Financial Planning & Analysis Manager

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Accounting/Finance Full Time Professional Anoka, MN, US

2 days ago Requisition

Salary Range: $ To $ Annually

The Financial Planning & Analysis Manager is an individual contributor role responsible for running the forecast engine to tell the story behind the numbers to organizational leadership, the Board of Directors, and private equity sponsors. Responsibilities will include financial analysis, planning, cash forecasting, organizational annual planning and budgeting, and accurate financial reporting. This role owns Deco Pac’s financial planning and analysis process and will sit at the center of how we plan, measure, and make decisions across our US and UK businesses.

The Financial Reporting & Analysis manager reports directly to the CFO.

• Own the financial forecast. Build and run driver-based monthly forecasts, the annual operating plan, 13-week cash flow and rolling 12-month outlooks, tied to volume, price/mix, freight, FX, and other operating drivers.
• Deliver budget-to-actual and forecast-to-forecast EBITDA bridges with clear price, volume, and mix analysis, and commentary that explains results.
• Deliver Board of Directors and sponsor materials. Own the monthly and quarterly reporting calendar and product concise, board-ready materials for leadership, the Board of Directors, private equity sponsors and lenders.
• Partner with leaders and peers across the business. Work with Sales, Operations, Marketing, and our UK Leadership team to build forecasts, analyze channel and customer profitability, and hold owners accountable to the numbers. Work with the Controller to ensure one source of truth for the information provided.
• Support key decisions. Model scenarios for pricing actions, capital projects, cost initiatives, and M&A opportunities, and turn the analysis into clear recommendations.
• Track the Value Creation Plan (VCP). Monitor adjusted EBITDA, cash conversion, working capital, and covenant headroom, and connect the operating plan to long-term value creation goals. Report on performance using KPI scorecards.
• Partner with the CFO, CEO, and ownership on ad hoc analysis, managing requests through one intake process with clear turnaround times.
• Establish one source of truth for sales figures in partnership with the Manager of Business Analysis.
• Other duties as assigned.

• Bachelor’s degree in finance, accounting, economics, or related field required. MBA preferred.
• 5-10 years’ experience of FP&A or corporate finance experience, including at least 2 years in a private equity-backed, lender reporting, or similarly high-accountability environment.
• Demonstrated skill in building driver-based forecasts and three-statement models that business leaders can actually use.
• Strong command of variance analysis, including price/volume/mix decomposition and EBITDA bridges.
• Working knowledge of adjusted EBITDA, covenant compliance, cash flow, and working capital management.
• Demonstrated ability to explain financial results to senior executives and boards, including clear headlines and concise slides.
• Demonstrated ability to deliver candid financial assessments to senior leadership.
• Advanced Microsoft Excel skills and hands-on experience with an ERP and a planning or BI tool.
• CPA or CFA certification/license preferred.

• Experience supporting a sale process, quality-of-earnings review, due diligence, or refinancing.
• Experience partnering with finance teams in other countries and currencies, ideally the UK or Europe.
• Demonstrated ability to lead change, implement a new…