Financial Planning and Analysis Manager

3 days ago

Cleveland, Ohio, United States System One Holdings, LLC Full time
Job Summary

We are seeking a highly skilled Financial Planning and Analysis Manager to join our team at System One Holdings, LLC. As a key member of our organization, you will be responsible for maintaining and improving our corporate multi-year strategic planning financial model, providing recommendations to the management team, and driving budgeting and forecasting processes.

Key Responsibilities
  • Financial Modeling: Develop and maintain complex financial models, including P&L, balance sheet, and cash flow models, to support strategic planning and decision-making.
  • Strategic Planning: Utilize analytical models to provide recommendations to the management team on key long-term decisions and initiatives.
  • Budgeting and Forecasting: Drive budgeting and forecasting processes, including annual budget development, consolidation, review, and presentation.
  • Financial Analysis: Maintain high-level analysis of actual period results versus strategic and annual planning targets.
  • Cash Flow Management: Maintain and improve monthly cash flow analysis and forecasts (rolling 12 months).
  • Reporting and Analysis: Develop simple, reliable weekly and monthly reporting documents (forecast vs actual, metrics, and KPIs).
  • Decision Support: Develop additional tools and models that help with decision-making and maintain these on a monthly and quarterly basis as required.
  • Forecasting and Budgeting: Develop forecasts and/or budgets for products, functions, and overhead pools.
  • Financial Performance Analysis: Make recommendations to management on financial performance projections using financial and business knowledge and experience.
  • Capital Allocation: Provide analysis that supports decisions related to capital allocations, develop a Capex plan based on information collected from other leaders.
  • Product Pricing Analysis: Support periodic product pricing analysis through the preparation of materials, labor, and overhead cost inflation actual and forecast impacts.
  • Variance Analysis: Initiate variance analyses and provide an understanding of operational and financial performance to management.
  • Financial Trend Analysis: Prepare meaningful analysis on financial trends and key metrics for COGS functions, including inventory transactions, gross margin analytics, and variances.
  • Cost Analysis: Analyze cost variances, determine root causes, and prepare recommendations and alternatives for improvements.
  • Managerial Reporting: Provide monthly managerial reports in Excel and PowerPoint for review with functional heads, which include key metrics, financial results, and variance analysis for all Gross Margin components.
  • Operational Performance Analysis: Investigate and deep dive into material costing and related transactions/questions (purchase orders, receiving, consumption, cost allocation).
  • Performance Reporting: Compile data from multiple sources and develop performance reports for SG&A labor and non-labor reporting.
  • Operational Performance Improvement: Analyze operational performance and provide reasons for cost and schedule variances, as well as the financial impact, recovery opportunities, and delivery impacts.
  • Cost Accounting Expertise: Cost accounting Subject Matter Expert for ERP and other operational systems (e.g., Inventory/Warehouse, Materials Requirement Planning).
  • Process Improvement: Identify and implement opportunities to streamline and improve existing business processes to improve performance and output quality across the organization.
  • Ad Hoc Assignments: Perform ad hoc assignments that improve financial and operational processes.
  • Board of Directors Support: Significant role in preparing Board of Directors presentation material.
  • Due Diligence and Integration Planning: Assist with due diligence and integration planning for potential acquisitions.
Requirements
  • Education: Bachelor's degree in Accounting, Finance, Economics, Statistics, Math, Business Administration, or a related quantitative field.
  • Experience: 5+ years of relevant experience in Financial Accounting or Financial Planning and Analysis, focused on cost and inventory accounting in a manufacturing environment.
  • Skills: Experience with Financial Modeling, Product Costing, Inventory Management, Variance Analysis, P&L analysis, Cash Flow Forecasting, Capital Planning, and inventory analysis.
  • Expertise: Strong mastery of financial statement modeling, expert-level Microsoft Excel modeling skills, and PowerPoint presentation skills.
  • Tools: Experience with ERP and related tools for reporting and analysis.
  • Soft Skills: Exceptional analytical skills, a passion for diving into numbers and problem-solving, high attention to detail for data integrity and quality of reporting, highly organized, and great at planning the unforeseen, prioritizing responsibilities and tasks.
  • Performance: Proven high performer with the ability to work autonomously and take initiative, ability to work with strict deadlines and understand and respond to changing priorities, ability to maintain confidential information, and ability to work closely with private equity owners.

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