GENERAL DESCRIPTION:

The FP&A (Financial Planning & Analysis) Manager is responsible for leading the budgeting, forecasting, and financial analysis activities for the organization. This role partners with business leaders to drive strategic planning, monitor financial performance, and deliver actionable insights that inform decision-making. The ideal candidate is highly analytical, collaborative, and skilled in building robust financial models and reporting processes.

DUTIES AND RESPONSIBILITIES:

• Lead the development of annual budgets, quarterly forecasts, and long-range financial plans.
• Analyze financial results, key performance indicators (KPIs), and business drivers to support strategic initiatives.
• Develop and deliver monthly and quarterly reporting packages to executive leadership.
• Collaborate with department heads to align financial plans with operational goals and initiatives.
• Build and maintain complex financial models to support scenario analysis, business cases, and investment decisions.
• Ensure accuracy and integrity of financial data through ongoing validation and variance analysis.
• Identify risks and opportunities through trend and gap analysis, and make recommendations to improve business performance.
• Support finance transformation initiatives, system upgrades, and process improvements.
• Manage and mentor FP&A analysts or support staff, fostering development and knowledge sharing.

Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time. This job description does not constitute a written or implied contract of employment.

KEY SELECTION AND SUCCESS FACTORS

WORK EXPERIENCE:

• 5+ years of progressive experience in FP&A, corporate finance, or related roles.

EDUCATION/QUALIFICATIONS:

• Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• Proven experience in budgeting, forecasting, and financial modeling.
• Advanced Excel skills and experience with ERP systems and financial planning tools (e.g., Oracle, SAP, Anaplan, Adaptive Insights).
• Strong communication skills with the ability to explain financial information to non-financial stakeholders.
• Demonstrated ability to manage multiple priorities and work in a fast-paced environment.

OTHER/PREFERRED:

• MBA or CPA/CFA certification.
• Experience leading a small team or mentoring junior analysts.
• Knowledge of data visualization tools (e.g., Tableau, Power BI).
• Experience in a multi-entity or global business environment.

WORK ENVIRONMENT: (overtime, travel, physical demands, conditions)

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Employee occasionally lifts 2-3 reams of paper and customer files, especially during archiving.  
• Weight up to 12 pounds;   Height floor to 36 inches;   Frequency up to 2 times per week
• Employee occasionally carries paper from the copy room to fill printer.  Weight up to 12 pounds;  Distance up to 300 feet;  Frequency up to 2 times per week
• Employee occasionally pushes or pulls an office chair.  Force up to 7 pounds; Distance up to 50 feet; up to 1 time per week
• Employee occasionally climbs main stairs or stairs to warehouse at main location to meet with customers in lobby display area, to access parts in warehouse, and interact with other operational departments.  Height   1 flight; Frequency up to 3-5 times per day 
• Employee occasionally walks on level surfaces to: interact with all operational departments, retrieve needed materials, to access lobby display, and attend meetings.  Duration 45 minutes per day; Distance up to 1,500 feet per day
• Employee occasionally stands on level surfaces during interaction with customers and other personal.   Duration 30 minutes per day
• Employee continuously sits using the computer, talking on the phone, processing project paper work, and attending.  Duration up to 7 hours per day
• Employee constantly reaches out during work at desk.  Height forward reach waist to chest; Frequency up to 30 times per hour
• Employee must rarely bend, squat, stoop, or kneel during filing tasks.      
• Employee is occasionally exposed to ambient temperatures in the warehouse.
• Work overtime as needed.