What are the responsibilities and job description for the Manager, Financial Planning & Analysis position at Relay Resources?
Brief Description
The Financial Planning & Analysis (FP&A) Manager supports and enables enterprise-wide financial planning, forecasting, and analytical efforts across Relay Resources. Reporting to the Director of Finance, this role leads the execution of core FP&A processes and delivers high-quality financial analysis, modeling, and insights that inform organizational decisions.
Under the direction of the Director of Finance, the FP&A Manager partners closely with Executive Team, Department Directors and budget owners to translate financial strategy into actionable plans, ensure alignment between financial and operational priorities, and strengthen financial visibility across the organization. This role serves as a lead technical and functional contributor within FP&A. This role operates in a highly flexible, remote-first environment, with in-person engagement as required for collaboration, planning, and key meetings.
Duties And Responsibilities
Financial Planning & Forecasting — 30%
This position offers the flexibility to work remotely, with results being the key measure of success. While regular in-person meetings are required, the focus is on delivering outcomes, allowing you to work where, when, and how it best suits your schedule.
Requirements
Relay Resources believes that each employee makes a significant contribution to our success. That contribution should not be limited by the assigned responsibilities. Therefore, this position description is designed to outline primary duties, qualifications and job scope, but not limit the incumbent nor the organization to adjust the work identified. It is our expectation that each employee will offer his/her services wherever and whenever necessary to ensure the success of our endeavors.
The Financial Planning & Analysis (FP&A) Manager supports and enables enterprise-wide financial planning, forecasting, and analytical efforts across Relay Resources. Reporting to the Director of Finance, this role leads the execution of core FP&A processes and delivers high-quality financial analysis, modeling, and insights that inform organizational decisions.
Under the direction of the Director of Finance, the FP&A Manager partners closely with Executive Team, Department Directors and budget owners to translate financial strategy into actionable plans, ensure alignment between financial and operational priorities, and strengthen financial visibility across the organization. This role serves as a lead technical and functional contributor within FP&A. This role operates in a highly flexible, remote-first environment, with in-person engagement as required for collaboration, planning, and key meetings.
Duties And Responsibilities
Financial Planning & Forecasting — 30%
- Lead the execution of annual budgeting, quarterly reforecasting, and long-range financial planning processes, in alignment with FP&A strategy established by the Director of Finance.
- Partner with department leaders to gather inputs, validate assumptions, and ensure financial plans align with organizational strategy and operational priorities.
- Develop scenario models and sensitivity analyses to support strategic discussions, tradeoff decisions, and risk assessment.
- Prepare and deliver monthly and quarterly FP&A analyses, including budget-to-actuals, variance explanations, and trend analysis, for review with the Director of Finance.
- Develop and maintain financial models that support growth initiatives, pricing decisions, capital investments, and operational efficiency efforts.
- Translate complex financial results into clear, decision-ready insights for both financial and non-financial leaders.
- Serve as a primary financial business partner to Department Directors and Managers, providing KPI dashboards, performance insights, and analytical support.
- Facilitate monthly budget vs. actual reviews with Operations and Administrative teams, escalating key risks, opportunities, and decisions to the Director of Finance.
- Support development of business cases, investment proposals, and capital allocation analyses for leadership review.
- Act as a lead technical and functional contributor for budgeting, forecasting, and planning systems integrated with the ERP, under the governance of the Director of Finance.
- Partner with Accounting, IT, and Data teams to improve financial data quality, reporting automation, and analytics capabilities.
- Drive continuous improvement of FP&A workflows, documentation, and repeatable planning processes.
- Experience with Oracle NetSuite, Abila MIP, Power BI, or similar tools is preferred.
- Ensure FP&A analyses and outputs align with GAAP, internal financial policies, and audit requirements.
- Support the Director of Finance in maintaining strong financial governance, internal controls, and disciplined planning practices.
- Provide technical guidance and mentorship on financial modeling, forecasting, and analysis practices across the Finance & Accounting team.
- Contribute to a collaborative, inclusive, and continuously improving Finance culture, without ownership of FP&A strategy or final approvals.
- Bachelor’s degree in Finance, Accounting, Economics, or a related field.
- Minimum 6–8 years of progressive experience in financial planning & analysis, budgeting, and forecasting.
- Demonstrated experience supporting organizational leaders with financial modeling, scenario analysis, and decision support.
- Strong working knowledge of budgeting, forecasting, and variance analysis within complex organizations.
- Proven ability to manage multiple priorities, deadlines, and stakeholders in a dynamic environment.
- Strong analytical, problem-solving, and communication skills.
- MBA or advanced degree in Finance, Accounting, or Business.
- Experience with ERP and planning systems (NetSuite strongly preferred; Abila MIP a plus).
- Experience supporting finance transformations, system implementations, or data modernization initiatives.
- Advanced Excel skills; experience with Power BI or other data visualization tools preferred.
- Experience in nonprofit, social enterprise, or mission-driven environments.
- Ability to translate complex financial information into clear, actionable insights for technical and non-technical audiences.
- Strong financial modeling, analytical reasoning, and attention to detail.
- Ability to exercise sound judgment, discretion, and confidentiality.
- Strong written and verbal communication skills.
- Ability to build and maintain effective, cooperative working relationships across functions.
- Ability to prioritize independently in a deadline-driven environment.
- Commitment to equity, inclusion, accessibility, and continuous improvement.
- Ability to pass a criminal history background check and/or fingerprinting as required.
- Performs duties with a high degree of independence, professional judgment, and accountability for FP&A deliverables.
- Leads the execution of FP&A processes while operating under the strategic direction and governance of the Director of Finance.
- Accountable for the accuracy, clarity, and timeliness of financial analyses, forecasts, and planning outputs.
- Directly supervises one Financial Analyst, with anticipated growth to two Financial Analysts in FY27.
- Responsible for setting priorities, assigning work, reviewing outputs, and supporting the professional development of FP&A staff.
- Provides coaching, feedback, and performance support aligned with FP&A standards and expectations established by the Director of Finance.
This position offers the flexibility to work remotely, with results being the key measure of success. While regular in-person meetings are required, the focus is on delivering outcomes, allowing you to work where, when, and how it best suits your schedule.
Requirements
Relay Resources believes that each employee makes a significant contribution to our success. That contribution should not be limited by the assigned responsibilities. Therefore, this position description is designed to outline primary duties, qualifications and job scope, but not limit the incumbent nor the organization to adjust the work identified. It is our expectation that each employee will offer his/her services wherever and whenever necessary to ensure the success of our endeavors.