Financial Planning & Analysis Manager

CI – The Manufacturing Career HUB•Wappingers Falls, NY

2d•$125,000 - $135,000•Hybrid

About The Position

The Financial Planning & Analysis Manager will report to the Senior Finance Director, Operations and Controls. This role is based in Wappinger Falls, NY, and is an in-office position for the first 90 days, with the option for remote work on Fridays after the probation period. The position involves supporting accounting and internal controls, conducting financial analysis and providing insights, and driving process improvement and automation. The manager will act as a finance partner to business units, translate financial data into business language, and support decision-making with data-backed recommendations. Key responsibilities include month-end close support, variance analysis, revenue and expense analysis, KPI tracking, and process documentation. The role also involves driving continuous improvement initiatives, standardizing reporting, and automating tasks.

Requirements

Bachelor’s degree in Accounting and/or Finance
US CPA highly preferred, or Master’s in Accounting; strong technical accounting skills are a must
5+ years of post-graduate experience with a top first- or second-tier CPA firm and/or private entrepreneur-led company industry experience, or a combination
Advanced Excel / financial modeling / AI techniques
Hands-on experience managing, extracting and analyzing data from ERP systems (SAP, Oracle, NetSuite, etc.)
Attention to detail
Self-driven, accountable/owner mindset, proactive thinker, collaborative
Process-driven, problem-solver, strategic thinking, commercial acumen
Competent verbal and written communication skills

Nice To Haves

Wholesale, distribution, or logistics company experience preferred

Responsibilities

Support and assist the Corporate Accounting Team in driving discipline and timely close of the month-end cycle; facilitate efficiencies and improvements in month-end vs. quarter-end vs. year-end close processes.
Document Standard Operating Procedures for existing month-end, GL accounting and GL consolidation processes. Validate controls and challenge processes.
Help and support with balance sheet reconciliations, periodically analyzing and closing gaps on accruals, prepaids, expense analysis, etc.
Lead the project team and facilitate the work with AR and AP Supervisors on documenting and improving accounting processes and flows related to: Sales order to collection (revenue, AR, collection), PO/procurement to payment (PO, AP, aging, payment, 3-way matching), Inbound inventory purchasing (supplier terms, master product data, product costing, inbound freight and logistics, accruals).
Support and facilitate the month-end management reporting and business analysis work (across all financial statements, cash flow preparation, revenue/sales analysis, product-level gross margin analysis, inventory adjustments, operating expense analysis, working capital metrics, etc.).
Perform variance analysis (Actual vs. Budget vs. Forecast).
Analyze revenue drivers, margins, and cost structures.
Analyze discounts, customer returns, and sales allowances.
Analyze operating expenses by cost center, by vendor, and by service type.
Support pricing, cost optimization, and investment decisions.
Track KPIs and business performance trends, and provide actionable insights to improve profitability.
Act as a finance partner to business units (Sales, Operations, Marketing).
Translate financial data into business language.
Support decision-making with data-backed recommendations.
Challenge assumptions and drive accountability.
Drive continuous improvement initiatives and participate in transformation projects in the areas of treasury & banking and direct and indirect tax initiatives.
Standardize reporting templates for data quality and governance. Automate repetitive tasks to improve efficiency in accounting and reporting processes.
Support financial, employment, tax, and legal-related audits and compliance requirements.