Financial Planning & Analysis Manager

• Competitive salary
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance
• 401(k) matching
• Bonus based on performance
• Employee discounts
• Parental leave

• Lead the annual operating plan, budgeting, forecasting, and long-range planning processes.
• Develop and maintain financial models to evaluate business performance, investment opportunities, capital expenditures, and strategic initiatives.
• Provide financial analysis and recommendations to executive leadership to support growth, profitability, and operational improvement initiatives.
• Assess the financial impact of market conditions, business decisions, pricing changes, acquisitions, and organizational investments.

• Oversee preparation and delivery of monthly financial reporting packages and assist in creating the quarterly Board presentations.
• Monitor key performance indicators (KPIs) and identify trends, risks, and opportunities across the business.
• Deliver actionable insights and data-driven recommendations to senior leadership.
• Drive variance analysis and root-cause investigation for operating results versus budget, forecast, and prior periods.

• Lead, mentor, and develop a team of FP&A analysts and finance professionals.
• Establish clear priorities and performance expectations while fostering a culture of accountability and continuous improvement.
• Serve as a trusted advisor and business partner across multiple functions and departments.

• Implement and strengthen financial planning, reporting, and forecasting processes to improve efficiency, accuracy, and scalability.
• Ensure financial analyses and reporting methodologies adhere to company policies, accounting standards, and regulatory requirements.
• Drive enhancements in financial systems, reporting tools, dashboards, and data management processes.
• Oversee the coordination, documentation, and quality assurance of financial planning projects and analyses.

• Collaborate with leaders across Operations, Marketing, Technology, HR, Sales, and other business functions to support strategic decision-making.
• Support executive presentations, board materials, and strategic planning initiatives.
• Facilitate cross-functional discussions to align financial objectives with corporate strategy.

• Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related field.
• 8+ years of progressive experience in Financial Planning & Analysis, Corporate Finance, Strategic Finance, or related disciplines.
• 2+ years of leadership experience managing finance professionals.
• Advanced financial modeling, forecasting, budgeting, and analytical skills.
• Strong understanding of financial statements, business performance metrics, and corporate planning processes.
• Experience building executive-level presentations and communicating financial results to senior leadership.
• Advanced proficiency with Microsoft Excel and financial planning/reporting tools.

• Proven track record of supporting executive leadership, board reporting, and enterprise-wide planning processes.
• Experience with FP&A systems, business intelligence platforms, and enterprise financial management tools, such as Workday, Adaptive, Power BI, SQL, Qlik, KNIME, Alteryx, and Python.
• Background in multi-unit, consumer services, retail, franchise, or other complex operating environments.
• Experience leading process improvement, and/or strategic initiatives.
• Prior experience working for a PE portfolio company, including familiarity with reporting requirements such as 13-week cash flow forecasting, three-statement modeling, and acquisition modeling.

Working at Jackson Hewitt

Jackson Hewitt is a national brand with local heart. After 40+ years and our name on over 65 million returns, we’re not only committed to providing a better tax experience for the hardest-working Americans, but we also strive to change the lives in our communities for the better, too. We offer a full suite of tax preparation services and guidance. Join us.

Taxes are fun (really!)

At Jackson Hewitt, we’re proud to offer tax training to beginners and continuing education courses for more seasoned Tax Pros. We offer on-the-job mentorships too, and we’re always championing your professional success and personal goals. Enjoy a flexible schedule and work that works around you for a change. Plus, start earning extra income and learning a recession-proof life skill now.

PTIN Certification: Yes

Thank you for your interest in Jackson Hewitt Inc., Jackson Hewitt Technology Services, LLC, Tax Services of America, Inc., or any of its or their subsidiaries, affiliates, or related entities (collectively herein, “Jackson Hewitt” or the “Company,” but excluding independently owned and operated franchise locations). The Company is an equal employment opportunity employer and does not tolerate discrimination against or harassment of any applicant or employee on the basis of race, color, sex, religion, national origin, age, disability, or any other status protected by applicable federal, state, or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

CANDIDATE ACKNOWLEDGEMENT:

Tax Preparer Applicants: I understand, as a condition of employment, I must be able to obtain a Preparer Tax Identification Number (PTIN) and the IRS will conduct their own background investigation.

I certify that all answers given in connection with my application(s) for employment with Jackson Hewitt Inc. and/or its wholly owned subsidiary Tax Services of America, Inc. (collectively, the “Company”) are true and complete to the best of my knowledge. I understand that a false statement, false answer, misrepresentation or omission may result in a decision not to hire me, the withdrawal of an offer of employment, or the termination of my employment with the Company, regardless of when the false or misleading information or omission is discovered.

I understand that the completion of this application is a preliminary step to employment. It does not obligate the Company to offer employment to me, or for me to accept employment. This application is considered active for a period of time not to exceed (30) days. I understand that a Company representative may contact me during the application process.

By providing my phone number, I consent to receive automated telephone calls and/or text messages from Jackson Hewitt and its agents regarding Jackson Hewitt employment opportunities. Message and data rates may apply. Text STOP to opt-out.

By submitting an application, I certify, agree, and confirm my review and understanding, as set forth in the “Candidate Acknowledgment” set forth on the job posting.