Financial Planning & Analysis Manager

Job Description

Job Description

Description:

The FP&A (Financial Planning & Analysis) Manager plays a critical role in improving the company’s financial performance by delivering actionable financial insights and supporting informed decision-making. This role partners closely with business leaders across the organization to ensure alignment between financial plans, operational execution, and strategic objectives. The FP&A Manager leads the annual budgeting process, oversees forecasting and month-end financial analysis, and contributes to solving complex business problems. In addition, this role is instrumental in advancing the finance function through financial transformation, implementing new financial capabilities, and enhancing the use of existing financial systems and tools. Success in this role requires delivering accurate, efficient financial planning processes that ensure resources are deployed effectively, spending aligns with strategic priorities, and shareholder value is maximized.

What You'll Do

• Lead and manage the annual budgeting process, including long-range and multi-year financial planning.
• Develop and maintain rolling forecasts to reflect business performance, key drivers, and emerging risks and opportunities.
• Prepare and present monthly, quarterly, and annual financial analyses for leadership and key stakeholders.

• Analyze financial results against budget, forecast, and key performance indicators (KPIs).
• Identify trends, risks, and opportunities and translate findings into actionable insights to improve financial performance.

• Partner closely with department leaders to understand operational drivers and financial requirements.
• Ensure strong alignment between financial plans, operational execution, and business priorities.

• Drive financial transformation initiatives by implementing new financial capabilities and enhancing the adoption and effectiveness of existing financial software and systems.
• Partner with Finance, IT, and system vendors to improve planning, reporting, and analytics capabilities.
• Lead efforts to standardize financial processes, improve data quality, and increase automation across planning and reporting activities.

• Identify and implement process improvements that enhance the efficiency, accuracy, and scalability of financial planning and reporting.
• Leverage ERP systems, financial planning tools, and business intelligence platforms to streamline workflows and improve insight delivery.

• Ensure accurate, timely, and insightful financial reporting in compliance with internal policies and external requirements.
• Prepare ad-hoc financial analyses and executive-level reporting to support leadership needs.

• Provides guidance, coaching, and development to financial analysts.
• Fosters a collaborative, high-performance, and continuous-improvement culture.

Competencies

• Advanced ability to analyze complex financial data, identify trends, and forecast future performance.
• Strong expertise in financial modeling, forecasting techniques, and scenario analysis.

• Ability to align financial planning with long-term business objectives while evolving financial capabilities to meet changing business needs.
• Proactively identifies opportunities to enhance financial insight through improved data, tools, and processes.

• Effectively communicates complex financial information to both financial and non-financial stakeholders.
• Presents insights clearly and concisely to enable data-driven decision-making.

• Advanced proficiency with financial systems, ERP platforms, planning tools, and business intelligence solutions.
• Expert skills in Microsoft Excel and financial planning software to ensure accurate, efficient analysis and reporting.

What Success Looks Like

Accuracy and Timeliness

• Financial reports, forecasts, and analyses are consistently accurate and delivered on schedule.
• Budgets and financial plans demonstrate strong discipline and reliability.

Performance Improvement

• Financial performance improves as a result of insights, analysis, and recommendations.
• Key risks and opportunities are identified early and addressed proactively.

Financial Transformation Impact

• New financial capabilities are successfully implemented, adopted, and embedded into business processes.
• Enhanced use of financial systems leads to improved data quality, faster cycle times, and deeper business insights.

Process Efficiency

• Planning and reporting processes demonstrate measurable improvements in efficiency, scalability, and automation.
• Financial systems and tools are effectively leveraged to reduce manual effort and increase analytical capacity.

Cross-Functional Collaboration

• Strong, trusted working relationships with department leaders and key stakeholders.
• Financial planning is tightly integrated with operational execution and business objectives.

What We're Looking For

• Bachelor’s degree in finance, Economics, Accounting, or a related field.
• Minimum of 5 years of progressive experience in corporate finance, investment banking, management consulting, or a similarly fast-paced, data-driven environment.

• Demonstrated expertise in financial modeling, forecasting, and analysis.

• Advanced proficiency in Microsoft Excel and financial planning systems.
• Minimum of 2 year of people management experience.
• Proven proficiency in using ERP systems such as Oracle, SAP, or similar platforms.
• Financial software implementation experience preferred.
• Proficiency in business intelligence and visualization tools such as Power BI or Tableau is preferred.

• MBA or advanced degree preferred.

The anticipated salary range for this position starts at $120,000 annually, depending on experience and qualifications. This role is eligible for a performance-based bonus based on individual and company performance.

This position includes a comprehensive benefits package, which includes:

• Medical, dental, and vision insurance
• Company-paid life insurance with additional voluntary coverage options
• Disability insurance
• Additional voluntary benefits
• 401k match
• Flex PTO
• Paid Parental Leave
• 30%+ discount on Pampered Chef Products and product giveaways

Pampered Chef operates on a hybrid work model at our Addison, IL headquarters, with in-office collaboration expected Tuesday through Thursday each week.