Financial Planning and Analysis Manager

Position Overview:

A client in the Cincinnati area is seeking an experienced Finance Manager to lead financial planning, budgeting, and forecasting efforts while delivering data-driven insights to support business growth and profitability. This role also focuses on improving financial systems, operational efficiency, and providing ad-hoc analysis to drive strategic initiatives.

Responsibilities:

• Compile and analyze financial data to prepare insightful reports on the company’s financial health and performance.
• Consolidate and review financial statements, budgets, and forecasts to assess the financial position and trends.
• Perform accounting functions related to distribution operations, including account reconciliations and period-end financial reviews.
• Conduct Profit & Loss (P&L) analysis, identifying key financial drivers and opportunities for improvement.
• Provide operational analysis for distribution and inventory management to enhance logistics efficiency.
• Develop and monitor key financial metrics to track performance against strategic goals.
• Partner with IT to create a financial reporting and budgeting platform to streamline processes and reduce spreadsheet reliance.
• Lead process improvements and develop policies to enhance overall financial efficiency.
• Monitor and project cash flow to optimize liquidity and funding strategies.
• Conduct scenario planning and sensitivity analyses to evaluate financial strategies and market conditions.
• Support due diligence, financial modeling, and integration planning for mergers or acquisitions.
• Collaborate with marketing, operations, and sales teams to align financial forecasts with business goals.
• Respond to ad-hoc financial reporting and analysis requests from senior leadership.

Requirements:

Knowledge, Skills, and Abilities:

• Strong understanding of financial principles, including budgeting, forecasting, and variance analysis.
• Meticulous attention to detail with a strategic approach to problem-solving and financial decision-making.
• Exceptional analytical skills with the ability to interpret complex financial data and identify actionable trends.
• Strong communication skills for presenting financial insights to diverse audiences, including leadership teams.
• Proactive and innovative mindset for streamlining processes and driving continuous improvement.
• Proficient in advanced Microsoft Excel functions (e.g., XLOOKUP, Pivot Tables, SUMIF) and familiar with tools like Power BI or Tableau for data visualization.

Education and Experience:

• Bachelor’s degree in Finance, Accounting, Economics, Business Analytics, or a related field. An MBA or Master’s in Finance is a plus.
• At least 5 years of experience as a Financial Analyst or in a similar finance role.
• Experience managing financial information across multiple departments or locations.
• Familiarity with financial systems like SAGE is an advantage.

Physical Demands:

• Operates in an office setting with regular use of standard office equipment.
• Occasional lifting of up to 25 pounds may be required.

If you’re a highly skilled finance professional looking for a role that offers leadership opportunities and a chance to impact organizational success, we’d love to hear from you!