Financial Planning & Analysis Manager

This is a position within Keller Executive Search and not with one of its clients.

As the Financial Planning & Analysis Manager, you will play a pivotal role in driving the company’s financial strategy and performance. You will partner closely with senior leadership to develop financial plans, conduct comprehensive analysis, and deliver actionable insights to support data-driven decision-making.

Key Responsibilities:
- Lead budgeting, forecasting, and long-term financial planning activities.
- Develop and maintain financial models and analytical tools to support business initiatives.
- Analyze financial results, identify trends, and provide variance explanations.
- Collaborate with cross-functional teams to gather relevant data and align financial plans.
- Prepare and present financial reports and forecasts to senior management.
- Support strategic projects with financial insights and scenario analysis.
- Ensure compliance with company policies and relevant regulations.

Requirements:
- 5+ years of experience in financial planning and analysis or related finance roles.
- Strong analytical and problem-solving skills with advanced proficiency in Excel and financial modeling.
- Experience with budgeting, forecasting, and variance analysis.
- Excellent communication and presentation skills to effectively convey financial insights.
- Ability to collaborate across departments and influence decision-making.
- Bachelor’s degree in Finance, Accounting, Economics, or a related field; advanced degrees or certifications (e.g., CFA, CPA) are a plus.
- Prior experience in professional services or recruitment industry is advantageous.

Benefits:
• Salary Range: $80,000–$95,000 (commensurate with experience and capability)

• Quarterly performance-based bonus opportunities
• Comprehensive health and dental care contribution
• 401(k) retirement plan
• Supplemental insurance options available

Equal Employment Opportunity Statement:
Keller Executive Search provides equal employment opportunities to all qualified applicants and employees. Employment decisions are based on merit, qualifications, and business needs, without regard to protected characteristics under applicable law.

Commitment to Diversity:
An inclusive and equitable workplace is actively fostered. Hiring, development, and advancement practices are designed to broaden representation and ensure fair access to opportunity.

Data Protection and Privacy:
Personal data is processed solely for recruitment and employment purposes, in accordance with applicable data‑protection laws (including GDPR where relevant). Information may be retained for compliance and legitimate interests, subject to data minimization and security controls.

Pay Equity:
Compensation practices are reviewed to support pay equity for substantially similar work, accounting for bona fide factors such as experience, education, and performance.

Health and Safety:
Workplace health and safety obligations are observed in line with applicable national and local requirements. Employees are expected to follow all safety policies and promptly report hazards.

Compliance with Law:
All recruitment, selection, and employment practices are conducted in compliance with applicable laws and regulations in the jurisdiction of employment.

Note: This job posting may be for a position with Keller Executive Search or one of our clients. The specific employer will be identified during the application and interview process. Employment laws and requirements may vary depending on the employer and location.