PPLSI · 16 hours ago
Financial Planning & Analysis Manager
Ada, OK
Full-time
Hybrid
Senior Level
5+ years expPPLSI is a company focusing on financial planning and analysis, and they are seeking a Financial Planning & Analysis Manager to lead budgeting, forecasting, and long-range planning processes. This role will partner with senior leaders to provide financial insights that support strategic decision-making and guide investment and resource decisions.
Service Industry
Responsibilities
Own the annual budget, reforecasting, and long-range planning processes
Develop and maintain financial models and planning assumptions
Ensure forecasts reflect current business priorities and expected outcomes
Monitor performance against plan and update forecasts as needed
Fine-tune customer LTV, CAC and NPV models
Analyze financial results and explain key drivers, trends, and variances
Provide scenario and “what-if” analysis to support decision-making
Identify financial risks and opportunities and communicate them proactively
Turn complex data into clear, actionable insights for leadership
Partner with department leaders to support planning, budgeting, and performance discussions
Advise leaders on the financial impact of business decisions and initiatives
Support headcount planning, operating expense management, and strategic projects
Collaborate with Accounting to ensure alignment between forecasts and actuals
Lead, coach, and develop a team of FP&A analysts
Set priorities, delegate work, and manage timelines and deliverables
Review team analyses for accuracy, consistency, and quality
Support performance management, feedback, and professional development
Improve forecasting accuracy and reporting efficiency
Enhance financial planning, reporting tools, and dashboards
Ensure data integrity and consistency across reports and models
Identify and implement process improvements to support business growth
Qualification
Required
Bachelor's degree in Finance, Accounting, Economics, Business, or a related field
5–8+ years of experience in financial planning and analysis, finance, or analytical roles
Prior experience leading, mentoring, or managing others
Strong knowledge of budgeting, forecasting, and financial modeling
Solid understanding of financial statements and key business drivers
Advanced Excel skills and experience building financial models
Experience partnering with cross-functional leaders, including Sales leaders, HR, Operations, and Accounting
Ability to analyze complex data and clearly explain financial insights to non-finance partners
Strong communication, organization, and problem-solving skills
Preferred
Experience with FP&A, reporting, or planning tools such as Adaptive, Anaplan, Workday, Power BI, or similar platforms
MBA, CPA, or other finance-related certification
Experience in a growing, fast-paced, or evolving organization
Experience improving financial processes or implementing new tools or systems
Company
PPLSI
We create services that protect and empower people.
5001-10000 employees
Funding
Current Stage
Late StageLeadership Team
Anne Gardner
Chief Executive Officer
Anthony Agurs
President&CEO
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