Overview
- Hybrid role - office is located in Hickory, NC
The Manager, Financial Planning & Analysis (FP&A) will contribute to the company's success through providing strong financial and analytic thought leadership and direction. This role will also provide value through serving as a key financial liaison on strategic projects and initiatives. He / She will help to build out a team and provide leadership and mentoring to his / her team on their daily responsibilities as well as ensure his / her team has the necessary tools to do their job.
The Manager, FP&A will work with their business partners to ensure optimal short-term and long-term decision making. He / She will provide assistance “planning the work” and then “working the plan” most efficiently and effectively. Financial data is at the core, but the FP&A team will be responsible for providing a balanced view of the business including operational metrics and activity drivers.
To be successful in this role, this individual must have strong FP&A experience and be highly analytical. This person should also have strong presentation, report building and financial analysis experience, with a strong work ethic.
Responsibilities
The Manager of Corporate FP&A will partner with peers at our operating companies and act as a business partner for Corporate operational areas and will apply their skills to deliver the below critical business deliverables (as required) :
Financial Analysis -
Build ROI / business models (ST & LT) for major capital expenditures, projects, ventures, promotionsAnalyze profitability for key areas of assigned operational areaProvide proactive variance analysesProduce proformas and post reviews / measurement for key initiativesBusiness Analytics -
Develop & deliver ad-hoc decision support (financial data in addition to operational data)Set up and measure test and learns, as appropriate for assigned operational areasCreate, provide and partner on : ‒ descriptive analytics & exploratory data analytics – “What” ‒ diagnostic analytics – “Why” ‒ predictive analytics – “What if” ‒ prescriptive analytics – “Next best action”Financial Operating Planning -
Produce corporate deliverables for the annual financial operating plan (as required for assigned operational area) with driver based targets; guide partners through process and ensure understanding and alignment on all budget submissionsOversee and deliver single and “rest of year” financial forecasting and insights throughout the yearManaging & Reporting Business Performance -
Deliver (thru collaboration with partners) on periodic business reviewsPrepare Executive (i.e. Leadership, Board Meeting) presentations, schedules & required support (including KPIs and Scorecards) to help communicate what is driving the business resultsOversee and prepare competitive benchmarking, macro-environment and market share / growth analyses; as requiredStrategic Planning -
Working with operating company peers and corporate operational areas to provide the corporate consolidated financial view for the longer term (3-5 year) planning processModel financial outcomes of the strategiesIdentify & track KPIs / balanced scorecards which link to the strategiesData & Systems -
Provide data sourcing, wrangling, querying & modeling for discovery analyticsDevelop standardized, self service performance reportingBuild requirements & validate production ready metrics and reportsQualifications
Bachelor's Degree in Accounting, Finance, Analytics or similar quantitative field of study; Master's Degree preferred.5 years of progressive Finance experience. Prior FP&A experience at a large company ($1B Sales) preferred.Advanced experience working in Microsoft tools (i.e. Excel, PowerPoint) and building complex financial models.Working knowledge in Financial / GL Systems (i.e. Oracle Fusion, Oracle EPM) and business intelligence software (i.e. PowerBI, Cognos). Experience working with Oracle EPM would be a plus but not required.Strong industry knowledge in retail, wholesale, distribution and / or consumer packaged goods. Competencies -Comfortable being a high performing individual contributor and working independentlyGood team building skills. High level of drive, enthusiasm and ability to naturally emerge as a respected leader.Strong desire to learn and improve; intellectually curious. High standards of accuracy.Demonstrated ability to work with ambiguity. Ability to proactively identify needs and solve complex problems.Ability to maintain an unbiased, financial stewardship focus and not cross the line too far into a business partner's team.Excellent written and verbal communication skills. Ability to proactively manage the message & expectations (all levels).Ability to effectively handle multiple competing priorities and manage deadlines under pressure.Works with integrity in a manner consistent with Alex Lee's values and ethics.High accountability that delivers on commitments and holds others to the same.
