Senior Manager, FP & A

As the Senior Manager, FP&A at Tekion, your primary responsibilities include leading the financial reporting, planning, forecasting, and budgeting processes of the company. You'll create detailed financial models, collaborate with department heads for financial planning, and develop KPIs to drive business insights. Additionally, you will support business units with reporting on operational, sales, and financial metrics.

To qualify for the Senior Manager, FP&A role at Tekion, candidates should possess strong analytical and quantitative skills. Previous experience in a software or technology company is preferred, along with a proven track record of financial reporting and modeling. Strong communication and organizational skills are also essential to succeed in this collaborative environment.

At Tekion, we value career development and provide numerous opportunities for growth. As a Senior Manager, FP&A, you will work alongside some of the brightest minds in the industry, receive mentorship, and have access to workshops and training programs. This dynamic environment encourages innovation and rewards high performance, creating a pathway for your continued professional advancement.

In your role as a Senior Manager, FP&A at Tekion, you will develop various financial models that are crucial for strategic decision-making. This includes forecasting models, cash flow analysis, and variance reporting. You'll collaborate closely with senior leaders to continuously improve these models, ensuring they align with business objectives and provide accurate insights.

Tekion provides a comprehensive benefits package for the Senior Manager, FP&A role, which includes competitive compensation, a generous stock options program, and 100% employer-paid medical, dental, and vision coverage. Plus, you can enjoy unlimited PTO, parental leave, free snacks, and a workplace culture that promotes collaboration and transparency.

When building a financial model, I start by gathering all necessary historical data and market research to ensure that the model reflects both current realities and future projections. I ensure the model is structured logically, with clear inputs and outputs, making it easy to update as new data comes in. Then, I incorporate scenarios to account for different business outcomes, which provides comprehensive insight for decision-making.

In my previous position, I once noticed a substantial variance in our revenue forecast that was traced back to an unexpected drop in sales in a key market. By conducting a thorough variance analysis, I identified the reasons behind this decline and presented my findings to senior management. My proactive approach allowed the team to pivot and implement strategies that mitigated further losses.

In FP&A, I believe essential KPIs include gross margin, operating expenses, cash flow forecasts, and return on investment (ROI). These metrics provide valuable insights into a company's financial health and performance. Additionally, tracking sales growth and customer acquisition costs can help inform strategic decision-making.

Effective communication is vital in financial planning. I prioritize regular meetings with department heads to align objectives and discuss financial insights. By utilizing collaborative tools for sharing updates and reports, I ensure that everyone remains informed and engaged throughout the process, fostering a unified approach towards achieving our corporate financial goals.

One significant challenge I encountered was during a period of rapid company growth, which strained our existing financial processes. To resolve this, I implemented new budgeting software to enhance our forecasting accuracy and streamline reporting. I also cross-trained my team to improve flexibility during peak periods. This approach not only solved the immediate issue but also positioned us for future growth.

Technology is fundamental in FP&A as it enables us to analyze vast amounts of data quickly and accurately. I leverage financial software and advanced Excel functions to create models that help drive strategic decisions. Additionally, I stay updated on emerging analytics tools that can enhance our reporting capabilities and facilitate real-time data insights.

I stay current with industry trends by following financial publications, participating in webinars, and engaging in professional networks dedicated to finance and analytics. Additionally, I frequently attend conferences to learn from thought leaders in the field and to understand how innovative practices can be integrated into our FP&A processes.

Handling tight deadlines requires exceptional organization and time management. I prioritize tasks based on urgency and importance and ensure that my team is aligned on expectations. Empowering my team to take ownership of their responsibilities helps to distribute the workload effectively. Additionally, I’m proactive about communicating potential issues to stakeholders so that we're all on the same page and can work together to meet deadlines.

I believe in a hands-on approach when mentoring junior analysts. I ensure they are involved in real projects so they gain practical experience. Regular one-on-one meetings allow us to discuss challenges and goals, and I encourage them to ask questions. Additionally, I provide constructive feedback and celebrate their achievements, fostering a positive learning environment.

What I enjoy most about working in FP&A is the opportunity to impact strategic decision-making directly. Financial analysis has the power to shape the future direction of a company, and I find it rewarding to provide insights that influence important business decisions. Additionally, working cross-functionally with different departments offers a dynamic work environment filled with diverse perspectives and collaboration.