Financial Planning & Analysis Manager

Key Responsibilities and Tasks

• Support the Annual Operating Plan (AOP) process, including consolidating field input, developing monthly phasing, and preparing branch-level targets.
• Maintain and enhance quarterly and rolling forecast processes to improve forecast accuracy and business visibility.
• Partner with finance leadership to develop and maintain inventory forecasting and monthly inventory review processes.
• Perform variance analysis and identify trends, risks, and opportunities impacting business performance.
• Produce recurring monthly management reporting, including P&L reporting and key performance indicators across operating entities.
• Support consolidated financial reporting, including intercompany eliminations and purchase accounting adjustments.
• Prepare monthly business review materials, executive summaries, and board reporting packages.
• Build and maintain financial models, reporting tools, dashboards, and data visualizations.
• Identify opportunities to automate reporting, forecasting, and analytical processes using AI and other technology solutions.
• Partner with operations, purchasing, sales, and field leadership to support data-driven decision making and improve financial understanding across the organization.

Requirements

Individual contributor with no direct reports.

Qualifications

• 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

Skills

• Strong understanding of financial statements, budgeting, forecasting, and variance analysis
• Advanced Microsoft Excel skills, including financial modeling and automation
• Experience with financial reporting tools, data visualization, and analytics platforms
• Strong analytical and problem-solving capabilities
• Excellent written and verbal communication skills with the ability to translate financial information for non-finance audiences
• Demonstrated curiosity, continuous learning mindset, and interest in leveraging technology to improve business processes