The Bolton Group
Financial Planning and Analysis Manager (Columbus)
The Bolton Group, Columbus, Ohio, United States, 43224
We are looking for an FP&A leader who can shape financial insights, guide forecasting, and support strategic decision-making. This role partners closely with senior leadership to evaluate performance, understand key drivers, and influence future planning and growth.
Key Responsibilities Oversee budgeting, forecasting, and multi-year planning processes. Create and monitor metrics that reflect financial and operational performance. Build financial models to test new business assumptions, revenue approaches, and strategic ideas. Review financial results and consolidate findings into clear, actionable recommendations. Analyze client-level profitability and identify opportunities to improve margins. Assess returns on new initiatives to support investment and prioritization decisions. Provide financial input to pricing discussions and market assessments. Deliver targeted analyses to help leadership evaluate risks and opportunities. Participate in deal evaluations to align terms with financial goals. Collaborate with Sales, Product, Operations, Marketing, and other groups to ensure financial plans support organizational priorities. Streamline reporting, enhance tools, and strengthen financial processes.
What You Bring Bachelors degree in Finance, Accounting, Economics, or related field (MBA or CPA beneficial) 58 years of FP&A experience; exposure to healthcare, SaaS, or businesses with long revenue cycles preferred Strong modeling capabilities and advanced Excel skills; familiarity with BI tools is helpful Experience planning around long sales cycles and multi-year revenue arrangements Clear communication skills and the ability to translate data into insight Ability to work effectively in a fast-paced environment with competing priorities Working knowledge of ERP/CRM systems and revenue recognition concepts
This is a hybrid role in the Columbus area, ideally for someone from PE-backed companies or smaller environments where you wear many hatslots of opportunities to make an impact and drive change.
Key Responsibilities Oversee budgeting, forecasting, and multi-year planning processes. Create and monitor metrics that reflect financial and operational performance. Build financial models to test new business assumptions, revenue approaches, and strategic ideas. Review financial results and consolidate findings into clear, actionable recommendations. Analyze client-level profitability and identify opportunities to improve margins. Assess returns on new initiatives to support investment and prioritization decisions. Provide financial input to pricing discussions and market assessments. Deliver targeted analyses to help leadership evaluate risks and opportunities. Participate in deal evaluations to align terms with financial goals. Collaborate with Sales, Product, Operations, Marketing, and other groups to ensure financial plans support organizational priorities. Streamline reporting, enhance tools, and strengthen financial processes.
What You Bring Bachelors degree in Finance, Accounting, Economics, or related field (MBA or CPA beneficial) 58 years of FP&A experience; exposure to healthcare, SaaS, or businesses with long revenue cycles preferred Strong modeling capabilities and advanced Excel skills; familiarity with BI tools is helpful Experience planning around long sales cycles and multi-year revenue arrangements Clear communication skills and the ability to translate data into insight Ability to work effectively in a fast-paced environment with competing priorities Working knowledge of ERP/CRM systems and revenue recognition concepts
This is a hybrid role in the Columbus area, ideally for someone from PE-backed companies or smaller environments where you wear many hatslots of opportunities to make an impact and drive change.