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Description

We are looking for a Financial Planning & Analysis Manager to lead data-driven initiatives that support strategic financial and operational decision-making. This role, based in Rochester, New York, will collaborate closely with the VP of Finance to design and deliver impactful management reports, analyses, and presentations while driving business growth. The ideal candidate will combine advanced analytical skills with leadership capabilities to streamline processes, improve efficiency, and ensure the integrity of financial data.

Responsibilities:

• Conduct in-depth analyses to guide decisions related to product and customer sales, pricing strategies, costing, purchasing, incentive plans, inventory control, and capital allocation.

• Collaborate with departments to develop annual budgets, long-term plans, and rolling forecasts that align with organizational objectives.

• Create detailed reports on sales and backlog activity, including customer, product, and contract-level analyses to assess volumes and margins.

• Prepare monthly and quarterly financial reports for Board meetings, including comparisons against budgets and prior-year outcomes.

• Establish and monitor operational and financial reporting systems, KPIs, procedures, and controls to enhance accountability.

• Identify and address variances between budgeted and actual financial results, offering actionable recommendations to resolve discrepancies.

• Perform ad-hoc analyses to uncover cost-saving opportunities and enhance operational efficiencies.

• Partner on internal projects, including acquisition integrations, to drive process improvements and boost productivity and earnings.

• Ensure data accuracy and consistency across systems to maintain reliable and centralized information sources.

Requirements • Bachelor’s degree in Finance or a related field; a Master’s degree is preferred.

• At least 5 years of experience in accounting, financial reporting, or related work.

• Previous exposure to private equity-backed organizations is a plus.

• Demonstrated expertise in financial modeling, analysis, and strategic planning.

• Advanced proficiency in financial software and data analytics tools.

• Exceptional communication and presentation skills, with the ability to translate insights into actionable strategies.

• Strong leadership, problem-solving, and critical-thinking abilities.

• Proficiency in Excel; experience with NetSuite is advantageous.

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

• 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .