UnifyCX · 1 day ago
FP&A Manager
Louisville, KY
Full-time
Onsite
Senior Level
7+ years expUnifyCX is a transformative AI platform focused on delivering exceptional customer experiences, and they are seeking an FP&A Manager to join their team in Louisville. This role is responsible for driving financial planning, forecasting, budgeting, and pricing strategy to support the company’s growth, serving as a strategic partner across various functions to ensure financial discipline and provide actionable insights.
Artificial Intelligence (AI)OutsourcingSoftware
Responsibilities
Lead the development and maintenance of the company's financial planning models, including long-range plans, annual budgets, and quarterly forecasts
Drive the forecasting process by gathering inputs from key stakeholders, analyzing trends, and identifying risks and opportunities
Provide accurate and timely financial projections to support business decision-making and resource allocation
Design & architect dynamic pricing models to drive competitive and financially viable pricing models for new deals and existing clients
Manage the annual budgeting process, working closely with US and Latin America delivery leads and department heads to establish budget targets aligned with strategic objectives
Monitor budget performance throughout the year, identify variances, and collaborate with delivery leads and department heads to address deviations from plan
Partner with WFM team to drive FTE / headcount inputs, support span and other operations management team for budget planning
Prepare comprehensive financial analysis, including variance analysis, profitability analysis, and scenario modeling, to support strategic initiatives and operational improvements
Create and distribute regular financial reports and dashboards to senior management, highlighting key performance metrics and trends
Provide ad-hoc financial analysis and decision support to various departments as needed
Collaborate closely with cross-functional teams, including Sales & Marketing, Operations, HR, Admin and IT to understand business drivers and provide financial insights
Serve as a trusted advisor to department heads, offering financial guidance and support to achieve their goals
Foster strong relationships across the organization and act as a liaison between finance and other departments
Qualification
Required
Bachelor's degree in Finance, Accounting, Economics, or related field; MBA or advanced degree preferred
7+ years of experience in financial planning and analysis, with a proven track record of success in a FP&A Manager role
Strong proficiency in financial modeling, forecasting techniques, and budgeting processes
Advanced analytical skills with the ability to interpret complex data and draw meaningful insights
Excellent communication and interpersonal skills, with the ability to effectively interact with stakeholders at all levels of the organization
Strategic thinker with a demonstrated ability to translate financial analysis into actionable recommendations
Proficiency in financial software and tools (e.g., Excel, ERP systems) required; experience with BI tools and databases preferred
Preferred
MBA or advanced degree preferred
Experience with BI tools and databases preferred
Company
UnifyCX
UnifyCX offers AI-powered customer experience solutions supported by human agents for business process outsourcing.
5001-10000 employees
Funding
Current Stage
Late StageRecent News
2025-12-24
Company data provided by crunchbase