The Corporate FP&A Manager plays a key role in leading enterprise-wide financial planning, forecasting, and performance analysis to support TAKKION’s strategic and operational objectives. This role partners closely with executive leadership and business unit finance teams to deliver insightful analysis, drive financial discipline, and support data-driven decision-making.

The position will lead core corporate planning processes including the annual budget, long-range plan, and rolling forecasts, while providing actionable financial insights on company performance, growth initiatives, and capital allocation. The Manager will also help enhance financial systems and reporting capabilities, including optimization of the Microsoft Dynamics 365 finance platform to support scalable corporate financial planning

Responsibilities/Essential Functions:

Corporate Financial Planning & Budgeting

• Lead the enterprise-wide annual budgeting process, coordinating with business unit finance leaders and corporate departments.
• Develop and maintain integrated financial models supporting the annual operating plan, long-range planning, and scenario analysis.
• Ensure alignment between corporate financial plans, strategic initiatives, and operational priorities.
• Consolidate segment and departmental budgets into an enterprise financial plan and present results to senior leadership.

Corporate Performance Analysis & Executive Reporting

• Prepare consolidated monthly, quarterly, and annual financial reporting packages for executive leadership.
• Perform detailed variance analysis against budget, forecast, and prior periods to identify key drivers of performance.
• Deliver actionable insights and recommendations to senior leadership on financial performance and emerging business trends.
• Monitor enterprise KPIs and financial metrics to assess company-wide performance.

Forecasting & Financial Outlook

• Lead the company’s rolling forecast process, coordinating inputs across business units and functional teams.
• Assist in implementing a revenue flash process for consolidated financials 
• Maintain forecast models and assumptions reflecting operational performance, market trends, and strategic initiatives.
• Provide scenario modeling and sensitivity analysis to support executive decision-making and risk management.

Strategic Finance & Decision Support

• Partner with executive leadership to support corporate strategy development and long-term financial planning.
• Provide financial analysis and modeling for strategic initiatives, investments, and business expansion opportunities.
• Support corporate development initiatives including M&A evaluation, financial due diligence, and integration planning.
• Evaluate capital allocation decisions including major investments and operational initiatives.

FP&A Process Improvement & Systems

• Identify and implement best practices to improve the efficiency, accuracy, and scalability of FP&A processes.
• Enhance financial planning models, reporting frameworks, and data governance practices.
• Leverage financial systems and automation tools to improve reporting speed and analytical capabilities.
• Support continued optimization and reporting capabilities within Microsoft Dynamics 365.

Cross-Functional Business Partnership

• Serve as a key finance partner to corporate functions and business unit leadership teams.
• Facilitate financial alignment across departments and ensure transparency in financial performance.
• Present financial insights and strategic recommendations to senior leadership and corporate stakeholders.
• Drive accountability for financial performance through partnership with operational leaders.

Financial Systems & Data Governance

• Support the enhancement and optimization of financial systems and reporting infrastructure.
• Partner with IT and finance teams to improve reporting, planning capabilities, and financial data integrity within Microsoft Dynamics 365.
• Ensure consistent financial data governance and controls across planning and reporting processes.
• Identify opportunities to enhance analytics and reporting automation across the organization.

Education & Experience Requirements:

• 8-10 years of experience in financial planning and analysis (FP&A), corporate finance, or a related role. 
• Bachelor’s degree in Finance, Accounting, Business Administration, or related field.
• Experience with Microsoft Dynamics 365 (D365) is highly preferred.
• Strong experience in Power BI, including the creation of dashboards, data modeling, and financial report generation.
• Advanced proficiency in Microsoft Excel, including complex financial modeling and data analysis.
• Excellent communication and collaboration skills, with experience working cross-functionally across different teams and locations.
• Strong analytical skills with a deep understanding of financial statements, KPIs, and financial forecasting techniques.
• Ability to manage multiple priorities, meet deadlines, and adapt in a fast-paced environment.
• Ability to travel as required.

Work Environment/Physical Requirements:

The physical demands of are generally light and primarily aligned with office-based work unless visiting operational facilities/sites.

Specific requirements include:

• Extended periods of sitting at a desk and working on a computer or other digital devices.
• Frequent use of hands for typing, writing, and handling office equipment.
• Occasional walking during on-site visits to different areas within the organization.
• Active listening and clear speech are essential for effectively supporting and coaching leaders and employees.
• Ability to lift, carry, or move up to 25 pounds 
• Ability to wear all required personal protective equipment as required
• Exposure to varying weather conditions, including extreme heat, cold, rain, and wind if on location
• Travel up to 25%

TAKKION is an Equal Opportunity Employer