Financial Planning and Analysis Manager

Welcome to Neighborly—the hub of service brands that connects customers to top-notch local experts who repair, maintain, and enhance homes and businesses. Our long-standing business, with over 40 years of experience, is focused on strategic innovation as we build the future of home and business services. Bring your ambition to the table as we unlock new doors together, taking your career to the next level.The Financial Planning & Analysis (FP&A) Manager is responsible for leading budgeting, forecasting, and financial reporting activities across multiple brands or business units. This role ensures accurate financial planning, disciplined expense management, and clear, actionable reporting to support business decisions.The position partners closely with cross-functional leaders to monitor performance against budget, identify risks and opportunities, and provide insights that drive effective financial management. The FP&A Manager also plays a key role in strengthening processes, improving reporting tools, and maintaining strong financial controls.Bring Your Experience And Be Empowered To Innovate.What are the core responsibilities for the Financial Planning & Analysis Manager?:Budgeting & ForecastingOwn the end-to-end budgeting process across brandsDevelop and maintain monthly forecasts, incorporating actuals, and updated assumptionsTrack spend against budget and ensure alignment with approved plansManage reforecast cycles and clearly communicate changes and driversFinancial ReportingProduce monthly reporting on spend, including variance to budget and forecastPrepare and distribute reports for leadership with clear explanations of variancesSupport month-end close activities, including accruals and expense trackingSpend Management & AnalysisMonitor spend across channels, vendors, and brands to ensure accuracy and controlIdentify and flag risks, overspend, or underspend in a timely mannerPerform ad hoc analysis on spend trends, and budget utilizationDashboarding & ToolsBuild and maintain dashboards to track budgets, forecasts, and actual spendImprove reporting processes and ensure consistency across brandsBusiness PartnershipWork closely with teams to review budgets and forecast updatesProvide guidance on budget availability, reallocations, and spend timingSupport planning discussions with clear financial data and contextProcess & ControlsEstablish and maintain financial controls around spendImprove processes for tracking, forecasting, and reporting expensesEnsure data accuracy across systems and alignment with accountingWhat does success look like?Owns and manages the full budgeting and forecasting process across multiple brands, delivering accurate financial plans, forecasts, and reporting aligned to business objectives. Provides clear, timely financial analysis and variance reporting that helps leadership understand performance, manage risk, and make informed decisions. Maintains strong financial discipline by proactively monitoring spend, identifying risks or opportunities early, and ensuring alignment to approved budgets. Builds strong partnerships with business leaders by offering responsive support, actionable financial guidance, and collaborative planning insights. Improves reporting, dashboarding, and financial processes while ensuring data accuracy, strong controls, and operational efficiency across systems and teams. Bring Your Skills And Be Inspired To Achieve Success.Skills:6-7+ years of FP&A or finance experienceStrong experience managing budgets and forecasts in a dynamic environmentAdvanced Excel skills; experience with financial systems and BI tools (e.g., Tableau, Power BI)Strong attention to detail and ability to manage multiple brands or cost centersStrong financial discipline and attention to detailAbility to manage and track multiple budgets simultaneouslyClear and concise communicationOrganizational and time management skillsCollaborative approach to working with business partnersSelf-starter. Ability to work autonomously with little supportEducation: Bachelor’s degree in Finance, Accounting, or related fieldSchedule / in-office requirements:Hybrid working model; Monday-Wednesday in office, Thursday/Friday from home. Our office locations are:500 E John Carpenter Fwy, Irving, TX1010 N University Parks Drive, Waco, TXBring your goals and be enabled to reach them. Competitive Pay: Commensurate with experienceSchedule: Full-time, Monday – Friday, 8 AM – 5 PM local time zoneBenefits: Check out our benefits offerings here: Neighborly | Benefits GuideFinancial Benefits: Equity and bonus opportunitiesNeighborly® is fully committed to Equal Employment Opportunity and to attracting, retaining, developing and promoting the most qualified employees without regard to their race, gender, color, religion, sexual orientation, national origin, age, physical or mental disability, citizenship status, veteran status, or any other characteristic prohibited by federal or state law. We are dedicated to providing a work environment free from discrimination and harassment, and where employees are treated with respect and dignity and encouraged to be their authentic self.Not the right opportunity for you? Share this job with a friend and follow us on LinkedIn for future opportunity updates. Brand:Neighborly - USA Shared Services