Financial Planning and Analysis Manager (FP&A Director)

Company: ALTA IT Services
Location: Cleveland
Posted on: February 20, 2025

Job Description:

FINANCIAL PLANNING & ANALYSIS (Director)

Read on to fully understand what this job requires in terms of skills and experience If you are a good match, make an application.
Columbus, Ohio Onsite

ALTA IT Services has a direct hire opening for a Financial Planning and Analysis Manager (FP&A Manager) to support a highly regarded national power company.

Primary Responsibilities: Maintain and improve the corporate multi-year strategic planning financial model including P&L, balance sheet, and cash flow models
Utilize strategic planning analytical models to provide recommendations to the management team relative to key long-term decisions and initiatives
rive budgeting and forecasting processes; Compile annual budget, development, consolidation, review, and presentation
Maintain high-level analysis of actual period results versus strategic and annual planning targets
Maintain and improve monthly cash flow analysis and forecasts (rolling 12 months)
Develop simple, reliable weekly and monthly reporting documents (forecast vs actual, metrics, and KPIs)
Develop additional tools and models that help with decision-making and maintain these on a monthly and quarterly basis as required
Develop forecasts and/or budgets for products, functions, and overhead pools
Make recommendations to management on financial performance projections using financial and business knowledge and experience
Provide analysis that supports decisions related to capital allocations, develop a Capex plan based on information collected from other leaders
Support periodic product pricing analysis through the preparation of materials, labor, and overhead cost inflation actual and forecast impacts
Initiate variance analyses and provide an understanding of operational and financial performance to management
Prepare meaningful analysis on financial trends and key metrics for COGS functions, including inventory transactions, gross margin analytics, and variances
Analyze cost variances, determine root causes, and prepare recommendations and alternatives for improvements
Provide monthly managerial reports in Excel and PowerPoint for review with functional heads, which include key metrics, financial results, and variance analysis for all Gross Margin components
Investigate and deep dive into material costing and related transactions/questions (purchase orders, receiving, consumption, cost allocation)
Compile data from multiple sources and develop performance reports for SG&A labor and non-labor reporting
Analyze operational performance and provide reasons for cost and schedule variances, as well as the financial impact, recovery opportunities, and delivery impacts
Cost accounting Subject Matter Expert for ERP and other operational systems (e.g., Inventory/Warehouse, Materials Requirement Planning)
Identify and implement opportunities to streamline and improve existing business processes to improve performance and output quality across the organization
Ad hoc assignments that improve financial and operational processes
Significant role in preparing Board of Directors presentation material
Assist with due diligence and integration planning for potential acquisitions


Job Qualifications: Bachelor's degree in Accounting, Finance, Economics, Statistics, Math, Business Administration or a related quantitative field
5+ years of relevant experience in Financial Accounting or Financial Planning and Analysis, focused on cost and inventory accounting in a manufacturing environment
Experience with Financial Modeling, Product Costing, Inventory Management, Variance Analysis
Demonstrated experience in P&L analysis, Cash Flow Forecasting, Capital Planning, and inventory analysis
Proficient in analyzing and understanding profitability levers, cost drivers, and existing KPIs, as well as capable of developing appropriate KPIs and improving existing ones
Strong mastery of financial statement modeling
Expert-level Microsoft Excel modeling skills and PowerPoint presentation skills
Experience with ERP and related tools for reporting and analysis
Exceptional analytical skills and a passion for diving into numbers and problem-solving
High attention to detail for data integrity and quality of reporting
Highly organized and great at planning the unforeseen, prioritizing responsibilities and tasks
Proven high performer with the ability to work autonomously and take initiative
Ability to work with strict deadlines and understand and respond to changing priorities
Ability to maintain confidential information
Ability to work closely with private equity owners


Base salary range: Commensurate with experience $125,000 + annually, plus bonus plan and benefits.

For consideration, please contact Pam Mills at: pmills@altaits.com

Keywords: ALTA IT Services, Cleveland , Financial Planning and Analysis Manager (FP&A Director), Executive , Cleveland, Ohio