Manager, Financial Planning & Analysis

About the role

FORTNA partners with the world's leading brands to transform omnichannel and parcel distribution operations. Known world-wide for enabling companies to keep pace with digital disruption and growth objectives, we design and deliver solutions, powered by intelligent software, to optimize fast, accurate and cost-effective order fulfillment and last mile delivery.

Our people, innovative approach and proprietary algorithms and tools ensure optimal operations design and material and information flow. We deliver exceptional value every day to our customers with comprehensive services and products including network strategy, distribution center operational design and implementation, material handling automated equipment, robotics and a comprehensive suite of lifecycle services.

At FORTNA, we believe in fostering a workplace that isn't just a job but a movement - a collective effort to redefine success and transform challenges into opportunities. "Join the Movement" encapsulates our commitment to a workplace culture that thrives on collaboration, celebrates diversity, and empowers every individual to contribute to something greater than themselves. Our Team. Our Passion. Our Approach.

About the role

The Financial Planning & Analysis (FP&A) Manager reports to the Finance Director and manages the operating budget and forecast processes, delivering timely, accurate reporting and data-driven insights that help FORTNA leadership drive growth and decision making.

Responsibilities include supporting financial reporting activities, collecting and analyzing financial data, performing financial analysis on monthly and quarterly business performance, preparing month-end reports, and consolidating financial plans based on strategic initiatives. The FP&A Manager contributes to key business functions and is key to fostering strong finance partnerships throughout the organization.

The ideal candidate is data-driven and forward-thinking, with a strong foundation in financial modeling and strategic analysis and strong communication and collaboration skills. This is a great role for an FP&A professional excited to make a meaningful impact within a growing, dynamic company.

Key Responsibilities

Reporting & Analysis

• Prepare accurate and timely materials for monthly and quarterly financial reports, presentations and dashboards that highlight key performance indicators (KPIs).
• Perform variance and trend analysis to identify and explain key performance drivers.
• Optimize and rationalize financial processes to drive consistent reporting practices.

Strategic Analysis & Forecasting

• Collaborate with business partners (e. g., operations, sales, and strategy) to develop and maintain accurate financial forecasts, identify financial risks and opportunities, and ensure alignment with financial goals.
• Lead the annual operating budget and periodic forecast processes, consolidating inputs from business partners into financial plans aligned with strategic initiatives.
• Support key initiatives as assigned, including ad-hoc financial and business analysis that delivers value-added reporting for leadership.

Financial Modeling & Scenario Analysis

• Build and improve financial models, including sensitivity and scenario analysis to inform financial and business decision making.
• Develop tools and processes that establish planning and analysis best practices in support of our strategic goals.
• Leverage automation and technology tools to enhance efficiency, accuracy, and timeliness of deliverables.

Stakeholder Collaboration & Communication

• Partner with Business Operations to improve performance, providing financial insights and data-driven strategies.
• Partner and collaborate with Accounting and Project Controls teams to ensure accurate and timely financial reporting during month-end close
• Partner and collaborate with Corporate Finance to ensure alignment on financial analysis and reporting.

Required Qualifications

• Bachelor's degree in finance, accounting or related technical discipline
• 5 - 10 years of progressive work experience in FP&A
• Strong financial modeling skills required
• General ledger experience required
• Budgeting and forecasting experience required
• Ability to multi-task in a dynamic work environment
• Strong written and verbal communication skills
• Excellent analytical skills with ability to analyze, interpret, and summarize data
• Strong work ethic and ability to develop relationships across the organization
• Detail -oriented, with a professional demeanor and strong organizational skills

Preferred Qualifications

• Proficiency in Microsoft Office products
• Proficiency with ERP & BI Platforms
• Experience in finance for project-based businesses and discrete goods manufacturing
• Experience with financial software such as Planful, Workday Adaptive Planning, Workday Financials, or similar tools

Pay and benefits

The base salary range for this role is $115,900 to $173,800. This base salary range represents the low and high end of the base salary range for this position. Actual base salary offered will vary based on various factors including but not limited to location, level, job-related knowledge, skills, experience, and performance.

This job description describes the general nature and level of work expected of a person assigned to this position. All job requirements listed indicate the minimum level of knowledge, skills and/or ability deemed necessary to perform the job proficiently. Employees may be required to perform any other job-related duties as requested by their supervisor.