FP&A Manager

Jobot; Irvine (CA); On-site; USD 130,000 - 160,000; Full time

Job summary

Jobot in Irvine seeks an experienced FP&A Manager to lead planning, forecasting, and performance management for multiple P&Ls. You will be a hands-on, individual contributor partner to Sales, Marketing, Product, Procurement, Operations, and Shared Services, driving profitability and working capital improvements across pricing, trade spend, and product mix.

The role focuses on scalable FP&A processes, scenario planning, and executive-level reporting to support growth initiatives and strategic

Qualifications

• 10+ years in finance with FP&A, commercial or business partnering in multi-location settings.
• Proven ability to build planning, forecasting, reporting in complex, high-growth environments.
• Own large P&Ls including revenue, gross margin, Opex, working capital.
• Track record of margin expansion, cost optimization, and forecast improvement.
• Strong profitability, pricing, trade spend, and cost-to-serve expertise.
• Ability to influence leaders and lead cross-functional initiatives.
• Experience designing executive-level reporting and clear recommendations.
• Advanced Excel and financial modeling; ERP, BI, data analytics.
• SQL, Power BI exposure.
• Bachelor’s degree in Finance.

Responsibilities

• Build, standardize, and continuously improve scalable FP&A processes, tools, reporting, and operating rhythms for assigned businesses and P&L areas.
• Support the annual budget, quarterly forecast, monthly outlook, and five-year plan using clear business drivers, assumptions, risks, opportunities, and scenario analysis.
• Own performance analysis for assigned P&L areas including revenue, customer discounts, gross profit, operating expenses, and key balance sheet and cash flow drivers.
• Serve as the primary finance partner to Sales, Marketing, Product, Procurement, Operations, and Shared Services, translating financial insight into specific commercial and operational action.
• Lead customer, account, branch, channel, and product profitability analysis to optimize pricing, trade spend, customer terms, product mix, and resource allocation.
• Identify, quantify, and drive profit recovery across pricing, discounts, trade spend, freight, logistics, returns, claims, payment terms, and procurement.
• Develop value chain and cost-to-serve analyses for existing offerings, new product introductions, customer agreements, supplier changes, and cost fluctuations.
• Lead SKU rationalization, product life cycle, inventory, and demand planning analysis to improve mix, reduce excess inventory, and release working capital.
• Improve forecast accuracy by integrating commercial, operational, inventory, and market inputs, and establish accountability for assumptions and variance follow-up.
• Partner with cost center owners on driver-based budgets, spending discipline, and timely corrective action.
• Design and maintain management reporting, KPI dashboards, and executive review packages that explain performance, trends, risks, and recommended actions.
• Build financial models for growth initiatives, pricing decisions, channel investments, cost optimization, working capital improvement, and strategic alternatives.
• Design and improve variable compensation and performance measurement processes that align accountability with profitable growth.
• Standardize financial definitions, reporting methodologies, controls, and data governance across business units and systems.
• Collaborate with IT to implement and optimize ERP, planning, cloud data, automation, and business intelligence solutions that reduce manual work.
• Apply advanced analytics, automation, and AI or machine learning capabilities to improve forecasting, scenario modeling, anomaly detection, and decision support.
• Provide financial training and practical tools that build the financial acumen of branch, commercial, product, and operational leaders.
• Support transformations, organizational changes, acquisitions, divestitures, and integrations through modeling, due diligence, and process design.

Skills

FP&A

Financial modeling

Excel

SQL

Power BI

ERP

Multi-location

Education

Bachelor's degree in Finance

Tools

ERP

Power BI

SQL

Job description

Salary: $130,000 – $160,000 per year

A bit about us:

We are a long-established, family owned company serving customers across the U.S., Canada, and the UK from a broad network of locations. Our reputation is built on systems engineering expertise, practical problem solving, and getting difficult projects done safely and right the first time. Decades of steady diversification have kept the business growing and evolving, and we are now adding an FP&A Manager to build the planning and performance management capability that supports the next phase.

Why join us?

• Family owned company with a multi-decade operating history and a reputation for quality that has held through every market cycle
• Broad multi-location international platform, giving you P&L exposure across business units, channels, and geographies
• Genuine build opportunity, standing up scalable planning, forecasting, and reporting rather than maintaining someone else’s model
• High-visibility individual contributor seat partnering directly with executive and commercial leadership instead of managing through layers
• Wide scope across pricing, mix, inventory, working capital, and transformation work, with the ability to see your recommendations actually implemented

Job Details

This is a hands-on finance leader and strategic business partner role with financial oversight for assigned P&L areas. The position is an individual contributor with no direct reports.

Responsibilities

• Build, standardize, and continuously improve scalable FP&A processes, tools, reporting, and operating rhythms for assigned businesses and P&L areas
• Support the annual budget, quarterly forecast, monthly outlook, and five-year plan using clear business drivers, assumptions, risks, opportunities, and scenario analysis
• Own performance analysis for assigned P&L areas including revenue, customer discounts, gross profit, operating expenses, and key balance sheet and cash flow drivers
• Serve as the primary finance partner to Sales, Marketing, Product, Procurement, Operations, and Shared Services, translating financial insight into specific commercial and operational action
• Lead customer, account, branch, channel, and product profitability analysis to optimize pricing, trade spend, customer terms, product mix, and resource allocation
• Identify, quantify, and drive profit recovery across pricing, discounts, trade spend, freight, logistics, returns, claims, payment terms, and procurement
• Develop value chain and cost-to-serve analyses for existing offerings, new product introductions, customer agreements, supplier changes, and cost fluctuations
• Lead SKU rationalization, product life cycle, inventory, and demand planning analysis to improve mix, reduce excess inventory, and release working capital
• Improve forecast accuracy by integrating commercial, operational, inventory, and market inputs, and establish accountability for assumptions and variance follow-up
• Partner with cost center owners on driver-based budgets, spending discipline, and timely corrective action
• Design and maintain management reporting, KPI dashboards, and executive review packages that explain performance, trends, risks, and recommended actions
• Build financial models for growth initiatives, pricing decisions, channel investments, cost optimization, working capital improvement, and strategic alternatives
• Design and improve variable compensation and performance measurement processes that align accountability with profitable growth
• Standardize financial definitions, reporting methodologies, controls, and data governance across business units and systems
• Collaborate with IT to implement and optimize ERP, planning, cloud data, automation, and business intelligence solutions that reduce manual work
• Apply advanced analytics, automation, and AI or machine learning capabilities to improve forecasting, scenario modeling, anomaly detection, and decision support
• Provide financial training and practical tools that build the financial acumen of branch, commercial, product, and operational leaders
• Support transformations, organizational changes, acquisitions, divestitures, and integrations through modeling, due diligence, and process design

Qualifications

• Minimum of 10 years of progressively responsible finance experience, including substantial FP&A, commercial finance, operational finance, or business partnering in a multi-location manufacturing, distribution, consumer products, or services environment
• Demonstrated success building or materially transforming planning, forecasting, reporting, and performance management processes in a complex, high growth, or underperforming business
• Proven ownership of large or complex P&Ls including revenue, gross margin, operating expenses, working capital, and multi-year planning
• Documented record of measurable results through margin expansion, cost optimization, profit recovery, forecast improvement, inventory reduction, or working capital conversion
• Strong background in customer and product profitability, pricing, trade spend and discount structures, product mix, value chain analysis, demand planning, and cost-to-serve analysis
• Proven ability to influence senior commercial and operational leaders and lead cross-functional initiatives without direct authority
• Experience designing executive-level reporting and presenting clear recommendations, risks, and opportunities to senior leadership
• Advanced Excel and financial modeling skills, with hands-on experience across ERP, financial planning, business intelligence, and data analytics platforms
• Working knowledge of SQL, Power BI, or comparable tools
• Bachelor’s degree in Finance

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

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