Manager of Financial Planning and Analysis

Essential Job Functions

• Coordinate the Company’s annual budgeting process and monthly/quarterly forecasting cycles, partnering with department heads to build detailed, accurate department budgets.
• Own the development and maintenance of the consolidated P&L, Cash Flow, and Balance Sheet forecasts and present variance analyses and actionable recommendations to the executive team.
• Manage the forecast process end-to-end, ensuring alignment between operational plans and financial targets.
• Develop deep knowledge of the Company’s complete business lifecycle to identify areas of inefficiency and lead improvement initiatives using systems and advanced analytical reporting.
• Evaluate complex business problems and build quantitative models to support strategic decisions across Finance, Customer Experience, Sales, Operations, and Manufacturing.
• Analyze inventory on a monthly basis; review inventory risk and opportunities with the CFO and recommend corrective actions.
• Analyze revenue, COGS, and margin trends to provide insights that inform pricing, product, and go-to-market strategies.
• Conduct ad-hoc analyses utilizing financial, operational, and sales data to address emerging business questions.
• Deliver timely, accurate, and effective analyses and reporting of key financial metrics to the Senior Director of FP&A and CFO enabling informed strategic decisions.
• Review monthly results against budget and forecast, prepare variance explanations, and highlight issues and recommendations to leadership.
• Provide regular reporting and presentations to Senior Director of FP&A, CFO, and private equity stakeholders.
• Team Leadership & Process Improvement:
• Foster a high-performance culture of continuous learning and professional growth.
• Drive ongoing improvement of the Company’s reporting practices, enhancing the quality of information provided and the efficiency of its production through process and technology improvements including demonstrated use of AI tools to drive productivity.
• Serve as a key interface between Finance and internal stakeholders across all departments and regions, ensuring consistent and reliable reporting support.

Qualification Requirements

• Uncompromised approach to and respect for confidentiality
• Unquestionable workplace ethics
• Excellent analytical, interpersonal, leadership, and communication skills
• Strong ability to collaborate and develop relationships across the organization to enable effective completion of business objectives
• Highest standards of accuracy and precision; highly organized
• Results-oriented, with an ability to manage multiple projects and competing priorities in a fast-paced environment
• Ability to think strategically and creatively; highly-driven, self-motivated, and intellectually curious
• Ability to present complex information in a concise, well-formatted manner to audiences ranging from operational teams to executive leadership and board-level stakeholders
• Manufacturing/product costing experience a plus
• Experience with multiple entity consolidation and reporting a plus
• Bachelor’s degree in Finance, Accounting, Economics, or related field; MBA or CPA preferred
• 7+ years of progressive Finance experience with an emphasis in financial planning and analysis, preferably in a manufacturing environment
• 3+ years of experience managing or leading a finance team
• Advanced proficiency in Excel, PowerPoint, and financial modeling; experience with BI/reporting tools (e.g., Power BI, Tableau) preferred
• ERP experience required; Navision / Business Central experience a plus
• Experience in revenue, COGS, and margin analysis/budgeting
• Private equity or sponsor-backed company experience strongly preferred