Financial Planning & Analysis Manager

Imperial Companies•Tulsa, OK

23h•Onsite

About The Position

Imperial is seeking a Financial Planning & Analysis Manager for strategic governance of the Imperial business—covering revenue, volume, profitability, cost structure, OPEX, capital allocation, and performance management—to strengthen operational execution and enable profitable growth. This includes driving the budgeting and forecasting cycles, developing advanced financial insights, guiding commercial and operational decisions, and leading financial evaluations, due diligence, valuation, and integration efforts for potential M&A opportunities. This role is also the primary liaison with the corporate global office, ensuring the implementation of corporate processes and policies across the Imperial organization.

Requirements

Bachelor’s degree in accounting, finance, business, or related field
2 year work experience in accounting
Knowledge of GAAP; aptitude to develop technical accounting skills
Proficient in Microsoft Excel
Demonstrated resourcefulness and ability to take initiative in completion of projects
Good communication skills & flexible to help where needed

Nice To Haves

exposure to working with SQL or data visualization tools preferred
Bilingual Spanish/English preferred

Responsibilities

Ensure the preparation, integration, and analysis of financial information to support profitable decision-making across the Imperial business.
Consolidate and analyze monthly P&Ls by business line (vending, micro-markets, OCS, pantry service) and categories, as well as total company financial statements.
Validate data accuracy from operational, commercial, supply chain, and accounting systems.
Generate profitability models by route, customer, machine type, product mix, etc.
Develop KPIs and dashboards to increase visibility of business performance.
Provide actionable insights to leadership for operational and commercial decisions.
Lead the planning, budgeting, and forecasting processes to ensure alignment with strategic and operational targets.
Lead the preparation of the long-term and short-term planning processes, coordinating with the corporate global office and all areas of the business.
Coordinate the long-term plan and annual budget cycles with all responsible areas.
Consolidate expense, revenue, volume, and capital investment projections.
Conduct budget vs. actual reviews, identifying deviations and action plans.
Prepare financial scenarios, rolling forecasts, and sensitivity analyses
Oversee the monthly closing process and ensure the integrity of operational and financial results.
Validate revenue, COGS, inventory movements, and OPEX allocations and accruals.
Ensure appropriate revenue recognition for vending, micro-market, and OCS service models.
Review fixed/variable cost allocations and trend movements.
Analyze financial performance indicators and provide insight to top management with areas to improve.
Develop business performance reports and executive presentations on a monthly, quarterly, and annual basis to support decision-making at all organizational levels.
Prepare monthly business results decks for Imperial leadership.
Consolidate quarterly performance packages for board and corporate reviews.
Produce annual results reports including analysis vs PY and Budget, and strategic insights.
Build presentations that clearly explain variances, KPIs, trends, and forward-looking actions.
Maintain consistent reporting standards across all time periods.
Ensure alignment with corporate processes, policies, and governance as the primary liaison between Imperial and Corporate office.
Implement corporate budgeting, forecasting, accounting, and reporting standards.
Ensure full compliance with corporate policies and internal controls.
Translate corporate requirements into local operational practices.
Coordinate audits and corporate reviews, ensuring timely information flow.
Maintain strong communication with corporate FP&A, accounting, treasury, and strategy teams.
Drive continuous improvement, analytics, and digital capabilities to enhance financial visibility and operational decision-making.
Lead transformation initiatives that digitize, automate, and simplify finance processes.
Strengthen machine-level profitability and route-level performance analytics.
Improve cost-to-serve models and productivity indicators.
Implement BI tools and automate recurring reporting processes.
Lead cross-functional efforts to improve data accuracy and reduce manual work.
Lead financial due diligence, valuation, and integration activities for M&A opportunities in the vending, micro-market, and OCS space.
Conduct financial modeling, valuation scenarios, and synergy assessments.
Support operational, commercial, and financial due diligence.
Evaluate customer portfolios, route structures, asset conditions, and financial risk.
Develop integration plans for systems, KPIs, processes, and organizational structure.
Track post-acquisition performance and synergy realization.
Coordinate with operational and commercial leaders to monitor volume performance, cost controls, and spending against budget to ensure achievement of business objectives.
Track sales and volume trends by business line, route, channel, and customer.
Monitor OPEX performance (labor, maintenance, warehouse, transportation, utilities).
Lead monthly business reviews with each area leader.
Recommend corrective actions to recover margin or improve efficiency.