Financial Planning and Analysis Manager

Multi-Entity Budgeting | Forecasting | Consolidated Reporting | Data AnalyticsLocation: Miami, Florida | In-officeThe Opportunityphoenix Pro Connect is supporting a confidential search for a hands-on Finance Manager to lead financial planning, forecasting, and performance analysis across a portfolio of operating entities.Reporting directly to the CAO, this individual will manage budgeting and forecasting processes, consolidate financial information across entities, and deliver meaningful analysis and reporting to support executive and operational decision-making.The ideal candidate brings substantial multi-entity FP&A experience, strong consolidation capabilities, and advanced analytical skills. This person must be comfortable working with large datasets, validating financial information, identifying performance drivers, and translating complex findings into clear recommendations.Key ResponsibilitiesBudgeting & Forecasting: Lead the annual budgeting process, periodic reforecasts, and financial planning activities across multiple entities. Coordinate submissions, challenge assumptions, manage deadlines, and align entity-level plans with overall business objectives.Multi-Entity Consolidation: Consolidate entity-level actual results, budgets, and forecasts into accurate, consistent management reporting. Standardize reporting templates and account mappings, validate submissions, and partner with Accounting to ensure appropriate intercompany eliminations, allocations, and consolidation adjustments are reflected.Data Analysis & Performance Management: Analyze financial and operational datasets to evaluate revenue, expenses, profitability, and key performance indicators. Compare actual results against budgets, forecasts, and prior periods; explain underlying drivers; and identify risks, opportunities, and corrective actions.Financial Modeling & Cash Flow Planning: Develop and maintain financial models, monthly cash flow forecasts, and scenario analyses. Evaluate the financial impact of changes in operating assumptions, capital expenditures, and business initiatives at both the entity and consolidated levels.Management & Executive Reporting: Prepare monthly reporting packages, dashboards, presentations, and financial commentary for the CAO and senior leadership. Support board and shareholder reporting with clear explanations of results, outlook, and recommended actions.Business Partnership & Reporting Accuracy: Work closely with operational leaders and accounting teams to gather data, validate assumptions, and connect financial performance to business activity. Coordinate with Accounting during the monthly close to ensure management reporting reconciles to finalized financial results.Systems & Process Improvement: Improve planning tools, reporting workflows, data quality, and analytical capabilities. Reduce manual reporting, strengthen consistency across entities, and use approved automation and AI-enabled tools with appropriate review and protection of confidential information.Required QualificationsDemonstrated FP&A experience in a multi-entity environment, including hands-on responsibility for budgeting, forecasting, financial modeling, and performance analysis across multiple businesses or operating assets.Extensive experience consolidating financial results, budgets, and forecasts, with a strong understanding of intercompany activity, allocations, reporting structures, and data validation.Advanced Excel and analytical capabilities, including the ability to organize and analyze large datasets, build financial models, and work with information from ERP and financial planning systems.Strong accounting fundamentals, including an understanding of the relationships among the income statement, balance sheet, and cash flow statement.Strong communication and business-partnering skills, with the ability to explain financial results to nonfinance stakeholders, challenge assumptions constructively, and manage competing deadlines.Education & Preferred CredentialsBachelor’s degree in Accounting, Finance, or a closely related field required. An MBA or master’s degree in Accounting or Finance is preferred. CPA or CMA designation is a plus, but not required.Experience with Power BI or similar business intelligence tools, reporting automation, and financial planning or consolidation platforms is preferred.