Manager, Financial Planning & Analysis

W2 Contract-to-Hire

Salary Range: $135,200 - $156,000 per year

Location: Dublin, CA - Hybrid Role

Job Summary:

We require an intellectual and self-motivated manager to join a team responsible for long-term planning, forecasting, and reporting processes. You will work cross-functionally across the business to deliver comprehensive financials and supporting analyses to senior leadership. The ideal candidate must have a background in Finance, possess strong analytical and communication skills, and be able to partner effectively with stakeholders across the organization. As a manager, you will report to the Vice President, Financial Planning & Analysis, and interact frequently with other executives within Finance.

Duties and Responsibilities:

• Manage long-term planning and budgeting to ensure timely completion of key deliverables.
• Develop budget guidance for the planning process.
• Set targets and issue challenges to business partners.
• Manage the bottom-up calculations for key P&L line items.
• Partner with stakeholders across the organization to roll up the P&L
• Support our senior executives by providing scenarios and analyses to assist decision-making.
• Prepare executive-level presentations and support materials for annual board meetings.
• Manage the weekly forecast process and prepare a comprehensive summary for executives.
• Engage with business partners to understand and explain all substantial forecast changes to senior leadership.
• Support the CFO and Investor Relations team by providing forecasted financial statements, earnings guidance models, and earnings scenarios.
• Support the ongoing evolution of the forecasting process by leveraging Hyperion to automate and enhance existing processes.
• Prepare weekly, monthly, and quarterly financial reports, including business performance analysis, inventory levels, and balance sheet data.
• Provide continuous analytical support to influence strategic direction, guide investor relations activities, and inform senior management and board-level discussion.
• Provide ad-hoc analysis for senior management whenever necessary, ensuring tight deadlines are always met.

Requirements and Qualifications:

• Bachelor's degree required, preferably in an analytical field such as Finance, Economics, or Accounting
• CPA or MBA preferred
• 5-7+ years post-college experience with demonstrated success at increasing levels of responsibility
• Strong familiarity with core financial planning and analysis processes, including budgeting, forecasting, and financial control process design
• Prior experience with EPM software (Hyperion, Cognos, TM1, SAP, etc.) preferred
• Must have a data-driven approach to solving problems, strong quantitative skills, and a good sense of how to dissect problems
• Prior retail or related experience is preferred. The ideal candidate understands the intricacies of a retail P&L and balance sheet, including margin, store, and supply chain cost drivers. This person will preferably understand and appreciate the nuances and financial operating requirements of an off-price, low-cost retail operator.
• Dynamic and self-motivated; must have the dedication and drive necessary to operate in a fast-paced and changing retail environment.
• Excellent communication skills; must be able to communicate results and implications of analysis verbally and in writing
• Has a detail-oriented approach and a drive for correctness
• Able to build effective working relationships with various people across the organization.
• Strong business technical skills; must have strong Excel modeling skills, proficiency in PowerPoint, and ability to learn Hyperion
• Demonstrated ability to use discretion in handling highly confidential information

Desired Skills and Experience

Finance, budgeting, forecasting, reporting, CPA, MBA, Hyperion, Cognos, TM1, SAP, Excel, PowerPoint, retail

Bayside Solutions, Inc. is not able to sponsor any candidates at this time. Additionally, candidates for this position must qualify as a W2 candidate.

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