Job Description:

Financial Planning & Analysis (FP&A) Manager

Location: Worthington, Ohio in office | Employment Type: Full-Time

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.

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.