FP&A Manager
OPOC.us
•
Worthington, OH
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0
0
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Mid-Senior level
Posted April 4, 2026
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Responsibilities
Commitments
Responsibilities
- Lead annual budgeting, quarterly forecasting, and long-range planning cycles
- Develop and maintain driver-based financial models and scenario analyses
- Analyze monthly results, identify trends, and deliver actionable insights and variance commentary
- Partner with Sales and Operations to align financial goals with business objectives and capacity planning
- Develop and maintain predictive models and forecasts that support the ability to forecast future results
- Create reports and dashboards that highlight performance trends and key metrics
- Prepare monthly and quarterly reporting packages, dashboards, and KPIs for leadership
- Use Salesforce data for revenue forecasting, pipeline analysis, cohort performance, and bookings-to-revenue conversion
- Drive process improvements and implement FP&A best practices and governance
Commitments
Job Status: Full-Time
Work Shift: 8:00 AM - 5:00 PM
Days Worked: Mon., Tue., Wed., Thu., Fri.
Hour Per Week: 40
If you believe that learning is a life-long process
Not Met Priorities
What still needs stronger evidence
Requirements
- Ideal candidate will have 5-8 years of experience with proven FP&A experience with the ability to impact B2B professional services including financial modeling, budgeting and forecasting
- Proficiency with Salesforce for revenue and pipeline analysis (required)
- Advanced Excel and financial modeling skills; experience with BI/ERP tools (e.g., Power BI, Tableau, NetSuite) a plus
- Strong analytical, communication, and executive presentation skills
- Ability to work cross-functionally and manage multiple priorities in a fast-paced environment
- Core Competencies & KPIs
- Forecast accuracy, budget-to-actual variance, bookings-to-revenue conversion, gross margin by service line, operating expense leverage, DSO, and project profitability
- Tools & Systems
- Salesforce | Excel (Advanced) | BI (e.g., Power BI, Tableau)
Preferred Skills
- Ideal candidate will have 5-8 years of experience with proven FP&A experience with the ability to impact B2B professional services including financial modeling, budgeting and forecasting
- Previous Big 4 or related experience is a plus
- Advanced Excel and financial modeling skills; experience with BI/ERP tools (e.g., Power BI, Tableau, NetSuite) a plus
- Salesforce | Excel (Advanced) | BI (e.g., Power BI, Tableau)
Education
- (Required) – Bachelor’s degree in Finance, Accounting, Economics, or related field (required), MBA is highly desired
Financial Planning & Analysis (FP&A) Manager
Location: In-Office Worthington, OH 43085
Department: Accounting
Division: Corporate
Job Status: Full-Time
Work Shift: 8:00 AM - 5:00 PM
Days Worked: Mon., Tue., Wed., Thu., Fri.
Hour Per Week: 40
Job Description
About Us:
OPOC.us is a national, market leading organization in the areas of Employee Benefits, Retirement Plan Administration, Risk Management, and Business Success Services (HR and Payroll), specializing in the delivery of FORTUNE 500 “One-Point-of-CARE” solutions for small and mid-sized organizations. For over three decades, OPOC.us has successfully developed relationships that reinforce Branding, Culture Building, and EmployeeCARE, which are designed to take your company into the future. OPOC.us enjoys a national presence, delivering service to a broad spectrum of corporate clients across America.
Position Overview
The FP&A Manager leads financial planning, analysis, insight, and strategic decision support across the organization. This role partners closely with Sales, Finance, and Executive leadership to optimize performance and allocate resources.
The position includes developing and maintaining performance measure reporting, delivering data-driven analysis to senior leadership, and helping to strengthen processes and reporting capabilities across the business. This position is ideal for a highly analytical finance professional who enjoys solving complex problems, building structure, and influencing decision-making in a collaborative and evolving environment.
Key Responsibilities
Lead annual budgeting, quarterly forecasting, and long-range planning cycles
Develop and maintain driver-based financial models and scenario analyses
Analyze monthly results, identify trends, and deliver actionable insights and variance commentary
Partner with Sales and Operations to align financial goals with business objectives and capacity planning
Develop and maintain predictive models and forecasts that support the ability to forecast future results
Create reports and dashboards that highlight performance trends and key metrics
Prepare monthly and quarterly reporting packages, dashboards, and KPIs for leadership
Use Salesforce data for revenue forecasting, pipeline analysis, cohort performance, and bookings-to-revenue conversion
Drive process improvements and implement FP&A best practices and governance
Qualifications
Bachelor’s degree in Finance, Accounting, Economics, or related field (required), MBA is highly desired
Ideal candidate will have 5-8 years of experience with proven FP&A experience with the ability to impact B2B professional services including financial modeling, budgeting and forecasting
Previous Big 4 or related experience is a plus
Proficiency with Salesforce for revenue and pipeline analysis (required)
Advanced Excel and financial modeling skills; experience with BI/ERP tools (e.g., Power BI, Tableau, NetSuite) a plus
Strong analytical, communication, and executive presentation skills
Ability to work cross-functionally and manage multiple priorities in a fast-paced environment
Core Competencies & KPIs
Forecast accuracy, budget-to-actual variance, bookings-to-revenue conversion, gross margin by service line, operating expense leverage, DSO, and project profitability
Tools & Systems
Salesforce | Excel (Advanced) | BI (e.g., Power BI, Tableau)
OUR GROWTH OPPORTUNITIES:
At OPOC.us , we empower our employees to set their sights high and blaze their own trails. This is a place where your future success and growth are truly a result of your own efforts and achievements. Our teams are made up of motivated individuals who work hard to advance their careers. Join our team and see how hard work, loyalty, competitive spirit, and unwavering commitment to the customer can take you and your career to new places!
Join us!
If your passion is to work in a caring environment
If you believe that learning is a life-long process
If you strive for excellence
If you want a career that provides substantial financial incentive
About Us:
OPOC.us is a national, market leading organization in the areas of Employee Benefits, Retirement Plan Administration, Risk Management, and Business Success Services (HR and Payroll), specializing in the delivery of FORTUNE 500 “One-Point-of-CARE” solutions for small and mid-sized organizations. For over three decades, OPOC.us has successfully developed relationships that reinforce Branding, Culture Building, and EmployeeCARE, which are designed to take your company into the future. OPOC.us enjoys a national presence, delivering service to a broad spectrum of corporate clients across America.
Join us!
If your passion is to work in a caring environment
If you believe that learning is a life-long process
If you strive for excellence
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Location: In-Office Worthington, OH 43085
Department: Accounting
Division: Corporate
Job Status: Full-Time
Work Shift: 8:00 AM - 5:00 PM
Days Worked: Mon., Tue., Wed., Thu., Fri.
Hour Per Week: 40
Job Description
About Us:
OPOC.us is a national, market leading organization in the areas of Employee Benefits, Retirement Plan Administration, Risk Management, and Business Success Services (HR and Payroll), specializing in the delivery of FORTUNE 500 “One-Point-of-CARE” solutions for small and mid-sized organizations. For over three decades, OPOC.us has successfully developed relationships that reinforce Branding, Culture Building, and EmployeeCARE, which are designed to take your company into the future. OPOC.us enjoys a national presence, delivering service to a broad spectrum of corporate clients across America.
Position Overview
The FP&A Manager leads financial planning, analysis, insight, and strategic decision support across the organization. This role partners closely with Sales, Finance, and Executive leadership to optimize performance and allocate resources.
The position includes developing and maintaining performance measure reporting, delivering data-driven analysis to senior leadership, and helping to strengthen processes and reporting capabilities across the business. This position is ideal for a highly analytical finance professional who enjoys solving complex problems, building structure, and influencing decision-making in a collaborative and evolving environment.
Key Responsibilities
Lead annual budgeting, quarterly forecasting, and long-range planning cycles
Develop and maintain driver-based financial models and scenario analyses
Analyze monthly results, identify trends, and deliver actionable insights and variance commentary
Partner with Sales and Operations to align financial goals with business objectives and capacity planning
Develop and maintain predictive models and forecasts that support the ability to forecast future results
Create reports and dashboards that highlight performance trends and key metrics
Prepare monthly and quarterly reporting packages, dashboards, and KPIs for leadership
Use Salesforce data for revenue forecasting, pipeline analysis, cohort performance, and bookings-to-revenue conversion
Drive process improvements and implement FP&A best practices and governance
Qualifications
Bachelor’s degree in Finance, Accounting, Economics, or related field (required), MBA is highly desired
Ideal candidate will have 5-8 years of experience with proven FP&A experience with the ability to impact B2B professional services including financial modeling, budgeting and forecasting
Previous Big 4 or related experience is a plus
Proficiency with Salesforce for revenue and pipeline analysis (required)
Advanced Excel and financial modeling skills; experience with BI/ERP tools (e.g., Power BI, Tableau, NetSuite) a plus
Strong analytical, communication, and executive presentation skills
Ability to work cross-functionally and manage multiple priorities in a fast-paced environment
Core Competencies & KPIs
Forecast accuracy, budget-to-actual variance, bookings-to-revenue conversion, gross margin by service line, operating expense leverage, DSO, and project profitability
Tools & Systems
Salesforce | Excel (Advanced) | BI (e.g., Power BI, Tableau)
OUR GROWTH OPPORTUNITIES:
At OPOC.us , we empower our employees to set their sights high and blaze their own trails. This is a place where your future success and growth are truly a result of your own efforts and achievements. Our teams are made up of motivated individuals who work hard to advance their careers. Join our team and see how hard work, loyalty, competitive spirit, and unwavering commitment to the customer can take you and your career to new places!
Join us!
If your passion is to work in a caring environment
If you believe that learning is a life-long process
If you strive for excellence
If you want a career that provides substantial financial incentive
About Us:
OPOC.us is a national, market leading organization in the areas of Employee Benefits, Retirement Plan Administration, Risk Management, and Business Success Services (HR and Payroll), specializing in the delivery of FORTUNE 500 “One-Point-of-CARE” solutions for small and mid-sized organizations. For over three decades, OPOC.us has successfully developed relationships that reinforce Branding, Culture Building, and EmployeeCARE, which are designed to take your company into the future. OPOC.us enjoys a national presence, delivering service to a broad spectrum of corporate clients across America.
Join us!
If your passion is to work in a caring environment
If you believe that learning is a life-long process
If you strive for excellence
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E0PTSuWiGb