Financial Planning and Analysis Manager

Job Title: FP&A Manager

Reporting to: Senior Finance Director, Operations and Controls

Direct Reports: None

Location: Wappinger Falls, NY (in office role, 4 days/week, Friday WFH after probation period)

Compensation Range

Base Salary Range - $120,000 - $135,000, depending on experience and qualifications

Annual Discretionary Bonus, typically 3%-5% of base salary

Company paid medical insurance and benefits incl. 401k plans etc.

Brief Job Description and Responsibilities:

Accounting and Internal Controls

Support and Assist the Corporate Accounting Team in driving discipline and timely close of the month end cycle- facilitate efficiencies and improvements in month end vs. quarter end vs. year-end close processes.

Document Standard Operating Procedures for existing month-end, GL accounting and GL consolidation processes. Validate controls and challenge processes

Help and support with Balance sheet reconciliations, periodically analyzing and closing gaps on Accruals, Prepaids, Expense Analysis, etc.

Lead the project team and facilitate the work with AR and AP Supervisors, on documenting and improving accounting processes and flows related to:

• Sales order to collection (revenue, AR, collection)


• PO/procurement to payment (PO, AP, aging, payment, 3-way matching)


• Inbound Inventory Purchasing (supplier terms, master product data, product costing, inbound freight and logistics, accruals)

Financial Analysis & Insights

Support and Facilitate the Month End Management Reporting and Business Analysis work (across all financial statements, cash flow preparation, revenue/sales analysis, product level gross margin analysis, inventory adjustments, operating expense analysis, working capital metrics etc.)

• Perform variance analysis (Actual vs Budget vs Forecast)


• Analyze revenue drivers, margins, and cost structure so


• Analyze discounts, customer returns, sales allowances


• Analyze operating expenses by cost center, by vendor, by service type

Support pricing, cost optimization, and investment decisions

Track KPIs and business performance trends, and provide actionable insights to improve profitability

Act as a finance partner to business units (Sales, Ops, Marketing)

• Translate financial data into business language


• Support decision-making with data-backed recommendation so


• Challenge assumptions and drive accountability

Process Improvement and Automation

Drive continuous improvement initiatives, and participate in transformation projects in the areas of treasury & banking, direct and indirect tax initiatives

Standardizing reporting templates for data quality and governance. Automate repetitive tasks to improve efficiency in accounting and reporting processes.

Support financial, employment, tax, and legal related audits and compliance requirements

Qualifications / Skills Desired

1. Bachelor’s degree in Accounting and/or Finance


2. US CPA highly preferred; or Master’s in accounting - strong technical accounting skills are a must


3. 5+ years of post-graduate experience with a top first or second tier CPA firm and/or private entrepreneur led company industry experience or combination.


4. Wholesale, Distribution, Logistics co experience preferred

Skills:

a. Advanced Excel / Financial Modeling / AI techniques

b. Hands on experience to manage, extract and analyze data off ERP systems (SAP, Oracle, NetSuite etc.)

c. Attention to detail

d. Self-Driven, Accountable/Owner mind-set, Proactive Thinker, Collaborative

e. Process Driven, Problem-Solver, Strategic Thinking, Commercial Acumen

f. Competent verbal and written communication skills

Probation Period: 90 days