Financial Planning and Analysis Manager-Home Energy

Rehlko; Milwaukee (WI); On-site; USD 94,400 - 119,950; Full time

Benefits offered by this job

Competitive compensation and benefits

Work-life flexibility

Development and career opportunities

Job summary

Rehlko in Milwaukee seeks a Financial Planning and Analysis Manager to lead financial planning, forecasting, and performance analysis for the Home Energy business. This role will serve as a key finance partner to business leadership, enhancing FP&A processes and supporting data-driven decision-making.

The ideal candidate will have 5-8 years of finance experience, strong analytical skills, and expertise in forecasting and financial modeling. Candidates must be authorized to work in the US without requiring sponsorship.

Qualifications

• 5-8 years of progressive FP&A or finance experience.
• Strong experience in forecasting, modeling, and financial analysis.
• Credibility as a finance partner to leadership.

Responsibilities

• Lead annual operating plan, forecasts, and long-range planning processes.
• Serve as a primary finance partner to Sales and Operations.
• Drive continuous improvement of FP&A processes.

Skills

Forecasting

Financial analysis

Analytical mindset

Communication skills

Stakeholder influence

Education

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

MBA or CPA/CMA preferred

Tools

SAP

OneStream

Job description

What We Offer

• Competitive compensation and benefits
• Work‑life flexibility
• Recognition and rewards
• Development and career opportunities
• A safe and inclusive workplace

Why You Will Love this Job

The Financial Planning and Analysis Manager leads financial planning, forecasting, and performance analysis for the Home Energy business. This role serves as a key finance partner to functional and business leadership, driving improved forecasting capabilities, transparency, and actionable insights across a growing and increasingly complex operating environment.

The Finance Manager will enhance FP&A processes, tools, and reporting frameworks to support data‑driven decision‑making while ensuring alignment with broader Rehlko financial standards.

Specific Responsibilities

Planning & Forecasting

• Lead the annual operating plan (AOP), forecasts, and long‑range planning (LRP) processes for the Home Energy business
• Develop and maintain driver‑based forecasting models across product lines and sales channels
• Improve forecast accuracy through structured analytics and scenario modeling
• Partner with business leaders to align financial plans with operational drivers

Business Partnership & Insights

• Serve as a primary finance partner to Sales, Operations, and leadership teams
• Provide actionable insights on financial performance, risks, and opportunities
• Translate financial results into clear, strategic recommendations
• Support pricing strategies, investment decisions, and cost optimization initiatives

Performance Management & Reporting

• Lead monthly financial reporting and business review processes
• Ensure accuracy, consistency, and clarity of financial data
• Develop dashboards and performance metrics to enhance visibility
• Align reporting deliverables with Corporate FP&A requirements

Process & Systems Improvement

• Drive continuous improvement of FP&A processes, tools, and workflows
• Support SAP and financial planning system optimization efforts
• Improve data integrity and usability for forecasting and reporting
• Ensure alignment with broader Rehlko FP&A best practices

Organizational Alignment & Collaboration

• Influence stakeholders through data‑driven insights and financial expertise
• Build forecasting rigor and reporting discipline within the team
• Collaborate with Corporate Finance and Controllership teams as needed

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or related field; MBA or CPA/CMA preferred.
• 5-8 years of progressive FP&A or finance experience.
• Strong experience in forecasting, modeling, and financial analysis.
• Experience working in ERP‑based environments (SAP preferred).
• Experience working in forecast/planning software (OneStream preferred).
• Ability to influence cross‑functional stakeholders.
• Strong communication and presentation skills.
• Strong analytical mindset connecting operational drivers to financial outcomes.
• Ability to improve forecasting discipline and predictability.
• Credibility as a finance partner to leadership.
• Balance of process rigor and flexibility.
• Accountability for accurate and timely financial information.

Applicants must be authorized to work in the US without requiring sponsorship now or in the future.

Salary range for this position is $94,400.00–$119,950.00. The specific salary rate offered to a candidate may be influenced by a variety of factors including the candidate’s experience, their education, and the work location.

Rehlko is an equal opportunity employer that prohibits discrimination and will make decisions regarding employment opportunities, including, but not limited to, hiring, job assignment, compensation, promotion, benefits, training, discipline, and termination, without regard to race, creed, color, ethnicity, religion, sex, pregnancy, childbirth, or related medical conditions, genetic information, age, national origin, citizenship, ancestry, caste, mental or physical disability, marital or familial status, sexual orientation, gender identity or expression, genetic information, political belief or affiliation, union membership status, military status, veteran status, or any other characteristic protected by national, state, local, or other applicable laws.

It is the policy of Rehlko to comply with all applicable provisions of the Americans with Disabilities Act (ADA) and corresponding national, state, local, or other applicable laws. Rehlko will not discriminate against any qualified associate or applicant with respect to any terms, privileges, or conditions of employment because of a person's physical or mental disability. Rehlko will provide a reasonable accommodation to associates or applicants with disabilities, in accordance with applicable laws. If you have a disability and require an accommodation in the application process or during the course of employment, please contact [e-mail]. Rehlko is an equal opportunity/affirmative action employer.

Our Values: Curiosity – Seek, learn, share. Trust – Go farther together. Pace – Focus to go faster. Excellence – Find the win every day.