Financial Planning and Analysis Manager

3 weeks ago


Sanford, United States Addison Group Full time

Our client is looking for an FP&A Manager to join their team, this is a $400M in revenue organization that is PE backed and looking to grow over $1B in the next few years.


Location: Sanford FL - in office 5x/week


Salary: $120-125K with a 20% bonus opportunity


Keys to hire:

  • 7 years of experience
  • HVAC/Construction Industry experience


Job Description:

Responsibilities:

  • Developing efficiencies and process improvements within the team’s work streams;
  • Partnering with departmental leaders to determine and support financial analysis needs;
  • Developing, coordinating, and reporting budgets and forecasts for individual departments;
  • Managing financial aspects of special projects by determining key drivers, driving the right set of analyses and presenting the conclusions;
  • Monthly reporting and variance analysis;
  • Product margins and performance (also Business Unit performance);
  • Provide senior management with budgets and periodic forecasts, including the following; Profit and loss (income statement);
  • Operating performance for the upcoming quarter and year;
  • Customer margins and performance;
  • Regional margins and performance;
  • Take an active role in the broader Finance team; helping smooth implementation of – and adherence to – new finance requirements, systems and processes;
  • Run annual budgets and forecasts, including the roll-out of regular reforecasting cycles and processes;
  • Prepare ad-hoc management financial reports as required;
  • Prepare management reporting packs in a timely and clear fashion, with risks and opportunities readily identified;
  • Monitor marketing spend data, analyse variances against budget and support growth of the marketing function and their decision making.


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