Finance Manager, Strategic Planning & Analysis

Position Overview

We are seeking a highly analytical finance professional to support strategic planning, forecasting, financial analysis, and business performance reporting across a diversified portfolio of operating businesses. This role will work closely with executive leadership and cross-functional teams to provide actionable insights, support strategic initiatives, and enhance financial decision-making.

The successful candidate will play a key role in budgeting, long-range planning, operational analytics, investment evaluation, and management reporting while helping drive process improvements and financial transparency across the organization.

Key Responsibilities

Financial Planning & Forecasting

• Lead annual planning, periodic forecasting, and rolling outlook processes across multiple business units.
• Develop and maintain consolidated profit and loss, balance sheet, and cash flow projections.
• Support scenario modeling, sensitivity analyses, and business planning initiatives.
• Evaluate key business drivers and provide recommendations to support growth and profitability objectives.

Financial Modeling & Performance Analysis

• Build and maintain sophisticated financial models supporting strategic initiatives, operational planning, capital investments, and business development activities.
• Analyze revenue trends, customer performance, operating metrics, cost structures, and profitability drivers.
• Develop variance analyses and business performance reviews to identify risks, opportunities, and emerging trends.
• Support investment evaluations, business cases, and strategic growth initiatives.

Management Reporting

• Prepare monthly and quarterly reporting packages for senior leadership and stakeholders.
• Develop KPI dashboards and performance scorecards to improve visibility into business performance.
• Present financial results, forecasts, and recommendations to executive leadership.
• Support board-level reporting and strategic planning presentations.

Business Partnership

• Collaborate with operational, commercial, accounting, and finance teams to evaluate performance and improve decision-making.
• Provide analytical support for pricing strategies, contract evaluations, capital allocation decisions, and operational initiatives.
• Assist leadership in evaluating new business opportunities, partnerships, and expansion initiatives.
• Support financing, investor reporting, and stakeholder communication efforts as needed.

Process Improvement & Systems Development

• Enhance financial reporting, forecasting, and planning processes through automation and improved data management.
• Develop scalable reporting solutions utilizing business intelligence and planning tools.
• Improve data integrity and accessibility across financial and operational systems.
• Establish best practices and controls surrounding forecasting, reporting, and performance measurement.

Qualifications

Required

• 8+ years of progressive experience in Financial Planning & Analysis, Corporate Finance, Strategic Finance, or related disciplines.
• Strong financial modeling, forecasting, and business analysis capabilities.
• Experience supporting multi-entity organizations and complex operating environments.
• Advanced Microsoft Excel skills and proficiency with business intelligence tools.
• Strong understanding of financial statements, budgeting, cash flow forecasting, and performance reporting.
• Excellent communication and presentation skills with the ability to influence senior leadership.

Preferred

• Experience within infrastructure, energy, utilities, industrial, project-based, manufacturing, or asset-intensive industries.
• Exposure to capital investment analysis, project economics, and long-term planning.
• Experience supporting private equity-backed, high-growth, or entrepreneurial organizations.
• CPA, CFA, MBA, or equivalent professional designation preferred.

What Success Looks Like

• Accurate and actionable forecasting processes.
• Meaningful financial insights that support strategic decision-making.
• Improved visibility into key business drivers and performance metrics.
• Scalable reporting and planning processes that support future growth.
• Strong business partnerships across finance, operations, and executive leadership.

This position offers the opportunity to work closely with leadership, influence strategic direction, and play a key role in supporting growth, operational excellence, and long-term value creation.