Financial Planning and Analysis Manager

We are currently seeking a Financial Planning and Analysis (“FP&A”) Manager. This individual will conduct a wide variety of financial and business analysis, support monthly financial and business reporting, and drive automated solutions for both analysis and reporting. Additionally, the role will support the annual budget process, periodic KPI reporting and forecasting, and will have certain system administrative responsibilities around financial consolidation and planning tools.

This role will touch all facets of the business given the breadth of financial, commercial and operational analysis required from business leaders. The FP&A Manager will report to the Chief Financial Officer and will frequently work alongside the leadership team, branch managers, corporate accounting, as well as various other functional leaders around the organization. Additionally, this individual will have opportunities to interact with our private equity sponsor on key analysis findings and other valuation creation project contributions.

Duties and Responsibilities: 

• Conduct varied commercial analysis, for example: sales and profitability trends by customer/business line/service/branch location, price/volume impacts bridging, and sales team performance (bookings, backlog, pipeline conversion, etc.)
• Conduct varied operational and cost optimization analysis, for example: carrier cost per unit trends, labor costs and related metrics tracking, and identifying other savings and efficiency opportunities across other expense categories.
• Conduct varied cash flow analysis, for example: working capital and cash conversion metrics trending and partnering with our collections team to build out additional analytical tools to accelerate cash flow.
• Lead monthly financial and business results reporting, including the preparation of materials provided to leadership, the Company’s private equity sponsor and Board of Directors. The core focus of regular monthly reporting is to generate, present and continuously track insightful and actionable business analytics to focus leadership’s attention on opportunities for business improvements, and deliver such reporting in a timely fashion.
• Own the administration of our current financial reporting/consolidation/planning tool Great Plains. Together with the corporate accounting and IT teams, oversee and track ERP data fed into Great Plains to ensure reporting is complete, accurate and timely. Also, own the enterprise chart of accounts, financials version management (forecast, budget, pro forma financials, etc.), and other basic system maintenance. There will likely be an upgraded tool and this role with be the day-to-day lead on implementation of this new tool, alongside a dedicated integration team.
• Work closely with leaders on the annual budget process including, but not limited to (1) budget cycle planning and early coordination with key stakeholders; (2) detail budget build and modeling; and (3) formal budget plan reporting to leadership and Board of Directors alongside the CFO.
• Stand up an enterprise cash flow forecasting process including standardized/repeatable forecast methodologies across key receipts and disbursements categories, working with function leaders and corporate accounting on forecast accuracy initiatives, and streamlining reporting to key stakeholders.
• Assist with quarterly lender reporting and pro forma EBITDA adjustment tracking.
• Lead and/or participate in various finance team special projects, for example: (1) General FP&A process and automation initiatives, leveraging Power BI and other internal tools; (2) enterprise chart of accounts and departmental redesign; (3) M&A related work including pro forma historical financials build out in our financial reporting and consolidation tool, and supporting functional integration teams on future acquisition synergy opportunities and tracking.
• Proactively build ad-hoc analysis models to support time sensitive leadership team decision making and drive long term business value.
• Establish and maintain strong and consistent business partnerships across multiple business functions.

 

Minimum Qualifications:      

• Bachelor’s degree in Accounting, Finance or a related field.
• 4+ years in finance or accounting related fields, with increasing levels of responsibilities. Experience in a leading public accounting firm transaction advisory practice, FP&A or strategic finance role for a private equity backed, or publicly traded organization with multiple subsidiaries, business units, product lines, systems, etc.
• Desired industry experience includes but is not limited to: logistics, service businesses with global reach, manufacturing, distribution, retail and or consumer products.
• Experience in constructing budgeting, forecasting and other ad hoc financial models. Power use of MS Excel and PowerPoint (Pivot tables, advanced look up formulas, etc.). Basic SQL and or excel macro skills a plus.
• Experience with business intelligence and visualization tools (Power BI, QlikView, etc.) including demonstrated success in converting legacy, excel-based analysis into automated/refreshable analysis in BI tool.
• Strong interpersonal and organizational skills. Comfortable preparing and presenting analysis, findings and recommended actions to executives and the broader team.
• Ability to periodically travel to work with our accounting team in Memphis, or other branches around the county as needed.
• Ability to multi-task independently and with a high level of initiative.
• Analytical skills and comfort working with large amounts of data.