Financial Planning & Operations Manager

Who You’ll Work With

Accounting, Sr. Leaders, Field 

About the Position

The Financial Planning & Operations Manager is a hybrid project management, process optimization, and financial operations role. This position leads departmental project coordination, improves workflows, drives automation, and increasingly supports financial planning and analysis (FP&A). The role is central to prioritizing work, improving operational efficiency, and producing high‑quality data and insights that strengthen financial decision‑making. The Lead works directly with the CFO and maintains a dotted-line reporting relationship to the Controller

How You’ll Make a Difference

Core Responsibilities

• Maintain a prioritized project and task roadmap aligned with enterprise and financial priorities.


• Facilitate weekly traffic/priority meetings to align resources, surface blockers, and drive accountability.


• Build and manage project plans, timelines, and deliverables.


• Identify and escalate cross-functional issues requiring leadership intervention.


• Provide consistent communication to the CFO, Controller, and other leaders regarding status, risks, and outcomes.

Process Improvement & Automation

• Document current-state workflows and design improved, optimized future-state processes.


• Lead automation initiatives that reduce manual work and eliminate operational waste.


• Establish controls and standardized inputs to improve data accuracy and financial reporting.


• Convert operational improvements into SOPs, process maps, and repeatable frameworks.


• Transition stabilized tasks (such as system administration or recurring workflows) to appropriate long-term owners.

FP&A and Analytical Responsibilities

• As automation and process stability increase, this role expands deeper into FP&A responsibilities, including:


• Supporting and developing budgeting and forecasting cycles.


• Building financial models for scenario planning and leadership decision support.


• Performing variance and trend analysis to identify drivers of financial performance.


• Producing monthly/quarterly financial insight packages for leadership.


• Delivering actionable, data-driven recommendations to guide financial strategy.

Collaboration & Communication

• Partner with cross-functional teams to ensure successful implementation of process and system changes.


• Act as a change leader, ensuring teams are informed, trained, and supported throughout transitions.


• Maintain a service-oriented mindset focused on responsiveness and internal customer satisfaction.


• Weekly traffic/priority meetings with accounting/finance stakeholders.


• Monthly financial operations and project portfolio reviews with leadership.


• Quarterly roadmap updates aligned with organizational strategy.


• Maintenance of updated SOPs, RACIs, workflow diagrams, and other documentation.

Success Measures & KPIs

• Timely and successful completion of departmental and cross-functional projects.


• Reduction in manual process time, errors, and rework.


• Improvements in data accuracy and audit performance.


• Budget/forecast accuracy and timeliness.


• Positive stakeholder satisfaction and engagement.

Experience 

• 2 years accounting/finance experience with demonstrated process improvement work.


• Skills in project management, process design, data analysis, Excel, BI tools, workflow documentation, and communication.

Additional Information

Pay based on qualifications and current market

• Health insurance


• Dental insurance


• Flexible Spending Account and Health Savings Account options


• Short Term and Long-Term Disability insurance provided


• 401k with Generous Match


• Bonus eligibility