Finance Manager, Financial Planning – Analysis
Job Description:
- Lead annual budgets, quarterly forecasts, monthly outlooks, and weekly pacing analysis
- Lead annual capital planning and manage capital requests through approval and forecast integration
- Own forecast inputs and model integrity across demand, fill rate, job mix, hours, bill rates, pay rates, spread, and new business impacts
- Track new business and white-space growth opportunities
- Analyze daily and weekly activity to provide early performance insight
- Build seasonal assumptions and dynamic scenario models for district wins and losses, renewals, calendar changes, fill-rate swings, and rate changes
- Hold operational leaders accountable as active planning participants
- Partner with Record to Report and business teams to ensure accurate, timely month-end results
- Deliver volume, rate, calendar-timing, one-time-item, and structural-trend variance analysis
- Develop Education KPIs and analyze pay-to-bill relationships, rate-card compliance, margin leakage, and pay-rate impacts
- Support pricing, proposal, contract profitability, and investment decisions
- Run monthly operations reviews and follow up on action plans
- Apply AI tools to variance commentary, anomaly detection, forecasting support, and data preparation
- Pilot Education-specific AI use cases
- Build and maintain Power BI dashboards and automated reporting
- Serve as Education FP&A lead across TM1, Workday, and PeopleSoft, ensuring data integrity and reporting accuracy
- Standardize and document processes and partner with Finance Transformation and IT on systems initiatives
- Partner with the Education Strategic Finance Business Partner, BU President, and leadership team on planning, executive and board materials, and decision support
- Direct finance analysts, develop talent, manage capacity, and flag capacity risks
- Collaborate with Finance Transformation, the Growth Office, and other business-unit finance teams
Requirements:
- Bachelor’s degree in Finance, Accounting, Economics, or a related field
- 7–9 years of progressive FP&A or finance experience, including ownership of planning and forecasting cycles
- Advanced financial modeling and analytical skills, including driver-based forecasting for volume- and rate-driven businesses
- Experience forecasting and analyzing a seasonal or calendar-driven business
- Hands-on experience with TM1 or a comparable enterprise planning platform
- Experience building dashboards or automated reporting in Power BI
- Demonstrated, hands-on use of AI tools in financial workflows
- Solid accounting foundation, including accruals, reconciliations, and close
- Experience supporting contract-based or rate-card pricing structures, including pay/bill and margin analysis
- Working knowledge of financial controls and data integrity standards
- Experience in a matrixed organization, partnering with business leadership
- Clear communication skills for translating financial concepts to non-finance audiences
- Change management experience
- MBA or CPA a plus
- Workday Financial Management and PeopleSoft experience preferred
- Staffing, workforce solutions, or professional services background preferred
- Experience supporting pricing or contract profitability analysis preferred
Benefits:
- Total compensation package including benefits as applicable to the position
- Benefits focused on total well-being
- Opportunities to grow expertise and capabilities professionally and personally
- Inclusive, caring, and collaborative work environment
