Financial Planning and Analysis Manager

Finatal is partnered with a well-known middle-market Private Equity Firm in search of an FP&A Manager for one of their new portfolio company acquisitions.

The company is a $200mil manufacturer and distributor of outdoor home products including fireplaces, stoves, grills, and heaters.

This is an exciting opportunity to join a newly acquired portfolio company of a reputable private equity firm that has aggressive growth plans.

The Manager Financial Planning and Analysis will report directly to the CFO and manage many aspects of accounting / finance operating functions, cash forecasting, cash applications / banking, monthly financial reporting, annual financial planning, financial forecasting, commission payments and monthly close processes.

Key responsibilities :

Financial Analysis and Reporting

• Provide timely financial reporting and improve segment-based financial analysis with expanded budget, actual, prior period variance analysis and insight.
• Prepare and distribute monthly, quarterly and annual financial statement reports (Income Statement, Balance Sheet, Cash Flow)
• Develop and maintain complex financial models to support business planning, forecasting and 13-week cash flow projection processes.
• Analyze BI tool data and KPI metrics to identify trends and impact business decisions

Financial and Cash Forecasting

• Manage daily / weekly cash forecast model and reporting.
• Manage bank account balances and daily cash forecast input / output, communicate daily cash position to CFO and Private Equity owners.
• Ownership and heavy hands-on interaction with AP / AR teams to ensure timely consolidation of future payment and collection information.
• Lead monthly rolling forecast update and reporting process.
• Assist in preparation of the Multi Year Annual Operating Plan and Annual Budget
• Collaborate with department heads to gather information for development of budget.

Automation / Integration / Systems

• Experience in making process changes to improve efficiencies / timing of manual entries using data and systems enhancements.
• Assist with AR accounting and finance related process improvement projects.
• Assist in further automation of cash application / accounting processes and train employees on expanded data management and efficient Great Plaines usage.
• Assist with transition to upgraded ERP system.

Accounting / Controls / Close / Reporting

• Strong analytic, financial and accounting skills, knowledge of GAAP.
• Month end closing process experience, bank reconciliations, GAAP accrual entries, intercompany transactions, foreign currency transactions.
• Manage monthly Commission payment processes and vendor financing programs.
• Strong cross functional interaction with team of 6-10 across accounting operating, billing, procurement and warehouse functions.
• Support for debt compliance and monthly / quarterly bank reporting.
• Support / Manage other key projects, initiatives and requests by executive management.

Education / Experience :

• Bachelor's degree in Accounting / Finance.
• CPA and MBA strongly preferred.
• Experience in a generally accepted accounting principles environment (GAAP).
• Prior experience working with Great Plaines ERP system.
• Experience working in a manufacturing and distribution environment preferred.
• Experience working with foreign entities and foreign currency transactions preferred.

The ideal candidates will also possess :

• Proven team skills, influencing non direct reports.
• Effective communication skills, both written and oral.
• Knowledge of Microsoft Office products, with strong knowledge of Excel.
• Strong Analytical skills, self-motivated, able to work alone or within a team in a fast pace environment.
• A positive attitude toward individual, team and company goals working effectively in a no ego environment.
5 days ago