Overview
Financial Planning and Analysis Manager Jobs in Greater Minneapolis-St. Paul Area at Smart Care
Title: Financial Planning and Analysis Manager
Company: Smart Care
Location: Greater Minneapolis-St. Paul Area
Overview: The Manager, Corporate FP&A is responsible for leading enterprise-wide financial consolidation, planning and reporting processes, with a strong focus on financial accuracy, lender reporting, and executive-level insights. This role serves as the central owner of consolidated financial performance and ensures alignment between internal reporting, external requirements, and strategic planning.
Responsibilities:
Financial Consolidation & Reporting:
- Own the consolidation of financial results across all business units, ensuring accuracy, completeness, and timeliness
- Align GAAP reporting with management reporting and pro forma adjustments
- Maintain and enhance consolidated financial models, including full 3-statement (P&L, Balance Sheet, Cash Flow) forecasting
- Ensure consistency in reporting hierarchies, definitions, and KPI calculations
Lender & External Reporting:
- Lead all lender reporting requirements, including compliance certificates, and covenant calculations and ensure compliance with debt agreements
- Partner with Treasury and executive leadership on liquidity forecasting and cash flow visibility
- Support communication with lenders by providing clear, accurate, and timely financial insights
Corporate Planning & Forecast:
- Lead the enterprise-wide forecasting process, including monthly reforecasts and long-range planning
- Develop and maintain driver-based models that connect operational assumptions to financial outcomes
- Provide consolidated views of performance, highlighting risks, opportunities, and key drivers
- Own preparation of corporate-level reporting
Business Partnership:
- Serve as a corporate FP&A partner to General Managers, providing visibility into how performance translates into enterprise financial outcomes
- Translate financials into actionable insights for General Managers across revenue, gross margin, SG&A, and EBITDA performance
- Support General Managers in understanding financial impact of decisions, challenge assumptions and elevate financial rigor within business units
Qualifications:
- 6–10+ years of experience in FP&A, corporate finance, or related roles
- Strong experience in financial consolidation and corporate reporting
- Direct experience with lender reporting, covenant compliance, and debt structures
- Experience in multi-entity or private equity-backed environments preferred
- Deep understanding of 3-statement financial modeling and financial statement linkages
- Strong knowledge of GAAP vs. pro forma adjustments
- Ability to manage complex consolidations across multiple entities
- Strong attention to detail with high standards for accuracy and control
- Excellent executive communication and financial storytelling skills
- High ownership mindset — operates as the “source of truth” for financial performance
- Strong business judgment and ability to anticipate risks
- Ability to operate in a fast-paced, evolving environment
- Continuous improvement and process discipline mindset
This is a hybrid position working 2 days in office and additional days when needed.
