Job Description
Manager, Financial Planning & Analysis
This Jobot Job is hosted by: Melanie Courtney
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Salary: $100,000 - $130,000 per year
A bit about us:
Our client is the largest and only national linen rental and laundry service specializing in the healthcare market.
Why join us?
Competitive pay
Medical, Dental, Vision, Pet, Legal, and Hospital Indemnity Insurance
401k (match) and Paid Time Off package
Job Details
The Manager of Financial Planning & Analysis will execute and continuously enhance a variety of critical company-wide and operational financial processes. Reporting directly to the Senior Vice President of FP&A, this role will lead critical enterprise processes including the Annual Operating Plan (AOP), sponsor and lender reporting, and financial reporting & performance management, while owning and advancing the company’s Oracle EPM platform. Success will require partnering with functional leaders to ensure alignment with financial and performance targets while proactively identifying risks and opportunities.
This individual will operate at the intersection of finance, operations, and executive leadership, translating complex financial data into actionable insights that drive EBITDA expansion and data-informed decision-making. The Manager must ensure that business decisions are grounded in rigorous financial analysis and aligned with both short-term performance goals and long-term strategic objectives.
The ideal candidate will demonstrate strong attention to detail, thoughtful leadership, and a collaborative mindset. This individual must be able to leverage strong analytical and written communication skills to deliver relevant, timely, and actionable insights to business leaders while effectively monitoring and evaluating performance against established objectives. The ideal candidate must also be comfortable working within a matrix organization.
Key Responsibilities
Annual Operating Plan (AOP) Ownership
• Lead end-to-end AOP process across all business units and functional areas (timeline, P&L models, assumptions, consolidation)
• Partner with operational and functional leaders to pressure-test assumptions and align targets with value creation plan
• Drive bottom-up and top-down alignment across revenue, cost structure, and capital deployment
• Translate AOP into actionable KPIs and operating cadences across the organization
• Continuously refine planning processes within Oracle EPM (Planning/Forecasting modules)
Sponsor, Lender, and Internal Reporting
• Own preparation of flash/monthly/quarterly reporting packages for the management team, private equity sponsors, and lenders
• Develop clear narratives around
? EBITDA performance vs. plan
? Cash flow and liquidity
? Variance drivers and forward outlook
• Ensure consistency, accuracy, and auditability of all reported financials
• Partner with CFO/SVP FP&A to support Board materials and investor communications
• Anticipate and respond to sponsor inquiries with data-backed insights
Oracle EPM Leadership
• Serve as functional owner of Oracle EPM (Planning, Reporting, Consolidation)
• Lead enhancements to
? Forecasting accuracy
? Reporting automation
? Scenario modeling capabilities
• Partner with IT and external providers to resolve system limitations and enhance capabilities
• Establish best practices for data governance, dimensionality, and reporting consistency
Financial Reporting & Performance Management
• Lead monthly and quarterly performance analysis vs. AOP and prior year
• Identify key drivers of EBITDA variability across P&Ls
• Build executive-level dashboards and reporting tools to track
? Revenue composition
? Margin performance
? Operational KPIs
? Functional area spend
• Deliver concise, decision-oriented, actionable insights to senior leadership
• Build detailed financial models to assess performance, identify growth opportunities, productivity improvements and forecast future results
• Perform other ad-hoc duties as requested
Qualifications
• Bachelor’s degree in finance or accounting - CPA and/or MBA in Finance designations preferred
• Minimum 5 years of experience in FP&A and/or closely related function
• Minimum 3 years = in a Corporate Headquarters role, with experience in a privately held or private equity owned organization preferred
• Strong accounting and financial modeling knowledge and experience, including reasonable familiarity and understanding of Generally Accepted Accounting Principles (GAAP) and ability to understand/interpret financial statements
• Prior experience with Oracle ERP/EPM and SQL strongly preferred
Demonstrated self-starter, able to work effectively both independently and in a heavily team-oriented environment
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