Financial Analytics Manager

The Role:

As the Financial Analytics Manager, you own BPP's planning, forecasting, and financial analysis. You build and maintain the operating budget and rolling forecast, turn manufacturing and project activity into cost and margin insight, and give leadership a forward-looking view of the business to complement the historical view Accounting produces. You work closely with the CFO as a finance and analytics partner to the business, while reporting organizationally to the Director of Data & Analytics as part of the DATA Department.

You work in Dynamics 365 Finance & Operations alongside the department's reporting resources, leveraging enterprise reporting and D365 data to drive business decisions. You own the financial logic, models, and assumptions, and pull source data from the shared reporting platform so budget, forecast, and actuals all tie back to one source.

Key Responsibilities:

Planning, Budgeting & Forecasting:

• Annual Budget: Own the annual budget process end to end, building the calendar and templates, gathering departmental input, challenging assumptions, consolidating the plan, and presenting the final package to executive leadership. Track and explain actual-to-budget variance throughout the year.
• Rolling Forecast: Maintain a rolling forecast for revenue, cost of goods sold, operating expense, and headcount, updating on a defined cadence for booked orders, backlog, production schedule, and market conditions.
• Cash & Working Capital: Forecast cash flow and working capital, modeling the impact of inventory positions, receivables and payables timing, and large project milestones.
• Capital Planning: Build the capital expenditure plan covering equipment, tooling, and facility projects, and evaluate individual investment requests on payback, ROI, and financing impact.
• Scenario Modeling: Model the financial impact of pricing changes, material cost movement, volume shifts, staffing changes, and new product or market initiatives to support executive decision-making.

Cost, Margin & Operational Analysis:

• Cost Analysis: Analyze product and manufacturing cost across material, labor, and overhead, including the effect of rate changes and the annual cost roll on inventory valuation and reported margin.
• Manufacturing Variance Analysis: Analyze production order variances for purchase price, material usage, labor efficiency, and overhead absorption, and work with Operations to identify root cause and corrective action.
• Product & Customer Margin: Report and explain gross margin by product line, configuration, customer, and channel, surfacing where BPP is making and losing money and why.
• Project Profitability: Work with the Project Controller to track estimate-to-actual performance on project-based work, comparing labor, material, and subcontract cost against WBS budget, and flag margin erosion while there is still time to act.
• Inventory & Supply Chain Economics: Analyze inventory levels, turns, obsolescence exposure, and purchase price trends, partnering with Supply Chain on the financial case for sourcing and stocking decisions.

Management Reporting & Systems:

• Monthly Reporting Package: Produce the monthly management reporting package covering P&L, budget and forecast variance, KPI summary, and written commentary explaining what changed and what it means.
• Close Partnership: Partner with Accounting through the monthly close on accruals, cost reclassifications, and variance explanation, ensuring reported results are understood before they are distributed.
• D365 F&O Financial Tools: Collaborate with Finance on the financial planning configuration within Dynamics 365 Finance & Operations, including budget register entries, budget control, allocation rules, and Financial Reporter row and column definitions.
• Model Ownership: Build and maintain BPP’s core financial models, holding a high standard for structure, documentation, version control, and auditability of assumptions.
• Lender & Board Reporting: Prepare financial packages, covenant calculations, and supporting schedules for lenders, ownership, and the board.

Cross-Functional Collaboration:

• Business Partnership: Serve as the finance and analytics partner to Operations, Supply Chain, Sales, Engineering, and Projects, attending their meetings, learning how the work actually gets done, and bringing financial context to operational decisions.
• Sales & Demand Alignment: Work with Sales to translate pipeline, quoting activity, and backlog into a defensible revenue forecast, and to evaluate margin on significant quotes and contract terms.
• Executive Communication: Present analysis and recommendations to the CFO and senior leadership in clear, concise language, leading with the conclusion, showing the drivers, and stating the recommended action.

Qualifications:

Required:

• Experience: 5+ years in financial planning and analysis, financial analytics, corporate finance, or cost accounting, including 2+ years owning a budget or forecast process and hands-on financial modeling. Manufacturing experience…