Financial Planning & Analysis Manager

Heritage Distribution Holdings; Eden Prairie (MN); On-site; USD 90,000 - 130,000; Full time

Job summary

Heritage Distribution Holdings seeks an FP&A Manager to drive planning, forecasting, and reporting, partnering with leadership and field operations. The role emphasizes actionable analytics and technology-enabled solutions to improve performance.

The successful candidate will build and maintain reporting infrastructure, support AOP cycles, and deliver executive and board materials, with a focus on automation and data-driven decision making.

Qualifications

• 3+ years of progressive FP&A, corporate finance, or financial analysis experience.
• Experience with budgeting, forecasting, and management reporting.
• Experience in multi-entity organizations preferred.

Responsibilities

• Support the Annual Operating Plan (AOP) process and branch targets.
• Maintain quarterly and rolling forecast processes to improve forecast accuracy.
• Develop and maintain inventory forecasting and monthly inventory review processes.
• Produce monthly P&L reporting and KPI dashboards.
• Prepare board reporting packages and executive summaries.
• Identify opportunities to automate reporting and analytics using AI and technology.
• Collaborate with operations, purchasing, sales, and field leadership to improve data-driven decision making.

Skills

Advanced Excel

Financial analysis

Data visualization

Communication skills

Education

Bachelor’s degree in Finance, Accounting, Economics, or related field

Advanced degree preferred

Tools

Financial reporting tools

Data visualization platforms

Analytics platforms

Job description

The Manager, Financial Planning & Analysis (FP&A) is responsible for supporting the company’s planning, forecasting, reporting, and financial analysis processes. This role serves as a key business partner to leadership and field operations, providing actionable insights that drive informed decision-making and support business performance.

This is a hands-on role focused on developing and maintaining reporting infrastructure, supporting the annual operating plan and forecasting cycles, preparing executive and board-level reporting, and identifying opportunities to improve efficiency through automation and analytics. The ideal candidate combines strong financial acumen, analytical capabilities, and communication skills with a passion for continuous improvement and technology-enabled solutions.

Key Responsibilities and Tasks

• Support the Annual Operating Plan (AOP) process, including consolidating field input, developing monthly phasing, and preparing branch-level targets.
• Maintain and enhance quarterly and rolling forecast processes to improve forecast accuracy and business visibility.
• Partner with finance leadership to develop and maintain inventory forecasting and monthly inventory review processes.
• Perform variance analysis and identify trends, risks, and opportunities impacting business performance.
• Produce recurring monthly management reporting, including P&L reporting and key performance indicators across operating entities.
• Support consolidated financial reporting, including intercompany eliminations and purchase accounting adjustments.
• Prepare monthly business review materials, executive summaries, and board reporting packages.
• Build and maintain financial models, reporting tools, dashboards, and data visualizations.
• Identify opportunities to automate reporting, forecasting, and analytical processes using AI and other technology solutions.
• Partner with operations, purchasing, sales, and field leadership to support data-driven decision making and improve financial understanding across the organization.

Individual contributor with no direct reports.

Certifications: CPA, CMA, CFA, or FP&A certification preferred but not required

Educational Requirements: Bachelor’s degree in Finance, Accounting, Economics, or related field required; advanced degree preferred

Years of Experience: 3+ years of progressive FP&A, corporate finance, or financial analysis experience; Experience supporting budgeting, forecasting, and management reporting processes; Experience in multi-entity organizations preferred

Knowledge/Skills/Abilities:

• Strong understanding of financial statements, budgeting, forecasting, and variance analysis
• Advanced Microsoft Excel skills, including financial modeling and automation
• Experience with financial reporting tools, data visualization, and analytics platforms
• Strong analytical and problem-solving capabilities
• Excellent written and verbal communication skills with the ability to translate financial information for non-finance audiences
• Demonstrated curiosity, continuous learning mindset, and interest in leveraging technology to improve business processes