Corporate FP&A Manager

FreshEdge; Chicago (IL); On-site; USD 130,000 - 150,000; Full time

Benefits offered by this job

Health & Welfare Benefits (Medical, Dental, Vision)

401(k) with Company Match

Paid Time Off

Job summary

FreshEdge, located in Chicago, Illinois, is seeking a Financial Planning & Analysis leader to contribute to strategic planning and business performance management. You will lead the FP&A team, manage annual planning processes, and analyze financial results against forecasts.

Ideal candidates will have over 6 years of experience in finance along with a bachelor's degree in finance or accounting. The position offers a salary between $130,000 - $150,000 along with comprehensive health and welfare benefits.

Qualifications

• 6+ years of experience in Finance, Accounting, or related functions.
• 3+ years of leadership responsibilities preferably in FP&A.
• End user experience with planning and reporting software like Planful.

Responsibilities

• Manage the FP&A team and develop financial operating plans.
• Analyze monthly financial results against forecasts and budgets.
• Develop cash flow forecasts and support liquidity planning.

Skills

Leadership

Analytical skills

Financial modeling

Budget planning

Communication

Education

Bachelor's degree in Finance or Accounting

MBA preferred

Tools

Planful

Excel

Job description

FreshEdge is built on a united infrastructure of fresh food distributors collectively working to provide an unmatched assortment and service level across contiguous geographies via multiple locations and refrigerated facilities. We look forward to adding to our team and continuing our growth.

Essential Functions

• Key FP&A leader contributing to strategy, planning, and business performance management for the FreshEdge organization and family of companies
• Works with key executives and Private Equity in the overall planning, goal setting, and tracking of both the Annual Operating Plan (AOP) and key initiatives
• Key FP&A leader contributing to strategy, planning, and business performance management for the FreshEdge organization and family of companies
• Lead, develop, and manage the FP&A team, ensuring the right talent and capabilities are in place to support the business
• Works with key executives and Private Equity in the overall planning, goal setting, and tracking of both the Annual Operating Plan (AOP) and key initiatives
• Constructs and directs annual planning process and monthly forecasting process ensuring consistent execution
• Partner across the organization to develop short and long term financial operating plans, and help drive implementation of those plans
• Manage all Corporate departments/cost centers – forecast, budget, variances, tracking, etc.
• Own headcount planning and labor cost modeling across the organization, partnering with HR and the Operating Companies
• Analyze monthly financial results against forecast, budget, and prior year, and work with accounting and Operating Companies to understand variance drivers and how they impact results
• Develop financial cost models that allow for “what if” scenarios for a variety of financial and operating activities
• Prepare financial and business-related analysis and research in such areas as financial and expense performance, rate of return, working capital, and capital expenditures
• Lead customer, product, channel, and SKU-level profitability and margin analysis to identify opportunities and support commercial decision‑making
• Develop and maintain cash flow forecasts and partner on liquidity planning to support working capital and capital allocation decisions
• Owner, developer, and issuer of company financial packages for management, BOD, and banking needs
• Prepare monthly and quarterly business reviews for the board of directors and other key stakeholders
• Prepare debt covenant compliance calculations and lender reporting packages to support banking and Private Equity requirements
• Develop and maintain standardized financial reports across the company
• Develops, implements, and evolves company reporting packages to ensure business leaders are current on business results
• Develops, implements, and evolves company dashboard capabilities to provide meaningful insights
• Work with accounting to ensure daily/weekly/monthly actuals from the G/L and other data sources are accurately loaded and reflected in the consolidation & reporting system, Planful
• Owner of company’s budgeting, planning, and reporting software (Planful), including ongoing maintenance and development of the software
• Support M&A due diligence work for acquisition targets, as well as assist with post‑deal integration work
• Support Value Creation and Finance Transformation projects through financial modeling, analysis and insights

Competencies

• Exceptional leadership skills with the ability to partner and support business leaders in decision support
• Ability to instill confidence in the business and demonstrate the business value of analytics as a business driver
• Effective influencing and negotiation skills in an environment where resources may not be in direct control of this role
• Excellent analytical, strategic conceptual thinking, strategic planning, and execution skills
• Strong business acumen, including industry, domain‑specific knowledge of the enterprise and its business units
• Understanding of the synergies of people‑process‑technology
• Expertise in budget planning and financial management
• Ability to work in the details, building and constructing models and reporting, reconciling data to normalize info
• Demonstrated ability to develop and execute a strategic people plan that ensures that the right people are in the right roles at the right time and that employees are highly engaged and satisfied
• Ability to identify and leverage resources internally and externally to the enterprise to enhance organizational capabilities
• Excellent verbal and written communication skills, including the ability to explain digital concepts and technologies to business leaders

Education & Experience

• Bachelor’s degree in Finance, Accounting, or a similar business discipline – MBA preferred but not required
• 6+ years of experience in Finance, Accounting, or related functions, preferably in wholesale distribution or food production
• 3+ years of leadership responsibilities, preferably within a FP&A function
• End user experience with a consolidation, planning, & reporting software, such as Planful (preferred), OneStream, Oracle HFM, SAP BPC, Workday Adaptive Planning, or Anaplan
• Experience administering and maintaining consolidation, planning, & reporting software (Hyperion, BPC, OneStream, Planful, etc.)
• Experience with AI tools such as Claude and Copilot in developing financial models and analysis
• Experience analyzing/supporting multiple sites and developing budget templates for data collection, consolidation, and analysis
• Experience designing and implementing an enterprise budgeting and forecasting process
• Experience designing and building an enterprise reporting suite including reporting and dashboard creation
• Strong fluency with Excel, including advanced formulas/functions, pivot tables, macros, and data manipulation
• High proficiency in financial modeling
• Working knowledge of MS Office (especially Excel) and experience with accounting ERP systems and accounting software (e.g. Produce Pro)

Physical Demands

• Stand or sit for long periods of time
• Travel as needed

Compensation

• $130,000 - $150,000/Year

Benefits

• Health & Welfare Benefits (Medical, Dental, Vision, Disability, and Voluntary Life)
• Paid Time Off
• Holidays
• 401(k) with Company Match
• Weekly Paid
• Career Advancement Opportunities

All qualified applicants will receive consideration for employment without regard to actual or perceived race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth and pregnancy‑related conditions), gender identity or expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, genetic information, or any other characteristic protected by applicable federal, state or local laws and ordinances.