The Manager of Financial Planning and Analysis is responsible for leading the company’s strategic financial processes, including budget creation, forecasting, and multi-year planning. This role ensures precise and prompt management reporting and supports executive decision-making through in-depth analytical insights. A key aspect of the position involves generating actionable recommendations based on data analysis.

Working closely with the CFO, Controller, and executive team, this role requires a forward-thinking individual with robust financial expertise and collaborative problem-solving skills. A natural curiosity and a drive for continuous learning are essential in this visible leadership role.

Primary Responsibilities

• Create and distribute monthly reporting materials, including presentations for the Board of Directors.
• Act as a financial advisor to assess business performance and identify opportunities for improvement.
• Conduct in-depth financial modeling and scenario analyses, delivering actionable recommendations.
• Lead the annual budgeting process and periodic financial forecasting, analyzing variances and trends.
• Enhance processes for analyzing sales and revenue metrics by improving efficiency and accuracy.
• Develop automated tools and streamline workflows to increase operational productivity.
• Prepare and deliver data-driven reports, presentations, and recommendations to senior leadership.
• Support ad hoc assignments, including special projects and management requests.
• Collaborate on the annual audit process.
• Coordinate data organization efforts for future business sale preparations (target timeframe: 3-5 years).

Required Qualifications

• Expertise with automated accounting and financial systems; proficiency with Sage 300 and Power BI is preferred.
• Advanced skills in Microsoft Excel and strong familiarity with other Microsoft Office applications.
• Experience preparing comprehensive financial and executive reporting packages.

Education and Experience

• Bachelor’s degree in Accounting, Finance, or a related business discipline.
• Minimum of five years of experience in financial planning, analysis, or accounting roles.