key operating systems, procedures and processes for business groups, as required.
Develop executive summaries and relevant reporting for senior management; make well thought out recommendations based on review and analysis.
Actively participate in developing business systems which will provide management with improved tools for managing the business.

Qualifications & Requirements

Experience

3-5 years financial experience in a CPG environment
Expert in Excel and proficient in PowerPoint and Word
Must have solid written and verbal communication skills
Strong analytical and reporting skills
Proven understanding of processes & procedures
Demonstrated ability to effectively partner with and advise assigned business groups to achieve desired results
Strong presentation skills

Skills & Knowledge

Demonstrated proficiency with MS software and an ERP system (preferably SAP)

Education

Bachelor's degree required; Master’s degree in related field preferred

Total Rewards

Compensation Range: $79,722.00 - $103,670.00

To learn more about our benefits visit https://jobs.lindtusa.com/total-rewards

Lindt USA’s salary range reflects market rates based on our size, revenue, and location. Starting pay is determined using a wide range of factors including, but not limited to, job-related skills, knowledge, and experience as well as market conditions. A bonus and/or long-term incentive may be included as part of this compensation package.

Equal Opportunity

Lindt and Sprüngli is an equal opportunity employer and considers all qualified applicants for employment without regard to race, color, national origin, religion, sex, disability, age, veteran status, or any other classification protected by state, local or federal law. Applicants for this position must successfully pass a background screening and may be required to pass drug screenings as well.

If you are looking to join a winning team and fast-track your career, contact us! Join us on our journey of excellence, impact, and growth #LifeAtLindt

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Director, Financial Planning & Analysis (FP&A)

Barnes & Noble Education, Inc. Florham Park, NJ

29d ago

$140k - $150k/yr Full time 401k Analysis Budgeting

401k Analysis Budgeting

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Job Description

Overview

Barnes & Noble Education (BNED) is dedicated to advancing education by making tomorrow more accessible, inclusive, and smarter. As a leading solutions provider to hundreds of academic institutions nationwide, we focus on affordability, accessibility, and achievement to help millions of students succeed in the classroom and beyond. We are seeking a Director of Financial Planning & Analysis (FP&A) to join our high-performing team in Florham Park, NJ 07932. In this pivotal role, the Director will lead enterprise-wide financial planning and analysis, delivering actionable insights that drive business performance, inform key strategic decisions, and support growth initiatives. The role requires close partnership with business unit leaders and senior executives to optimize profitability, guide resource allocation, and ensure alignment between corporate objectives and operational execution. The Director will own enterprise-level financial planning, reporting, and modeling, while championing accountability, collaboration, and data-driven decision making across the organization.

What You'll Do

Financial Reporting & Analysis: Lead enterprise-wide financial reporting, ensuring accuracy, completeness, and timely delivery. Analyze corporate and business unit performance, including revenue, margin, profitability, and key operational metrics. Develop dashboards, scorecards, and KPIs to provide actionable insights for executive decision-making.
Budgeting, Forecasting & Strategic Planning: Drive annual budgeting, quarterly forecasting, and long-range planning across the organization. Conduct scenario analysis and financial modeling to support operational, capital, and strategic initiatives. Partner with business leaders on investment decisions, cost optimization, and growth strategies.
Decision Support & Strategic Initiatives: Provide financial insights and recommendations to influence executive-level decisions. Support mergers, acquisitions, partnerships, and other corporate initiatives with modeling, analysis, and due diligence. Evaluate business cases for capital projects, strategic investments, and enterprise-wide initiatives.
Cross-Functional Collaboration: Partner with business units, operations, marketing, HR, IT, supply chain, and strategy teams to drive alignment and process improvements. Serve as a trusted advisor to the C-suite and business leaders, translating financial insights into actionable recommendations.
Process Improvement & Systems Management: Identify and implement improvements to financial reporting, forecasting, and planning processes to enhance efficiency, accuracy, and timeliness. Maintain and optimize enterprise financial systems and analytics tools to ensure reliable and accessible data.
Team Leadership & Talent Development: Manage, mentor, and develop direct reports, fostering a culture of accountability, collaboration, and high-quality analysis. Build and scale FP&A capabilities to support enterprise-wide strategic and operational initiatives.
Additional responsibilities as required.

What You'll Need to Succeed

Bachelor’s degree in Finance, Accounting, Economics, or related field; Master’s preferred.
10+ years of progressive FP&A, corporate finance, or business finance experience with exposure to enterprise-level financial management.
Proven track record of providing strategic financial insights, driving performance improvements, and influencing senior leadership.
Strong analytical skills with the ability to synthesize complex financial data into actionable recommendations.
Exceptional communication, collaboration, and presentation skills.
Experience managing and developing a high-performing finance team.
Demonstrated expertise in financial modeling, scenario analysis, and enterprise planning tools.
Advanced financial modeling, scenario planning, and predictive analytics skills.
Proven ability to influence senior leadership and partner cross-functionally on strategic initiatives.
Experience supporting capital planning, investment evaluation, and cost optimization decisions.

Benefits and Compensation

The hiring range for this position is $140,000 - $150,000 per year. This range represents the base salary only, in good faith at the time of posting. Actual compensation will be determined based on factors such as relevant experience, skills, and qualifications. This position is bonus-eligible, with bonus amounts determined at the company’s discretion based on individual qualifications and applicable program terms.

BNED offers a comprehensive total rewards package for full-time employees designed to support the physical, mental, and financial well-being of our staff. Our benefits include medical, dental, and vision plans, a 401(k) match, life insurance, commuter benefits, paid time off with paid holidays, and a broad range of other benefits.

Commitment to Diversity, Equity, & Inclusion

At Barnes & Noble Education we empower everyone. Our mission is to support students, faculty and schools, serving as a catalyst to meet the evolving needs of the education system and a new generation of students. That starts with fostering an environment for our employees where diversity and individuality is celebrated. Barnes & Noble Education is an Equal Employment Opportunity and Affirmative Action Employer committed to diversity in the workplace. In the spirit of inclusivity, qualified applicants will receive consideration for employment without regard to age, ethnicity, ability, gender, gender expression, gender identity, nationality, protected veteran status, race, religion or sexual orientation.