Manager, Finance Planning & Analysis (FP&A)

Location: near one of our Fortifi office locations, preferably Cleveland, Chicago, or Atlanta. Hybrid work arrangement w/ minimum 3 days in-office. 

Responsibilities

Consolidated Reporting

• Support the preparation, coordination, and continuous improvement of Fortifi’s consolidated reporting processes, including:




• Monthly Flash reporting


• Monthly MBR / MDA materials


• Quarterly Board reporting and forecast packages


• Annual Operating Plan (Budget) consolidation




• Coordinate timelines, inputs, and deliverables across business units and functions


• Prepare accurate, timely, and well-organized consolidated reporting outputs


• Improve consistency in format, definitions, and presentation across reporting materials


• Drive process efficiencies through use of financial software, automation, and AI tools

Forecasting & Planning

• Maintain quarterly and annual assumption-based forecast models


• Support standardization and enhancements of enterprise-wide forecasting methodologies, templates, and workflows


• Integrate forecast models into planning tools to drive consistent, repeatable processes


• Support development and long-term maintenance of a monthly rolling 12-month forecast


• Improve forecasting documentation, version control, and process discipline across planning cycles

Analytics & KPI Consistency

• Support greater consistency in enterprise-wide financial analysis by helping to define and enforce standard KPI definitions across business units


• Leverage available software & AI tools to improve speed, consistency, and depth of analysis


• Reinforce consistent application of core analytical frameworks to drive clearer, more standardized evaluation of divisional and business unit performance

Process Execution & Continuous Improvement

• Own recurring FP&A deliverables and drive reliable execution of core processes


• Partner with Corporate FP&A team members to embed software tools into FP&A processes


• Contribute to ongoing improvement of data quality, reporting discipline, process scalability, and overall FP&A operating effectiveness

Qualifications

• BS/BA in Finance, Accounting, or related field required


• 5–8+ years of experience in FP&A, corporate finance, or related finance roles


• Experience supporting consolidated reporting, budgeting, and forecasting processes


• Experience in a multi-entity, global, or private equity-backed environment preferred


• Experience supporting recurring executive reporting processes such as monthly business reviews, forecast updates, and annual planning cycles


• Strong financial modeling and analytical skills


• Experience with financial planning tools such as Workday Adaptive and PowerBI and advanced Excel skills


• Experience with reporting and visualization tools such as Power BI


• Comfort leveraging software tools, automation, and AI to drive process efficiency & quality

Role Context

This role is intended to strengthen Fortifi’s FP&A operating model by supporting execution, consistency, and continuous improvement across core finance processes. In combination with other corporate FP&A team members, this position helps build a more scalable FP&A function by pairing process ownership with improved software and data capabilities.