Strategic FP&A Finance Manager | Power BI & Budgeting

Description SUMMARY

The Finance Manager is a financial business partner with the business acumen to complete financial analysis, communicate findings, and support, or lead, problem solving to achieve business results. This role requires accounting and financial planning and analysis expertise to assist in setting strategic direction, support financial operations, and inform business decisions. The Finance Manager is responsible for ensuring accurate and timely financial reports while supporting financial close, risk management, and compliance.

• Partner with CFO to manage, and at times lead, the day-to-day business operations for the department, including providing coverage for others in the department, resolving short-term issues or needs, KPI reporting, and interactions with external partners and others.
• Own the integration and operation of Microsoft Power BI application to develop and deliver complex modeling and analysis associated with all aspects of the business, including commissions, customer profitability, direct-to-consumer (D2C) revenue, and margin analysis, connecting POS to customer revenue and others.
• Create, collect, prepare, analyze, and report financial information focusing on gross margin, pricing, standard costs, and other metrics key for internal users. Develop analytics that identify trends, risks, and opportunities by customer and/or item.
• Provide financial reporting to support annual strategic planning and lead annual budget process. Summarize P&L based on inputs from all functional departments, develop Balance Sheet and Cash Flow, and update the ERP system. Continually improve the budgeting process through manager education, variance analysis, and effective utilization of the ERP system.
• Generate ad-hoc reports to support customer line reviews focusing on revenue, margin, and point-of-sale (POS) data. Provide year-over-year analysis on revenue, margin, and customer programs.
• Present financial reports, analysis, and findings to leadership at various levels of the organization. Simplify complex data into easy-to-understand information that those accountable can act on. Present data in verbal and written formats that influences others making data‑driven decisions.
• Prepare, analyze, and audit monthly commission payments for internal sales and external manufacturer representatives. Ensure customer data is accurate based on agreed upon commission rate, agreed upon region or customer, and sales manager.
• Support month‑end close by preparing and recording General Ledger entries and account reconciliations, manage accruals as assigned. Prepare year‑end closing entries.
• Develop, document, and maintain standard operating procedures (SOPs) to achieve best‑in‑class financial controls and processes. Audit SOPs for the department and support external audit firm testing of financial and business SOPs. Develop, implement, and test solutions to external audit findings for SOPs tested.
• Oversee the annual cost roll, inventory valuation, and maintaining material standards. Support Operations by providing analysis on purchase‑price‑variance (PPV) and inventory transactions (scrap, damage, loss, etc.).

No direct reports but will partner with CFO to manage day-to-day operations for the finance department.

• Bachelor’s degree in accounting from an accredited university;
  Master’s degree in Accounting, finance or business administration preferred. CPA / CMA designation a plus.
• 7‑10 years of experience in various accounting and financial positions of increasing responsibilities.
• MS Office experience with emphasis in Excel pivot tables, data analytics and building dashboards. Business operates on Acumatica ERP software.
• Proven expertise with Microsoft Power BI. Familiarity with Velixo reporting or other Excel based tools, such as Hyperion or Khalix.
• Proven track record of FP&A analytics, modeling, and reporting. Ability to present complex data in simple written and narrative formats.
• Proven track record of Staff Accountant responsibilities (month‑end close, reconciliations, auditing,…