Financial Planning and Analysis Manager

Job Description

Job Description

FINANCIAL PLANNING and ANALYSIS MANAGER

Job Description

Riggs Distributing, Inc. is a luxury appliance distributor based in Burlingame, California. We distribute Sub-Zero, Wolf, Cove, and Best Hoods appliances throughout Northern California, Western Nevada, and Hawaii. Associates at Riggs Distributing must contribute towards our company values of Be Bold. Be Open. Be Gracious. Be ALL IN. Our core focus is to deliver exceptional support through quality interactions and amazing experiences.

Riggs Distributing, Inc. is driven by a team of smart, motivated, and caring individuals. Our special and unique culture is of utmost importance and is essential to the success and growth of our team. The most important asset in our organization is the team that shows up to work every day with a positive attitude because we are real people striving to do real good together. To succeed in this, we are adamant about adding the right individuals to our team who will support and protect our core values.

We are seeking an experienced and dynamic Financial Planning and Analysis Manager to lead the company’s budgeting, forecasting, and financial analysis functions. This is a high-impact, hands-on role where you will not only own the financial planning process but also develop insightful reporting and dashboards that tell the story behind the numbers. As a one-person function, you will collaborate closely with department heads, executives, and the sales team to provide actionable insights, drive strategic decisions, and improve overall financial performance.

This is a full-time (40 hours / week), exempt position that reports to the Chief Financial Officer and has no direct reports. The Financial Planning and Analysis Manager is organized, able to meet weekly deadlines, and works well within a group environment as well as being able to excel as an individual contributor.

Responsibilities, Expectations, and Key Processes include but are not limited to :

Budgeting and Forecasting

o Own and manage the company’s budgeting process, creating and maintaining accurate annual budgets and periodic forecasts.

o Partner with department heads to develop detailed spending budgets and updates, ensuring alignment with business goals.

o Conduct variance analyses to understand deviations from budgets or forecasts and provide actionable recommendations.

Revenue Reporting and Forecasting

o Develop and manage comprehensive revenue reports and forecasts to support strategic decision-making.

o Analyze revenue trends and identify challenges, risks, and growth opportunities.

o Partner with the sales team to align forecasts with sales initiatives and provide insights to drive revenue growth.

Reporting and Dashboarding

o Design, develop, and maintain dashboards to visualize financial performance, KPIs, and trends effectively.

o Translate financial data into compelling narratives and actionable insights, ensuring reports go beyond numbers to tell the "why" and "how."

o Provide storytelling and context to executives and stakeholders, driving informed decision-making.

Strategic Financial Analysis

o Conduct in-depth analyses of financial data to uncover trends, risks, and opportunities.

o Provide insights and recommendations to support company-wide initiatives, strategic planning, and resource allocation.

o Partner with department heads to monitor financial performance and adjust forecasts as needed.

Process Improvement and Reporting Tools

o Enhance financial reporting systems and processes for efficiency and accuracy.

o Utilize advanced tools like Power BI, Tableau, or similar platforms to create impactful dashboards and reports.

o Continuously seek ways to improve the quality, timeliness, and relevance of financial data and insights.

Guidelines for Success :

Demonstrates Grit : Team member demonstrates ability to persevere when things get hard and / or situation is ambiguous; will make tough decisions, act on them and be consistent; willing to deal with consequences when unsuccessful and move forward undeterred.

Is Curious : Team member exhibits and embraces curiosity; seeks to understand; demonstrates creativity, thinks beyond the first possible solution; recognizes there might be more to discover.

Listens & Influences : Team member asks valuable questions and listens for concerns, unspoken questions and underlying or root issues. Builds productive, honest relationships with customers and other team members, exercising influence and persuasion with integrity.

Interacts with Polish : Team member is an effective communicator, from emails to presentations to thoughtful questions; able to articulate their point of view and demonstrate confidence in their ability to make a positive impact; creates valuable experiences for those with whom they interact.

Anticipates : Team member sees the possibilities, identifies customer and / or other team member needs and offers solutions before they may even know they exist.

Contributes Valuable Ideas : Team member is able to "connect the dots" based on a variety of inputs (industry knowledge, trends, data, customer conversation, personal observations, etc.); demonstrates critical thinking and provides helpful solutions.

Impacts the Company & Customers : For both customers and company objectives, team member weighs tasks and contributions against the "big picture" and long-term organizational goals; devotes time and actions to most valuable pursuits; thinks about the company's success instead of just their own.

Acts Like a Business Owner : Team member operates as if Riggs Distributing is their own business; understands company operations and considers self to be invested in the customer as if an owner.

Contributes within a Team : Team member collaborates with others to produce work and drive results, grows others who can advise customers by sharing information and creating valuable experiences, and enables teams to work productively together.

Job Requirements :

• Bachelor’s degree in Finance, Accounting, Economics, Business Analytics, or related field.
• 7-10 years of experience in financial planning and analysis, including budget management, forecasting, and revenue reporting.
• Strong proficiency in financial reporting tools and data visualization platforms (e.g., Power BI, Tableau, Excel).
• Proficient in financial planning and analysis tools, including Oracle Smart View, NetSuite, Power BI, and advanced Excel functions, to streamline reporting, budgeting, and forecasting processes
• Proven ability to interpret and present complex data in a clear, actionable, and engaging way.
• Exceptional analytical and storytelling skills, with the ability to connect data points and provide strategic insights.
• Strong communication and interpersonal skills to collaborate with department heads and executives effectively.
• Self-starter with the ability to manage multiple priorities in a fast-paced, dynamic environment.
• Attention to detail, with a high degree of accuracy and integrity in financial reporting.

Physical Requirements :

Riggs Distributing, Inc. strives to promote employee health and wellness by paying special attention to the prevention of accidents in the workplace which may result in property damage, injuries, or loss of life. We support team members working safely and ask everyone to report any safety or health concerns that could reasonably be encountered while performing their role at a Riggs-owned location or while working from home.