Job Description
Job Description
The Financial Planning & Analysis (FP&A) Manager will serve as a key liaison to executive management, private equity owners, and the board of directors in communicating business results, monthly forecasts, and annual budgets. The FP&A Manager will leverage their experience and business acumen to develop and deliver robust analytical analysis, budgeting and forecasting process improvements, internal and external key stakeholder reporting and project support.
This is meant to be a guide. Duties may vary dependent upon management.
Essential Position Functions :
Conduct multifaceted financial analyses across multiple lines of business. Interpret data and organize analyses in clear and concise reporting. Provide meaningful insights to senior executives and board of directors to aid in long-term and short-term decision making.
Conduct detailed variance analysis of actual vs. budgeted financial performance, identifying key drivers and trendsDevelop and maintain financial models to support scenario analysis, decision-making, and long-term planningFinancial Reporting :Lead the preparation of monthly and quarterly board presentations, collaborating with executive team members to review materials and incorporate feedback
In coordination with executive management, create strategic goals to enhance company value. Align financial management with business strategy.Establish relevant KPIs to help monitor performance against strategic initiatives and develop models that assist with decision making.Assist in the planning and building of annual budgets and forecasts, including gathering input from cross-functional teamsFinancial LeadershipPartner with senior leadership to provide financial insights that drive strategic decision-making
Enhance financial acumen across the organization by educating stakeholders on key metrics and performance driversServe as a trusted advisor to sales and operations teams by translating financial data into actionable business insightsCollaborate closely with the accounting team to ensure alignment between financial planning, forecasting, and actual reportingOther duties as required.This job description is intended to describe the general nature, complexity and level of work to be performed by employees assigned to this position and is not to be construed as an exhaustive list of responsibilities, duties and / or skills required. It does not prescribe or restrict the work that may be assigned. Furthermore, this does not establish a contract for employment and is subject to change at the discretion of the company.
Education and / or Experience :
Bachelor’s degree in Finance or related field; Relevant advanced degree preferred.Minimum of six (6) years of experience in a FP&A management role.Experience in manufacturing or distribution is preferred.Strong communication and interpersonal skills and the ability to effectively interface with customers at all levels, both internally and externally.Well organized and self-directed with excellent organizational, analytical, critical thinking, and problem-solving skills.Requires a strategic thinker with a strong background in financial modeling and analysis with proven experience in providing leadership in financial decision-making that enhances company value and profitability.Proficiency in financial software and advanced Excel skills. Must be able to efficiently use a Windows-based computer.Strong leadership and team management abilities.Ability to independently complete multiple time-sensitive tasks and meet established deadlines in a fast-paced environment.An in-depth understanding of organizational data flow and its use in management decision-making. Previous experience with ERP systems and data warehouse tools.Must be able to read and communicate in English for safe and effective performance of the job and business operations.Must be able to work alone and with a team.Must be able to pass a drug screen and criminal background check.Work Environment :
The physical and mental demands described here are representative of those that must be met by employees to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Physical Demands
Regularly required to walk and stand continuously for long periods of time.Talk or hear, both in person and by telephone.Reach with hands and arms.Repetitive bending, twisting.Specific vision requirements include close vision, distance vision and the ability to adjust focus.Lift up to 25 lbs.Mental Demands
Regularly required to use written and oral communication skills.Will interact regularly with managers and staff.Must be able to work independently with little supervision.Work Environment
Employee works in an office environment where the noise level is usually quiet.
