Financial Planning & Analysis (FP&A) Manager

Position Summary
The FP&A Manager plays a critical role in the financial health and strategic planning of the company. This position is responsible for leading the budgeting and forecasting processes, evaluating the accuracy of financial records, and partnering with key stakeholders to ensure financial performance aligns with organizational goals. Reporting directly to the CFO, the FP&A Manager supports executive decision- making through in-depth analysis, modeling, and performance monitoring..

Responsibilities and Duties:

Financial Planning and Forecasting

• Develop and manage annual budgeting processes in collaboration with all departments.
• Lead periodic forecasting cycles to ensure agility in financial strategy and operations.
• Consolidate financial plans across business units into a unified corporate financial outlook.

Financial Reporting and Analysis

• Prepare monthly, quarterly, and annual financial reports with detailed variance analysis.
• Monitor and evaluate financial performance against budget and forecast, using NACS and industry benchmarks.
• Design and maintain performance dashboards and reporting tools for real-time financial insights.

Accounting and Controls

• Review and verify the accuracy of General Ledger (GL) and accounting entries.
• Ensure adherence to company financial standards, accounting principles, and internal controls.

Strategic Financial Support

• Develop comprehensive financial models to support business scenarios and investment decisions.
• Conduct financial analyses to support strategic initiatives and business case development.
• Assist in long-term financial planning, capital allocation, and scenario modeling.

Cross-functional Collaboration

Partner with department heads to identify cost-saving opportunities and resource allocation needs.

• Guide teams in understanding financial drivers and aligning departmental plans with corporate goals.

Executive and Board Support

• Prepare and deliver high-quality presentations for executive leadership and board meetings.
• Translate complex data into actionable insights and clear recommendations.

Systems and Tools

• Maintain and enhance financial systems and planning tools (e.g., ERP, forecasting software).
• Leverage technology to automate and streamline financial processes and reporting.

Education and Work Experience

• Bachelor's degree in finance, Accounting, or Economics required; MBA or CFA preferred.
• 5+ years of progressive experience in FP&A or corporate finance, preferably within a multi-unit business environment.
• Advanced proficiency in Microsoft Excel and financial modeling.
• Experience with ERP systems such as NetSuite, Oracle, or SAP.

Skill Set

• Strong analytical thinking with a detail-oriented approach.
• Proven ability to synthesize large data sets into meaningful financial narratives.
• Excellent presentation and communication skills.
• High level of integrity, discretion, and professionalism.
• Ability to collaborate across teams and influence decision-making.
• Comfortable working in a dynamic, fast-paced environment with competing deadlines.
• Collaborative mindset with field audit teams and store leadership.

Physical Demands and Work Environment

The physical demands described here are representative of those that must be met by an employee to successful perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• While performing the duties of this position, the incumbent is regularly required to talk or hear.
• The employee frequently is required to use hands, fingers, handle or feel objects, tools and controls.
• The employee is occasionally required to stand; walk; sit; reach with hands and arms; climb or balance; and stoop, kneel, crouch, or crawl.
• The employee must occasionally lift and/or move up to 25 pounds.
  • Specific vision abilities required by this position include close vision, distance vision, color vision, peripheral vision, and the ability to adjust focus.
• The noise level in the work environment is usually moderate and in an office setting.

Note: This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the incumbents will possess the skills aptitudes and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills or abilities. This document does not create an employment contract, implied or otherwise, other than an "at will" relationship.