Manager, Financial Planning & Analysis

Overview

The Manager, Financial Planning & Analysis (FP&A) will contribute to the company's success through providing strong financial and analytic thought leadership and direction. This role will also provide value through serving as a key financial liaison on strategic projects and initiatives.

The Manager, FP&A will work with their business partners to ensure optimal short-term and long-term decision making. They will provide assistance “planning the work” and then “working the plan” most efficiently and effectively. Financial data is at the core, but the FP&A team will be responsible for providing a balanced view of the business including operational metrics and activity drivers.

To be successful in this role, this individual must have strong FP&A experience and be highly analytical. This person should also have strong presentation, report building and financial analysis experience, with a strong work ethic.

Responsibilities

The Manager, FP&A will partner with an assigned operational area to deliver the below critical business deliverables (as required):

Financial Analysis -

• Build ROI/business models (ST & LT) for major capital expenditures, projects, ventures, promotions.
• Analyze profitability for key areas of assigned operational area.
• Provide proactive variance analyses.
• Provide impact measurement for key initiatives.

Business Analytics -

• Develop & deliver ad-hoc decision support (financial data in addition to operational data) .
• Set up and measure test and learns, as appropriate for assigned operational area.
• Create, provide and partner on:
  • descriptive analytics & exploratory data analytics – “What”
  • diagnostic analytics – “Why”
  • predictive analytics – “What if”
  • prescriptive analytics – “Next best action

Financial Operating Planning -

• Produce assigned deliverables for the annual financial operating plan (as required for assigned operational area) with driver based targets; guide partner through process and ensure understanding and alignment on all budget submissions.
• Deliver single and “rest of year” financial forecasting.

Managing & Reporting Business Performance -

• Deliver (thru collaboration with partner) on periodic business reviews.
• Prepare Executive (i.e. Leadership, Board Meeting) presentations, schedules & required support (including KPIs and Scorecards).
• Do competitive benchmarking, macro-environment and market share/growth analyses; as required for assigned operational area.

Strategic Planning -

• Working with assigned operational area, provide the financial view for the longer term (3-5 year) planning process.
• Model financial outcomes of the strategies.
• Identify & track KPIs/ balanced scorecards which link to the strategies.

Data & Systems -

• Provide data sourcing, wrangling, querying & modeling for discovery analytics.
• Develop standardized, self service performance reporting.
• Build requirements & validate production ready metrics and reports.

Qualifications

• Bachelor's Degree in Finance, Analytics or similar quantitative field of study; Master's Degree preferred.
• 5+ years of progressive Finance experience. Prior FP&A experience at a large company ($1B+ Sales) preferred.
• Advanced experience working in Microsoft tools (i.e. Excel, PowerPoint) and business intelligence software (i.e. Power BI, Microstrategy).
• Working knowledge in Financial/ GL Systems (i.e. Fusion, Hyperion), Database querying tools, Visualization tools, Statistical tools.
• Strong industry knowledge in retail, wholesale, distribution and/ or consumer packaged goods.

Competencies -

• Good team building skills. High level of drive, enthusiasm and ability to naturally emerge as a respected leader.
• Strong desire to learn and improve; intellectually curious. High standards of accuracy.
• Demonstrated ability to work with ambiguity. Ability to proactively identify needs and solve complex problems.
• Ability to maintain an unbiased, financial stewardship focus and not cross the line too far into the business partner's team.
• Excellent written and verbal communication skills. Ability to proactively manage the message & expectations (all levels).
• Ability to effectively handle multiple competing priorities, and manage deadlines under pressure.
• Works with integrity in a manner consistent with Alex Lee's values and ethics.
• High accountability that delivers on commitments and holds others to the same.

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