Location: Rochester, Buffalo, or Syracuse, NY preferred (open to other locations for the right candidate)
Reports to: Chief Financial Officer
The Objective of the Role:
Innovative is seeking a highly analytical and detail-oriented Manager of FP&A to play a key role in aligning our finance and operational teams in our growing technology services company. This role will be responsible for delivering insightful financial analysis, refining forecasts, monitoring key performance indicators, and supporting data-driven decision-making to enhance business performance and drive value creation. The ideal candidate has a strong financial acumen and can translate complex data into actionable business recommendations.
What this role is responsible for
1. Financial Planning & Forecasting
Developing and maintaining comprehensive financial models, incorporating income statements, balance sheets, and cash flow projections
Supporting budgeting and forecasting processes, ensuring alignment with strategic goals and investor expectations
Monitoring forecasts to account for changing business dynamics or market conditions
2. Reporting & Analysis
Preparing detailed financial reports, including variance analysis (actual vs. budget/forecast)
Creating presentations for stakeholders, highlighting financial performance, trends, and strategic insights
Providing ad hoc analysis to support business decisions and responding to stakeholder inquiries
3. Operational Performance Monitoring
Establishing KPIs and dashboards to track financial and operational performance, ensuring alignment with strategic goals
Partnering with business units to analyze drivers of revenue, cost, and profitability, identifying areas for improvement
Supporting cost optimization strategies and initiatives
4. Stakeholder Interaction
Working closely with stakeholders to meet reporting requirements, including detailed financial metrics and value creation updates.
Contributing to quarterly board presentation content
5. Systems & Process Improvements
Enhancing financial systems and processes to improve accuracy, efficiency, and scalability
Implementing automation tools to streamline data collection and reporting
Ensuring compliance with internal controls, audit requirements, and regulatory standards
6. Risk Management
Identifying financial risks and opportunities, proposing mitigation strategies as needed
Staying informed about market trends, regulatory changes, and competitive dynamics that may impact financial performance
Supporting initiatives to improve resilience and adaptability in the business model
What experience you need:
Bachelor’s degree in Accounting or Finance, with an MBA or CMA a plus
5+ years of FP&A, corporate finance, or financial analysis experience, preferably within a services-based organization
Strong experience in financial modeling, budgeting, and forecasting in a fast-paced setting
Demonstrated understanding of KPIs, financial statements, and cash flow analysis to drive insights and recommendations.
Strong critical thinking, analysis, and problem-solving skills
Ability to compile and present financial reports
Demonstrated expertise with accounting software, and data management systems e.g., Sage, Datto/Autotask, Excel, Salesforce, AWS
High degree of proficiency with Microsoft Excel (i.e., pivot tables, VLOOKUPs, IF statements, etc.)
