Sr. Director of Financial Planning and Analysis

Reyes Beverage Group; Indianapolis (IN); On-site; USD 150,000 - 230,000; Full time

Benefits offered by this job

Medical coverage

Dental coverage

Vision coverage

Paid Time Off

Retirement Benefits

Complimentary Health Screenings

Job summary

Reyes Beverage Group in Indianapolis, IN seeks a Senior Director of Financial Planning and Analysis to lead a team responsible for annual budgets, forecasts, sales analyses, operating expense reviews, and standard reporting. This role drives critical decision-making through clear financial insight.

The incumbent will summarize key indicators, oversee month-end close, and develop advanced reporting tools, dashboards, and KPIs for leadership presentations.

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.
• Master's Degree or Certified Public Accountant.

Responsibilities

• Provide FP&A leadership by guiding the team to prepare annual budgets, forecasts, sales and expense analyses, and standard reporting.
• Summarize KPIs and provide stakeholders with timely, actionable insights.
• Oversee monthly reviews of financial statements to identify trends and opportunities.
• Analyze KPI trends across revenue, cost of sales, and overhead to improve performance.
• Lead budgeting and forecasting, improve reporting and modeling tools, and develop a budget calendar.
• Develop dashboards and KPIs for leadership presentations, ensuring clarity and insights.
• Collaborate with the General Ledger team to streamline month-end close and data gathering.
• Other duties as assigned.

Education

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

Master's Degree or Certified Public Accountant

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

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 coverage
• Dental coverage
• Vision coverage
• Paid Time Off
• Retirement Benefits
• 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.