Financial Planning & Analysis Manager (Hybrid)

Keystone Technologies; Lansdale (Montgomery County); Hybrid; USD 120,000 - 150,000; Full time

Job summary

Join a leading company in the commercial lighting industry as a Financial Planning & Analysis Manager in Lansdale, PA. This hybrid role focuses on optimizing financial performance through strategic budgeting, detailed analytics, and comprehensive reporting. As a key member of the finance team, you will lead critical financial initiatives and collaborate with various departments to drive success and implement best practices in financial management.

Benefits

Medical and dental insurance

401k plan with company match

Paid time off

Qualifications

• 5 years of experience in finance or accounting roles.
• Experience with financial analysis and reporting tools.
• Strong proficiency in Microsoft Excel.

Responsibilities

• Oversee financial reporting and budgeting activities.
• Develop financial models and create variance analysis reports.
• Support business decision making with financial analysis.

Skills

Analytical mindset

Strategic thinking

Communication skills

Problem-solving skills

Education

Bachelor’s degree in business administration, finance, or accounting

Tools

Power BI

Excel

Job description

Financial Planning & Analysis Manager (Hybrid)

Join to apply for the Financial Planning & Analysis Manager (Hybrid) role at Keystone Technologies

Financial Planning & Analysis Manager (Hybrid)

1 week ago Be among the first 25 applicants

Join to apply for the Financial Planning & Analysis Manager (Hybrid) role at Keystone Technologies

• This is a hybrid position. Please do not apply unless you are local to our office in Lansdale, PA.*
  
  

• This is a hybrid position. Please do not apply unless you are local to our office in Lansdale, PA.*
  
  

The Opportunity

The FP&A Manager will be responsible for overseeing Keystone’s financial reporting and budgeting activities. This position will develop financial models, analyze financial data, create financial reports, and develop and manage budgets. The FP&A Manager will also create variance analysis reports, lead real-time financial performance monitoring and report to leadership on financial performance and critical financial ratios. The main goal of this position is to support optimizing our financial performance and provide financial support to make informed decisions.

Who We Are

Founded in 1945, Keystone Technologies is a third-generation, family-owned business headquartered in the Greater Philadelphia area. A national leader in the commercial and industrial lighting industry, Keystone reaches customers across the U.S. with its mission of "Light Made Easy." We are an engaged and collaborative team where individuals are supported to reach their full potential.

Keystone's Core Values

• Wow Customers
• Grow Passionately
• Do Right
• Value People
• Challenge Convention
  
  

What We Offer

Our benefits include medical, dental, vision, voluntary life insurance, employer-paid group life insurance, short-term disability, a 401k plan with company match, paid time off, and philanthropic opportunities.

Your Impact

• Analyze the company performance in all relevant areas including commercial activity, new product introduction, sourcing, transport, supply chain, all departmental / cost center activities
• Report to executive and divisional leadership and key managers on the performance and relevant deviations and trends
• Handle Yearly Budget and forecasting (financial and S&OP) and monitoring of progress
• Support business decision making with financial analysis, including rebates, investments, new product introduction, RFQ/ savings analysis and tracking and other initiatives tracking
• Support Financial closing with preparation of relevant closing entries
• Prepare Financial Statements and Bank Covenant reporting
• Work closely with various departments within the organization, gather and analyze relevant data, identify trends and opportunities for improvement, summarize finding and prepare adequate and concise reporting for management
  
  

Budget & Forecasting

• Support business leaders, including department managers, with preparation of yearly budgets
• Prepare company budget package for review and approval by Executive Committee
• Preparation of monthly 13-week cash flow forecast
  
  

Financial Closing and Reporting

• Support development and review of critical journal entries including reserves for slow moving inventory, bad debt, rebates, commissions
• Preparation of monthly Financial Statements and quarterly Bank Covenant reporting
• Preparation of monthly snapshots of financial results
  
  

Reporting and Review with Executive and Divisional Leadership and Departmental Leadership

• Prepare monthly Executive Committee reporting and analysis
• Prepare monthly Divisional Leadership reporting and analysis – including review with business leaders
• Cost Center / Departmental reporting and review – including Marketing, HR, IT
  
  

Commercial Finance support

• Develop monthly Commercial Analysis – driver analysis of price / volume / cost – identifying areas of improvement
• Execute Recurring Profitability analysis – at customer, agency, sku level
• Support commercial operations with Rebate design, follow up, issuance, booking and tracking
• Other activities including Buyback analysis, Commission preparation and reporting
  
  

Sourcing performance

• Develop deflation, optimal sourcing, and terms analysis for periodic review with sourcing team
  
  

New Product Introduction support

• Support Evaluation of new products – including financial attractiveness and risks
• Track roadmap of introductions, including pipeline potential, actual performance, and variance to expectations
  
  

Operations Support (including warehouse, transport, supply chain and production departments)

• Preparation of Production financial performance reporting and review with leadership, including production P&L, labor efficiency
• Preparation of Warehouse financial performance reporting
• Preparation of Transport financial performance reporting and analysis with leadership
• Support and Tracking of RFQ and other savings initiatives
  
  

Improve Expense Management

• Travel and Living Expense monitoring including development of recurring reporting on FYLE activity
• Support Accounting with exceptions review and management for AMEX / FYLE expenses
  
  

Improvement initiatives

• Evaluate and implement FP&A software package
• Roll out of Power BI tools or other visualization and analysis tools for effective delivery of financial information – in collaboration with our IT and Data Works teams
• Identify cost savings opportunities and support teams to deliver on savings – e.g., banking fee, discounts approach, warehouse supplies
• Develop required business processes for new business activities or ventures – e.g., Service, Commissioning and Audit business
  
  

What You Bring

• Bachelor’s degree in business administration, finance, or accounting
• 5 years of experience in finance or accounting or business analysis roles
• Background in supporting business operations with analysis and reporting
• Strong critical and strategic thinking with an analytical mindset
• Demonstrated ability to handle and analyze complex data for intelligent and actionable insights and outcomes
• Experience in business intelligence and reporting software
• Demonstrated knowledge of business principles such as cost-benefit analysis, operating costs, capital investments, risk management
• High level of proficiency in Microsoft Excel skills, experienced manipulating data in Excel
• Understanding of generally accepted accounting principles (GAAP)
• Knowledge of advanced analytics tools like Power BI, Tableau or SAS/SQL databases
• Familiarity with enterprise resource planning (ERP) systems
• Excellent communication skills with ability to summarize complex topics into simple words
• Effective presentation skills for executive and business leadership reviews
• Track record of being a self-starter and strong independent contributor
• Demonstrated ability to foster strong relationship for effective business partnering
• Strong problem-solving skills and attention to detail
• Ability to work in a collaborative, team-based environment
  
  

Please note that we do not accept unsolicited resumes from recruiters or employment agencies.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Appliances, Electrical, and Electronics Manufacturing

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