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Mgr Financial Planning & Analysis

Oak Brook, IL

$102K - $184K/yr

Job Summary The Manager, Financial Planning & Analysis (FP&A) will play a key role within the finance team, supporting the growth and achievement of CareAllies financial and business objectives ...

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How much do manager financial planning analysis jobs pay per year?

As of Sep 1, 2026, the average yearly pay for manager financial planning analysis in the United States is $121,012.00, according to ZipRecruiter salary data. Most workers in this role earn between $105,500.00 and $138,500.00 per year, depending on experience, location, and employer.

What is a manager financial planning analysis?

A Manager of Financial Planning and Analysis (FP&A) is responsible for overseeing a company's budgeting, forecasting, and financial analysis processes. They work closely with senior management to provide insights that drive business decisions, improve financial performance, and support strategic planning. This role typically involves analyzing financial data, preparing reports, and presenting recommendations to leadership. FP&A managers also help identify trends, risks, and opportunities to ensure the organization's financial health.

How does a manager financial planning analysis typically collaborate with other departments to support business decision-making?

A Manager of Financial Planning and Analysis (FP&A) works closely with various departments such as operations, sales, and marketing to gather data and insights that inform financial forecasts and budgets. They facilitate cross-functional meetings to understand business needs, align financial strategies, and provide actionable recommendations. Effective communication with department heads ensures that financial plans are realistic and support overall organizational goals. This collaborative approach helps drive informed business decisions and strengthens the company’s financial performance.

What are the key skills and qualifications needed to thrive as a manager financial planning analysis, and why are they important?

To thrive as a Manager Financial Planning Analysis, you need strong analytical skills, advanced knowledge of financial modeling, and a background in finance or accounting, typically supported by a bachelor’s or master’s degree and often a CPA or CFA certification. Expertise in financial planning software such as Hyperion, SAP, or Oracle, and advanced proficiency in Excel, are essential technical requirements. Excellent leadership, communication, and problem-solving skills help build effective teams and convey complex financial insights to stakeholders. These skills and qualities are crucial for driving strategic decision-making, ensuring accurate forecasting, and supporting organizational financial health.

What is the difference between Manager Financial Planning Analysis vs Financial Analyst?

AspectManager Financial Planning AnalysisFinancial Analyst
ResponsibilitiesOversees budgeting, forecasting, and strategic financial planning; manages teams and develops financial modelsPerforms data analysis, prepares reports, and supports budgeting processes
Required CredentialsBachelor's degree in finance, accounting, or related field; often MBA or CPA preferredBachelor's degree in finance, economics, or related field; certifications like CFA are common
Work EnvironmentCorporate finance departments, often in larger organizationsFinancial services firms, corporations, or consulting firms

While both roles require strong financial analysis skills and relevant credentials, the Manager Financial Planning Analysis typically leads teams and handles strategic planning, whereas the Financial Analyst focuses on data analysis and reporting to support decision-making.

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Manager Financial Planning Analysis jobs near you
Infographic showing various Manager Financial Planning Analysis job openings in the United States as of August 2026, with employment types broken down into 100% Full Time. Highlights an 80% In-person, 13% Hybrid, and 7% Remote job distribution, with an average salary of $121,012 per year, or $58.2 per hour.

Manager, Financial Planning & Analysis

Bedford, MA • On-site

Berkshire Grey
51 - 200 employees
Learn more about Berkshire Greyexternal

$135K - $165K/yr

Full-time

Posted 5 days ago

Job description

Position Overview
Berkshire Grey is seeking a hands-on Manager, Financial Planning & Analysis (FP&A) to support financial planning, forecasting, reporting, and strategic decision-making across the organization.
Reporting to the CFO, the Manager, FP&A will work closely with functional leaders to develop budgets and forecasts, evaluate business performance, identify financial risks and opportunities, participate in the Company's monthly financial close process and provide actionable insights to leadership. The ideal candidate combines strong financial modeling and analytical skills with the ability to communicate complex financial information clearly.
Key Responsibilities
  • Lead the annual budgeting, periodic forecasting, and long-range planning processes for assigned business areas.
  • Develop and maintain detailed financial models, including revenue, gross margin, operating expense, headcount, cash flow, and scenario-planning models.
  • Prepare monthly and quarterly financial reporting packages, including budget-to-actual and forecast-to-actual variance analyses.
  • Partner with Engineering, Operations, Manufacturing, Supply Chain, Sales, Service, and other functional leaders to develop accurate forecasts and support business decisions.
  • Monitor headcount, labor costs, capital expenditures, program spending, and other key financial commitments.
  • Support project, product, customer, and contract-level profitability analyses.
  • Evaluate the financial impact of new business opportunities, pricing decisions, investments, and cost-reduction initiatives.
  • Develop and track financial and operational key performance indicators.
  • Support monthly and quarterly close activities
  • Prepare financial analyses and presentations for executive leadership and other stakeholders.
  • Collaborate with Accounting to ensure consistency between financial plans, forecasts, and reported results.
  • Support ad hoc financial analysis and other strategic Finance initiatives.

Qualifications
  • Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related field. MBA or Master's degree a plus.
  • At least seven years of progressive experience in FP&A, corporate finance, accounting, or a related financial role.
  • Advanced financial modeling, forecasting, and analytical skills.
  • Strong understanding of financial statements, accounting principles, budgeting, and management reporting.
  • Advanced proficiency in Microsoft Excel and PowerPoint and experience creating executive-level presentations.
  • Experience using ERP (NetSuite a plus), financial planning, reporting, and business intelligence systems.
  • Strong attention to detail, organizational skills, and commitment to accuracy.
  • Ability to manage multiple priorities and meet deadlines in a fast-paced, evolving environment.
  • Strong written and verbal communication skills, including the ability to work effectively with senior leaders and nonfinancial business partners.
  • Ability to work independently, exercise sound judgment, and take ownership of financial processes and deliverables.
  • Experience in robotics, automation, technology, manufacturing, engineering, or capital equipment industries a plus.

This role is not eligible for visa sponsorship.
9110-2601MF

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