Financial Planning and Analysis Manager

Responsibilities: The FP&A Manager will play a key leadership role in financial planning, forecastingand analysis across the company. They will bring innovation and best practices to the organization,particularly around developing and maintaining financial models to support existing budgeting and forecasting, internal financial reports, and cash flow. Responsibilities include but are not limited to:Financial Analysis: Conduct comprehensive financial analysis to identify trends, variances, and opportunities for improvement. Analyze financial performance against budgets, forecasts, and historical data to provide actionable insights to management.Budgeting and Forecasting: Lead the annual budgeting process and periodic forecasting cycles.Work closely with department heads to develop accurate and realistic budgets and forecasts.Monitor performance against targets and provide timely updates to senior management.Strategic Planning: Assist in the development of long-term strategic plans by providing financial expertise and analysis. Evaluate potential investments, initiatives, and business opportunities to support strategic decision-making.Reporting and Presentation: Prepare and present financial reports, dashboards, and presentations for Executive Leadership Team (ELT), board meetings, and stakeholders.Communicate key financial metrics, trends, and insights effectively to non-financial audiences.Cost Management: Collaborate with operational teams to analyze and optimize costs across the organization. Identify areas for cost reduction, process improvements, and efficiency gains to enhance profitability.Financial Modeling: Develop and maintain financial models to support scenario analysis, business planning, and investment evaluation. Ensure accuracy, reliability, and consistency of financial models to facilitate decision-making.Performance Metrics: Establish key performance indicators (KPIs) and metrics to measure financial and operational performance. Monitor KPIs regularly and provide actionable recommendations to drive performance improvement.Team Leadership: Manage and mentor a team. Provide guidance, support, and professional development opportunities to foster a high-performing FP&A team.Assist in M&A due diligence processes and evaluating growth opportunities from a financial perspective.Translate financial strategies into tactical plans, reporting requirements, procedures and processes.Support preparation of monthly reporting packages including income statements and cash flow metrics.Analyze monthly results comparing against prior year and budget, identify key drivers of variances and prepare insightful commentaries.Coordinate the consolidation and review of budget submissions for accuracy, precision and completeness; utilize business acumen to pressure test budget submissions.Develop executive reports on financial benchmarks and peer analysis and key performance indicators to drive financial performance initiatives throughout the organization.Lead efforts to develop and implement a financial system strategy and related process improvements across budgeting, forecasting and management reporting activities.Preparation of financial packages for Board of Director meetings.

Required Skills/Abilities:Excellent verbal and written communication skills.Experience working in a high growth, mid-size company environment, including management of remote teams.Strong team player, but able to work independently with a “can-do attitude”Ability to perform in a fast paced environment, using own initiativeEducation and Experience:Bachelor's degree in Finance, Accounting, Economics, or related field. MBA or CFA designation is a plus.Proven experience (5+ years) in financial planning and analysis roles, with a track record of delivering strategic insights and driving financial performance.Strong analytical skills and proficiency in financial modeling, budgeting, forecasting, and variance analysis.Excellent communication and presentation skills, with the ability to translate complex financial concepts into clear and actionable insights.Advanced proficiency in Microsoft Excel and financial planning software (e.g., NetSuite).Solid understanding of accounting principles, financial regulations, and best practices.Ability to thrive in a fast-paced environment, manage multiple priorities, and meet tight deadlines.Leadership experience with a demonstrated ability to inspire and develop a high-performing team.Requirements:Must be willing to take a drug test as part of the selection process.Must have unrestricted authorization to work in the United States.Position is based in Naperville, IL, but open to remote work arrangements.Ability to travel to Surf’s offices throughout the region.