Financial Planning and Analysis Manager

Job Title

Financial Planning & Analysis (FP&A) Manager

Buena Park, CA

Full-Time

The Finance Manager plays a key role in driving financial analysis to support overall performance and strategic decision-making across the organization. This position leads budgeting, forecasting, and financial planning processes, delivering clear, data-driven insights to senior leadership and business partners.

The role is responsible for developing robust financial models, conducting in-depth profitability and variance analyses, and implementing reporting tools and dashboards to enhance visibility and operational efficiency. Working closely with cross-functional teams, this individual translates complex financial data into actionable recommendations that support growth, optimize margins, and ensure sound financial management in a fast-paced environment.

• Lead annual budgeting and monthly forecasting processes in collaboration with department leaders.
• Develop rolling forecasts and update projections based on business trends, risks, and growth opportunities.
• Build and maintain detailed financial models to evaluate business scenarios and sensitivities.
• Prepare and review monthly and quarterly management reporting packages with variance analysis vs. budget and prior year.
• Provide actionable insights on revenue, margin, operating expenses, and cash flow to support strategic decisions.
• Conduct profitability analysis by customer, channel, product, and promotion to identify revenue growth and margin expansion opportunities.
• Support commercial, operational, and strategic initiatives through ad-hoc financial analysis.
• Drive automation initiatives, dashboards, and KPI tracking to enhance reporting visibility and data-driven decision-making.
• Perform additional duties as assigned by management.

• Bachelor's degree in Accounting, Finance, Business Management, or related field required;
  Master's degree preferred.
• 5-7 years of progressive experience in financial planning & analysis or corporate finance (retail and wholesale industry experience preferred).
• Strong business acumen with the ability to translate complex financial data into clear insights for non-financial stakeholders.
• Advanced financial modeling and analytical skills with expertise in Excel/Google Sheets.
• Experience with BI tools (Tableau preferred).
• Familiarity with SQL, Python, and data warehousing concepts.
• Demonstrated success in process improvement, dashboard development, and reporting system implementation.
• Ability to manage multiple priorities in a fast-paced environment.

• Prolonged periods of sitting and working at a computer.
• May require standing or walking for extended periods.
• Ability to lift up to 25 pounds and perform repetitive motions.

• Starting salary from $95,000 per year (final compensation based on experience, education, skills, and location).

• Medical, Dental, Vision, and Life Insurance
• 401(k) with 4% Company Match
• Long-Term Service Award
• Employee Discount
• Paid Time Off
• Disability Insurance