Financial Planning Manager

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Barcel USA takes pride in our people‑centric culture—Our core belief is “We Value the Person”. In addition to competitive pay and comprehensive benefits, we are committed to providing a safe and inclusive work environment that appreciates all dimensions of diversity, promotes personal and professional development opportunities, and allows our associates to be their authentic selves.

The Financial Planning Manager plays a pivotal role in preparing and overseeing the financial accounting and reporting functions of the organization. This position is responsible for ensuring the accuracy and integrity of financial data and other reports related to operating performance key metrics. It ensures timely release of information to support informed decision‑making by senior management. This role reports directly to the Finance and Consolidation Director and works closely with multiple departments including Logistics, Marketing, Sales, and Accounting.

• Conduct financial analysis and modeling to support strategic decision‑making, including investment decisions, CAPEX, pricing strategies, and cost optimization initiatives.
• Provide financial insights and recommendations to senior management, assisting in the evaluation of business opportunities and risks.
• Collaborate with senior management to develop annual budgets and financial forecasts based on historical data, market trends, and business objectives.
• Coordinate ad‑hoc financial analysis related to customers, brands, products, revenue, pricing, promotions, discounts, credits, and costs and expenses.
• Produce P&L projections for new products, new or existing customers or distribution channels, and financial business cases as needed.
• Provide sustenance reports to the team in Mexico to calculate Costo de Servir and validate outcomes to ensure data accuracy.
• Prepare graphs and tables for executive‑level presentations as needed.
• Review journal entries and other accounting transactions to ensure accuracy and completeness of financial reports.
• Monitor actual financial performance against budgeted targets and prior year, identifying variances and recommending corrective actions as necessary.
• Supervise and mentor accounting staff, providing guidance, training, and performance feedback to foster professional growth and development.
• Cultivate a culture of accountability, collaboration, and continuous improvement within the accounting team by implementing necessary updates and modifications to financial activities and procedures.
• Lead special projects as needed.

• Bachelor’s degree in finance, accounting, or a related field.
• Strong analytical skills and attention to detail, with the ability to analyze complex financial data and draw meaningful conclusions.
• Proven experience in finance or accounting roles, with progressively increasing levels of responsibility and leadership (5+ years).
• Experience with accounting software and ERP systems, Oracle desirable.
• Proficient with MS Office, especially Excel, with the ability to use lookups and pivot tables.
• Excellent communication and interpersonal skills, with the ability to effectively communicate financial information to non‑financial stakeholders.
• Demonstrated leadership abilities, proactive attitude, and a track record of successfully leading and developing high‑performing teams.
• Ability to work effectively in a fast‑paced, dynamic environment, managing multiple priorities and deadlines with accuracy and efficiency.

Barcel USA LLC is an equal‑opportunity employer with a policy that provides equal employment opportunities for applicants and employees regardless of race, color, religion, disability, gender, age, national origin, sexual orientation, gender identity, marital status, pregnancy, veteran status, or any other classification protected by law. This policy applies to all aspects of employment, including recruitment, hiring, promotion, compensation, reassignment, layoffs, discharge, education, training, and all other working conditions.

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