What are the responsibilities and job description for the Financial Planning and Analysis Manager position at SNI Financial?
SNI Financial has partnered with a leading distribution company that is seeking a Financial Planning & Analysis (FP&A) Manager. The 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.
Essential Position Functions:
Financial Analysis:
- 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 trends
- Develop and maintain financial models to support scenario analysis, decision-making, and long-term planning
Financial 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 teams
Financial Leadership:
- Partner 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 drivers
- Serve as a trusted advisor to sales and operations teams by translating financial data into actionable business insights
- Collaborate closely with the accounting team to ensure alignment between financial planning, forecasting, and actual reporting
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.
- 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.
Please apply online or contact Tracey Schorsch at 214-714-6603 or tschorsch@snicompanies.com
