Financial Planning and Analysis Manager
About the Role
At Agility Robotics, we are building a scalable, sustainable business and are looking to grow our finance team as a critical component of the fuel that will support Agility’s success. We strive to balance forward thinking and bold steps with careful analysis and rigorous controls - and that’s where we need you! We’re looking for a qualified Financial Planning and Analysis Lead that can provide overall financial support and guidance while working closely with department leads to help formulate and refine the strategy and financial projections for the business. You will play an enormously important role by keeping our company’s financial outlook bright with precision and proactive measures. This role will report directly to the Sr. Director of Finance & Accounting.
About the Work
The Financial Planning and Analysis Manager will be responsible for developing insightful analyses that will support timely and effective decision making throughout the organization. You will work closely with senior management and department leads to help develop a long term business plan as well as a detailed annual budget. You will then work to formulate and refine the strategy and financial projections for the business on a quarterly basis. This position requires intense attention to detail and a desire to solve complex business issues. The key components of the role include:
Budgeting and Forecasting
Collaborate with business leaders to build annual bottoms-up departmental and organizational budgets. Be a resource for resolving issues and provide training and guidance as needed
Develop comprehensive reporting of assumptions, financial statements, and operational metrics derived from the budget process for internal and external stakeholders
Prepare monthly actual to operating budget variances and examine with departmental leaders to determine whether operational changes are required
Lead headcount modeling & track financial impact on headcount changes
Generate cash forecasts with visibility into future liquidity needs
Lead the quarterly re-forecasting process and provide analysis of actual and forecasted variances from original budget
Lead and deliver on Digital Finance transformation by identifying areas for technology adoption and streamlining
Perform ad hoc analysis where required to assist in management decision making
Key Performance Indicators (KPI’s)
Engage with management to identify and track key performance indicators (KPI’s) and bridge analysis to financial performance
Deliver innovative tools to gather data and construct formats for leadership review and discussion
Employ data analysis techniques to identify risks and suggest mitigating strategies
Drive business case preparation and financial return modeling for investment of enterprise resources
Simplify, standardize, and automate analyses for real-time consumption across a broad audience
Financial Reporting
Partner with the People Operations team to ensure that confidential headcount information is reconciled monthly and changes are properly reflected in actual and forecasted financial results
Support the Accounting team in the design, documentation, and maintenance of internal control processes
Assist in the preparation of financial reports for external parties of interest
Assist in the preparation for year-end audits
Performs other duties and special projects as assigned
About You
Bachelor’s or Master’s Degree in Finance, Accounting, or Business Management and 5+ years related financial or business analysis experience
Excellent analysis skills and experience with executive presentations
Thorough knowledge and experience in Microsoft Office and Google Suite, including expertise in Excel & Google Sheets
Strong business acumen and exceptional analytical skills to recognize emerging trends in financial data
Ability to translate and communicate complex financial information to a broad and diverse audience
Demonstrable experience in leadership, multitasking, and time management
Possesses excellent interpersonal and communication skills, with the ability to build relationships with internal and external stakeholders
This a hybrid position based out of one of our Salem, Pittsburgh, or Fremont offices.
The final salary offered to a successful candidate will be dependent on several factors that may include but are not limited to: market location, job-related knowledge, skills, and experience. This range may change based on geographical location and may be modified in the future.
Anticipated Salary Range
$111,000—$173,000 USD