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Totlani & Partners

Financial Planning and Analysis Manager

Totlani & Partners, Chicago, Illinois, United States

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FP&A Manager

Location:

Remote with minimal travel to California Department:

Finance Reports To:

VP of Finance Employment Type:

Full-Time Our client is seeking an experienced

Financial Planning & Analysis (FP&A) Manager

to lead financial forecasting, reporting, and analysis for our growing construction and materials business. The ideal candidate will possess deep expertise in

revenue recognition ,

AIA billing ,

project accounting , and

cash flow modeling , along with strong technical proficiency in

Microsoft Dynamics 365

and

Power BI . This role is critical to supporting strategic decision‑making, optimizing project profitability, and enhancing financial visibility across the organization. Key Responsibilities

Lead the preparation of monthly, quarterly, and annual forecasts, budgets, and variance analyses. Develop and maintain comprehensive

cash flow models

to manage liquidity and capital allocation. Partner with project managers and executives to provide actionable financial insights. Revenue Recognition & Project Accounting

Oversee

revenue recognition

in accordance with GAAP and company policies. Ensure proper

AIA billing

and progress billing processes for construction projects. Monitor

project accounting

to track job costs, margins, and profitability. Collaborate with operations and accounting teams to resolve discrepancies and improve project financial controls. Systems, Reporting & Data Analytics

Manage financial data and reporting through

Microsoft Dynamics 365 (D365)

and

Power BI

dashboards. Automate financial reporting processes to improve accuracy and timeliness. Support continuous improvement initiatives in financial systems and reporting infrastructure. Business Partnering & Leadership

Provide financial leadership and guidance to project teams and senior management. Identify risks and opportunities to support informed business decisions. Mentor junior finance staff and help build FP&A capability within the organization. Qualifications

Required

Bachelor’s degree

in Finance, Accounting, Business Administration, or related field. Minimum 5 years

of progressive experience in FP&A, accounting, or financial management roles. Proven experience in

construction ,

engineering , or

materials supply

industries. Strong knowledge of

AIA billing ,

revenue recognition , and

project accounting . Proficiency with

Microsoft Dynamics 365 Finance & Operations . Advanced skills in

Power BI ,

Excel , and financial modeling. Strong analytical, problem‑solving, and communication skills. Preferred

CPA, CMA, or MBA. Experience with

job cost systems ,

ERP integrations , and

financial automation tools . Understanding of

cost accounting

and

inventory management

in a project‑based environment.

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