What are the responsibilities and job description for the Financial Planning & Analysis Manager position at Confie?
Pay Range:
- $125000 - $150000 / year
Our Perks & Benefits:
- Comprehensive benefits package including medical, dental, vision, and life insurance
- Performance-based bonuses to reward your contributions*
- Paid time off to recharge and maintain a healthy work-life balance
- Flexible work options, including remote and hybrid opportunities, if eligible
- Retirement Plan (401k) with company-matched contributions
- Education Advancement, for employees and qualified dependents, via the Confie Enablement Scholarship Fund
- Fitness Reimbursement – up to $15/month for gym memberships
- Inclusive workplace through a strong commitment to Diversity, Equity, and Inclusion
- Employee Assistance Program – confidential support for personal or professional challenges, at no cost
- Extra Perks – optional plans for disability, hospital indemnity, health advocate program, universal life, critical illness, accident insurance, and even pet insurance
Purpose
Responsible for leading efforts to support the Retail, Franchise, and Business Service business units in strategic initiatives, budgeting and forecasting, and ad-hoc value add analysis. This position will interface directly with retail and corporate executive management
Essential Duties & Responsibilities
Lead planning, reporting, and alignment of financial goals for Retail, Franchise and Business Service business units
Drive the budget, forecast and long range plan process for Franchise business unit
Responsible for financial reporting including monthly reviews with retail corporate executive management
Lead expense management by partnering with field and overhead leadership to manage expense line-items
Create dynamic models to automate and streamline forecasting
Strategic partner to retail, franchise, and business services leadership. Align strategic initiatives to long range plans
Provide support and guidance to retail, franchise, and business services to ensure standardization and consistency in projections, reporting, and processes
Lead the development and ongoing refinement of a Retail Store Optimization process, including financial evaluation of new store openings, closures, relocations, and performance improvement initiatives
Analyze and develop models to optimize Retail Sales compensation and provide regular reviews for FP&A and Retail management
Conduct ongoing insurance carrier analysis to optimize commissions, present to executive leadership, build robust commission budgets and forecasts, and work with retail sales organization to ensure optimal carrier mix is achieved
Oversee retail capital expenditure ROI analysis and approval and planning process
Prepare reports and presentation material for Executive Leadership meetings
Perform ad hoc projects for retail, franchise, and business services executives on an as needed basis
Qualifications and Education Requirements
Bachelor's Degree required; MBA preferred
5 years of experience in planning, analysis and financial management
Retail experience; Insurance experience a plus
Expert excel and financial modeling experience skills required
Experience with OneStream and Tableau; experience with budgeting system implementation a plus
Dynamic expertise with data, technology, systems and implementation
Proven leadership ability, as well as strength in building internal partnerships
Must be a team player and eager to put in extra effort
Strong quantitative, analytical skills with attention to detail and accuracy
Strong communication, critical-thinking, and presentation skills; including the ability to provide written and verbal direction effectively
Well organized with an ability to manage multiple projects with strict deadlines
Other Duties
This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice
Notice
As permitted by applicable law and from time-to-time, Confie may use a computer system that has elements of artificial intelligence to help make decisions about your employment, including recruitment, hiring, renewal of employment, or the terms and conditions of your employment. Employees with questions about Confie’s use of these computer systems should contact Human Resources at employeerelations@confie.com