Manager, Financial Planning & Analysis

  • 51406
  • 11 Jun 2019
  • Anaheim, CA
  • Accounting & Finance
  • Confidential
  • Amy Searles

Job Description

Manger, Financial Planning and Analysis

Reporting to the Vice President, Finance, the Manager, FP&A will be a key asset in the future growth the organization. This individual will be leading the FP&A function for the Division and will be spear-heading the Division’s financial forecast, annual budgeting process, operating plan variance analysis and customer/ecommerce analytics, in addition to special projects. S/he will provide financial consulting and strategic support to senior management including preparing board presentations, financial presentations, capital expenditure analysis, industry/peer group comparisons, new business opportunities, acquisition analysis and other projects requested by senior management. This function acts as the analytical engine of the company to provide insights and support ‘optimal’ business decision making. Proactively and effectively interact and communicate with Management Team Operational Leaders and other departments.

 

Essential/Major Elements Of Position

 

  • Analyze current and past trends in key performance indicators including all areas of customer analytics, revenue, cost of sales, expenses and capital expenditures
  • Monitor performance indicators, highlighting trends and analyzing causes of unexpected variance
  • Oversee and manage the continued development of budgeting, forecasting, operating plans and business intelligence/data analytics tools
  • Ad-Hoc Reporting and Analysis
  • Weekly, Monthly and Quarterly financial analysis and reports
  • Develop, implement and work with a Business Intelligence Tools and Dashboard reports
  • Improve performance by evaluating processes to drive efficiencies and understand ROI in marketing programs, product pricing, new product introductions as well as new projects
  • Develop financial models and analyses to support strategic initiatives
  • Analyze complex financial information and reports to provide accurate and timely financial recommendations to management for decision making purposes
  • Supporting Senior Management Team and Departments heads with in-depth analysis
  • Prepare presentations to Board of Directors and Senior Management Team
  • Participate in the analysis and due diligence of potential acquisitions 

Skills, Knowledge and Abilities Necessary to Successfully Perform this Position:

 

  • Excellent communication skills – Oral and Written – with the ability to develop strong working relationships with business partners across the company.
  • Strong drive, initiative and work ethic – Willingness to “roll up your sleeves” to get the job done. This is a hands-on role with the opportunity to effect change through deployment of BI tools and targeted analysis.
  • Excellent organizational skills and attention to detail
  • Strong critical thinking, analytic and problem-solving skills
  • Initiative to work both independently and within a team setting
  • Ability to work well under pressure and adapt to rapidly changing priorities
  • Ability/desire to occasionally travel to other company facilities. 

Financial Systems & Business Applications Experience Desired:

 

  • Prior experience with business intelligence and data analytics. Prefer Power BI or Tableau.
  • Advanced ERP/MRP skills & experience – Highly desire previous experience with Oracle NetSuite
  • Advanced Excel skills and thorough understanding of other MS Office products
  • Prior experience with Host Analytics is a plus 

Education Level Desired:

 

  • Bachelor’s degree in Finance or related field
  • MBA is highly preferred 

Prior Experience Desired:

 

  • 5+ years of experience within a distribution/ecommerce/retail environment
  • Multi-state entity and/or international experience preferred
  • Prior private equity and/or M&A experience a plus