FP&A Lead

5 days ago

Windsor, Connecticut, United States Morris Group, Inc. Full time
Join Our Team as an FP&A Lead

Morris Group, Inc., a leading machine tool distribution network in North America, is seeking an experienced FP&A Lead to join our finance team. As a key member of our team, you will be responsible for overseeing the forecasting, budgeting, and financial analysis processes to support strategic decision-making across the organization.

Key Responsibilities:
  • 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.
Requirements:
  • 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.
What We Offer:
  • 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

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