Manager, Financial Planning & Analysis

Alex Lee • Winston Salem, NC

15h

About The Position

The Manager, Financial Planning & Analysis (FP&A) will contribute to the company's success through providing strong financial and analytic thought leadership and direction. This role will also provide value through serving as a key financial liaison on strategic projects and initiatives. The Manager, FP&A will work with their business partners to ensure optimal short-term and long-term decision making. They will provide assistance “planning the work” and then “working the plan” most efficiently and effectively. Financial data is at the core, but the FP&A team will be responsible for providing a balanced view of the business including operational metrics and activity drivers. To be successful in this role, this individual must have strong FP&A experience and be highly analytical. This person should also have strong presentation, report building and financial analysis experience, with a strong work ethic.

Requirements

• Bachelor's Degree in Finance, Analytics or similar quantitative field of study; Master's Degree preferred.
• 5+ years of progressive Finance experience.
• Prior FP&A experience at a large company ($1B+ Sales) preferred.
• Advanced experience working in Microsoft tools (i.e. Excel, PowerPoint) and business intelligence software (i.e. Power BI, Microstrategy).
• Working knowledge in Financial/ GL Systems (i.e. Fusion, Hyperion), Database querying tools, Visualization tools, Statistical tools.
• Strong industry knowledge in retail, wholesale, distribution and/ or consumer packaged goods.
• Good team building skills.
• High level of drive, enthusiasm and ability to naturally emerge as a respected leader.
• Strong desire to learn and improve; intellectually curious.
• High standards of accuracy.
• Demonstrated ability to work with ambiguity.
• Ability to proactively identify needs and solve complex problems.
• Ability to maintain an unbiased, financial stewardship focus and not cross the line too far into the business partner's team.
• Excellent written and verbal communication skills.
• Ability to proactively manage the message & expectations (all levels).
• Ability to effectively handle multiple competing priorities, and manage deadlines under pressure.
• Works with integrity in a manner consistent with Alex Lee's values and ethics.
• High accountability that delivers on commitments and holds others to the same.

Responsibilities

• Financial Analysis - Build ROI/business models (ST & LT) for major capital expenditures, projects, ventures, promotions. Analyze profitability for key areas of assigned operational area. Provide proactive variance analyses. Provide impact measurement for key initiatives.
• Business Analytics - Develop & deliver ad-hoc decision support (financial data in addition to operational data) . Set up and measure test and learns, as appropriate for assigned operational area. Create, provide and partner on: descriptive analytics & exploratory data analytics – “What” diagnostic analytics – “Why” predictive analytics – “What if” prescriptive analytics – “Next best action
• Financial Operating Planning - Produce assigned deliverables for the annual financial operating plan (as required for assigned operational area) with driver based targets; guide partner through process and ensure understanding and alignment on all budget submissions. Deliver single and “rest of year” financial forecasting.
• Managing & Reporting Business Performance - Deliver (thru collaboration with partner) on periodic business reviews. Prepare Executive (i.e. Leadership, Board Meeting) presentations, schedules & required support (including KPIs and Scorecards). Do competitive benchmarking, macro-environment and market share/growth analyses; as required for assigned operational area.
• Strategic Planning - Working with assigned operational area, provide the financial view for the longer term (3-5 year) planning process. Model financial outcomes of the strategies. Identify & track KPIs/ balanced scorecards which link to the strategies.
• Data & Systems - Provide data sourcing, wrangling, querying & modeling for discovery analytics. Develop standardized, self service performance reporting. Build requirements & validate production ready metrics and reports.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level