Sr. Director of Financial Planning and Analysis

Reyes Beverage Group; Indianapolis (IN); On-site; USD 180,000 - 260,000; Full time

Benefits offered by this job

Medical, Dental, Vision

Paid Time Off

Retirement Benefits

Health Screenings

Job summary

Reyes Beverage Group seeks a Senior Director of Financial Planning & Analysis to lead a team focused on annual budgets, forecasts, and in-depth sales and expense analysis. You will develop standard reporting and robust dashboards for leadership review, driving timely strategic decisions.

You will oversee monthly close, monitor KPIs across revenue and costs, and enhance forecasting tools. Strong leadership and cross-functional collaboration are essential for success.

Qualifications

• Bachelor's Degree with 12+ years of related experience and 7+ years of leadership experience
• High School Diploma/General Education Diploma with 15+ years of specific experience and 9+ years of leadership experience

Responsibilities

• Provide business and financial advice as the Senior Director of FP&A by managing the team to prepare annual budgets, forecasts, sales analysis, operating expense analysis, and developing standard reporting
• Summarize and interpret key business indicators to provide stakeholders with critical information for timely and impactful decision-making
• Oversee monthly financial statement reviews to assess reasonableness, identify business trends, and uncover opportunities
• Analyze trends in key performance indicators across revenue, cost of sales, and overhead expenses to enhance overall company performance
• Lead the budgeting and financial forecasting processes while improving performance reporting and modeling tools, including the development of a budget calendar
• Develop and enhance management reports, dashboards, and KPIs for regular presentations to the leadership team, ensuring clarity and actionable insights
• Foster a collaborative relationship with the General Ledger team to facilitate timely information gathering and streamline the month-end close routine
• Other duties as assigned

Education

Bachelor's Degree with 12+ years related experience and 7+ years leadership

High School Diploma/ GED with 15+ years specific experience and 9+ years leadership

Job description

Position Responsibilities

• Provide business and financial advice as the Senior Director of Financial Planning and Analysis (FP&A) by managing the team to prepare annual budgets, forecasts, sales analysis, operating expense analysis, and developing standard reporting
• Summarize and interpret key business indicators to provide stakeholders with critical information for timely and impactful decision-making
• Oversee monthly financial statement reviews to assess reasonableness, identify business trends, and uncover opportunities
• Analyze trends in key performance indicators across revenue, cost of sales, and overhead expenses to enhance overall company performance
• Lead the budgeting and financial forecasting processes while improving performance reporting and modeling tools, including the development of a budget calendar
• Develop and enhance management reports, dashboards, and KPIs for regular presentations to the leadership team, ensuring clarity and actionable insights
• Foster a collaborative relationship with the General Ledger team to facilitate timely information gathering and streamline the month-end close routine
• Other duties as assigned

Position Responsibilities

• Provide business and financial advice as the Senior Director of Financial Planning and Analysis (FP&A) by managing the team to prepare annual budgets, forecasts, sales analysis, operating expense analysis, and developing standard reporting
• Summarize and interpret key business indicators to provide stakeholders with critical information for timely and impactful decision-making
• Oversee monthly financial statement reviews to assess reasonableness, identify business trends, and uncover opportunities
• Analyze trends in key performance indicators across revenue, cost of sales, and overhead expenses to enhance overall company performance
• Lead the budgeting and financial forecasting processes while improving performance reporting and modeling tools, including the development of a budget calendar
• Develop and enhance management reports, dashboards, and KPIs for regular presentations to the leadership team, ensuring clarity and actionable insights
• Foster a collaborative relationship with the General Ledger team to facilitate timely information gathering and streamline the month-end close routine
• Other duties as assigned

Required Education And Experience

• Bachelor's Degree with 12 plus years of related experience and 7 plus years of leadership experience or High School Diploma/General Education Diploma with 15 plus years of specific experience and 9 plus years of leadership experience

Preferred Education And Experience

• Master's Degree or Certified Public Accountant

Benefits

At the Reyes Family of Businesses, our Total Rewards Strategy prioritizes the holistic well-being of our employees. This position offers a comprehensive benefits package that includes Medical, Dental, Vision coverage, Paid Time Off, Retirement Benefits, and complimentary Health Screenings.

Equal Opportunity Employee & Physical Demands

Reyes Holdings and its businesses are equal opportunity employers. Company policy prohibits discrimination and harassment against any applicant or employee based on race, color, religion, sex, pregnancy or pregnancy-related medical conditions, marital status, sexual orientation, gender identity or expression, age, national origin, citizenship, disability, genetic information, military or veteran status, or any other basis protected by applicable law. In addition, the Company is committed to providing reasonable accommodation to applicants and employees in accordance with applicable law. Requests for accommodation should be directed to your point of contact in the Talent Acquisition or Human Resources departments.

Background Check and Drug Screening

Offers of employment are contingent upon successful completion of a background check and drug screening.

Pay Transparency

Our compensation philosophy embraces diverse factors for fair pay decisions, valuing skills, experience, and the needs of our business. Moreover, this role may have the opportunity to participate in a discretionary incentive program, subject to program rules.