The Manager, Financial Planning & Analysis (FP&A) is responsible for supporting the company’s planning, forecasting, reporting, and financial analysis processes. This role serves as a key business partner to leadership and field operations, providing actionable insights that drive informed decision-making and support business performance.
This is a hands-on role focused on developing and maintaining reporting infrastructure, supporting the annual operating plan and forecasting cycles, preparing executive and board-level reporting, and identifying opportunities to improve efficiency through automation and analytics. The ideal candidate combines strong financial acumen, analytical capabilities, and communication skills with a passion for continuous improvement and technology-enabled solutions.
Key Responsibilities and Tasks
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Support the Annual Operating Plan (AOP) process, including consolidating field input, developing monthly phasing, and preparing branch-level targets.
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Maintain and enhance quarterly and rolling forecast processes to improve forecast accuracy and business visibility.
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Partner with finance leadership to develop and maintain inventory forecasting and monthly inventory review processes.
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Perform variance analysis and identify trends, risks, and opportunities impacting business performance.
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Produce recurring monthly management reporting, including P&L reporting and key performance indicators across operating entities.
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Support consolidated financial reporting, including intercompany eliminations and purchase accounting adjustments.
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Prepare monthly business review materials, executive summaries, and board reporting packages.
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Build and maintain financial models, reporting tools, dashboards, and data visualizations.
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Identify opportunities to automate reporting, forecasting, and analytical processes using AI and other technology solutions.
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Partner with operations, purchasing, sales, and field leadership to support data-driven decision making and improve financial understanding across the organization.
Individual contributor with no direct reports.
Certifications: CPA, CMA, CFA, or FP&A certification preferred but not required
Educational Requirements: Bachelor’s degree in Finance, Accounting, Economics, or related field required; advanced degree preferred
Years of Experience: 3+ years of progressive FP&A, corporate finance, or financial analysis experience; Experience supporting budgeting, forecasting, and management reporting processes; Experience in multi-entity organizations preferred
Knowledge/Skills/Abilities:
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Strong understanding of financial statements, budgeting, forecasting, and variance analysis
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Advanced Microsoft Excel skills, including financial modeling and automation
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Experience with financial reporting tools, data visualization, and analytics platforms
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Strong analytical and problem-solving capabilities
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Excellent written and verbal communication skills with the ability to translate financial information for non-finance audiences
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Demonstrated curiosity, continuous learning mindset, and interest in leveraging technology to improve business processes
