Senior Financial Planning & Analysis Manager

WCG

. Serve as a financial thought leader and develop partnerships with leadership and cross-functional business partners at WCG .

Posted 11/3/2026full-timeRemote • United StatesSenior💰 $82,080 - $145,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial planning and analysis, including budgeting, forecasting, and financial modeling. Proficient in leveraging financial reporting systems and developing actionable insights for executive management.

Highest-signal resume keywords

Financial ReportingBudgeting And ForecastingFinancial ModelingMicrosoft ExcelPowerBI Dashboard Development

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisKPI ReportingVariance AnalysisROI AnalysisReporting AutomationResource Planning ModelsM&A Financial InsightData-Driven AnalysisStrategic AnalysisProject Management

Soft Skills

Interpersonal CommunicationMentoringInfluencing DecisionsEffective PresentationProblem Solving

Tools & Technologies

NetSuiteWorkday Adaptive InsightsMicrosoft PowerPointFinancial Reporting Systems

Industry Keywords

Financial PlanningRegulatory RequirementsBest PracticesCross-Functional CollaborationExecutive-Level Reporting

About the role

Key responsibilities & impact

Serve as a financial thought leader and develop partnerships with leadership and cross-functional business partners at WCG
Lead preparation, consolidation, and presentation of financial performance reports, forecasts, and strategic analyses for assigned business units
Oversee and continuously improve financial planning processes, reporting automation, and metric dashboards
Deliver actionable insights to executive management
Direct and facilitate quarterly and annual business reviews, including variance analysis, business drivers, and recommended action plans
Guide development, maintenance, and accuracy of headcount and resource planning models, including internal labor, contractors, and capex/opex spending
Lead preparation and review of comprehensive ROI analyses for projects
Support corporate M&A activities through financial insight, due diligence support, and integration planning
Mentor or coach analysts and finance managers
Represent finance in cross-functional strategic projects and initiatives
Support or lead others through formal project management
Maintain knowledge of industry trends, best practices, and regulatory requirements impacting financial planning and analysis
Perform other duties as assigned by supervisor

Requirements

What you’ll need

Bachelor’s degree required, concentration in Finance or Accounting
Exceptional Microsoft Office skills, especially Excel and PowerPoint
Proven experience leveraging financial reporting systems, preferably NetSuite and Workday Adaptive Insights
Experience developing and maintaining PowerBI dashboards highly recommended
Minimum of 8 years of experience in detailed budgeting and forecasting, financial modeling, financial reporting, and KPI & dashboard reporting
Ability to rapidly assimilate financial data from disparate systems and databases to produce timely, accurate, and executive-level reporting and analysis
Comfort building processes and finding solutions to scale the organization and drive efficiencies
Comfort working in an acquisitive / M&A environment with continual additions and change
Ability to lead and manage project teams to completion while also being hands-on
Strong interpersonal communication skills and ability to work effectively with senior leadership
Ability to follow established policies and communicate effectively verbally and in writing
Ability to influence decisions through clear, data-driven analysis and cogent presentation
Experience presenting financial information to groups, including executive level
Travel requirements: 0% to 5%

Benefits

Comp & perks

Medical, dental, vision, life and disability insurance
401(k) with company match
Flexible spending accounts
Employee assistance programs
Work/life balance tools
Referral bonuses
Tuition reimbursement
On-the-job training
Certification assistance
Continuing education support
Paid holidays
Vacation and sick time
Career development opportunities across One WCG