Financial Planning Manager

Barcel USA•Coppell, TX

32d

About The Position

The Financial Planning Manager plays a pivotal role in preparing and overseeing the financial accounting and reporting functions of the organization. This position is responsible for ensuring the accuracy and integrity of financial data, and other reports related to operating performance key metrics. Ensure on time release of information to support informed decision-making by senior management. This position reports directly to the Finance and Consolidation Director. Liaison and synergy with multiple departments within the company and extended to intercompany organizations including Logistics, Marketing, Sales, and Accounting to support business decisions. Primary responsibilities include business cases evaluations, initiatives across the organization, pricing analysis, forecasting new products, and existing product performance. Drive continuous improvement in all processes including reporting, planning, and financial modeling while supervising a team.

Requirements

Bachelor's degree in finance, accounting, or related field
Strong analytical skills and attention to detail, with the ability to analyze complex financial data and draw meaningful conclusions.
Proven experience in finance or accounting roles, with progressively increasing levels of responsibility and leadership. (5+ years)
Accounting software and ERP systems proficiency, or Oracle is desirable.
Proficient with MS Office, particularly in the development of Excel spreadsheet's ability to work with lookups and pivot tables.
Excellent communication and interpersonal skills, with the ability to effectively communicate financial information to non-financial stakeholders
Demonstrated leadership abilities, proactive attitude with a track record of successfully leading and developing high-performing teams.
Ability to work effectively in a fast-paced, dynamic environment, managing multiple priorities and deadlines with accuracy and efficiency.

Responsibilities

Conduct financial analysis and modeling to support strategic decision-making, including investment decisions, CAPEX, pricing strategies, and cost optimization initiatives.
Provide financial insights and recommendations to senior management, assisting in the evaluation of business opportunities and risks.
Collaborate with senior management to develop annual budgets and financial forecasts based on historical data, market trends, and business objectives.
Coordinate Ad hoc financial analysis related to customers, brands, products, revenue, pricing, promotions, discounts, credits and cost and expenses.
P&L projections for new products, new or existing customers or distribution channels, Financial Business cases as needed
Provide sustenance reports to team in Mexico to calculate Costo de Servir and validate outcomes to ensure data accuracy.
Prepare graphs and tables for executive level presentations as needed
Review journal entries, and other accounting transactions to ensure accuracy and completeness of financial reports
Monitor actual financial performance against budgeted targets and LY, identifying variances and recommending corrective actions as necessary
Supervise and mentor accounting staff, providing guidance, training, and performance feedback to foster professional growth and development.
Cultivate a culture of accountability, collaboration, and continuous improvement within the accounting team by Implementing necessary updates and modifications to financial activities and procedures.
Special Projects as needed.