OPOC.us

FP&A Manager

OPOC.us  •  Worthington, OH (Onsite)  •  2 months ago
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Job Description

Financial Planning & Analysis (FP&A) Manager

Location: In-Office Worthington, OH 43085
Department: Accounting
Division: Corporate
Job Status: Full-Time
Work Shift: 8:00 AM - 5:00 PM
Days Worked: Mon., Tue., Wed., Thu., Fri.
Hour Per Week: 40



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.



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).
  • 5+ years of progressive FP&A experience with the ability to impact B2B professional services including financial modeling, budgeting and forecasting.
  • Proficiency with Salesforce for revenue and pipeline analysis (required).
  • Advanced Excel and financial modeling skills; experience with BI/ERP tools (e.g., Power BI, NetSuite) a plus.
  • Strong analytical, communication, and executive presentation skills.
  • Ability to work cross-functionally and manage multiple priorities in a fast-paced environment.
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.
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
OPOC.us

About OPOC.us

OPOC.us (One Point of Care™. Ultimate Service.) delivers custom benefits, real savings, and white-glove support, all with one, fully integrated partner. Our proprietary One-Point-of-CARE™ model integrates health benefits, HR, payroll, wellness, and retirement services into one seamless solution that reduces administrative burdens and delivers measurable ROI.

Our clients typically save 11% on total healthcare spend in their first year, and many have kept per-employee medical costs flat for over a decade—even as most employers face annual increases of 10% or more.

What sets OPOC apart? Our Personal CAREAdvocates™. Our licensed experts provide concierge-level support to every employee at no added cost. This exclusive model delivers a superior member experience not available through traditional brokers or TPAs, boosting employee satisfaction and retention, while driving healthcare cost savings.

With flexible and customizable solutions—including Centric by OPOC (HR/payroll tech), Accellwell (corporate wellness), and retirement plan services—we help employers streamline operations, enhance benefits, and improve employee outcomes while maintaining financial discipline.

Founded in 1993 and headquartered in Worthington, Ohio, OPOC serves organizations of all sizes, from small and medium-sized businesses and nonprofits to national enterprises. Whether you’re scaling or stabilizing, we help build stronger, healthier teams while keeping costs in check today and tomorrow.

Industry
Consulting & Advisory
Company Size
51-200 employees
Headquarters
Columbus, Ohio
Year Founded
1993
Website
opoc.us
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