FP&A Lead

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Morris Group, Inc., one of the largest machine tool distribution networks in North America, is a third generation, family owned and operated business that serves manufactures of precision machined parts in the United States. Our mission is to help manufactures maintain a competitive advantage in the world economy by improving productivity.

Summary of Responsibility:

Morris Group is seeking an experienced and highly analytical FP&A Lead to join our finance team. This role will be responsible for overseeing the forecasting, budgeting, and financial analysis processes to support strategic decision-making across the organization. The ideal candidate will have strong financial modeling skills, a proven understanding of financial management principles, and a consistent track record of process ownership.

Morris Group, Inc., one of the largest machine tool distribution networks in North America, is a third generation, family owned and operated business that serves manufactures of precision machined parts in the United States. Our mission is to help manufactures maintain a competitive advantage in the world economy by improving productivity.

• Lead and assist in the preparation of annual budgeting, forecasting, and long-range financial planning processes.
• Build and maintain financial models to support decision-making across the organization.
• Analyze financial data to identify trends, risks, and opportunities for growth.
• Collaborate with cross-functional teams to ensure alignment of financial plans with strategic objectives.
• Lead and support the monthly financial planning process, including variance analysis, management reporting, and planning platform management.
• Provide training and support on best practices and process workflow updates, including preparing desktop procedures for end users.
• Drive improvements in financial processes, systems, and reporting capabilities to enhance efficiency and accuracy.

Other Functions:

• Perform related duties as required

The duties listed above are intended only as illustration of the various types of work that may be performed. The omission of specific statements of duties does not exclude them from the position if the work is similar or a logical assignment to the position.

• Bachelor's degree or equivalent experience in Finance, Accounting, or a related field. CPA, CMA, MBA or advanced degree/professional certification is a plus. 
• 5+ years of experience in financial planning and analysis, preferably in manufacturing or distribution environment. 
• Proficiency in Microsoft Excel and financial software applications. 
• IBM Planning Analytics / TM1 modeling or administration a plus, but not required. 
• In-depth knowledge of accounting principles, financial statement analysis, and management reporting. 
• Excellent communication, presentation, and interpersonal skills. 
• Proven ability to lead financial planning processes independently and collaboratively in a fast-paced environment. 
• Strong attention to detail, problem-solving abilities, and a goal-oriented mindset.

We take great pride in our employees and offer a variety of benefits that allow our employees to be successful inside and outside of work:

• Competitive starting salary
• Market competitive comprehensive health benefits including a zero premium medical plan offering, vision, dental, and company paid life insurance
• Paid Time Off, starting with 23 paid days off in your first year.
• 10 Company Paid Holidays
• 401(k) retirement plan with company contribution
• Tuition reimbursement
• Employee appreciation events and perks
• Employee Assistance Program

Mental and physical requirements:

The physical demands and work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Must be highly mobile, able to access all areas of the premises.
• Ability to concentrate and remain focused while prioritizing multiple tasks, responsibilities, and projects.
• Ability to sit for prolonged period of times.
• Able to perform bending, twisting, stooping, reaching, and lifting of moderate to heavyweight material up to 50 lbs. with assistance from equipment or other employees.
• Ability to frequently use hands and arms.
• Vision abilities required by the job include close vision, distance vision, peripheral vision, depth perception and the ability to adjust focus.
• Ability to keep their composure with the public and co-workers in everyday, stressful situations.

Morris Group, Inc., including all operating subsidiaries, is an Equal Opportunity Employer-M/F/Veteran/Disability. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected veteran status, sexual orientation, gender identity, or any other protected class.

Windsor, CT

Job Requisition ID#: 868A