Financial Planning and Analysis Manager

Manager of Financial Planning & Analysis

Mid-sized Irvine based global consumer products manufacturer / distributor

$140-170K plus 15% bonus

Three days per week in office

Notes:

• Manufacturing industry experience is highly preferred for this role
• Must be adept at Executive level communication
• Must be sharp in order to add value to these 4 and to be able to tell the stories behind the numbers, do the analysis themselves, and be both 40K elevation strategic, and also be in the detail with Excel, etc
• The chance to play a foundational role at a company concentrated on rapid growth where they can take over the market in terms of competitors and market share
• Reports directly to the Senior Director of Finance
• The opportunity to grow with the company in terms of title and growing the Finance department
• A collaborative, international team culture where ideas and initiative are valued
• The opportunity to grow as they scale and shape the future of the industry

We are seeking a Manager, Financial Planning & Analysis (FP&A) to join our team located in Irvine, CA

The Manager, FP&A will manage the financial planning, forecasting, and analytical functions to deliver strategic insights that drive business performance and value creation. Reporting directly to the Senior Director, FP&A, this role oversees FP&A team responsibilities and partners cross-functionally with senior leadership across the organization. This represents a unique opportunity to join our dynamic private equity environment and work alongside our investment team to shape the Company’s financial strategy.

ESSENTIAL JOB FUNCTIONS

• Coordinate the Company’s annual budgeting process and monthly/quarterly forecasting cycles, partnering with department heads to build detailed, accurate department budgets

• Own the development and maintenance of the consolidated P&L, Cash Flow, and Balance Sheet forecasts and present variance analyses and actionable recommendations to the executive team

• Maintain dynamic, multi-year financial models spanning product strategies, customer profitability, capital allocation, and long-range planning scenarios

Manage the forecast process end-to-end, ensuring alignment between operational plans and financial targets

• Develop deep knowledge of the Company’s complete business lifecycle to identify areas of inefficiency and lead improvement initiatives using systems and advanced analytical reporting

• Evaluate complex business problems and build quantitative models to support strategic decisions across Finance, Customer Experience, Sales, Operations, and Manufacturing

• Aggregate and analyze inventory on a monthly basis; review inventory risk and opportunities with the CFO and recommend corrective actions

• Analyze revenue, COGS, and margin trends to provide insights that inform pricing, product, and go-to-market strategies

• Conduct ad-hoc analyses utilizing financial, operational, and sales data to address emerging business questions

• Deliver timely, accurate, and effective analyses and reporting of key financial metrics to the Senior Director of FP&A and CFO enabling informed strategic decisions

• Develop and report KPIs in collaboration with Senior Management using various reporting tools and software

• Review monthly results against budget and forecast, prepare variance explanations, and highlight issues and recommendations to leadership

• Provide regular reporting and presentations to Senior Director of FP&A CFO and private equity stakeholders

• Foster a high-performance culture of continuous learning and professional growth

• Drive ongoing improvement of the Company’s reporting practices, enhancing the quality of information provided and the efficiency of its production through process and technology improvements including demonstrated use of AI tools to drive productivity

• Serve as a key interface between Finance and internal stakeholders across all departments and regions, ensuring consistent and reliable reporting support

Qualification Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or related field; MBA or CPA preferred

• 7 years of progressive Finance experience with an emphasis in financial planning and analysis, preferably in a manufacturing environment

• 3 years of experience managing or leading a finance team

• Advanced proficiency in Excel, PowerPoint, and financial modeling; experience with BI/reporting tools (e.g., Power BI, Tableau) preferred

• ERP experience required; Navision / Business Central experience a plus

• Experience in revenue, COGS, and margin analysis/budgeting

• Private equity or sponsor-backed company experience strongly preferred

• Excellent analytical, interpersonal, leadership, and communication skills

• Strong ability to collaborate and develop relationships across the organization to enable effective completion of business objectives

• Highest standards of accuracy and precision; highly organized

• Results-oriented, with an ability to manage multiple projects and competing priorities in a fast-paced environment

• Ability to think strategically and creatively; highly-driven, self-motivated, and intellectually

curious

• Ability to present complex information in a concise, well-formatted manner to audiences ranging from operational teams to executive leadership and board-level stakeholders

• Manufacturing/product costing experience a plus

• Experience with multiple entity consolidation and reporting a plus