Manager, Financial Planning & Analysis
About The Position
The Manager, Financial Planning & Analysis leads a team of FP&A professionals in financial reporting, forecasting, and strategic analysis for US distribution operations. The role serves as a financial advisor to operational leadership, setting performance targets, guiding complex financial modeling, and delivering insights that support short- and long-term business objectives. The position owns monthly performance reporting for freight and distribution centers, analyzes logistics productivity and costs across CSA, and evaluates routing guide compliance and related cost benchmarks. It leads annual operating plans, quarterly forecasts, and long-range strategic plans, and provides product line financial guidance across core business units. The role partners with finance and operational leaders across North America Residential, Light Commercial, and Commercial HVAC; oversees month-end closing and freight accrual advisory processes; and maintains regulatory and accounting compliance. The manager builds financial models for operational decisions, pricing, sales initiatives, capital allocation, and productivity targets. They also direct and mentor FP&A professionals, setting objectives, guiding analytical work, evaluating performance, and supporting professional growth. Applicants must be legally authorized to work in the United States; employment visa sponsorship is unavailable.
Requirements
- Bachelor’s degree in Accounting, Finance, Economics, or Business Administration.
- At least 5 years of FP&A experience with increasing responsibility.
- At least 3 years of advanced Microsoft Excel experience, including complex modeling and scenario building.
- At least 1 year of hands-on experience with enterprise ERP and consolidation systems, such as SAP or Hyperion/HFM.
- Legally authorized to work in the United States; employment visa sponsorship is not available.
Nice To Haves
- Master’s degree in Business Administration, Accounting, or Finance, or active CPA/CMA certification.
- At least 3 years of specialized experience in supply chain finance, distribution center accounting, or logistics cost management.
- At least 1 year of direct management or formal supervisory experience leading FP&A analysts.
- Experience supporting supply chain, operations, or logistics finance.
- Experience with data visualization tools such as Power BI or Tableau, enterprise planning systems such as Anaplan or SAP BPC/SAC, and AI tools.
- Ability to coach, empower, and guide direct reports while fostering a collaborative, high-performing team environment.
- Proactive, data-driven identification of cost-saving opportunities, operational inefficiencies, and financial risks.
- Strong relationship-building skills for collaborating with supply chain, logistics, sales, and operations teams to build consensus on budgets and forecasts.
- Strong attention to detail.
Responsibilities
- Own monthly performance reporting for the freight function and distribution centers, interpreting actual results against prior year, plan, and forecast and communicating drivers and insights to leadership.
- Direct the calculation, analysis, and communication of logistics productivity metrics across CSA.
- Analyze freight and warehouse spending across CSA, identify cost drivers, and develop proactive mitigation strategies.
- Produce regular analyses of routing guide compliance and benchmark cost differences associated with routing guide usage.
- Lead annual operating plans, quarterly financial forecasts, and long-range strategic plans.
- Provide product line financial guidance for monthly forecasts and annual planning across core business units.
- Partner with the Central Ops Finance Leader and operational leads across North America Residential, Light Commercial, and Commercial HVAC.
- Ensure timely and accurate month-end closing for NARS, LC, and CHVAC distribution centers.
- Provide advisory support for monthly freight accruals and maintain regulatory and accounting compliance.
- Build and maintain financial models for operational decisions, pricing strategies, sales initiatives, capital allocation, and productivity targets.
- Direct and mentor FP&A professionals, set objectives, guide analytical workflows, evaluate operational performance, and foster professional growth.
Benefits
- Medical, dental, and vision benefits
- Wellness incentives
- Retirement benefits
- Paid vacation, sick, and personal leave
- Paid holidays
- Birth and adoption leave
- Parental leave
- Family and medical leave
- Bereavement leave
- Jury duty leave
- Military leave
- Purchased vacation
- Short-term and long-term disability
- Life insurance and accidental death and dismemberment insurance
- Health Savings Account, Health Care Spending Account, and Dependent Care Spending Account
- Tuition assistance
- Short-term cash incentives, subject to plan requirements
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What This Job Offers
Job Type
Full-time
Career Level
Manager
