Manager, Financial Planning & Analysis

The Manager of Financial Planning and Analysis will oversee all aspects of company-wide financial planning and reporting. Responsibilities include preparing the annual budget and rolling forecasts, modeling and tracking the financial impact of various initiatives, monitoring business trends and performance, and recurring internal financial reporting. This role also involves system enhancements related to financial reporting and budgeting tools.

PRIMARY DUTIES AND RESPONSIBILITIES

• Prepare and monitor the financial budget, long-term plans, and rolling forecasts.
• Review and analyze financial and non-financial results, providing insightful suggestions for financial improvement.
• Manage the annual budget process, including preparing a budget calendar, standardized formats and templates, training department managers, presenting the budget to management, and overseeing the process to completion.
• Assist the accounting team with month-end close review of Sales, Margin, and SG&A to ensure proper booking of amounts into correct accounts/cost centers in line with the budget/forecast.
• Conduct monthly budget-to-actual meetings with department heads to review performance, understand fluctuations vs. budget, address overspend, and gain insight into future spending.
• Ensure communication regarding business plans and budgets across all functions and corporate groups on a monthly basis.
• Provide timely and accurate analysis of operating and financial performance to support management decision-making.
• Track the performance of capital expenditures and other financial projects against the approved budget or plan.
• Prepare complex financial modeling of changing business trends and prospective financial initiatives and transactions.
• Prepare the monthly financial statements and MD&A for management, the board of directors and the company’s lenders.
• Perform additional duties as assigned.

JOB REQUIREMENTS

• Bachelor’s degree in Finance, Accounting or Economics (or MBA or masters degree in accounting)
• Minimum of five years’ experience in accounting or finance and supervisory role (e.g., FP&A senior analyst, corporate finance, public accounting (audit), controller or business unit finance role)
• Highly proficient with Microsoft Excel, Planning Tools, ERP and BI tools
• Minimum of three years’ experience in financial planning (annual budget, rolling forecasts, scenario modelling, driver-based planning)
• Experience with actionable reporting (board decks, MD&A writing (translating financial and operational information into meaningful updates for senior management, board members and investors)).
• Ability to work collaboratively and build strong relationships across the organization, especially with Sales, Operations, Marketing and HR.

PREFERRED QUALIFICATIONS:

• Masters in business administration or CPA
• Experience with Dynamics 365, Power BI and Board.com

OTHER INFORMATION:

• Actively supports and complies with Company’s objectives, guidelines and commitment to Quality and Safety, with an emphasis on continual improvement.
• Must be able to interact effectively and cooperatively with employees at all levels.
• Must have the ability to complete assignments within the timeframe specified by the Manager.
• Must be flexible regarding working hours. Must be able to work evenings and weekends, with or without advanced notice.
• Must be able to operate in a fast-paced environment and handle multiple projects simultaneously.
• Emphasizes ethical leadership and decision-making to protect Company’s brand and reputation.
• Establishes challenging, productive and achievable goals for direct reports; measure results by establishing checkpoints to track progress.
• Able to travel, nationally and possibly internationally, as necessary.