Manager, Finance Planning & Analysis (FP&A)

Description Location: near one of our Fortifi office locations, preferably Cleveland, Chicago, or Atlanta. Hybrid work arrangement w/ minimum 3 days in-office. Responsibilities Consolidated Reporting Support the preparation, coordination, and continuous improvement of Fortifi’s consolidated reporting processes, including: Monthly Flash reporting Monthly MBR / MDA materials Quarterly Board reporting and forecast packages Annual Operating Plan (Budget) consolidation Coordinate timelines, inputs, and deliverables across business units and functions Prepare accurate, timely, and well-organized consolidated reporting outputs Improve consistency in format, definitions, and presentation across reporting materials Drive process efficiencies through use of financial software, automation, and AI tools Forecasting & Planning Maintain quarterly and annual assumption-based forecast models Support standardization and enhancements of enterprise-wide forecasting methodologies, templates, and workflows Integrate forecast models into planning tools to drive consistent, repeatable processes Support development and long-term maintenance of a monthly rolling 12-month forecast Improve forecasting documentation, version control, and process discipline across planning cycles Analytics & KPI Consistency Support greater consistency in enterprise-wide financial analysis by helping to define and enforce standard KPI definitions across business units Leverage available software & AI tools to improve speed, consistency, and depth of analysis Reinforce consistent application of core analytical frameworks to drive clearer, more standardized evaluation of divisional and business unit performance Process Execution & Continuous Improvement Own recurring FP&A deliverables and drive reliable execution of core processes Partner with Corporate FP&A team members to embed software tools into FP&A processes Contribute to ongoing improvement of data quality, reporting discipline, process scalability, and overall FP&A operating effectiveness Qualifications BS/BA in Finance, Accounting, or related field required 5–8+ years of experience in FP&A, corporate finance, or related finance roles Experience supporting consolidated reporting, budgeting, and forecasting processes Experience in a multi-entity, global, or private equity-backed environment preferred Experience supporting recurring executive reporting processes such as monthly business reviews, forecast updates, and annual planning cycles Strong financial modeling and analytical skills Experience with financial planning tools such as Workday Adaptive and PowerBI and advanced Excel skills Experience with reporting and visualization tools such as Power BI Comfort leveraging software tools, automation, and AI to drive process efficiency & quality Role Context This role is intended to strengthen Fortifi’s FP&A operating model by supporting execution, consistency, and continuous improvement across core finance processes. In combination with other corporate FP&A team members, this position helps build a more scalable FP&A function by pairing process ownership with improved software and data capabilities.