• Job Description

  Req#: R0002746

  Job Summary:

  The Financial Planning & Analysis Manager leads the organization’s budgeting, forecasting, and long-range planning processes and provides forward-looking financial insights to support strategic decision-making. This role partners closely with senior leaders to translate business goals into financial models, identify risks and opportunities, and guide investment and resource decisions.

  Responsibilities:

  Scope of the Role

  The Financial Planning & Analysis Manager is responsible for leading the organization’s financial planning and analysis function and plays a critical role in helping the business understand its financial position, performance trends, and future outlook. This role owns the end-to-end budgeting, forecasting, and long-range planning processes and ensures leadership has timely, accurate, and meaningful financial information to support decision-making. This role works closely with senior leaders to translate business goals and operational plans into financial models that reflect both current realities and future scenarios.

  This role operates at the intersection of strategy and execution. The Financial Planning & Analysis Manager is expected to look beyond historical results and focus on forward-looking analysis, identifying risks, opportunities, and emerging trends that may impact the business. The role requires a strong understanding of how different parts of the business operate and how decisions in one area affect overall financial performance.

  As a key business partner, the Financial Planning & Analysis Manager works closely with department leaders across the organization to support planning, forecasting, and ongoing performance discussions. This role helps leaders understand financial drivers, evaluate trade-offs, and make informed decisions by clearly explaining complex financial information in a practical and approachable way. The FP&A Manager regularly reviews financial results, explains variances between actuals, budgets, and forecasts, and provides context around what is driving performance. Rather than simply reporting numbers, this role is focused on delivering insights that help leaders act.

  The Financial Planning & Analysis Manager also has direct responsibility for leading and developing a team. This includes setting priorities, assigning work, reviewing analyses for accuracy and consistency, and ensuring timelines are met. The role requires a balance between hands-on analytical work and people leadership, with an emphasis on coaching, development, and building strong analytical capability within the team.

  Close partnership with Accounting is an important part of the role to ensure alignment between forecasts, actual results, and financial reporting. The Financial Planning & Analysis Manager works to maintain consistency in assumptions, data sources, and methodologies across planning and reporting cycles. The role may also partner with Operations and other functional teams to support efficiency initiatives and cost management efforts.

  The Financial Planning & Analysis Manager plays a key role in improving financial processes, tools, and systems. This includes supporting enhancements to forecasting models, reporting dashboards, and planning systems, as well as improving data quality and efficiency. The role is expected to identify opportunities to streamline reporting, improve forecast accuracy, and strengthen financial controls related to planning and analysis.

  Overall, the Financial Planning & Analysis Manager has a significant impact on the organization’s ability to plan effectively, manage costs, and make strategic decisions. The insights, recommendations, and guidance provided by this role directly influence hiring decisions, budget allocations, investment priorities, and long-term growth strategies. This role requires strong financial expertise, sound judgment, and the ability to lead both people and conversations with confidence and clarity.

  Performance Outcomes

  Financial Planning & Forecasting

  • Own the annual budget, reforecasting, and long-range planning processes
  • Develop and maintain financial models and planning assumptions
  • Ensure forecasts reflect current business priorities and expected outcomes
  • Monitor performance against plan and update forecasts as needed

  Financial Analysis & Insights

  • Fine-tune customer LTV, CAC and NPV models
  • Analyze financial results and explain key drivers, trends, and variances
  • Provide scenario and “what-if” analysis to support decision-making
  • Identify financial risks and opportunities and communicate them proactively
  • Turn complex data into clear, actionable insights for leadership

  Business Partnership

  • Partner with department leaders to support planning, budgeting, and performance discussions
  • Advise leaders on the financial impact of business decisions and initiatives
  • Support headcount planning, operating expense management, and strategic projects
  • Collaborate with Accounting to ensure alignment between forecasts and actuals

  People Leadership & Team Development

  • Lead, coach, and develop a team of FP&A analysts
  • Set priorities, delegate work, and manage timelines and deliverables
  • Review team analyses for accuracy, consistency, and quality
  • Support performance management, feedback, and professional development

  Process, Systems & Continuous Improvement

  • Improve forecasting accuracy and reporting efficiency
  • Enhance financial planning, reporting tools, and dashboards
  • Ensure data integrity and consistency across reports and models
  • Identify and implement process improvements to support business growth

  Education, Knowledge, and Experience

  • Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field (Required)
  • 5–8+ years of experience in financial planning and analysis, finance, or analytical roles (Required)
  • Prior experience leading, mentoring, or managing others (Required)
  • Strong knowledge of budgeting, forecasting, and financial modeling (Required)
  • Solid understanding of financial statements and key business drivers (Required)
  • Advanced Excel skills and experience building financial models (Required)
  • Experience with FP&A, reporting, or planning tools such as Adaptive, Anaplan, Workday, Power BI, or similar platforms (Preferred)
  • Experience partnering with cross-functional leaders, including Sales leaders, HR, Operations, and Accounting (Required)
  • Ability to analyze complex data and clearly explain financial insights to non-finance partners (Required)
  • Strong communication, organization, and problem-solving skills (Required)
  • MBA, CPA, or other finance-related certification (Preferred)
  • Experience in a growing, fast-paced, or evolving organization (Preferred)
  • Experience improving financial processes or implementing new tools or systems (Preferred)

  Additional Information:

  Location:

  Remote Job Posting

  Department:

  9165 Analytics

  Time Type:

  Full time

  
  

  
  

  
  

  Commitment to Equal Opportunity

  PPLSI conforms to all the laws, statutes, and regulations concerning equal employment opportunities. We strongly encourage women, minorities, individuals with disabilities and veterans to apply to all of our job openings. We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, sexual orientation, gender identity, national origin, status as a protected veteran, and basis of disability or any other federal, state or local protected class. We prohibit retaliation against individuals who bring forth any concerns, orally or in writing, to the employer or the government, or against any individuals who assist or participate in the investigation of any concerns or otherwise oppose discrimination.

  If you require a reasonable accommodation to complete the application process, please contact Human Resources at: humanresources@legalshieldcorp.com .

• About the company

  The company was founded by Harland Stonecipher in Ada, Oklahoma, on August 8, 1972, as the Sportsman's Motor Club.

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