Financial Planning and Analysis Manager

February 27

Apply Now

Receive Emails with Similar Jobs

Isos Technology

WebsiteLinkedInAll Job Openings

Isos Technology is a world-class consulting services provider specializing in integrating Atlassian's suite of products into technology and business environments. They focus on solving business agility, service management, and Atlassian lifecycle challenges, thereby accelerating business transformation and outcomes. Isos Technology is recognized for its transparency, responsiveness, and expertise, earning the trust of its clients through reliable solutions. As an Atlassian Platinum Solution Partner, they offer a range of services including ITSM, Agile at scale, and cloud migrations, ensuring that organizations maximize their Atlassian investments while aligning strategy and teams, enhancing service management, and fostering long-term success.

Software Solutions • Mobile Solutions • Atlassian Experts • Development Process Consulting • Jira

51 - 200 employees

Founded 2005

🏢 Enterprise

☁️ SaaS

📋 Description

• We are seeking a dynamic and analytical Financial Planning and Analysis (FP&A) Manager to build out our internal models and processes and take us to the next level. • This role will be responsible for driving financial insights, supporting strategic decision-making, and ensuring the company has timely information to achieve our financial objectives. • Development and production of financial models, forecasts, and budgets to support strategic initiatives and operational planning. • Analyze financial performance, identifying trends, risks, and opportunities to enhance decision-making around the company. • Prepare and deliver timely, accurate, and detailed financial reports and presentations for senior management and stakeholders. • Cross functional partnership with all departments and teams to provide actionable insights and recommendations for financial performance. • Monitor key performance indicators (KPIs) and report on successes and areas of focus to stay aligned with company goals. • Evaluate operational performance to company metrics, highlighting variances to plan and providing recommendations to improve profitability. • Support M&A analysis, scenario planning, and investment evaluations as needed. • Develop and implement process improvements and optimization of internal systems to streamline reporting and forecasting. • Ensure data accuracy and integrity in financial systems and tools. • Implement processes and systems to enhance the accuracy, timeliness, and efficiency of budget tracking and reporting.

🎯 Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or a related field; MBA and/or CPA preferred. • 5+ years of experience in financial planning & analysis or a similar analytical role. • Advanced proficiency in financial modeling and data analysis using tools like Excel, Google Sheets, Power BI, or similar tools. • Strong understanding of and responsibility for projecting financial statements, and for creating budgeting and forecasting processes. • Excellent communication skills, with the ability to present complex information clearly to non-financial stakeholders. • Demonstrated ability to work under pressure and manage multiple priorities in a fast-paced environment. • Experience with ERP systems and financial software (e.g., NetSuite, SAP, or Oracle) is a plus. • Proficiency with Microsoft Office Suite and Google Workspace applications, particularly Excel and Google Sheets. • Thorough understanding of FP&A tools such as Anaplan, DataRails, Planful or Prophix.