Financial Planning & Analysis (FP&A) Manager Position Description Template

If you follow this format, you won't go too far wrong. This should offer you a good base template. Please add additional information as needed. 

Financial Planning & Analysis (FP&A) Manager

About (Company Name):
Who you are, what you do, and how many employees you have. Our growth is driven by continuous innovation, an agile business model, and a culture that values collaboration and excellence. As we continue to scale, we seek a Financial Planning & Analysis (FP&A) Manager to lead the financial planning process and provide critical insights that drive strategic decisions.

Position Overview:
The FP&A Manager will be key in overseeing the company’s financial planning and analysis activities, providing forecasts, budgeting, and financial insights to senior leadership. You will lead a team responsible for driving performance through detailed financial modelling, variance analysis, and strategic recommendations. This role is perfect for someone who thrives in dynamic environments, has strong analytical skills, and enjoys partnering with different business functions to achieve financial objectives.

Key Responsibilities:

• Budgeting & Forecasting:
  Lead the annual budgeting process and manage the development of financial forecasts, working closely with department heads to ensure alignment with company goals. Provide regular updates on performance against budget, identifying key variances and opportunities for improvement.
• Financial Analysis & Reporting:
  Oversee the preparation of detailed financial analysis, including variance analysis, trend reporting, and scenario modeling. Present findings and recommendations to senior leadership to support strategic decision-making.
• Strategic Planning Support:
  Work closely with the executive team to provide financial insights that inform long-term strategic planning. Develop financial models that support key business decisions, such as market expansion, product launches, and capital investments.
• Performance Monitoring:
  Monitor financial and operational performance across the business, identifying trends and potential risks. Provide actionable insights to improve profitability and operational efficiency.
• Team Leadership:
  Lead and mentor a high-performing FP&A team, ensuring they have the tools and skills necessary to support the company’s financial objectives. Foster a culture of continuous learning and improvement.
• Stakeholder Collaboration:
  Partner with various departments, including operations, sales, and marketing, to ensure financial planning supports overall business objectives. Act as a key financial advisor to senior management, providing guidance on cost control and resource allocation.
• Process Improvement:
  Continuously seek opportunities to improve the financial planning and reporting processes, driving greater efficiency and accuracy. Implement best practices in financial modelling and reporting.

Qualifications:

• CPA, CA, CIMA, ACCA, or equivalent qualification preferred.
• Minimum of 7 years of experience in financial planning, analysis, and reporting, with at least 3 years in a leadership role.
• Strong financial modelling and analytical skills, with advanced proficiency in Excel.
• Proven ability to translate complex financial data into actionable insights.
• Excellent communication and interpersonal skills, with the ability to influence stakeholders at all levels.
• Experience in [specific sector] preferred but not essential.

Why Us?
We offer a collaborative, inclusive culture that values innovation, rewards performance, and encourages professional growth. As our FP&A Manager, you’ll be able to lead a critical function within the business, work closely with senior leadership, and contribute to the company’s long-term success.