Encompass is seeking a highly skilled Financial Planning & Analysis Manager to lead internal and external reporting, support budgeting and forecasting, and deliver strategic financial insights to drive business performance.
Responsibilities
Own internal and external monthly reporting
Prepare insights on variance vs plan
Master KPI reporting
Support annual budget and quarterly forecasting processes
Assist with quarterly BoD presentations
Serve as a strategic partner for cross-functional executive leadership
Act as a strategic thought partner for Director of Finance and CFO
Partner with Accounting to ensure the accuracy of the financial statements
Assist with cash management and liquidity planning
Engage with third parties
Develop analytical frameworks
Assist in the preparation of financial reporting and analytical schedules
Requirements
Bachelor’s degree in accounting, finance, or related field
5+ years' experience in FP&A role or 2 years investment banking analyst experience plus 3 years enterprise software FP&A
Exceptional excel skills, including 3-statement financial modeling
High proficiency in NetSuite ERP and strong knowledge of GAAP
Mastery of SaaS KPIs and business fundamentals
Ability to manage multiple priorities
Ability to work cooperatively and collaboratively
Strong analytical, presentation, and problem-solving skills