Financial Planning Manager

Job Description

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: Bachelor’s degree in Finance, Accounting, Economics, or a related field (CA/MBA/CPA/CMA preferred). 3–7 years of experience in financial planning and analysis, preferably within services, SaaS, or compliance-driven industries. Strong analytical and quantitative skills with proficiency in financial modeling and Excel. Experience with financial software/tools (e.g., NetSuite, SAP, Oracle, Power BI, Tableau). Understanding of background verification industry metrics and compliance requirements is a plus. Excellent communication skills and ability to work cross-functionally. Key Competencies: Strategic thinking with attention to detail Strong business acumen and process orientation Adaptability in a fast-paced, evolving industry Ethical mindset and discretion with sensitive information Show more Show less