FP&A Manager job description and role information

For employers looking to fill a Financial Planning & Analysis Manager vacancy, the following sample position description can help you to attract the best candidates for the role. By tailoring this position description according to your company's specific job requirements, you have an excellent interview tool for comparison purposes.

For job seekers looking for a Financial Planning & Analysis Manager role, this job description details what the role may involve and what skills and experience are required to give you the best chance of securing the position.

Role outline:

Typically reporting to a CFO or COO, the Financial Planning & Analysis (FP&A) Manager works closely with senior management to increase a company’s efficiency and profitability by assisting with the formulation of both the medium and long-term financial plan.

Typical job duties and responsibilities:

The FP&A Manager performs a wide range of duties that may include, but are not limited to: 

  • Working closely with the leadership team to formulate the business's medium to a long-term financial and strategic plan

  • Work with Business Unit heads to build their annual budgets and forecasts

  • Producing models to project long-term growth and determine the impacting business factors

  • Delivery of competitor analysis, market trends and associated commentary to the Leadership team

  • Analysing financial and operational results to better understand company performance

  • Utilising BI tools to deliver meaningful insights into business performance

  • Communicate to senior management the reasons behind the product/department performance and results

  • Provide detailed analysis and  commentary on cost centre results

  • Reviewing operations and recommending new productivity or cost-saving initiatives

  • Preparing business cases to support new investment, strategic and other business decisions

  • Reviewing existing processes and procedures to develop recommendations for improvement efforts

  • Evaluating previous budgets, and expenditures to develop and implement future budgets

  • Communicating results and recommendations to senior management for improvements that will lead to cost reduction, revenue generation and streamlining of operations

  • Provide insights to senior management around financial modelling, forecasts and profitability

  • Managing a team of Financial and Business Analysts

Skills and attributes:

The more common skills and attributes that are needed for this role may include:

  • Minimum of 10 years of relevant analytical experience

  • Significant analytical skillset, including the utilisation of BI and reporting tools

  • Strong quantitative abilities 

  • Able to solve complex problems

  • Excellent communication skills with the ability to build relationships

  • Strong influencing and interpersonal skills

  • High level of  commercial acumen

  • Advanced computer software skills, including writing macros in Excel and other accounting packages

  • Professional qualifications such as CA or CPA or CFA

Salary guide:

$120 -$200k + Super


For hiring managers ready to recruit a Financial Planning & Analysis Manager, download our job description template.

For job seekers who need to write or update their resume, download our resume guide and template.

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