What are the responsibilities and job description for the Manager of Financial Planning & Analysis position at Haffner's?
Description
Job Summary:
Support the company in making strategic business decisions and establishing business strategy in order to contribute to the achievement of financial and operational objectives. Utilize financial models, reports, and business intelligence tools to provide insights into the financial health of the business, optimize profitability, and guide strategic decision-making. This position will work closely with senior leadership, operations, and other departments to ensure financial goals are met and risks are mitigated.
Essential Functions and Responsibilities:
- Assist with annual budget and reforecasting.
- Help develop internal models for strategic business opportunities.
- Assist with periodic forecasting to aid senior management in decision making.
- Create ad hoc reports to analyze internal data to assist different departments with decision making and identify areas for optimization.
- Perform market research.
- Other duties as assigned.
Expectations:
- Prepare the annual budget for multiple locations and business units.
- Prepare monthly and quarterly actual to budget performance including analysis of data.
- Identify trends, variances and areas of concern.
- Provide valuable foresight and decision support through effective business intelligence.
- Work with senior management on strategic deep dives by developing financial models and insights on topics such as: capital planning and tracking, return on investment of strategic initiatives, event tracking and execution.
- Collaborate with senior management to provide financial insights and guidance for decision-making including new site openings, expansions or acquisitions.
- Conduct financial modeling and scenario analysis to support pricing strategies and business investments.
- Evaluate and advise on the financial viability of promotions, marketing campaigns and loyalty programs.
- Assist with the development of key performance indicators, financial analytics and other ad-hoc reports.
- Assist in the preparation of financial presentations for the executive team or other third-party stakeholders.
- Foster cross-departmental collaboration to drive financial performance and operational efficiency.
Requirements
Skills and Qualifications:
- Bachelor’s degree in Accounting/Finance/Mathematics/Information Technology or related subject matter experience.
- 5-7 years of experience in financial analysis, with at least 2 years in a managerial role.
- Exceptional analytical, problem solving and financial modeling skills.
- Ability to synthesize and analyze data and put conclusions in a well communicated format.
- Strong Excel skills focused on summarizing, extracting or comparing large volumes of data.
- Knowledge of the working of standard accounting software packages (preferably MS Dynamics Business Central)
- Experience with SQL and PowerBI, preferred but not required.
- Motivated self-starter with the ability to work autonomously.
- Ability to manage multiple tasks and projects.
Job Environment:
This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. While performing the duties of this job, the employee is regularly required to talk or hear. The employee frequently is required to stand; walk; use hands to grip, handle or feel; and reach with hands and arms. The employee may occasionally lift to 25 pounds.
This job description outlines the primary responsibilities and qualifications for the Manager of Financial Planning and Analysis. In this role, you must demonstrate extensive knowledge of the function and department processes. It is expected that the person in this role maintain the absolute highest level of confidentiality, as they have access to confidential and sensitive information regarding the company, its employees and business partners.
Compensation:
Salary is based on a range of factors that include relevant experience, knowledge, skills, and other job-related qualifications. For the purpose of this role, the minimum salary opportunity is: PAY $105,000/ year.
About us: Haffner's: A Regional Leader Fueled by Family, Integrity, and Safety.
At Haffner's, we're more than a company – we're a family. As a prominent wholesale fuel distributor in New England, we've established a strong presence, managing 72 gas stations, convenience stores, car washes, and food service locations. Our renowned Haffner's brand operates across Massachusetts, New Hampshire, and Maine.
We go beyond fuel distribution, offering heating oil, propane, and HVAC services to 45,000 customers across the region. Our commitment to integrity and safety is unwavering; it's in everything we do. We prioritize building relationships and consistently doing the right thing.Our culture thrives on growth, innovation, and excellence. As a part of our team, you'll contribute to our ongoing success, embracing the core values of "Fueled by Family," "Always do the right thing," and "Safety...In everything we do." Join us and be a part of a dynamic, forward-thinking organization that's shaping the future across diverse business markets.
Haffner’s is committed to equal employment opportunity and providing reasonable accommodations to those with physical and/or mental disabilities. We value and encourage diversity and do not discriminate based on race, color, gender, sex, age, religion, creed, national origin, ancestry, citizenship, marital status, sexual orientation, physical or mental disability, medical condition, military and veteran status, gender identity or expression, genetic information, change of sex or transgender status, or any other basis protected by federal, state, or local law.
Haffner’s is committed to providing a safe work environment for all employees.
COPHP
Salary : $105,000 - $155,000
