Financial Planning and Analysis Manager

Professional Staffing; New York (NY); On-site; USD 120,000 - 150,000; Full time

Job summary

Professional Staffing in New York City is seeking a highly analytical FP&A Manager to support financial planning, forecasting, reporting, and strategic decision-making. This role will collaborate with cross-functional teams to deliver actionable insights, improve efficiency, and drive profitable growth.

The ideal candidate has 3–5+ years of FP&A or financial analysis experience, strong financial modeling and Excel skills, and SAP experience.

Qualifications

• Bachelor's degree in Finance, Accounting, or related field required.
• 3–5+ years FP&A or financial analysis experience.
• Experience in consumer products, retail, or wholesale distribution preferred.

Responsibilities

• Lead and support the annual budgeting process and forecasts.
• Prepare monthly P&L, variance analysis, KPIs, and management commentary.
• Analyze actual vs budget/forecast and identify drivers, risks, opportunities.
• Partner with Accounting during close, supporting accruals and cost center reporting.
• Prepare ad hoc analyses and business cases for senior management.
• Provide financial insights to optimize profitability and cost management.

Skills

Analytical thinking

Commercial mindset

Financial modeling

Forecasting

Cross-functional partnership

Executive communication

Financial analysis

Education

Bachelor's degree in Finance/Accounting

MBA or CPA asset

Tools

SAP

Power BI

Excel

BI platforms

Job description

My client in New York City, seeking a highly analytical and commercially minded FP&A Manager to support financial planning, forecasting, reporting, and strategic decision-making. This role will work closely with cross-functional teams, including Accounting, Sales, Marketing, Supply Chain, Logistics, Order Processing, IT, and People & Culture, to deliver actionable financial insights, improve operational efficiency, and drive profitable growth.

The ideal candidate brings 3–5+ years of progressive FP&A or financial analysis experience, preferably within the consumer products, retail, Cosmetics or wholesale distribution industry. They will possess advanced financial modeling and Excel skills, experience with SAP, and the ability to connect financial performance with commercial and operational drivers, particularly warehouse and distribution costs.

This is an excellent opportunity for a finance professional who enjoys working across the business, translating complex financial data into meaningful insights, and influencing strategic decisions.

Key Responsibilities

• Lead and support the annual budgeting process and periodic financial forecasts.
• Prepare monthly financial reporting packages, including P&L analysis, variance analysis, key performance indicators (KPIs), and management commentary.
• Analyze actual results against budget, forecast, and prior-year performance, identifying key business drivers, risks, and opportunities.
• Partner with Accounting during month-end close, supporting accruals, expense analysis, cost center reporting, trade spend analysis, and financial reporting.
• Prepare ad hoc financial analyses, business cases, and scenario models to support senior management decisions and strategic initiatives.
• Identify trends and recommend actions to improve financial performance, cost management, and profitability.

2. Commercial & Profitability Analysis

• Partner with Sales and Marketing to evaluate customer, channel, brand, product, and promotional performance.
• Develop and maintain customer and brand-level P&Ls to assess profitability, investment returns, and growth opportunities.
• Analyze gross-to-net sales, discounts, allowances, promotional spending, returns, and other customer-related deductions.
• Evaluate product and category profitability, including gross margin trends, pricing impacts, and changes in product costs.
• Support financial assessments of new customer opportunities, retail expansion, product launches, and other commercial initiatives.
• Provide financial insights and recommendations to support pricing decisions, promotional investments, and profitable growth.

3. Supply Chain, Warehouse & Distribution Finance

• Partner with Supply Chain, Logistics, and warehouse teams to understand, monitor, and manage distribution-related costs.
• Analyze warehouse operating expenses, freight, fulfillment, storage, handling, and other logistics costs.
• Maintain and monitor warehouse cost centers, ensuring accurate expense tracking and reporting.
• Investigate cost variances, identify operational inefficiencies, and recommend opportunities for cost optimization.
• Connect operational performance and cost drivers to financial results to improve visibility into distribution expenses and overall profitability.

4. Reporting, Systems & Process Improvement

• Leverage SAP and advanced Excel capabilities to extract, analyze, and interpret financial and operational data.
• Develop and enhance financial models, reporting tools, dashboards, and management presentations.
• Identify opportunities to streamline financial processes, automate recurring reports, and improve reporting accuracy and efficiency.
• Explore AI tools and business intelligence solutions to enhance financial analysis, reporting, and decision support.
• Present financial findings and recommendations clearly to finance leadership and cross-functional stakeholders.

Qualifications & Requirements

Education

• Bachelor's degree in Finance, Accounting, or a related discipline required.
• MBA, CPA, or other relevant advanced qualification considered an asset.

Required Experience & Technical Skills

• 3–5+ years of progressive experience in FP&A, financial analysis, or a related finance function.
• Experience in consumer products, retail, or wholesale distribution is strongly preferred.
• Strong understanding of financial statements, P&L management, budgeting, forecasting, gross margin, and profitability analysis.
• Hands-on experience with SAP in a financial planning, reporting, or analytical capacity.
• Advanced Microsoft Excel skills, including complex formulas, PivotTables, lookups, financial modeling, and analysis of large data sets.
• Strong Microsoft PowerPoint skills, with the ability to develop clear, concise, executive-level financial presentations.
• Experience with financial planning systems, business intelligence tools, reporting platforms, or AI-enabled analytical tools is highly desirable.
• Demonstrated ability to analyze financial and operational data, identify trends, and translate findings into actionable business recommendations.

Preferred Industry & Functional Experience

Experience in one or more of the following areas is highly desirable:

• Consumer packaged goods (CPG), Cosmetics or consumer products.
• Retail, wholesale distribution, and customer account management.
• E-commerce and brick-and-mortar sales channels.
• Customer, brand, product, and category profitability analysis.
• Gross-to-net sales, trade spending, promotional investments, and customer deductions.
• Warehouse operations, distribution expenses, freight, and logistics cost analysis.
• SAP financial reporting and data analysis.
• Financial planning, forecasting, and business intelligence platforms.
• Financial reporting automation and continuous process improvement.
• Financial Acumen: Strong understanding of financial statements, budgeting, forecasting, profitability, and the drivers of business performance.
• Advanced Excel & Financial Modeling: Ability to build sophisticated financial models, analyze large data sets, and develop reliable reporting tools.
• Analytical Thinking: Ability to move beyond reporting results to identify root causes, evaluate trends, and develop practical recommendations.
• Operational Understanding: Ability to connect warehouse, logistics, inventory, and supply chain activities to financial performance.
• Commercial Mindset: Understands customer economics, product margins, promotional investments, and the financial implications of business decisions.
• Business Partnership: Builds effective cross-functional relationships, challenges assumptions constructively, and provides fact-based recommendations.
• Executive Communication: Communicates complex financial information clearly, concisely, and confidently to leadership and business stakeholders.
• Continuous Improvement: Proactively identifies opportunities to automate reporting, streamline processes, and enhance financial visibility.
• Ownership & Accountability: Takes initiative and ensures financial analysis, reporting, and deliverables are accurate, timely, and actionable.
• Organization & Prioritization: Effectively manages competing priorities and deadlines in a fast-paced, growth-oriented environment.

What Success Looks Like

The successful candidate will strengthen the organization's financial planning and reporting processes, improve visibility into customer and product profitability, identify opportunities to manage warehouse and distribution costs, and deliver insights that help leadership make informed decisions and achieve sustainable, profitable growth.

Candidates must be eligible to work in the US