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Truity Partners

Financial Planning and Analysis Manager

milwaukee county, WI

Check who can apply and the requirements below before continuing.

About this opportunity

Truity Partners lists this Financial Planning and Analysis Manager opportunity in milwaukee county, Wisconsin. Review the employer’s description below for duties, qualifications and application requirements.

Job description

FP&A Manager (43088)

Our client is an organization in the Milwaukee County area that’s looking for an FP&A Manager. Our client is looking for someone with 5+ years of experience, detail-oriented, and who has excellent leadership skills. This company offers flexibility, high visibility, and competitive benefits. This position is hybrid.

The salary for this position is $95K - $130K.

The FP&A Manager will be responsible for, but not limited to, the following:

RESPONSIBILITIES

Lead annual budgeting, forecasting, and long-range financial planning processes to support business objectives and strategic growth initiatives.

Develop, maintain, and enhance financial models to improve forecast accuracy, scenario planning, and performance visibility across products and channels.

Partner with cross-functional leaders to align financial plans with operational priorities and provide data-driven recommendations.

Analyze financial performance, identify risks and opportunities, and deliver actionable insights to support strategic decision-making.

Oversee monthly financial reporting and business review processes, ensuring accuracy, consistency, and compliance with corporate requirements.

Create and manage dashboards, metrics, and reporting tools to monitor key business drivers and improve organizational visibility.

Drive continuous improvement of FP&A processes, systems, and workflows while collaborating with finance and operational teams to strengthen data integrity and reporting effectiveness.

The FP&A Manager will possess the following:

EXPERIENCE REQUIRED

Bachelor’s degree in Finance, Accounting, Economics, or related field; MBA or CPA/CMA preferred.

5+ years of progressive FP&A or finance experience.

Strong experience in forecasting, modeling, and financial analysis.

Experience working in ERP-based environments (SAP preferred).

Experience working in forecast/planning software (OneStream preferred).

Ability to influence cross-functional stakeholders.

Strong communication and presentation skills.

Equal Opportunity Employer

The compensation philosophy reflects the Company’s reasonable expectation at the time of posting. Actual compensation is influenced by a variety of factors including, but not limited to skills, experience level, and overall qualifications. This role may also be eligible to participate in a discretionary incentive program, subject to the rule governing the program.

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