Technical FP&A Manager

Technical FP&A Manager 

This is a fully remote position.

Position Overview 

We are seeking a highly skilled Technical Financial Planning and Analysis Manager to join our Finance team. This role blends traditional financial analysis with advanced IT capabilities to drive automation, forecasting accuracy, and AI-powered insights. The ideal candidate will be a power user of Microsoft Excel and the Power Platform, capable of building dynamic financial models that integrate seamlessly with monthly accounting close data and KPI reporting from Power BI. 

This role is pivotal in modernizing our financial processes, introducing AI agents for summarization and communication, and embedding intelligent automation into our monthly close cycle using Microsoft Business Central. 

​​Key Responsibilities 

• Financial Modeling & Forecasting 

• Build and maintain complex, dynamic Excel models that update automatically with monthly actuals and KPIs. 

• Integrate Excel models with Power BI datasets and accounting close outputs from Microsoft Business Central. 

• Utilize DAX formulas to enhance the data in PowerBI and add them into key reports and visualizations
• Use GenAI-guided formulas and Co-pilot features to enhance model intelligence and usability. 

• Rebuild current financial models to streamline the update process and to incorporate automation and new tools e.g. Microsoft Dynamics 

• Design and implement automated workflows using Power Automate to streamline data refreshes and reporting cycles. 

• Develop automation in the forecast and weekly reporting processes

• Develop and deploy AI agents to summarize KPI trends, generate financial narratives, and support decision-making. 

• Create intuitive dashboards and visualizations in Power BI to communicate financial performance and forecasts. 

• Collaborate with Accounting and FP&A teams to ensure alignment on data sources, definitions, and reporting standards. 

​​Required Qualifications 

• Bachelor’s degree in a Finance or Accounting with a preference for an MBA 

• 5+ years of experience in financial planning and analysis with a strong usage of IT and tech systems. 

• Expert-level proficiency in Microsoft Excel, including dynamic arrays, Power Query, and VBA/macros. 

• Must have experience with writing DAX formulas and understanding how to publish PowerBI reports
• Hands-on experience with Power BI, Power Automate, and Microsoft Business Central. 

• Proven ability to build and maintain automated forecasting models. 

• Experience with GenAI tools and Microsoft Co-pilot in financial workflows. 

• Strong understanding of accounting close processes and KPI frameworks. 

• Excellent communication and collaboration skills. 
• Must be authorized to work in the U.S.

​​Preferred Skills 

• Experience with AI agent development or prompt engineering. 

• Exposure to cloud-based data platforms and APIs. 

• Background in financial systems integration or ERP automation. 

Life Line Screening is proud to be an equal opportunity employer. Employment decisions are made without regard to race, color, religion, national or ethnic origin, sex, sexual orientation, gender identity or expression, age disability, protected veteran status, or other characteristics protected by law. Life Line Screening will only employ those who are legally authorized to work in the United States for this opening. Any offer of employment is conditional upon the successful completion of a background check and drug screen.