Financial Planning and Analysis Director

4 weeks ago


Charlotte, North Carolina, United States Fairview Search Group, LLC Full time
Job Title: Manager of Financial Planning and Analysis

Company: Fairview Search Group, LLC

Job Type: Direct Hire

Compensation: Base to 125K plus bonus

About the Role:

The Manager of Financial Planning and Analysis will assist with the management of reporting functions, ensuring accuracy, timeliness, and integrity of reporting processes. This includes monthly reporting and analysis, ad hoc reporting, budgeting, forecasting, and projections, as well as management reports.

This role will also support the sales and marketing activities of the company in all areas of FP&A.

Responsibilities:
  • Support the Sales and Marketing team to own and manage planning, reporting, and forecasting across all customers
  • Operate as an integral member of the commercial organization involved in day-to-day business decisions and processes
  • Lead the financial forecasting and evaluation of sales initiatives, including customer proposals, promotions, and terms negotiations
  • Manage the monthly sales estimate process from invoice sales through standard cost
  • Work with Sales and Marketing Leadership to establish promotional spend strategy and develop customer and program level spending details to support the initiation of that strategy
  • Analyze monthly promotional spend actuals by customer and product line to assure sales forecast is aligned with plan, as well as ensure forecasting reflects changes to phasing
  • Develop and prepare monthly sales related KPIs and reports to support business-wide performance reviews
  • Prepare written commentary for executive presentations of monthly operating results and strategic direction. Make recommendations to drive optimal strategic results, be prepared to support conclusions through sound data analysis
  • Work collaboratively with sales, marketing, and demand planning team to ensure annual plan projections align with Sales/Forecast
  • Obtain, analyze, and provide key data presented in our business planning process
  • Monitor timeliness and completeness of strategic analysis and data submitted and streamline processes
  • Manage and develop one direct report
  • Recommend cost containment strategies and efficiencies
Requirements:
  • Degree in Accounting or Finance
  • Minimum of five years' experience in Finance or related field
  • Possess a thorough understanding of financial statements and relationships between income statement, balance sheet, and cash flow statements
  • Very strong PC skills and proficiency; MS Excel, Hyperion, Qlikview, and SAP

Apply: Forward resume immediately for a confidential review to jobs@fairviewsearch.com or use the "Apply" option.

Visit us at www.fairviewsearch.com for additional opportunities.



  • Charlotte, North Carolina, United States Recruit Up, LLC Full time

    About the RoleAs the Director of Financial Planning and Analysis at United Utility, you will play a pivotal role in shaping the financial future of our dynamic organization. Your expertise will guide strategic decision-making and ensure the financial health and success of our company. By providing keen insights and data-driven recommendations, you will...


  • Charlotte, North Carolina, United States Novolex Full time

    Job SummaryWe are seeking a highly skilled and experienced Financial Planning and Analysis Director to join our team at Novolex. As a key member of our leadership team, you will be responsible for financial planning, forecasting, reporting, and analysis to identify risks and opportunities across the business.Key ResponsibilitiesOversee and coordinate monthly...


  • Charlotte, North Carolina, United States Sonoco Full time

    About the RoleSonoco is seeking a highly skilled Associate Director, FP&A to join our team. As a key member of our finance leadership team, you will be responsible for providing strategic financial guidance and support to our divisional management team.Key ResponsibilitiesDevelop and implement financial planning and analysis strategies to drive business...


  • Charlotte, North Carolina, United States Sonoco Full time

    Job SummaryAs an Associate Director of Financial Planning and Analysis at Sonoco, you will play a pivotal role in driving business growth and strategic decision-making. This role requires a strong financial background, excellent analytical skills, and the ability to communicate complex financial information to stakeholders.Key ResponsibilitiesProvide...


  • Charlotte, North Carolina, United States GlobalSource IT Full time

    Financial Planning and Analysis ManagerGlobalSource IT is seeking a seasoned Financial Planning and Analysis Manager to drive financial performance and growth. This role is ideal for a detail-oriented professional with expertise in financial analysis, forecasting, and strategic insights.Key Responsibilities:Lead Productivity Initiatives: Enhance operational...


  • Charlotte, North Carolina, United States Fairview Search Group, LLC Full time

    Job Title: Manager of Financial Planning and AnalysisFairview Search Group, LLC is seeking a highly skilled Manager of Financial Planning and Analysis to join our team. As a key member of our commercial organization, you will be responsible for assisting with the management of reporting functions, ensuring accuracy, timeliness, and integrity of reporting...


  • Charlotte, North Carolina, United States Vaco Full time

    Job Title: Interim Financial Planning and Analysis ManagerVaco is seeking an experienced Interim Financial Planning and Analysis Manager to join our team. As a key member of our finance department, you will be responsible for providing strategic analysis to senior management, performing analysis and modeling, and tracking results and cash flow.Key...


  • Charlotte, North Carolina, United States Sonoco Full time

    About the RoleSonoco is seeking a highly skilled Associate Director, FP&A to join our team. As a key member of our finance leadership team, you will be responsible for providing strategic direction to division management and leading the business unit finance team in management reporting, budgeting, and forecasting.Key ResponsibilitiesProvide strategic...


  • Charlotte, North Carolina, United States Omada Search Full time

    Job OverviewOmada Search is seeking a highly motivated and experienced Financial Planning and Analysis (FP&A) professional to join our team. As a key member of our growing finance team, you will play a critical role in customizing and enhancing our financial reporting package, developing forecasting capabilities, and supporting financial planning and...


  • Charlotte, North Carolina, United States Carrier Full time

    About This RoleWe are seeking a highly skilled Financial Planning and Analysis Specialist to join our team at Carrier. As a key member of our FP&A team, you will be responsible for providing financial analysis and planning support to our business units.The ideal candidate will have a strong background in financial planning and analysis, with experience in...


  • Charlotte, North Carolina, United States Omada Search Full time

    Job OverviewOmada Search is seeking a highly motivated and experienced Financial Planning and Analysis (FP&A) professional to join our team. As a key member of our growing finance team, you will play a critical role in customizing and enhancing our financial reporting package, developing forecasting capabilities, and supporting financial planning and...


  • Charlotte, North Carolina, United States Sealed Air Corporation Full time

    Job SummaryThe Finance Manager FP&A & Compliance – Supply Chain North America is a key member of the North American Supply Chain Finance leadership team, responsible for leading the annual operating plan, monthly forecasts, and management reporting for Supply Chain. This role has oversight of the control environment for the NAM plants and plays a...


  • Charlotte, North Carolina, United States International Staff Consulting Full time

    Our client, a leading provider of environmental control products and services for the commercial and military aviation industries, is seeking a seasoned Financial Planning and Analysis Manager to join their team in Charlotte, NC.Utilize advanced data analytical skills to query and analyze large datasets to identify areas of opportunity to improve company...


  • Charlotte, North Carolina, United States Citizens Full time

    Financial Planning and Analysis (FP&A) RoleWe are seeking a highly skilled Financial Planning and Analysis (FP&A) professional to join our team at Citizens. As a key member of our organization, you will play a critical role in providing insightful financial support for our Private Bank and Private Wealth business units.This is an exciting opportunity to...


  • Charlotte, North Carolina, United States Search Solution Group Full time

    Job OverviewWe are seeking a highly skilled Contract FP&A Analyst to provide expert financial analysis and support decision-making processes across the business. This critical role ensures accurate financial reporting, forecasting, and maintains financial models.Key ResponsibilitiesFinancial Reporting: Prepare monthly financial reporting packages for...


  • Charlotte, North Carolina, United States Search Solution Group Full time

    Job OverviewWe are seeking a skilled Contract FP&A Analyst to provide high-quality financial analysis that supports informed decision-making across the business. This critical role is responsible for ensuring accurate financial reporting, forecasting, and maintaining financial models. The FP&A Analyst will collaborate with various departments to provide...


  • Charlotte, North Carolina, United States Allspring Global Investments Full time

    Unlock Your Potential as a Financial Planning and Analysis LeadJoin Allspring Global Investments, a leading independent asset management firm, as we embark on a new era of investing that pursues both financial returns and positive outcomes. As a Financial Planning and Analysis Lead, you will play a critical role in supporting the Chief Operations Office...


  • Charlotte, North Carolina, United States Vaco Full time

    FP&A Manager Job DescriptionWe are seeking a highly skilled and motivated FP&A Manager to join our finance team. The FP&A Manager will play a critical role in driving financial performance, strategic planning, and decision-making processes within the organization.Key Responsibilities:Lead the annual budgeting and quarterly forecasting processes, working...


  • Charlotte, North Carolina, United States BrightSpeed Full time

    Job Title: Financial Planning and Analysis ManagerWe are seeking a highly skilled Financial Planning and Analysis Manager to join our team at Brightspeed. As a key member of our finance team, you will be responsible for managing the budgeting, forecasting, and planning processes for our consumer business.Key Responsibilities:Manage the annual budget,...


  • Charlotte, North Carolina, United States Sealed Air Corporation Full time

    Job SummaryThe Finance Manager FP&A & Compliance – Supply Chain North America is a key member of the North American Supply Chain Finance leadership team, responsible for leading the annual operating plan, monthly forecasts, and management reporting for Supply Chain. This role has oversight of the control environment for the NAM plants and plays a...