What are the responsibilities and job description for the Financial Planning and Analysis Manager position at Coda Search│Staffing?
Their team makes long-term investments in top-tier, independent companies and brings them together to maximize our collective potential.
Position Summary
The Manager, FP&A will serve as the primary finance partner for the company's national service and national parts businesses. This role will lead forecasting, performance reporting, and decision support across a network of operating companies, working closely with business leaders to improve visibility into revenue, gross margin, labor productivity, inventory, and profitability.
Key Responsibilities
- P&L Forecasting & Planning: Lead the consolidated forecast and annual planning processes for national service and national parts, including revenue, gross margin, operating expenses, headcount, and EBITDA.
- Business Partnership: Partner with national functional leaders and operating-company leadership to understand performance drivers, pressure-test assumptions, and identify risks and opportunities.
- Performance Management: Deliver monthly actual-versus-plan and forecast reviews, clearly explaining results and recommended actions to improve financial and operational performance.
- Service Analytics: Develop insight into technician utilization, billable hours, labor productivity, pricing, service mix, contract performance, and branch-level profitability.
- Parts Analytics: Analyze sales, gross margin, product and customer mix, pricing, inventory turns, purchasing trends, rebates, and working-capital performance.
- Driver-Based Models: Build scalable models that connect operational drivers—volume, price, labor, utilization, product mix, backlog, and inventory—to financial outcomes.
Qualifications
- Bachelor's degree in Finance, Accounting, Economics, or a related field.
- 5 years of progressive experience in FP&A, operational finance, or business finance; multi-location or decentralized-company experience preferred.
- Strong command of P&L forecasting, variance analysis, financial modeling, and business performance management.
Salary : $150,000 - $175,000