What are the responsibilities and job description for the Financial Planning & Analysis Manager position at Imperial Companies?
WHO WE ARE:
Imperial began as a one-man coffee company serving Tulsa. Our tremendous growth in traditional vending, micro markets, catering, corporate dining, and coffee services is made possible by our commitment to unmatched service, customer relationships, and cutting-edge technology. For us, everything comes down to making sure our customers are receiving World Class Service. We focus on understanding and fulfilling their needs.
Want to work for a growing company with growth opportunities for its employees and that gives back to the communities it serves?
Want to work alongside people who also value being responsible, having integrity, building relationships, creating innovation, & achieving growth?
Imperial is a recognized industry leader in the convenient services industry providing services of vending, micro-markets, office coffee, catering, and corporate dining. Headquartered in Tulsa, Imperial is a fast paced, growing company, operating in 6 states and employing more than 900 dedicated team members. At Imperial, our team goal is to build relationships & provide unmatched service to make customers happy & deliver profitable results.
Financial Planning and Analysis Manager
GENERAL PURPOSE This should be an accurate and concise statement of the contribution the job makes to the company, department or functional area. It should not exceed one or two paragraphs in length. The purpose does not include a detailed list of how the job is done, or a list of problems, tasks and activities. Nor is it a summary of the duties and responsibilities. You may find it easier to write the purpose statement by answering one of the following questions: What is it that the job is intended to achieve? What would not get done if the job did not exist? What is the contribution that the job makes to the Company?
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Financial planning, analysis, and strategic governance of the Imperial business—covering revenue, volume, profitability, cost structure, OPEX, capital allocation, and performance management—to strengthen operational execution and enable profitable growth. This includes driving the budgeting and forecasting cycles, developing advanced financial insights, guiding commercial and operational decisions, and leading financial evaluations, due diligence, valuation, and integration efforts for potential M&A opportunities. This role is also the primary liaison with the corporate global office, ensuring the implementation of corporate processes and policies across the Imperial organization. |
WHAT YOU WILL DO:
- The steps required to define the main duties and responsibilities of the job are as detailed here. Analyze the initial list of tasks and, so far as possible, simplify the list by grouping and naming related tasks together so that at least two but no more than five main areas of responsibility remain.
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A useful format for constructing a job responsibility is:
”What is done”
”To what”
”To achieve what result”
A typical sentence describing duties should start with an action verb and use verbs which express the actual responsibility, for example: to recommend; to ensure that; to collaborate; to prepare; to supervise, etc.
No attempt should be made to describe how they are carried out, but some indication should be given as to the purpose of each task.
Decide on the order in which the main responsibilities should be described. The most effective order is to list the most important first. An alternative is to adopt a more chronological order; this can be useful when jobs are based around a core process or calendar of events.
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Responsibility 1: |
Ensure the preparation, integration, and analysis of financial information to support profitable decision-making across the Imperial business |
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Responsibility 2: |
Lead the planning, budgeting, and forecasting processes to ensure alignment with strategic and operational targets. |
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Responsibility 3: |
Oversee the monthly closing process and ensure the integrity of operational and financial results.
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Responsibility 4: |
Develop business performance reports and executive presentations on a monthly, quarterly, and annual basis to support decision-making at all organizational levels |
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Responsibility 5: |
Ensure alignment with corporate processes, policies, and governance as the primary liaison between Imperial and Corporate office. |
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Implement corporate budgeting, forecasting, accounting, and reporting standards. Ensure full compliance with corporate policies and internal controls. Translate corporate requirements into local operational practices. Coordinate audits and corporate reviews, ensuring timely information flow. Maintain strong communication with corporate FP&A, accounting, treasury, and strategy teams. |
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Responsibility 6: |
Drive continuous improvement, analytics, and digital capabilities to enhance financial visibility and operational decision-making. |
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Responsibility 7: |
Lead financial due diligence, valuation, and integration activities for M&A opportunities in the vending, micro-market, and OCS space. |
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Responsibility 8: |
Coordinate with operational and commercial leaders to monitor volume performance, cost controls, and spending against budget to ensure achievement of business objectives. |
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Benefits: Health, Dental, Life, AFLAC, 401K, Vacation, and Holiday's.
Please visit www.imperialco.com for more information.
Qualifications:WHAT WE LOOK FOR:
- Bachelor’s degree in accounting, finance, business, or related field
- 2 year work experience in accounting with Financial Planning & Analysis
- Knowledge of GAAP; aptitude to develop technical accounting skills
- Proficient in Microsoft Excel; exposure to working with SQL or data visualization tools preferred
- Detail-oriented & organized
- Demonstrated resourcefulness and ability to take initiative in completion of projects
- Good communication skills & flexible to help where needed
- Basic level of Spanish language is desired