Financial Planning & Analysis Manager

Who We Are

Eide Bailly is one of the top business advisory firms in the nation. We have over 40 offices in
15 states across the Midwest and western United States and offer our staff and Partners the opportunity
to serve a variety of industries. In 2019, we extended our operations to Mumbai, India, and desire to
expand our shared services segment there. Founded in 1917, our culture is the foundation of who we
are, and we pride ourselves on supporting our employees to help them achieve their goals and pursue
their interests both in the office and at home. At Eide Bailly we are passionate about the clients we
serve, the work we do, and most importantly, having fun while we do it!

Why Youll Love Working Here
At Eide Bailly we believe respect is how to treat everyone, not just those you want to impress. Our
culture focuses on collaboration to achieve career growth. Innovation is highly encouraged, which is
where programs like our EB Xchange originate. This program allows interested tax and audit employees
to complete a rotation into a specialty area. We promote happy employees by making work/life balance
a priority along with being actively involved in our communities. Our dedication to service can be seen
through the Firms decision to match charitable donations made by employees, as well as providing
opportunities to volunteer throughout the year. Most importantly, we like to have fun! We offer a
professional and fun work environment with frequent lunch and learns, socials, contests, outings and
other events.

The Financial Planning and Analysis (FP&A) Manager is responsible for leading the FP&A function supporting the overall financial planning process as well as providing strategic financial insights to firm management

Leads the development of annual budgets, interim forecasts, and long-term financial plans.

Partners with business leaders to enhance reporting and understanding of financial performance, key performance indicators (KPIs), and trends, and identify opportunities for improvement.

Develops and enhances reporting for senior management including the management team and the board of directors.

Partners with cross-functional teams to provide financial insights and recommendations for strategic initiatives, investments, and business development opportunities.

Supports the evaluation of capital allocation decisions and return on investment analysis.

Provides financial analysis for M&A activities, including due diligence and integration planning.

Implements best practices and continuously improves FP&A processes and systems to enhance efficiency and effectiveness.

Develops and maintains financial models to support strategic initiatives and business decisions.

Serves as key stakeholder over the enhancement of Power BI reporting with a cross-functional team.

Mentors members of the FP&A team as well as other members of the finance team fostering a culture of excellence and continuous improvement.

Ensures timely and accurate performance on assigned projects.

Maintains compliance with project budgets, turnaround times, and deadlines.

Qualification

Bachelor s degree in Finance, Accounting, or related field of study required.

MBA and/or CPA preferred.

. 5+ years of progressive experience in financial planning and analysis, preferably within an accounting or professional services firm.

Knowledge and Skills

Proven advanced financial modeling, forecasting, and analysis capabilities.

Proven ability to collaborate effectively with cross-functional teams and senior leadership.

Strong communication and presentation skills with the ability to convey complex financial concepts to non-financial stakeholders.

Demonstrated track record of results developing financial models to identify insights and enable key financial decision making.

Demonstrated ability to influence senior leadership leveraging a data-driven approach.

Knowledge business analytics tools and financial software; strong experience with Power BI is preferred.

Proven experience in corporate strategy and development.

Track record of success of proactive problem-solving and mentoring for professional development.

The Financial Planning and Analysis (FP&A) Manager is responsible for leading the FP&A function supporting the overall financial planning process as well as providing strategic financial insights to firm management

Leads the development of annual budgets, interim forecasts, and long-term financial plans.

Partners with business leaders to enhance reporting and understanding of financial performance, key performance indicators (KPIs), and trends, and identify opportunities for improvement.

Develops and enhances reporting for senior management including the management team and the board of directors.

Partners with cross-functional teams to provide financial insights and recommendations for strategic initiatives, investments, and business development opportunities.

Supports the evaluation of capital allocation decisions and return on investment analysis.

Provides financial analysis for M&A activities, including due diligence and integration planning.

Implements best practices and continuously improves FP&A processes and systems to enhance efficiency and effectiveness.

Develops and maintains financial models to support strategic initiatives and business decisions.

Serves as key stakeholder over the enhancement of Power BI reporting with a cross-functional team.

Mentors members of the FP&A team as well as other members of the finance team fostering a culture of excellence and continuous improvement.

Ensures timely and accurate performance on assigned projects.

Maintains compliance with project budgets, turnaround times, and deadlines.