Senior Financial Planning & Analysis Manager

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FranklinCovey (NYSE: FC) is the workplace of choice for Achievers with Heart . We are one of the largest and most trusted leadership companies in the world, with directly owned and licensee partner offices in over 160 countries and territories. With more than 2,000 global associates, FranklinCovey transforms organizations by partnering with clients to build leaders, teams, and cultures that get breakthrough results through collective action. Our services and products are primarily delivered through our subscription offerings, which are comprised of the FranklinCovey All Access Pass, which is primarily sold through our Enterprise Division, and the Leader in Me membership, which is designed specifically for our Education Division. Enterprise clients include Fortune 100 , Fortune 500 , thousands of small and mid-sized businesses, and numerous government entities. FranklinCovey Education has shared our programs, books, and content with thousands of public and private primary, secondary, and post-secondary schools and institutions.

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Title: Senior Financial Planning & Analysis Manager

Global Title: Sr. FP&A Manager

Division & Department: Education Finance

Status: Full-Time Exempt

Reports to: Vice President, FP&A

Location: Remote - Anywhere in the contiguous US

Compensation: Anticipated compensation for this position is salary of $105-$147k* plus a 15% incentive target

Date Posted: 04/07/2026

Job Summary**

The Senior Financial Planning & Analysis (FP&A) Manager for the Education division is a strategic finance partner responsible for leading financial planning, forecasting, performance management, and analytical support for a complex and mission-driven business unit. This role works closely with Education division leadership to drive data-informed decisions, improve financial outcomes, and support long-term growth and operational efficiency.

The ideal candidate combines strong financial acumen, advanced modeling capabilities, and the ability to influence senior leaders in an environment that balances financial performance with educational impact.

Essential Job Functions

Strategic Financial Leadership

• Serve as the primary FP&A business partner to Education division executives and operational leaders.

• Translate strategic objectives into financial plans, forecasts, and metrics aligned with business priorities.

• Provide proactive financial insights and recommendations to support growth initiatives, investments, and cost optimization .

Planning, Budgeting & Forecasting

• Lead the annual budget, long-range planning, and monthly forecast processes for the Education division.

• Develop and maintain driver-based financial models reflecting enrollment trends, program mix, pricing, staffing, and delivery models.

• Own variance analysis against budget, forecast, and prior-year results, clearly explaining financial and operational drivers .

Performance Management & Analytics

• Design and deliver management reporting and dashboards focused on KPIs relevant to education (e.g., enrollment, retention, utilization, margins, cost per learner).

• Analyze trends across programs, regions, and product lines to identify risks and opportunities.

• Support business cases, ROI analyses, and scenario modeling for new programs, expansions, and strategic initiatives.

Stakeholder & Executive Support

• Prepare and present clear, executive-ready financial materials for senior leadership, board meetings, and operating reviews.

• Act as a trusted advisor to non-finance leaders, helping them understand financial implications and trade-offs.

• Partner closely with Accounting, Revenue Operations, HR, and Data/BI teams to ensure alignment and data integrity.

Process Improvement & Systems

• Drive continuous improvement in FP&A processes, tools, and models to enhance accuracy, scalability, and efficiency .

• Support FP&A system enhancements (planning tools, reporting platforms, data automation).

• Establish best practices in financial governance and controls within the division.

Basic Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or a related field

• 5+ years of progressive experience in FP&A, corporate finance including business unit and segment-levels, advanced model and forecast production, or strategic finance

• Experience working in matrixed organizations with multiple stakeholders

Preferred Skills & Experience

• MBA or CPA/CFA

• Strong proficiency in Excel; experience with FP&A tools specifically Adaptive as the company is undergoing its implementation (e.g., Adaptive, Anaplan, Hyperion, Workday, Domo, D365 or similar)

• Understands how to maximize AI utility for individual production output

• Proven ability to communicate complex financial concepts to non-financial stakeholders

• Prior experience in education, EdTech, professional services, or subscription-based businesses

• Familiarity with enrollment-driven revenue models or service delivery cost structures

• Experience partnering with executive leadership and presenting to senior-level audiences

• People management experience or strong informal leadership track record

Key Competencies

• Strategic thinking with strong business judgment

• Executive communication and influence

• Analytical rigor and attention to detail

• Ability to thrive in ambiguity and fast-changing environments

• Collaborative, hands-on leadership style

Why This Role Matters

This position plays a critical role in ensuring the Education division achieves its financial goals while supporting its educational mission. The Senior Manager, FP&A will help leadership understand where to invest, where to optimize, and how to scale responsibly , making a meaningful impact on both financial performance and learner outcomes.

Benefits include medical, dental, and vision insurance, HSA, employee stock purchasing program, 401(k), paid time off, holiday pay, and more. Please visit https://franklincoveybenefits.com/ for details.

*Actual offer may be outside of this range and will be determined by education, experience, knowledge, skills, and abilities, as well as geographic location, internal equity and alignment with market data.

**Unless otherwise noted, applications will be accepted for a minimum of three (3) days from the initial published date on the FranklinCovey job board, but the posting may close at any time after the specified duration.

Employer Information

For an overview of our Interview Process, please visit https://franklincovey.com/careers/working-at-franklincovey/.

FranklinCovey is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to sex, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. Please visit https://www.franklincovey.com/careers/notices-and-provisions/ for our full Equal Employment Opportunity policies and Nondiscrimination Provision.

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