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FP&A Manager
Navia Benefit Solutions, Inc.FP&A Manager driving financial planning and analysis for Navia Benefit Solutions. Partnering with CFO and executives to shape strategic financial decisions in a high-growth organization.
Tech Stack
Tools & technologiesTableau
About the role
Key responsibilities & impact- Own the annual budget, rolling forecast, and multi‑year financial planning processes
- Build and maintain driver‑based financial models, scenario analyses, and sensitivity analyses
- Partner with department leaders to align financial plans with operating and strategic priorities
- Deliver monthly and quarterly variance analysis, trend analysis, and KPI reporting with clear narratives and implications
- Develop dashboards and executive‑ready reporting that provide visibility into financial and operational performance
- Identify risks, opportunities, and improvement initiatives through deep analysis of financial and operating data
- Function as a finance business partner to operational leaders, supporting decision‑making and resource allocation
- Support M&A activities including financial modeling, diligence support, and post‑close performance tracking
- Contribute to capital allocation decisions, investment cases, and long‑range value creation initiatives
- Improve FP&A processes, templates, and cadence to enhance efficiency, accuracy, and insight
- Support the development of standardized KPIs and metrics aligned with management and investor expectations
- Prepare materials for executive leadership, board discussions, and sponsor/investor reporting
- Clearly communicate financial insights to non‑finance stakeholders with confidence and credibility
Requirements
What you’ll need- Bachelor’s degree in Finance, Accounting, Economics, or a related field required
- MBA, CPA, or CFA a plus but not required
- 4–8+ years of progressive FP&A, corporate finance, consulting, or transaction-related experience
- Experience in a private equity–backed, multi-site, or high-growth environment strongly preferred
- Advanced Excel modeling and analytical skills
- Experience with BI tools (Power BI, Tableau, or similar) and financial systems/ERPs
- Strong understanding of KPIs, margin analysis, and operational drivers
- Experience supporting M&A, integration, or growth initiatives is a plus
Benefits
Comp & perks- Generous health benefits
- Company sponsored wellness benefits
- Complimentary Life Insurance and Long-Term Disability Insurance
- Paid time off
- 6 Paid Holidays & 2 Paid Floating Holidays
- Work from home and hybrid schedules available!
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial modelingvariance analysistrend analysisKPI reportingscenario analysissensitivity analysiscapital allocationFP&A processesmargin analysisanalytical skills
Soft Skills
communicationcollaborationdecision-makingcredibilityconfidenceleadership
Certifications
Bachelor’s degree in FinanceBachelor’s degree in AccountingBachelor’s degree in EconomicsMBACPACFA