FP&A Manager AI Analytics

POSITION OVERVIEW

We are seeking a highly analytical, technology-forward FP&A Manager to strengthen financial planning, business performance analysis, and executive decision-making — and to help transform how Finance uses AI, automation, and data. This role owns core FP&A: budgeting, forecasting, financial modeling, KPI reporting, and variance analysis. But it is not a traditional, reporting-focused seat — we are looking for someone who uses AI naturally in their work, digs beneath headline numbers, and turns complex analysis into a clear story and recommendation for senior leadership.

Reporting to the Chief Financial Officer, the ideal candidate pairs strong financial fundamentals with modern analytical firepower — comfortable with large, imperfect datasets, fluent in AI and BI tools, and always looking for better ways to help the business make decisions.

KEY RESPONSIBILITIES

Financial Planning & Analysis

• Lead annual budgeting, forecasting, and long-range financial planning.
• Build and maintain financial models covering revenue, gross margin, operating expenses, headcount, profitability, and cash flow.
• Perform monthly budget-to-actual and forecast variance analysis, identifying the business drivers behind performance rather than simply reporting variances.
• Develop scenario and sensitivity analyses to support major business decisions.
• Partner with Accounting to ensure management reporting is accurate and aligned with financial results.

Business Performance & Decision Support

• Partner with department leaders to understand performance, costs, opportunities, and risks.
• Analyze business performance across channels, customers, products, departments, and initiatives.
• Develop ROI and productivity frameworks that connect investment and headcount to measurable outcomes.
• Evaluate business cases for new investments, hires, projects, and growth opportunities.
• Turn analysis into clear recommendations and actions for management.

Executive Analytics & Storytelling

• Develop concise, decision-oriented reporting for the CFO, CEO, and senior leadership.
• Translate complex financial and operational data into clear insights and business narratives.
• Build executive dashboards and recurring KPI reporting.
• Surface trends, anomalies, risks, and opportunities not obvious from standard financial reporting.
• Consistently answer three questions: what happened, why it happened, and what we should do about it.

AI, Automation & Data Analytics

• Use generative AI and analytical tools as part of the day-to-day FP&A workflow — accelerating analysis, variance investigation, forecasting, data reconciliation, and reporting.
• Build repeatable AI-enabled workflows and, where appropriate, lightweight agents that automate recurring Finance activities.
• Work across ERP, CRM, expense, payroll, sales, and inventory datasets, combining financial and operational data for a fuller view of performance.
• Build dashboards and models using tools such as Power BI, Tableau, Excel, SQL, or Python, validating data quality along the way.
• Partner with IT/Data teams to improve data access, identify manual processes to automate, and establish best practices for responsible AI use in Finance.

QUALIFICATIONS & EXPERIENCE

• Bachelor’s degree in Finance, Accounting, Economics, Business, Data Analytics, or a related field.
• 5–8 years in FP&A, corporate finance, strategic finance, consulting, investment banking, or a related analytical role.
• Strong financial modeling, budgeting, forecasting, and variance-analysis skills, with advanced Excel.
• Strong understanding of P&L, balance sheet, cash flow, and core financial concepts.
• Demonstrated ability to analyze large datasets and translate findings into business insights.
• Experience with BI/visualization tools (Power BI, Qlik, or Tableau); working knowledge of SQL and/or Python a plus.
• Demonstrated proficiency using modern AI/LLM tools for financial analysis, research, automation, or data analysis; exposure to AI-enabled workflows, automations, or agents a plus.
• Experience with Microsoft Dynamics 365 Business Central/NAV a plus.
• Experience in consumer products, wholesale, retail, manufacturing, or e-commerce preferred.

WHAT WE’RE LOOKING FOR

• AI-native: uses AI naturally and actively experiments with new tools and approaches.
• Financially strong: understands FP&A fundamentals and can build rigorous financial models.
• **Analytical…