Financial Planning Manager

We are seeking a detail-oriented and analytical Financial Planning & Analysis (FP&A) Specialist to join our Finance team in the fast-paced and growing background verification industry. This role will be pivotal in supporting strategic decision-making by providing accurate forecasting, budgeting, and financial insights. The ideal candidate will have a strong understanding of financial modeling, cost control, and industry-specific metrics such as verification volume, turnaround time, and client retention profitability.

Key Responsibilities :

• Develop, maintain, and improve the annual budgeting and quarterly forecasting processes.
• Conduct detailed financial analysis to support strategic initiatives, pricing strategies, and operational efficiency in background verification processes.
• Prepare monthly and quarterly financial performance reports with variance analysis and key performance indicators (KPIs).
• Collaborate with operational and sales departments to forecast demand, analyze revenue streams, and optimize cost structures.
• Partner with the IT and Ops teams to understand system / data implications on financial metrics and reporting.
• Build dashboards and models to evaluate profitability by client, product line (e.g., criminal checks, education checks, employment verification), and geography.
• Monitor financial risks and opportunities, providing recommendations for improvement.
• Support investor reporting, board presentations, and ad hoc analysis.
• Ensure compliance with internal controls, policies, and regulatory financial reporting requirements.

Qualifications :

Key Competencies :

Skills Required

Sap, Financial Planning And Analysis, Power Bi, Cost Control, Netsuite, Tableau, Financial Modeling, Excel, Oracle