Financial Planning & Analysis Manager

Communications & Power Industries (CPI); Georgetown; On-site; CAD 80,000 - 110,000; Full time

Job summary

An established industry player is seeking a Financial Planning & Analyst Manager to drive financial insights and strategic decision-making. This role involves leading budgeting and forecasting processes, developing sophisticated financial models, and producing management reports to guide business growth. The ideal candidate will have a strong background in financial analysis, exceptional communication skills, and the ability to influence stakeholders. Join a dynamic team that values diversity and innovation, and contribute to shaping the future of technology solutions in a collaborative environment.

Benefits

Health and Wellness Programs

Career Development Opportunities

Generous Retirement Savings Plan with Company Match

Dynamic Team-Oriented Environment

Qualifications

• Proven experience in financial modeling, data analysis, forecasting, and budgeting.
• Strong proficiency with financial software and advanced Excel skills.

Responsibilities

• Lead the annual budgeting, forecasting, and long-term financial planning processes.
• Produce accurate and timely management reports, including analysis of sales and KPIs.

Skills

Financial Modeling

Data Analysis

Forecasting

Budgeting

Advanced Excel Skills

Communication Skills

Problem-Solving

Education

Bachelor's Degree in Finance or Accounting

Master's Degree in Business Administration (MBA)

Tools

JDE

OneStream

Job description

Shaping the future through innovation and discovery!

With a history spanning more than seven decades, Communications & Power Industries’ thousands of products have impacted people’s lives in numerous unseen ways every day. Our highly engineered products serve as the backbone of modern-day commercial and military communications systems, assist in diagnosing medical conditions, empower scientific discoveries and space exploration, and much more.

CPI is headquartered in Plano, Texas and is a global manufacturer of electronic components and subsystems. We have manufacturing locations in the United States, Canada, Europe, and Asia. With a heritage of technological excellence, our team serves customers in the communications, defense, medical, industrial, and scientific markets.

FINANCIAL PLANNING & ANALYST MANAGER

Your Day To Day

You will be the driving force behind the financial planning, analysis, and strategic decision-making processes across the organization. You will provide commercial insights, challenge business performance, and lead the development of accurate forecasts, budgets, and management reports. Your role will involve partnering with sales, operations, and senior leadership to drive business growth and ensure financial integrity. Monthly travel to State College will be required to support on-site operations and strategic initiatives.

You Will Be Accountable For

Financial Planning and Analysis:

• Lead the annual budgeting, forecasting, and long-term financial planning processes, ensuring alignment with company strategy.
• Develop and maintain sophisticated financial models to support decision-making, scenario planning, and investment appraisals.
• Analyze financial performance against budgets, forecasts, and prior periods, identifying trends, risks, and opportunities.
  
  

Management Reporting And Insights

• Produce accurate and timely management reports, including analysis of sales, operational expenditure, and key performance indicators (KPIs).
• Take ownership of performance management, ensuring KPIs are tracked, reported, and aligned with company objectives.
• Develop dashboards and reporting tools to provide real-time visibility into business performance.
• Provide actionable insights and recommendations to senior management, challenging the business on performance and driving positive actions.
• Monitor and report on KPIs linked to company strategy, ensuring they are measurable and drive operational improvements.
  
  

Strategic Planning And Project Support

• Demonstrate proven experience in strategic planning and supporting multi-million-dollar projects, providing financial expertise to ensure successful execution.
• Support the strategic planning process, including pricing analysis, burden calculation, and other strategic initiatives, by providing financial modeling and analysis.
• Partner with sales and operations teams to evaluate business plans, providing financial training and guidance as needed.
• Act as a trusted advisor to senior leadership, offering financial expertise and insights to support growth and profitability.
  
  

Financial Integrity And Data Governance

• Ensure the integrity of financial data supplied by the financial accounting team to internal and external stakeholders.
• Collaborate with the financial reporting team to align financial planning and reporting processes.
• Implement and maintain robust controls to ensure accuracy and consistency in financial data.
  
  

Stakeholder Communication And Presentation

• Present financial results, forecasts, and strategic recommendations to senior management, the board of directors, and other stakeholders.
• Communicate complex financial information in a clear and concise manner, tailoring messages to different audiences.
• Build strong relationships with key stakeholders across the organization to drive collaboration and alignment.
  
  

Travel And On-Site Support

• Travel to State College once a month to support on-site operations, provide financial guidance, and ensure alignment with business objectives.
• Collaborate with local teams to address financial challenges and opportunities, ensuring seamless integration of financial planning and operations.
  
  

YOU ARE THE RIGHT PERSON FOR THIS JOB IF YOU HAVE:

• Proven experience in financial modeling, data analysis, forecasting, and budgeting.
• Strong proficiency with financial software and advanced Excel skills.
• Knowledge of JDE and OneStream is a strong asset.
• Excellent problem-solving and analytical skills, with the ability to translate data into actionable insights.
• Exceptional communication and presentation skills, with the ability to influence and challenge stakeholders.
• Demonstrated experience in strategic planning and supporting multi-million-dollar projects.
• Willingness to travel to State College once a month.
  
  

Security

• Must be able to meet Canadian Controlled Goods requirements.
  
  

What We Offer

Whether you are a seasoned professional or just embarking on your career, CPI is an ideal place to expand your knowledge and expertise. We cultivate a healthy, dynamic, and team-oriented environment that empowers our employees to develop, create and deliver innovative, reliable technology solutions to power, connect, protect, and support a better tomorrow.

We offer our employees an attractive compensation package with competitive salaries and comprehensive benefits, including health and wellness programs, career development, generous retirement savings plan with company match and more!

Who We Are

We value the unique and diverse skills, qualities, and backgrounds that each employee brings to CPI, and we respect each employee as an integral member of our growing team. CPI is committed to providing equal employment opportunities for all current and prospective employees, as well as to promoting a culture of inclusion and respect for everyone. We celebrate the innovation that diversity creates in the work environment, and we recognize that each employee brings their own unique capabilities, experiences, and perspectives to the organization. It is this variety that adds value to our teams, as well as to our stakeholders. We welcome and encourage applicants to reach their full potential with us.

CPI is proud to be an Equal Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability or other applicable legally protected characteristics.