Finance Manager, Financial Planning & Analysis

Together we change lives.

Kelly is a team of experts driven by our belief that the impact of the right person in the right job is limitless. 

No matter where you are in your career journey you can apply your knowledge and passion to move people, organizations, and communities forward.  You’ll have opportunities to grow your expertise and capabilities, both professionally and personally.  As a team we celebrate inclusion, caring and collaboration.  As a company we value your contribution, we work with integrity, and we always put people first – so your impact really will change lives.

What You Will Own

Percentages show the approximate share of time for each area.

Planning & Forecasting (30%)

• Lead the annual budget, quarterly forecasts, monthly outlooks, and weekly pacing analysis end to end

• Lead the annual capital plan, managing capital requests from intake through approval and reflecting approved capital in the forecast

• Own forecast inputs and model integrity, including demand, fill rate, job type mix, hours, bill rates, pay rates, spread and new business impacts

• Track new business and white space growth opportunities for timing and impact

• Analyze daily and weekly activity to provide early insight into monthly and quarterly performance

• Build seasonality into every model: school-year start-up, holiday and winter breaks, testing windows, weather and illness-driven absence patterns, and the summer trough. Align forecast methodology to the school calendar rather than the fiscal calendar alone

• Build dynamic scenario models for district wins and losses, contract renewals, calendar changes, fill rate swings, and rate changes

• Hold Operational leaders accountable as active participants in the plan, not just recipients of output

Management Reporting & Decision Support (25%)

• Partner with Record to Report and business teams to ensure month-end results are accurate and on time, and that forecast assumptions align with what is booked

• Deliver variance analysis that separates volume (demand and fill) from rate (pay and bill) and from calendar timing, and clearly distinguishes one-time items from structural trends

• Develop KPI reporting for Education, such as demand, fill rate, job type mix, bill rate and pay rate trends, gross margin, customer and district concentration, renewals, and revenue per school or district

• Analyze the pay-to-bill relationship, including rate card compliance, margin leakage, and the effect of pay rate changes on spread

• Actively support and participate in pricing, proposal, contract profitability, and investment decisions for new and renewing districts

• Run the monthly operations review and ensure action plans follow material variances

• Deliver analysis that explains the business, not just the budget variance

Technology, Analytics & AI (30%)

• Apply AI tools in daily FP&A work (variance commentary, anomaly detection, forecast support, data prep), with active use rather than awareness

• Identify and pilot AI use cases specific to Education, such as demand and fill rate forecasting, early detection of pay/bill anomalies, and scenario analysis around seasonal peaks

• Build and maintain Power BI dashboards and automated reporting to reduce manual effort

• Serve as the Education FP&A lead across TM1, Workday, and PeopleSoft, owning data integrity and reporting accuracy

• Standardize and document processes so knowledge is shared across the team and not concentrated in one person

• Partner with Finance Transformation and IT on systems initiatives

Business Partnership, Team Leadership & Collaboration (15%)

• Serve as a key partner to the Education Strategic Finance Business Partner, the BU President, and the leadership team on planning priorities, executive and board materials, and decision support

• Provide direction to finance analysts: set expectations, develop talent, and manage capacity, flagging capacity risk early, especially ahead of peak periods such as back-to-school and year-end close

• Collaborate with Finance Transformation, the Growth Office, and other BU finance teams to drive initiatives and alignment, including Education planning cadence and methodology

What We Are Looking For

Required

• Bachelor’s degree in Finance, Accounting, Economics, or a related field; MBA or CPA a plus

• 7–9 years of progressive FP&A or finance experience, including ownership of planning and forecasting cycles

• Advanced financial modeling and analytical skills, including driver-based forecasting for volume- and rate-driven businesses

• Experience forecasting and analyzing a seasonal or calendar-driven business

• Hands-on experience with TM1 or a comparable enterprise planning platform

• Experience building dashboards or automated reporting in Power BI

• Demonstrated, hands-on use of AI tools in financial workflows

• Solid accounting foundation: able to work credibly with accounting teams on accruals, reconciliations, and close

• Experience supporting contract-based or rate-card pricing structures, including pay/bill and margin analysis

• Working knowledge of financial controls and data integrity standards

• Experience in a matrixed organization, partnering with business leadership

• Clear communicator who can translate financial concepts for non-finance audiences

• Change management experience: making new processes stick

Preferred

• Workday Financial Management and PeopleSoft experience

• Staffing, workforce solutions, or professional services background

• Experience supporting pricing or contract profitability analysis

You Will Thrive in This Role If You

• Are energized by building and improving, not just maintaining

• Create clarity without waiting for it

• Earn trust through consistency and competence

• Are comfortable with both a business leader’s questions and the underlying model

• Understand that in a seasonal business, timing matters as much as totals

• See AI as a genuine tool and bring that mindset to the team

• Want to grow into broader finance leadership

The annual base pay for this position is listed below. Final compensation will be based on experience and may vary by geographic location.

Total compensation package including benefits as applicable to the position – understanding that each person has unique professional and personal needs focused on your total well-being.  Explore our range of benefits at: Kelly Services | People Regular Staff

Kelly is an equal opportunity employer committed to employing a diverse, equitable and inclusive workforce, including, but not limited to, race, gender, individuals with disabilities, protected veterans, sexual orientation, and gender identity. Equal Employment Opportunity is The Law.

About Us

Kelly is a team of experts driven by one belief: that the impact of the right person in the right job is limitless. Since inventing the staffing industry, we've spent 80 years helping people find work that enriches their lives and helping organizations build agile, high-performing workforces. Today, we operate across industries and geographies — from education and engineering to science, technology, and beyond — through staffing, outsourcing, and talent supply chain solutions designed to meet organizations wherever they are.

Together We Change Lives.

That belief shows up in everything we do. At Kelly, the right opportunity can change everything — for individuals, for businesses, and for the communities around them. No matter where you are in your career journey, you can apply your knowledge and passion to work that matters — contributing to real outcomes, growing your expertise, and helping shape Kelly's future. We're guided by a commitment to inclusion, integrity, and each other, building an environment where your contributions are valued and your impact is felt.