Financial Planning and Analysis Manager - Manufacturing Unit

About Us

Data Analysis Incorporated (DAI) is the controlling entity of the O’Neil family of businesses. DAI and its subsidiaries operate in diverse industries worldwide, including global equity markets, health care, financial services, digital news, and insurance. Our global footprint allows our teams to be responsive to customer needs in a timely and efficient manner. We are dedicated to using technology and innovation to bring change and growth to our businesses. We believe in a dynamic workplace, creating engaging, informative products and services that help our customers succeed. Integrity is an essential characteristic for our firms and our associates; if this describes you, please apply! 
 

Summary

The Manager, FP&A plays a pivotal role in driving the financial strategy for DAI's businesses, with a focus on ensuring financial health, stability, and sustainable growth. This role involves actively managing a team of financial analysts of varying levels of seniority, while directly managing and leading the development of budgets, forecasts, and long-term strategic plans. The Manager is responsible for conducting thorough variance analysis on a monthly basis, providing insights to control costs, optimize performance, and enable business leaders to accelerate growth initiatives. Key responsibilities include leading comprehensive business unit financial planning and detailed analysis to inform critical decision-making processes. The Manager will also contribute to the development of robust financial models, pro-forma financial statements, and other strategic financial analyses in support of high-visibility projects and initiatives. Working closely with senior executives and cross-functional teams, this role ensures alignment of financial goals with broader business objectives, positioning the company for competitive advantage in the market. In addition to technical expertise in financial modeling and analysis, the Manager must exhibit strong leadership skills, actively coaching and developing analysts to foster a collaborative and high-performing team environment. Exceptional interpersonal skills are essential, as the role involves regular collaboration across departments to influence strategy and drive key business outcomes.
 

Duties and Responsibilities

• Lead the budgeting, forecasting, and long-term planning of business unit(s) in close coordination with FP&A leadership, while developing an in-depth understanding of all key financial drivers and variables impacting these related businesses
• Perform detailed department-level financial analysis to identify key trends, variances, and opportunities across multiple business areas, providing executives with actionable insights to drive performance improvements and cost efficiency
• Actively manage, mentor, and develop financial analysts, fostering a collaborative, high-performance team environment. Provide guidance and coaching to enhance team members’ analytical skills, financial modeling capabilities, and overall professional growth
• Oversee the development and execution of financial models, ensuring that analysts produce high-quality, reliable financial reports that are aligned with business strategies and objectives
• Interface regularly with US and international Accounting and international Shared Services counterparts to ensure alignment on financial data and accurate accounting recognition, fostering strong cross-functional relationships to drive operational efficiency and consistency
• Develop and maintain key performance indicators (KPIs) to assess the effectiveness of business initiatives and projects, ensuring optimal deployment of capital resources and continuous improvement in financial performance
• Provide actionable financial insights and clear, strategic reporting commentary, including comprehensive metrics reporting that supports executive decision-making and drives business unit alignment
• Support high-visibility corporate projects by providing detailed financial modeling, scenario analysis, and strategic recommendations that align with business objectives and long-term goals
• Lead the creation of pro-forma financial statements and financial models for significant initiatives, providing critical support for M&A activity, capital investments, and other strategic business decisions.
• Drive continuous improvement in financial processes, leveraging automation and best practices to increase efficiency and reduce manual workloads across teams.
• Collaborate closely with department leaders to provide tailored financial guidance, ensuring that department-level budgets, forecasts, and performance metrics are aligned with overall business strategy and objectives.
• Ad-hoc corporate project modeling, analysis and reporting

Qualifications & Requirements