Copy of Financial Planning & Analysis Manager

Safeguard Medical•Huntersville, NC

just now

About The Position

The Financial Planning and Analysis Manager will provide critical business decision support by generating timely, accurate, and insightful financial analysis and reporting to business leaders and budget owners. This role will work with the global FP&A team in supporting functional leaders across the organization in managing and forecasting revenue, margin, spend, analyzing complex financial and operational data to understand trends, develop root cause analysis on business challenges and propose solutions for maximizing revenue and profitability goals. Key areas of responsibility include: Work with Sales Leaders and Supply Chain to develop and maintain robust and accurate revenue forecasts, at least bi-weekly, for both demand and shipments. Ensure real-time visibility to revenue reporting to support forecast process. Analyze and forecast gross margin based on revenue forecast. Analyzing contribution margins on customer groups and product groups, partnering with Product Management in directing product rationalization and commercial channel optimization Partner closely with functional leaders in developing financial plans (budget, forecasts, and multi-year strategies) Opportunity The Financial Planning and Analysis Manager will be a truly collaborative partner for the Company’s global leadership team. You will bring your informed point of view, experience, and passion for the work to your team and internal clients. In Finance, you will be an integral voice in discussions that lead to Safeguard’s growth plans. Your input and work product will be directly applied to critical business decisions from sales to operations across the global businesses. Your financial expertise will contribute and guide the Company’s growth strategy, both organic and through further acquisitions. Above all, the work is meaningful, as it moves the Company forward in its mission to ensure first responders of every skill level in every environment have the products and tools to preserve life.

Requirements

Bachelor's degree in accounting or finance, MBA/CPA preferred.
Ability to work closely with commercial, operations, and administrative functions and demonstrate results delivery through those relationships.
Must have fundamental understanding of GAAP reporting standards.
Previous experience in a manufacturing and distribution organization highly desirable.
Thrives in a transformational environment; emerging business building best-in-class processes (rather than a caretaker for mature, fully developed systems).
Comfortable with change, managing competing priorities, deadline driven.
Ability to interact, challenge, and communicate effectively with team members at all levels within the organization.
Leadership, project management, analytical, and excellent communication skills (oral and written) are required.
Ability to work independently or in a team environment with strong troubleshooting and problem-solving skills.
Occasional travel both domestic and international may be required (<20%).
8-10+ years finance, accounting, or relevant technical/analytical experience required.
Strong knowledge of global manufacturing, supply chain, procurement, commercial, general/administration, sales.
Excellent analytical skills.
Experience in building a plan to the plan, overseeing the annual planning process for a global organization, in terms of timeline, review cadence, reporting to meet needs of company stakeholders.
Strong leadership, mentoring, and project management skills.
Ability to apply intuition, experience, and judgment to available data to make sound business decisions.
Ability to drive process improvements in a global environment.
Strong written and oral communication skills.
Strong business partnering and interpersonal skills.
Organized, flexible, and easily adaptable to changing conditions.
Ability to work well in high pressure situations in order to meet deadlines.
High degree of proficiency with Excel and PowerPoint.
Ability to multi-task and manage numerous simultaneous priorities.
High energy, high ownership of work product, and dedication and commitment to driving results.
English language fluency required.

Nice To Haves

MBA/CPA preferred.
Previous experience in a manufacturing and distribution organization highly desirable.

Responsibilities

Analyze monthly financial results at the functional level, meeting with global leadership team in providing data-based decision-making support, ensuring spend is in line with plans and forecasts.
Proactively review and analyze gross margin results, by geography, product group, and commercial channel.
Collaborate with the FP&A team to prepare monthly/quarterly ELT and Board decks.
Partner with sales leaders and sales reporting analysts to compile, analyze, and accurately forecast sales performance.
Manages the bi-weekly sales forecast process, leading the meeting/discussion to ensure action-based outcomes.
Partner with operations and commercial leaders to identify potential cost savings and/or revenue driving opportunities.
Deploy sales and operations efficiency metrics/KPl's to help improve EBITDA.
Drive maturation of month end/quarter end reviews/discussions.
Key contributor in the development of the global annual operating plan, making efficient use of leaders’ time by driving the discussion towards decision making, armed with accurate data.
Effectively presents and communicates complex financial topics to the executive team and business partners in a way that is easily understood.
Provide support on key decisions on headcount investments and resource deployment.
Assist in the development of BI reporting tools, data warehouse or other tools to improve overall execution of Safeguard strategies, decision making, and KPI improvement.
Perform ad-hoc tasks as assigned and assist on key projects.
Ensure balanced but challenging goals are built into financial plans and forecasts.
Champion process improvement initiatives across the global business.