Financial Planning and Analysis Manager
About The Position
The Financial Planning & Analysis (FP&A) Manager will be responsible for enterprise-wide budgeting, forecasting, financial planning, and performance analysis for our grocery co-op. This high visibility role is involved with all aspects of FP&A - including revenue, margins, labor, other operating costs, cash, capital expenditures and long-term financial planning. This role brings strong financial leadership experience in a multi-unit retail, grocery, or restaurant environment and understands the key drivers of a dynamic, community-focused business. Working closely with executive leadership and cross-functional teams, the Manager will deliver insights and recommendations that support sustainable growth and informed decision-making.
Requirements
- Bachelor’s degree in business, Accounting, or a related field, or equivalent combination of education and experience.
- 6 years of experience in financial planning and analysis
- 2-4 years of leadership experience in a senior FP&A role with direct reports in a multi-unit retail, grocery, or restaurant environment
- Proficiency in Excel and advanced financial modeling skills
- Working knowledge of Power BI or similar business intelligence tools
- Strong analytical, strategic thinking, and problem-solving skills
- Effective communication and presentation abilities; capable of translating complex financial data for non-financial audiences
- Demonstrated ability to lead cross-functional initiatives and influence executive-level decision-making
Responsibilities
- Lead the annual budgeting process, long-range planning, and rolling forecast to ensure alignment with business goals and market dynamics.
- Oversee enterprise-wide financial planning, including revenue forecasting, margin analysis, labor and operating expenses, cash and capital investment planning.
- Monitor and evaluate financial performance, identifying trends, risks, and opportunities. Provide actionable insights to improve profitability, efficiency, and overall financial health.
- Act as a trusted financial advisor to senior leaders across functions, including merchandising and store operations. Support business decisions with data-driven insights.
- Develop and present accurate, timely financial reports, dashboards, and KPIs to the executive team and key stakeholders.
- Translate complex financial data into clear, actionable insights through clear, relevant reporting tailored to various levels of the co-op.
- Lead financial modeling for capital investments, store openings, new initiatives, and strategic projects. Support decisions with robust ROI and scenario analyses.
- Enhance FP&A tools, systems, and workflows to improve forecasting accuracy, efficiency, and scalability. Drive process improvements across the finance function.
- Lead, mentor, and develop high-performing Financial Analysts. Foster a culture of accountability, collaboration, and continuous improvement.
Benefits
- Medical, dental, and vision plan
- Life Insurance
- Short Term Disability
- Long Term Disability
- Parental Leave
- Employee Assistance Program
- Paid time off starting at 0.08 hours per hour worked
- 6 paid holidays per year
- Bereavement leave
- 401(k) profit sharing contribution
- Discounted ORCA bus pass
- PCC cooking classes discount
- Staff discount on in-store purchases
- Free PCC co-op membership
- Flexible Spending Account with pre-tax savings on eligible health and child care expenses
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What This Job Offers
Job Type
Full-time
Career Level
Manager
