Financial Planning Manager

Job Summary

A company is looking for a Financial Planning & Reporting Manager.

Key Responsibilities

• Lead financial forecasting and planning processes, collaborating with cross-functional teams
• Own financial reporting, variance analysis, and prepare presentation materials for senior leadership
• Develop and maintain financial models and conduct ad-hoc analyses to support strategic initiatives

Required Qualifications

• Bachelor's degree in Finance, Accounting, or Economics
• 5+ years of experience in financial planning, systems, and modeling
• Advanced Excel skills and expertise with planning and budgeting tools
• Familiarity with Oracle/NetSuite and Tableau preferred
• Previous experience in SaaS or healthcare/health-tech preferred