Financial Planning and Analysis Manager
Overview
The Financial Planning & Analysis (FP&A) Manager will lead enterprise-wide budgeting, forecasting, financial planning, and performance analysis for our grocery co-op. This role involves all aspects of FP&A, including revenue, margins, labor, operating costs, cash, capital expenditures, and long-term financial planning.
Main Job Responsibilities
Lead the annual budgeting process, long-range planning, and rolling forecast to ensure alignment with business goals and market dynamics.
Oversee enterprise-wide financial planning, including revenue forecasting, margin analysis, labor and operating expenses, cash and capital investment planning.
Monitor and evaluate financial performance, identifying trends, risks, and opportunities. Provide actionable insights to improve profitability, efficiency, and overall financial health.
Act as a trusted financial advisor to senior leaders across functions, including merchandising and store operations. Support business decisions with data-driven insights.
Develop and present accurate, timely financial reports, dashboards, and KPIs to the executive team and key stakeholders. Translate complex financial data into clear, actionable insights through clear, relevant reporting tailored to various levels of the co-op.
Lead financial modeling for capital investments, store openings, new initiatives, and strategic projects. Support decisions with robust ROI and scenario analyses.
Enhance FP&A tools, systems, and workflows to improve forecasting accuracy, efficiency, and scalability. Drive process improvements across the finance function.
Lead, mentor, and develop high-performing Financial Analysts. Foster a culture of accountability, collaboration, and continuous improvement.
Qualifications And Skills
Bachelor’s degree in business, Accounting, or a related field, or equivalent combination of education and experience.
6 years of experience in financial planning and analysis.
2-4 years of leadership experience in a senior FP&A role with direct reports in a multi-unit retail, grocery, or restaurant environment.
Proficiency in Excel and advanced financial modeling skills.
Working knowledge of Power BI or similar business intelligence tools.
Strong analytical, strategic thinking, and problem-solving skills.
Effective communication and presentation abilities; capable of translating complex financial data for non-financial audiences.
Demonstrated ability to lead cross-functional initiatives and influence executive-level decision-making.
Benefits And Perks
Medical, dental, and vision plan.
Care for yourself and loved ones. Life Insurance, Short Term Disability, Long Term Disability, Parental Leave, Employee Assistance Program.
Paid time off starting at 0.08 hours per hour worked, plus 6 paid holidays per year, and bereavement leave.
401(k) profit sharing contribution.
Discounted ORCA bus pass, PCC cooking classes discount, staff discount on in-store purchases, free PCC co-op membership, Flexible Spending Account with pre-tax savings on eligible health and child care expenses.