FP&A Manager: Strategy, Automation & Insights

Heritage Distribution Holdings; Atlanta (GA); On-site; USD 90,000 - 120,000; Full time

Job summary

Heritage Distribution Holdings in Atlanta, Georgia is seeking a Manager for Financial Planning & Analysis to support planning, forecasting, and reporting processes. This role collaborates closely with leadership to provide actionable insights for informed business decisions.

The ideal candidate will possess strong financial acumen and advanced Microsoft Excel skills. Responsibilities include maintaining financial models, conducting variance analysis, and preparing executive summaries for decision-making. A Bachelor's degree in Finance or related fields is essential, with advanced education preferred.

Qualifications

• 3+ years of progressive FP&A, corporate finance, or financial analysis experience.
• Experience supporting budgeting, forecasting, and management reporting processes.
• Experience in multi-entity organizations is preferred.

Responsibilities

• Support the Annual Operating Plan process, consolidating field input and preparing targets.
• Maintain quarterly and rolling forecast processes to improve accuracy.
• Partner with finance leadership for inventory forecasting and monthly reviews.
• Perform variance analysis and identify trends impacting business performance.
• Produce monthly management reporting and P&L reporting.
• Support consolidated financial reporting and prepare board reporting packages.
• Build and maintain financial models and dashboards.
• Identify opportunities to automate reporting and forecasting processes.

Skills

Financial modeling

Budgeting

Forecasting

Variance analysis

Microsoft Excel

Communication skills

Analytical problem-solving

Education

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

Advanced degree (preferred)

Tools

Financial reporting tools

Data visualization platforms

Job description

Heritage Distribution Holdings in Atlanta, Georgia is seeking a Manager for Financial Planning & Analysis to support planning, forecasting, and reporting processes. This role collaborates closely with leadership to provide actionable insights for informed business decisions.

The ideal candidate will possess strong financial acumen and advanced Microsoft Excel skills. Responsibilities include maintaining financial models, conducting variance analysis, and preparing executive summaries for decision-making. A Bachelor's degree in Finance or related fields is essential, with advanced education preferred.