Financial Planning and Analysis Manager

Join our warehouse adventure!

Wagner Logistics isn't just your average logistics company—we're a dynamic team of adventurers, weaving magic into every step of the supply chain industry. As one of the top 50 Third-party logistics companies, we specialize in distribution center management, warehousing, transportation, order fulfillment, product assembly, and packaging. With us, every day is a new quest filled with excitement and opportunity!

Why you'll love Wagner Logistics:
Fantastic Benefits: Dive into family, health, dental & vision plans, 401k with company match & more!
Paid Time Off: Because we believe in work-life balance.
Competitive Wages: We value your hard work & dedication.

Summary: This is a highly visible role that supports the operational and financial planning & analysis needs of the executive team. The role is responsible for developing, measuring and communicating performance against financial and operational KPIs, preparing management reports, monitoring department and division financial and operating performance, analysis of strategic initiatives, budgeting and various special projects. This individual is viewed as a key stakeholder and thought leader in driving, defining and executing the company’s financial and operational planning strategy and is expected to contribute value across the enterprise.

The primary deliverable is timely and accurate financial and operational analyses clearly and concisely relating to the results of the business compared to historical results, budgets, forecast, benchmarks, customer expectations and other measures.

What You’ll Be Doing:

• Drive efficient, effective and comprehensive processes for developing financial plans and analyses that link to and support strategic objectives
• Lead budgeting, forecasting, long-term planning, and business strategic analysis preparing commentary and presentation materials
• Produce analysis/bridges of results vs forecast/budget/prior year developing insightful suggestions for revenue enhancement, cost reduction, investment, operational and sourcing improvements
• Provide thought leadership identifying improvement opportunities and driving them to conclusion
• Identify and lead projects to enhance the reporting and analytical infrastructure
• Maintain cash flow projections to identify risks and opportunities for the company
• Maintain financial reporting for the board and current and future investors
• Lead various functional area business analytics and support senior leaders in the organization
• Exhibit flexibility and willingness to take on new responsibilities and assignments as they are identified and to assist with various ad hoc projects as needed
• Other duties as assigned.

Successful Candidate Will:

• Rely on extensive experience to seek out and solve problems
• Deliver concise, timely and accurate analyses with an interpretation of results, issues and opportunities
• Ensure that responsibilities are completed on time and in accordance with GAAP as well as company policies, procedures, and regulations
• Function as a business partner to all business disciplines, particularly Operations and Executive Leadership
• Maintain effective working relationships with coworkers and internal customers, responding to questions promptly, professionally and correctly
• Be able to evaluate and manage multiple priorities
• Be comfortable working within all levels of the organization, shop floor to senior executive management
• Be a self-starter, possessing a high degree of self-motivation
• Maintain appropriate confidentiality
• Pursue professional development
• Have excellent written and oral communication skills
• Maintain a clean and secure work environment

What You Need:

To perform this job successfully, an individual must satisfactorily perform each of the essential duties. The
requirements listed are representative of the knowledge, skills, and/or abilities required. Reasonable
accommodation may be made to enable individuals with disabilities to perform essential functions

Education

• Bachelor’s degree in accounting, finance, or a related field
• MBA, FPAC or similar certification preferred

Experience:

• Eight plus years of accounting and finance experience
• Minimum of 3 years budgeting, forecasting and analysis experience
• Experience in private equity backed businesses
• Experience in the Warehousing and Logistics Industry is a plus
• 
  Knowledge/Skills:
• Excellent knowledge of financial analysis, general accounting, and corporate finance
• Strong knowledge of US GAAP and financial reporting requirements
• Proficiency in accounting software (Great Plains, Management Reporter, Solver & Jet Reports)
• Advanced Excel skills including complex formulas, pivot tables and slicers
• Tableau, Power BI and SQL skills a plus
• Detail-oriented with a focus on accuracy and completeness
• Strong communication and interpersonal skills, with the ability to collaborate across departments

Physical Demands & Work Environment:

• Sedentary work: sitting for long periods
• Movements frequently and regularly require using the wrists, hands, and fingers
• Using primarily just the fingers to make small movements such as typing, picking up small objects, or pinching fingers together
• Able to hear average conversations and receive ordinary information
• Able to communicate verbally where one must convey detailed or important instructions or ideas accurately or quickly
• Average, ordinary visual acuity is necessary to prepare or inspect documents or products or operate machinery
• Exerts up to 50 lbs. of force occasionally
• Duties will also require working in a warehousing setting with multiple stairs and inclines, requiring the ability to stand for long periods and walk long distances

Wagner is proud to be an Equal Employment Opportunity employer. Qualified applicants will receive consideration for employment without regard to race, color, gender, religion, sexual orientation, gender identity, national origin, disability, veteran, or other protected status.

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All employees may be required to perform duties outside of their normal responsibilities from time to time, as needed.

Equal Opportunity Employer/Disability/Protected Veterans

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)