Insero Talent Solutions is recruiting a FP&A Manager for a growing technology services company.

Reports to: Chief Financial Officer

The Objective of the Role:

The organization is seeking a highly analytical and detail-oriented FP&A Manager to play a key role in aligning their finance and operational teams. 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 strong financial acumen and can translate complex data into actionable business recommendations.

What this role is responsible for:

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

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

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

Stakeholder Interaction

• Working closely with stakeholders to meet reporting requirements, including detailed financial
• metrics and value creation updates.
• Contributing to quarterly board presentation content

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

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 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.

Manager, FP&A
• 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.)

Manager, FP&A
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
3\. Stakeholder Interaction
• Working closely with stakeholders to meet reporting requirements, including detailed financial
metrics and value creation updates.
• Contributing to quarterly board presentation content
4\. 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
5\. 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.

Manager, FP&A
• 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.)

M

Manager, FP&A
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
3\. Stakeholder Interaction
• Working closely with stakeholders to meet reporting requirements, including detailed financial
metrics and value creation updates.
• Contributing to quarterly board presentation content
4\. 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
5\. 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.

Manager, FP&A
• 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.)

anager, FP&A
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
3\. Stakeholder Interaction
• Working closely with stakeholders to meet reporting requirements, including detailed financial
metrics and value creation updates.
• Contributing to quarterly board presentation content
4\. 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
5\. 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.

Manager, FP&A
• 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.)

Ro

Manager, FP&A
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
3\. Stakeholder Interaction
• Working closely with stakeholders to meet reporting requirements, including detailed financial
metrics and value creation updates.
• Contributing to quarterly board presentation content
4\. 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
5\. 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.

Manager, FP&A
• 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.)

chester, 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
3\. Stakeholder Interaction
• Working closely with stakeholders to meet reporting requirements, including detailed financial
metrics and value creation updates.
• Contributing to quarterly board presentation content
4\. 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
5\. 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.

Manager, FP&A
• 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.)