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FP&A Manager
UHY-USFP&A Manager at UHY managing financial planning processes, analysis, and decision support for clients. Overseeing financial operations and collaborating with leadership to drive business performance.
About the role
Key responsibilities & impact- Lead the development, execution, and continuous improvement of financial planning and analysis processes
- Prepare and present financial reports, summarizing key findings and strategic recommendations
- Monitor industry trends, economic conditions, and regulatory changes to assess their impact on financial strategies
- Oversee financial reporting infrastructure, ensuring accuracy, efficiency, and scalability
- Conduct in-depth variance analysis to identify business drivers and trends affecting financial performance
- Develop and refine detailed budgets and financial forecasts
- Partner with leadership and cross-functional teams to support strategic planning and business initiatives
- Design and implement dashboards, scorecards, and financial reports to enhance decision-making
- Prepare ad hoc financial reports and analyses as needed to support business objectives
- Create and present quarterly financial narratives for private equity (PE) stakeholders
- Participate in management discussions and analysis (MD&A), providing insights on financial performance and business strategy
- Evaluate potential business deals, assessing financial impact and strategic fit
Requirements
What you’ll need- Bachelor’s degree in accounting, finance, or a related field
- 5 – 8+ years of experience in financial planning, analysis, and forecasting
- Experience managing financial processes, reporting, and strategic analysis
- Advanced proficiency in Excel and financial modeling
- Professional certifications such as CFA, CPA, or CFP
Benefits
Comp & perks- comprehensive benefits including group health insurance, dental and vision coverage
- 401(k) retirement plans
- generous paid time off (PTO) allowances
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 planningfinancial analysisvariance analysisbudgetingfinancial forecastingfinancial modelingreportingdashboard designscorecard designad hoc reporting
Soft Skills
leadershipcommunicationstrategic thinkingcollaborationanalytical skills
Certifications
CFACPACFP