Financial Planning And Analysis Manager

Intelex USA, LLC (dba Warmies) is seeking an analytical and business-minded Manager, Financial Planning & Analysis to own the company’s financial planning, forecasting, and analytics function. This is a hands-on, individual contributor role serving as the company’s dedicated finance resource, partnering across Sales, Marketing, Operations, and Supply Chain to translate business activity into financial insight. In addition to core FP&A responsibilities, this role will contribute to the company’s supply chain planning process, connecting demand and inventory planning to the financial forecast. The Manager, FP&A will report directly to the Senior Vice President, Finance & Accounting.

This role requires 3 days in office (Dundee, IL)

Role Description

‚óè Own the annual budgeting process and recurring forecast cycles, including P&L, cash flow, and balance sheet projections.

‚óè Prepare monthly and quarterly financial reporting packages, including variance analysis of actual results versus budget, forecast, and prior year, with clear explanation of business drivers.

‚óè Build and maintain financial models supporting long-range planning, scenario analysis, and sensitivity testing.

‚óè Develop and maintain KPIs, dashboards, and management reporting to provide visibility into performance across the business.

‚óè Perform gross margin, product profitability, customer profitability, and channel profitability analysis;
identify opportunities to improve margin and cost structure.

‚óè Partner with Sales and Marketing on customer and channel forecasting, trade spend, promotional analysis, and pricing decisions.

‚óè Contribute to the supply chain planning process, including demand planning inputs, inventory and purchase planning, and alignment of the supply plan with the financial forecast.

‚óè Analyze inventory levels, turns, and working capital;
provide recommendationsto optimize cash conversion.

‚óè Support capital expenditure requests, ROI analysis, and ad hoc business case development.

‚óè Prepare analysis and reporting materials for leadership and ownership.

‚óè Drive continuous improvement in planning processes, reporting tools, and data integrity;
leverage ERP and reporting systems to automate and streamline recurring deliverables.

Qualifications

‚óè Five or more years of progressive experience in financial planning and analysis, corporate finance, or a comparable analytical finance role.

‚óè Demonstrated ownership of budgeting, forecasting, and management reporting processes.

‚óè Advanced financial modeling and Excel skills;
ability to build modelsfrom the ground up and stress-test assumptions.

‚óè Experience in a consumer products, manufacturing, or distribution environment strongly preferred, including familiarity with inventory, cost of goods sold, and landed cost concepts.

‚óè Exposure to supply chain, demand planning, or S&OP processes preferred.

‚óè Working knowledge of financial statements and general accounting concepts sufficient to analyze results, with the ability to bridge operational activity to financial outcomes.

‚óè Proficiency with ERP systems and financial reporting or BI tools;
experience with data extraction and manipulation from large data sets.

‚óè Exceptional analytical, problem-solving, and critical-thinking skills, with strong attention to detail.

‚óè Strong communication skills, with the ability to present complex financial information to non-financial stakeholders and influence business decisions.

‚óè Self-directed and comfortable operating as the sole dedicated finance resource, managing competing priorities in a fast-paced, lean environment.

‚óè Bachelor’s degree in Finance, Accounting, Economics, or related field required;
(MBA/CPA/CMA preferred, optional, if applicable).

Compensation: Up to $155,000 annually, based on experience

Benefits: Health, dental, and vision insurance, 401(k) match

Tagged as: Excel, Financial Modeling, Forecasting