Location: Rochester, Buffalo, or Syracuse, NY preferred (open to other locations for the right candidate)
Reports to: Chief Financial Officer
The Objective of the Role:
Innovative is seeking a highly analytical and detail-oriented Manager of FP&A to play a key role in aligning our finance and operational teams in our growing technology services company. This role will be responsible for delivering insightful financial analysis, refining forecasts, monitoring key performance indicators, and supporting data-driven decision-making to enhance business performance and drive value creation. The ideal candidate has a strong financial acumen and can translate complex data into actionable business recommendations.
What this role is responsible for
- 1. Financial Planning & Forecasting
- Developing and maintaining comprehensive financial models, incorporating income statements, balance sheets, and cash flow projections
- Supporting budgeting and forecasting processes, ensuring alignment with strategic goals and investor expectations
- Monitoring forecasts to account for changing business dynamics or market conditions
- 2. Reporting & Analysis
- Preparing detailed financial reports, including variance analysis (actual vs. budget/forecast)
- Creating presentations for stakeholders, highlighting financial performance, trends, and strategic insights
- Providing ad hoc analysis to support business decisions and responding to stakeholder inquiries
- 3. Operational Performance Monitoring
- Establishing KPIs and dashboards to track financial and operational performance, ensuring alignment with strategic goals
- Partnering with business units to analyze drivers of revenue, cost, and profitability, identifying areas for improvement
- Supporting cost optimization strategies and initiatives
- 4. Stakeholder Interaction
- Working closely with stakeholders to meet reporting requirements, including detailed financial metrics and value creation updates.
- Contributing to quarterly board presentation content
- 5. Systems & Process Improvements
- Enhancing financial systems and processes to improve accuracy, efficiency, and scalability
- Implementing automation tools to streamline data collection and reporting
- Ensuring compliance with internal controls, audit requirements, and regulatory standards
- 6. Risk Management
- Identifying financial risks and opportunities, proposing mitigation strategies as needed
- Staying informed about market trends, regulatory changes, and competitive dynamics that may impact financial performance
- Supporting initiatives to improve resilience and adaptability in the business model
What experience you need:
- Bachelor’s degree in Accounting or Finance, with an MBA or CMA a plus
- 5+ years of FP&A, corporate finance, or financial analysis experience, preferably within a services-based organization
- Strong experience in financial modeling, budgeting, and forecasting in a fast-paced setting
- Demonstrated understanding of KPIs, financial statements, and cash flow analysis to drive insights and recommendations.
- Strong critical thinking, analysis, and problem-solving skills
- Ability to compile and present financial reports
- Demonstrated expertise with accounting software, and data management systems e.g., Sage, Datto/Autotask, Excel, Salesforce, AWS
- High degree of proficiency with Microsoft Excel (i.e., pivot tables, VLOOKUPs, IF statements, etc.)
Top Skills
What We Do
Innovative Solutions is focused on helping every small to midsize business, across the U.S. and Canada, leverage the power of the cloud to drive business growth. As an AWS Premier Tier Services Partner, we specialize in cloud consulting, cloud migrations, cloud optimization, and cloud-native development.
At Innovative, the customer always comes first. There is no ‘one size fits all’ mentality. Our team is flexible and will work with you to navigate the cloud in a way that aligns with your individual business needs. From the very first interaction, and every step along the way, we’re committed to doing what’s right for your business, your productivity, and your bottom line.
