Financial Planning & Analysis Manager

LBX Company; Lexington, Northern (KY, KY); Hybrid; USD 110.000 - 140.000; Vollzeit

Zusammenfassung

LBX Company in Lexington, KY seeks an FP&A Manager to lead the analysis of financial information and consolidated forecasts, ensuring accuracy for executive decision making.

You will manage the FP&A team, drive annual budgeting, regular forecasting, and provide pricing and profitability insights to support cross-functional initiatives and strategic initiatives. This role collaborates with Corporate Controller and CFO and may lead special projects.

Qualifikationen

• 4-year undergraduate degree in Business Administration, Accounting, Finance, Economics or related field.
• 7 years of work-related experience as Business Financial Analyst or equivalent position.
• 2 years management experience.
• Strong interpersonal skills; able to work effectively with both internal and external personnel.
• Strong analytical capabilities.
• Strong computer skills including spreadsheets, databases, accounting systems and Microsoft Office. Knowledge of SQL, Tableau, Jet Reporting, Power BI, or other reporting software recommended.

Aufgaben

• Manages development of the annual budget and regular forecasting process and financials.
• Validates that budgets and forecasts are challenging and realistic; drives continuous improvement.
• Manages analysis of actual results to budget and forecast and communicates drivers and impacts.
• Collaborates with cross-functional departments to develop financial processes for key metrics.
• Leads analysis of machine profitability, pricing, marketing programs and discounts in relation to margin.

Kenntnisse

Analytical skills

Interpersonal skills

Communication skills

Financial analysis

Team leadership

Ausbildung

4-year undergraduate degree in Business Administration, Accounting, Finance, Economics or related field

Tools

SQL

Tableau

Jet Reporting

Power BI

Jobbeschreibung

All Jobs > Financial Planning & Analysis Manager

Manager responsible for the analysis of financial information and creation of company-wide, consolidated forecasts. Must ensure the information is accurate, timely, and useful for executive review and decision making. Emphasis is placed on identifying and implementing process development and continuous improvement initiatives. Manages the FP&A team and is accountable for their work. This position supports outside departments, the Corporate Controller and Chief Financial Officer by serving as a subject matter expert and providing solution recommendations to situations as they arise.

Essential Functions:

25% - Manages development of the annual budget and regular forecasting process and financials. Validates that company-wide budgets and forecasts are challenging and realistic. Challenges all areas of the organization for continuous improvement of financial results. Manages completion of the board and business review presentations.

20% - Manages analysis of actual results to budget and forecast; understands and communicates explanation of the drivers and impacts to the business for LBX management. Collaborates with cross-functional departments in developing appropriate financial processes for measuring and evaluating key business metrics and actual performance.

20% - Manages the analysis of machine profitability including price, cost, marketing programs and discounts in relation to margin. Works with Marketing to manage discount compliance. Provides pricing recommendations to Sales and Marketing in establishing product prices and marketing programs.

15% - Manages and leads the FP&A team in accomplishing team’s goals as well as developing the skillset of those employees.

15% - Provides support and serves as a subject matter expert to the Corporate Controller and the Chief Financial Officer. Special projects as requested.

5% - Identifies LBX risk and opportunities. Collaborates with department managers and identifies ways to maximize opportunities and minimize risks. Escalates risk and opportunity concerns and solutions as needed to Corporate Controller.

Knowledge, Skills, and Abilities:

• Highly organized and able to manage simultaneous deadline-oriented projects.
• Strong written and verbal communication skills with the ability to communicate complex financial information effectively to non-financial audiences.
• Able to understand and interpret financial information.
• Able maintain an efficient and effective team.

Requirements

Minimum Qualifications:

• 4-year undergraduate degree in Business Administration, Accounting, Finance, Economics or related field.
• 7 years of work-related experience as Business Financial Analyst or equivalent position.
• 2 years management experience.
• Strong interpersonal skills; able to work effectively with both internal and external personnel.
• Strong analytical capabilities.
• Strong computer skills including spreadsheets, databases, accounting systems and Microsoft Office. Knowledge of SQL, Tableau, Jet Reporting, Power BI, or other reporting software recommended.

Supervisory Responsibilities:

• Directly manages FP&A team and demonstrates leadership throughout entire company.

Success Factors:

• Embody our company core values: Be Genuine, Be Agile, Bleed Link-Belt Red
• Ability to pinpoint pertinent data and provide varying levels of analysis and detail depending on the audience.
• Process focused and results oriented; able to adjust team’s focus in order to be in-line with company’s initiatives.
• Change oriented; constantly looking to improve areas of responsibility and add to the overall effectiveness of the company.
• Self-motivated, able to identify potential problems, determine alternative courses of action and implement change.
• This role can expect minimal travel, including overnight and potentially weekend or international travel.

Working Conditions:

• This position requires spending time in a seated position while working at a computer station for extended periods of time. Work also requires standing, walking, bending, reaching, hearing, talking and lifting (up to 20 pounds). Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions.

General Disclaimer:

• This job description is based on the work being performed by the person in this role. Employee may be asked to perform other duties as assigned. This job description is subject to change at any time.