What are the responsibilities and job description for the Financial Planning & Analysis Manager position at Heritage Distribution?
The Manager, Financial Planning & Analysis (FP&A) is responsible for supporting the company’s planning, forecasting, reporting, and financial analysis processes. This role serves as a key business partner to leadership and field operations, providing actionable insights that drive informed decision-making and support business performance.
This is a hands-on role focused on developing and maintaining reporting infrastructure, supporting the annual operating plan and forecasting cycles, preparing executive and board-level reporting, and identifying opportunities to improve efficiency through automation and analytics. The ideal candidate combines strong financial acumen, analytical capabilities, and communication skills with a passion for continuous improvement and technology-enabled solutions.
Key Responsibilities and Tasks
- Support the Annual Operating Plan (AOP) process, including consolidating field input, developing monthly phasing, and preparing branch-level targets.
- Maintain and enhance quarterly and rolling forecast processes to improve forecast accuracy and business visibility.
- Partner with finance leadership to develop and maintain inventory forecasting and monthly inventory review processes.
- Perform variance analysis and identify trends, risks, and opportunities impacting business performance.
- Produce recurring monthly management reporting, including P&L reporting and key performance indicators across operating entities.
- Support consolidated financial reporting, including intercompany eliminations and purchase accounting adjustments.
- Prepare monthly business review materials, executive summaries, and board reporting packages.
- Build and maintain financial models, reporting tools, dashboards, and data visualizations.
- Identify opportunities to automate reporting, forecasting, and analytical processes using AI and other technology solutions.
- Partner with operations, purchasing, sales, and field leadership to support data-driven decision making and improve financial understanding across the organization.
Individual contributor with no direct reports.
Certifications: CPA, CMA, CFA, or FP&A certification preferred but not required
Educational Requirements: Bachelor’s degree in Finance, Accounting, Economics, or related field required; advanced degree preferred
Years of Experience: 3 years of progressive FP&A, corporate finance, or financial analysis experience; Experience supporting budgeting, forecasting, and management reporting processes; Experience in multi-entity organizations preferred
Knowledge/Skills/Abilities:
- Strong understanding of financial statements, budgeting, forecasting, and variance analysis
- Advanced Microsoft Excel skills, including financial modeling and automation
- Experience with financial reporting tools, data visualization, and analytics platforms
- Strong analytical and problem-solving capabilities
- Excellent written and verbal communication skills with the ability to translate financial information for non-finance audiences
- Demonstrated curiosity, continuous learning mindset, and interest in leveraging technology to improve business processes