Financial Planning and Analysis Manager

About the Role

The Value Realization Manager is a strategic finance role responsible for ensuring that investments, initiatives, and transformation programs deliver their intended financial and operational value. This role bridges the gap between project execution and measurable business outcomes — tracking, validating, and communicating the real-world impact of key initiatives across the organization.

This individual will partner closely with Finance leadership, FP&A, Operations, IT, and business unit stakeholders to build and maintain a rigorous value tracking framework that connects initiative spend to realized benefits.

Key Responsibilities

• Value Tracking & Measurement — Design and maintain frameworks to quantify the financial impact of strategic initiatives, capital investments, and continuous improvement programs
• Business Case Governance — Partner with initiative owners to develop robust business cases, challenge assumptions, and ensure benefit projections are grounded in realistic, measurable targets
• Realization Reporting — Build and deliver recurring reporting (monthly/quarterly) that tracks projected vs. actual value delivered, including cost savings, revenue uplift, productivity gains, and working capital improvements
• Stakeholder Engagement — Serve as the central point of accountability for value realization across cross-functional teams; facilitate regular reviews with Finance leadership and initiative sponsors
• Post-Implementation Reviews — Lead retrospective assessments of completed projects to validate whether expected benefits materialized and document lessons learned
• Continuous Improvement Integration — Align value realization tracking with operating system methodologies (e.g., VOS, Lean, Six Sigma) to ensure CI project savings are captured and sustained
• Data & Systems — Leverage ERP systems, BI tools, and financial planning platforms (SPM) to automate tracking where possible and ensure data integrity
• Risk Identification — Flag at-risk benefits early, quantify gaps, and work with project teams to develop mitigation or recovery plans
• Standard-Setting — Establish and maintain organizational standards for how value is defined, measured, and reported to ensure consistency across business units and regions

Qualifications

Required:

• Bachelor's degree in Finance, Accounting, Economics, or related field
• 7+ years of progressive experience in Finance, FP&A, or a related analytical role
• Demonstrated experience building and managing value tracking or benefits realization frameworks
• Strong financial modeling skills with the ability to translate complex initiatives into measurable financial outcomes
• Experience partnering cross-functionally with Operations, IT, and senior leadership
• Advanced proficiency in Excel; working knowledge of ERP systems (Oracle, or similar)
• Excellent communication skills — ability to distill complex financial data into clear, actionable narratives for non-finance audiences

Preferred:

• MBA or CPA
• Experience in a manufacturing or critical infrastructure environment
• Familiarity with continuous improvement / operating system frameworks (VOS, Lean, Six Sigma)
• Experience with BI/reporting tools (Power BI, Tableau, or similar)
• PMP or similar project management certification
• Global or multi-site experience

Competencies

• Analytical Rigor — Thinks critically, challenges assumptions, and grounds decisions in data
• Influence Without Authority — Drives accountability across teams without direct reporting lines
• Business Acumen — Understands how financial outcomes connect to operational and strategic decisions
• Results Orientation — Relentlessly focused on translating activity into measurable impact
• Communication — Tells the story behind the numbers clearly and concisely
• Collaboration — Builds trust across functions and navigates complex stakeholder environments

The successful candidate will embrace Vertiv’s Core Principals & Behaviors to help execute our Strategic Priorities. 

OUR CORE PRINCIPALS: Safety. Integrity. Respect. Teamwork. Inclusion.

OUR STRATEGIC PRIORITIES

• High-Performance Culture

• Customer Focus

• Operational Excellence

• Innovation

• Financial Strength

VERTIV BEHAVIORS

• Own it
• Act with urgency
• Foster a customer-first mindset
• Think big and execute
• Lead by example
• Drive continuous improvement
• Learn and seek out development
• Promote transparent & open communication 

About Vertiv

Vertiv (NYSE: VRT) brings together hardware, software, analytics and ongoing services to enable its customers’ vital applications to run continuously, perform optimally and grow with their business needs.  Vertiv solves the most important challenges facing today’s data centers, communication networks and commercial and industrial facilities with a portfolio of power, cooling and IT infrastructure solutions and services that extend from the cloud to the edge of the network. Headquartered in Westerville, Ohio, USA, Vertiv employs around 34,000 people and does business in more than 130 countries. Visit Vertiv.com to learn more.   

Work Authorization

No calls or agencies please. Vertiv will only employ those who are legally authorized to work in the United States. This is not a position for which sponsorship will be provided. Individuals with temporary visas such as E, F-1, H-1, H-2, L, B, J, or TN or who need sponsorship for work authorization now or in the future, are not eligible for hire.

Equal Opportunity Employer

Vertiv is an Equal Opportunity/Affirmative Action employer. We promote equal opportunities for all with respect to hiring, terms of employment, mobility, training, compensation, and occupational health, without discrimination as to age, race, color, religion, creed, sex, pregnancy status (including childbirth, breastfeeding, or related medical conditions), marital status, sexual orientation, gender identity / expression (including transgender status or sexual stereotypes), genetic information, citizenship status, national origin, protected veteran status, political affiliation, or disability. If you have a disability and are having difficulty accessing or using this website to apply for a position, you can request help by sending an email to [email protected].