Financial Planning & Analyst, Manager

The FP&A Manager will lead financial planning, forecasting, and performance analysis to support strategic and operational decision-making. This role requires advanced Excel capabilities, strong experience with Power Query and Power BI, and a passion for turning large, complex data sets into actionable insights. The ideal candidate is analytical, technically strong, and comfortable partnering with cross-functional teams.

Key Responsibilities

Financial Planning & Analysis

• Lead annual budgeting, rolling forecasts, and long-range financial planning
• Prepare and analyze monthly financial results, including variance analysis and trend insights
• Develop KPI reporting and dashboards to support management and operational reviews
• Provide financial modeling and scenario analysis to support strategic initiatives

Data, Reporting & Automation

• Build and maintain advanced Excel models using Power Query, complex formulas, and structured data workflows
• Design and enhance Power BI dashboards for financial and operational reporting
• Improve data accuracy, consistency, and efficiency through automation and process optimization
• Partner with Accounting and Operations to ensure alignment between financial data and business activity

Business Partnership

• Act as a trusted financial advisor to operational and functional leaders
• Translate financial results into clear, actionable insights for non-finance stakeholders
• Support decision-making related to pricing, cost management, and resource allocation

Required Qualifications

• Bachelor’s degree in finance, Accounting, Economics, or a related field
• Advanced Excel skills, including Power Query, data modeling, and large data set analysis
• Hands-on experience with Power BI, including dashboard creation and data visualization
• Strong analytical, problem-solving, and communication skills
• 7-10 years' experience managing forecasts, budgets, and financial models

Preferred Qualifications

• Python experience for data analysis, automation, or financial modeling
• Experience working with ERP systems and large transactional data sets
• Background in operational, logistics, manufacturing, or data-driven environments

Benefits

The company offers medical, dental, and vision insurance, as well as basic and voluntary life and voluntary ancillary coverages for accident, critical illness and hospital indemnity. Full-time employees are eligible for paid sick leave, bereavement, holiday and vacation pay. Employees are eligible to participate in the company 401k plan on the first day of the third month following hire date.

iDC Logistics Inc. is committed to providing equal employment opportunities to all employees and applicants without regard to race, religion, color, sex, national origin, citizenship status, uniform service member status, age, disability, sexual and gender orientation, genetic information or any other protected status in accordance with all applicable federal, state and local laws. This commitment extends to all aspects of the company’s employment practices including, but not limited to, recruiting, hiring, promoting, transferring, compensation, benefits, training, leaves of absence, termination, and other terms and conditions of employment.

This job description is intended to set forth the core functions required for this position and describe the general nature of the work performed by employees in this position.  It may not contain a comprehensive inventory of all duties, responsibilities, and qualifications required of employees to do this job.   Employees may be assigned additional responsibilities as necessary.  The Company reserves the right to revise this job description at any time and to require employees to perform other tasks as circumstances or conditions of the Company’s business, competitive considerations or the work environment changes.