Manager, Financial Planning and Analysis

ERM

Manager in Financial Planning and Analysis for ERM's North America Operations. Driving financial and operational performance through data analysis, reporting, and collaboration with leadership.

Posted 7/14/2026full-timeCharlotte • Massachusetts, North Carolina, Pennsylvania • 🇺🇸 United StatesMid-LevelSenior💰 $96,160 - $151,683 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial planning and analysis, with strong capabilities in data analysis, reporting, and stakeholder communication. Proficient in utilizing advanced tools like Power BI and Microsoft 365 to support budgeting and forecasting processes.

Highest-signal resume keywords

Financial Planning And Analysis (FP&A)Advanced Microsoft Excel SkillsPower BI ProficiencySQL/Relational Database UnderstandingStrong Communication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial Data AnalysisKPI MonitoringBudgetingForecastingAd-Hoc Reporting

Soft Skills

Customer Service OrientationRelationship BuildingTeam CollaborationAccountabilityAdaptability

Tools & Technologies

Microsoft 365Power BISQLAccessPowerPoint

Certifications & Qualifications

Bachelor’s Degree In Accounting

Industry Keywords

Financial OperationsInternal ControlsBusiness StrategyDynamic Team Environment

Tech Stack

Tools & technologies

SQL

About the role

Key responsibilities & impact

Maintain and continuously improve North America’s suite of reports and dashboards as a key member of North America’s FP&A Team.
Analyze and interpret financial data, communicating key insights to internal stakeholders.
Assist in preparation of regular and ad-hoc reporting and presentations for senior leadership
Monitor and provide analysis on Key performance Indicator (KPI) trends to identify variance root causes and growth opportunities.
Support the annual budgeting and quarterly forecasting processes.
Provide ad-hoc FP&A support for North America Partners and Staff.
Build strong working relationships with Partners and Staff across the organization.

Requirements

What you’ll need

Required Bachelor’s degree in accounting or related discipline; or equivalent experience
4–6 years of experience in FP&A or financial operations
Advanced Microsoft 365 skills, specifically Excel, Access, and PowerPoint
Strong Power BI skills
In-depth understanding of SQL/relational databases
Strong customer service orientation balanced with adherence to internal controls
Demonstrated ability to contribute to broader business strategy discussions
Excellent verbal and written communication skills
Proven ability to build strong relationships with key business stakeholders
High energy, accountability, and ability to thrive in a dynamic team environment.

Benefits

Comp & perks

paid time off
parental leave
medical insurance
dental insurance
vision insurance
life insurance
disability insurance
AD&D insurance
401(k) or RRSP/DPSP
other applicable benefits to eligible employees