Financial Planning & Analysis Manager

REMOTE • 401(k) and Pension

Where Technical Expertise Meets Purpose-Driven Impact

Build your career while helping people build a stronger financial future. At Blue Ridge Associates, the work we do has a meaningful impact. We help companies provide retirement and employee ownership benefits that give people the opportunity to build wealth, plan for the future, and take greater ownership of their financial lives.

Through Employee Stock Ownership Plan (ESOP) Administration and Retirement Plan Services (RPS), we combine deep technical expertise with a genuine commitment to our clients and the people they serve. Our team supports companies across the country with complex retirement plan administration, compliance, and consulting services—helping make these important benefits work better for employers and their employees.

What makes Blue Ridge special is our people. We’re a team of professionals who value collaboration, expertise, continuous improvement, and doing work that matters. Whether working remotely or from one of our offices, our employees work together to solve complex problems, support our clients, and make a difference in the financial futures of millions of participants.

About Blue Ridge Associates

Blue Ridge Associates is a leading professional services firm specializing in third-party administration of Employee Stock Ownership Plans (ESOPs) and retirement plans, including 401(k), 403(b), cash balance, pension, and other qualified retirement plans.

Our client base spans the country, while our teams are located internationally across seven offices in the United States and two offices abroad, including Charlottesville, VA; Columbia, MD; Columbus, OH; Monrovia, CA; Riverside, CA; Maple Grove, MN; and Baxter, MN, as well as remote locations.

At Blue Ridge, you’ll have the opportunity to build your expertise, collaborate with talented professionals, and be part of a growing organization whose work helps people build financial security and share in the success of the companies they work for.

Join us in doing work that matters.

That’s Where You Come in as a Financial Planning & Analysis Manager (FP&A)

Blue Ridge Associates is seeking a strong analytical problem solver who can leverage technology and automation to enhance reporting, forecasting, and operational efficiency. While operating as an individual contributor, the role also provides functional guidance and collaboration with a global team supporting FP&A initiatives.

Job Overview

As a Financial Planning & Analysis Manager (FP&A), you’ll serve as a strategic business partner responsible for revenue forecasting, sales analytics, financial planning, and budgeting support. This role works closely with internal teams to turn complex data into actionable insights that drive growth and improve business performance.

Your Responsibilities Include:

• Financial Planning & Analysis
• Lead financial planning, forecasting, and reporting activities related to sales performance and revenue growth.
• Own revenue forecasts and key performance metrics.
• Support monthly, quarterly, and annual forecasting and budgeting processes.
• Complete performance variance analysis and provide meaningful explanations of financial results.
• Build business cases and financial models to support strategic initiatives and investments.
• Deliver executive-level reporting and presentations that translate complex data into clear recommendations.
• Evaluate business performance and identify opportunities to improve profitability and financial outcomes.

• Data and Process Improvement
• Assess decentralized data sources and help determine the appropriate datasets needed for analysis and reporting.
• Partner with business stakeholders and data teams to improve data governance, reporting accuracy, and data warehouse utilization.
• Identify and implement process improvements that reduce manual effort and increase reporting efficiency.
• Drive initiatives to automate reporting and move away from highly manual Excel-based processes while maintaining strong analytical rigor.
• Leverage AI and advanced analytics tools to improve forecasting, reporting, and decision-making capabilities.

• Cross-Functional Collaboration
• Partner with Finance, Accounting, Sales, Operations, and Technology teams to align financial insights with business strategy.
• Serve as a trusted advisor to business leaders by providing data-driven recommendations.
• Perform other tasks as assigned.

Requirements

What We’re Looking for in a Financial Planning & Analysis Manager (FP&A)

We’re seeking a strong problem solver that enjoys analyzing data and developing practical solutions. We need a self-starter who can independently drive projects from concept through implementation.

Financial Planning & Analysis Manager (FP&A) Requirements

Required experience

• Bachelor's degree in Finance, Accounting, Economics, Business, Analytics, or a related field.
• 4-7 years of experience in FP&A, financial consulting, management consulting, business analytics, corporate finance, or related analytical roles.
• Strong financial modeling, forecasting, and analytical skills.
• Advanced Excel capabilities and experience working with large datasets.
• Experience communicating findings and recommendations to business leaders.
• Strong business acumen and ability to connect financial results to operational performance.
• Experience managing multiple projects and priorities in a fast-paced environment.

Preferred experience

• Experience working in financial services industry.
• Experience working with data warehouses, reporting databases, or enterprise data environments.
• Familiarity with AI-enabled tools and technologies used to improve analytics and reporting processes.
• MBA, CFA, or related advanced certification is a plus.

Why You’ll Love Working Here as a Financial Planning & Analysis Manager (FP&A)

You’ll join a company that values hard work, supports each other, and believes in doing work that matters.

We offer:

• Competitive salary & comprehensive benefits (medical, dental, vision, life, disability).
• 401(k) with company match + HSA with company contribution.
• Generous PTO for parental leave, vacation, and holiday time.
• Support for certifications, association dues, and professional development.
• A collaborative and inclusive company culture: happy hours, social events, employee-led committees, and volunteer opportunities.

Join Us as We Build Wealth for Generations

Everything we do is driven by our vision. We see a future where more people achieve financial independence, enjoy meaningful retirement, and leave a legacy.

We live by our values every day:

• Precision – Accurate records, timely and error-free service.
• Efficacy – Ensuring compliance and guiding clients toward retirement readiness.
• Advocacy – Supporting regulatory changes that benefit employers and employees.
• Collaboration – Trusted partners to clients, advisors, and teammates.
• Excellence – Proactive, personalized, high-touch service in all we do.

This is more than a job. It’s your opportunity to build a meaningful career while helping others build financial security for life.

Apply now and make a career out of making a difference!

Compensation

Blue Ridge is committed to equal pay and pay transparency.

The annual base salary range for this position is $110,000 - $125,000. This range represents the anticipated pay for this role across multiple U.S. labor markets and is intended as a general guideline.

Actual compensation will be determined based on a variety of factors, including but not limited to the scope and responsibilities of the role, relevant experience, work location, education and training, key skills, internal equity, external market data, and current business considerations.

Equal Opportunity Employer Must be authorized to work in the US