The Manager of Financial Planning and Analysis is responsible for leading the company's strategic financial processes, including budget creation, forecasting, and multi-year planning. This role ensures precise and prompt management reporting and supports executive decision-making through in-depth analytical insights. A key aspect of the position involves generating actionable recommendations based on data analysis.
Working closely with the CFO, Controller, and executive team, this role requires a forward-thinking individual with robust financial expertise and collaborative problem-solving skills. A natural curiosity and a drive for continuous learning are essential in this visible leadership role.
Primary Responsibilities
Create and distribute monthly reporting materials, including presentations for the Board of Directors.
Act as a financial advisor to assess business performance and identify opportunities for improvement.
Conduct in-depth financial modeling and scenario analyses, delivering actionable recommendations.
Lead the annual budgeting process and periodic financial forecasting, analyzing variances and trends.
Enhance processes for analyzing sales and revenue metrics by improving efficiency and accuracy.
Develop automated tools and streamline workflows to increase operational productivity.
Prepare and deliver data-driven reports, presentations, and recommendations to senior leadership.
Support ad hoc assignments, including special projects and management requests.
Collaborate on the annual audit process.
Coordinate data organization efforts for future business sale preparations (target timeframe: 3-5 years).
Required Qualifications
Expertise with automated accounting and financial systems; proficiency with Sage 300 and Power BI is preferred.
Advanced skills in Microsoft Excel and strong familiarity with other Microsoft Office applications.
Experience preparing comprehensive financial and executive reporting packages.
Education and Experience
Bachelor's degree in Accounting, Finance, or a related business discipline.
Minimum of five years of experience in financial planning, analysis, or accounting roles.