Manager / Senior Manager Financial Planning and Analysis - Hybrid - Bartlett, TN (Greater Memphis Area)

Manager / Senior Manager Financial Planning and Analysis - Hybrid - Bartlett, TN (Greater Memphis Area)

If you are looking for a company that recognizes and rewards your abilities, provides opportunities to advance your career, and fosters an environment to learn and develop, Experitec is for you! We are seeking a high impact individual who will have the opportunity to shape the future of Experitec's Financial Analysis. This position offers the exciting opportunity to work with a variety of industries, including chemicals, renewable energy, food & beverage, pulp & paper, metals & mining, and consumer goods. Come join a 100% employee-owned company focused on customer outcomes and employee success!

How you will make an impact:

• Analyze trends of key performance indicators (KPIs), especially relating to financial metrics such as sales, expenses, profit margin, and inventory.
• Monitor KPIs and identify the cause of any unexpected variances.
• Develop and continually improve budgeting, financial projections, and operating forecasts.
• Create financial models to support decision-making for sales and services leadership.
• Provide insights to the management team to help them make informed business decisions.
• Analyze compensation and benefits packages to ensure they are competitive and aligned with industry standards.
• Develop and maintain extended financial forecasts for ESOP valuation and strategic outlook.
• Produce equity holder presentations for ESOP and debt holders.
• Perform pricing and margin analytics.

The Manager / Senior Manager FPA (Financial Planning & Analysis) is a part of our Finance team and would partner with our Sales and Engineering Services leaders. Position will be at Manager to Senior Manager level dependent on experience.

What is the Financial Planning & Analysis (FPA) Manager responsible for?

We are seeking a highly motivated and detail-oriented Financial Planning and Analysis Manager to join our company. This pivotal role involves collaborating with senior leaders on analyzing financial data, forecasting future performance, creating financial models, and providing insights to the management team to help them make informed business decisions. You will foster a culture of teamwork and continuous improvement while overseeing FP&A projects. If you are passionate about financial insights and thrive in a dynamic environment, this opportunity allows you to make a significant impact on business success while enjoying a hybrid work model.

Training and Development Opportunities:

In this position, you may have the opportunity to work in different industries including chemical, power generation, refining, oil & gas, food & beverage, pulp & paper, and water. Experitec provides technical and customer service training throughout your career which may include:

• On-The-Job training to set you up for success.
• Job Shadowing.
• Ongoing sales and customer service training.
• Ongoing training on various company functions as an Employee-Owner to broaden business acumen.

What Experitec offers:

At Experitec, we know our employees are a critical part to our overall success. We care about the wellbeing of every employee. No matter what stage of life they're in, Experitec strives to support and care for each employee with a benefits program tailored to their needs. We pride ourselves on offering a flexible work environment ensuring our employees have the work-life balance they deserve. We believe giving our employees the resources they need to succeed in their personal lives will enable them to reach their peak performance in their professional lives.

Required Skills, Experience & Abilities:

• Bachelor's degree in finance, accounting, or a related field.
• Five or more years of experience in finance with progressive responsibility.
• Three or more years of experience preparing financial planning and analyses for operational decision making and conducting P&L analysis.
• Three or more years of experience creating financial models and projections to support multi-functional decision-making for sales and services leadership.
• Experience developing and continually improving budgeting, financial projections and operating forecasts.
• Experience providing insights to the management team to help them make informed business decisions and collaborating with senior management to enhance operational excellence.
• Ability to analyze compensation and benefits packages to ensure they are competitive and aligned with industry standards.
• Ability to develop and maintain extended financial forecasts for ESOP valuation and strategic outlook.
• Ability to perform pricing and margin analytics.
• Proficient in Microsoft Office (Excel, Word, PowerPoint, etc.), Outlook email, and the ability to work efficiently and effectively within a business system.
• Ability to communicate effectively with all levels of the organization and communicate financial information to non-financial managers.
• Ability to lead people and projects while navigating internal organizational structures to influence decision makers.
• Demonstrated track record of success with analytical and critical thinking.
• An entrepreneurial and strategic mindset with strong interpersonal and relationship building skills.
• Self-motivation and the ability to work both independently and as part of a broader team.
• Ability to independently travel less than 10% of the time.
• Ability to drive for the company with a valid driver's license and the ability to pass driving record background check.
• Ability to utilize personal vehicle AND ability to rent a car when requested by supervisor for infrequent work travel.

Preferred Skills, Experience & Abilities:

• Master's in Business Administration (MBA).
• Certified Corporate Financial Planning and Analysis Professional (FPAC), Certified Financial Planner (CFP), Certified Public Accountant (CPA), and/or Certificate in Financial Modelling and Valuation.
• Ten or more years of experience in finance with progressive responsibility.
• Seven or more years of financial planning and analysis.
• Experience in financial planning and analysis in three or more industries.
• Five or more years of experience creating financial models and projections to support multi-functional decision-making.
• Three or more years of experience with inventory and supply chain metrics.
• Two or more years of experience analyzing compensation and benefits packages.
• Two or more years of experience with sales compensation analytics and modeling.
• Prior experience creating dashboards and other management reporting.
• Prior experience in FP&A for an ESOP.
• Two or more years of developing and maintaining extended financial forecasts for ESOP valuation and strategic outlook.
• Three or more years of experience producing equity holder presentations for ESOP and debt holders.
• Five or more years of experience performing pricing and margin analytics.
• Three or more years of experience leading people.
• Five or more years of experience leading projects across functions.
• Experience with ERP systems.
• Experience with Vena or other budgeting, planning, and management reporting software.

What does Experitec do?

As an Emerson Impact Partner, we have the exclusive rights to sell and service Emerson Automation Solutions products in our defined territory. Our customers are largely manufacturing facilities and Upstream Oil & Gas. We partner with our customers to optimize the performance of their automated processes (reduce cost and increase throughput and quality), make their plants safer places to work, and/or help them reach environmental goals. Our engineered solutions include both innovative technology, products, and services. We are a group of Driven, Positive and Collaborative Employee Owners!

Benefits Package*:

• Experitec is 100% Employee Owned! Opportunity to become an employee owner and receive company stock through our ESOP (Employee Stock Ownership Plan) encouraging and rewarding long term commitment.
• Flexible work environment with Paid Time Off (PTO) including vacation, personal, holidays, parental leave and volunteer time off.
• Total Rewards Package includes both annual salary and performance incentive based on individual and company performance.
• 401(k): Experitec matches 50% of every dollar employee contributes up to 6% of annual compensation in addition to a 3% Safe Harbor Contribution. This is a total company contribution of 6% to your retirement account.
• Benefit Plans include medical, accident/critical illness, dental, vision, disability, life insurance, Health Savings Account, Flexible Spending Account, Employee Assistance Programs, Years of Service gift cards, and Tuition Reimbursement.
• Career Development & Training Opportunities include On-The-Job training, coaching, mentoring and workshops to improve professional skills and progress toward personal career goals.

*Full details available in Benefits brochure provided to candidates prior to offer decision.

Work Authorization

Experitec does not provide immigration sponsorship (e.g., H-1B visa sponsorship).

Equal Opportunity Employer

Experitec is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to sex, race, color, religion, national origin, age, marital status, political affiliation, sexual orientation, gender identity, genetic information, disability, or protected veteran status. We are committed to providing a workplace free of any discrimination or harassment.

Talent Management

In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire.

Experitec is committed to providing access and reasonable accommodations in its application process for and to the extent required, for the actual position sought by the applicant for individuals with disabilities. Applicants with disabilities are encouraged to request any needed accommodation(s) using Talent@experitec.com. This mailbox is for accommodation requests and will not have visibility or be able to respond to general application or interview status requests.

To all recruitment agencies: Experitec does not accept unsolicited third party resumes for this position.

This posting will be available for application until at least May 27, 2024.

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