Financial Planning and Analysis Manager

Job Summary:

The Financial Planning and Analysis Manager is responsible for building and maintaining advanced financial models to guide pricing, promotional strategy, and revenue growth initiatives. This role serves as a strategic business partner to the Sales VP and cross-functional teams, providing actionable insights and overseeing financial operations related to pricing, sales promotions, and marketing co-op programs. The ideal candidate possesses a strong analytical mindset, proficiency in ERP systems, and the ability to drive data-informed decisions through accurate reporting, process improvement, and financial leadership.

General Job Duties and Responsibilities:

• Develop, maintain, and oversee complex financial models analyzing customer pricing, sales volume, and product mix to support revenue growth and margin optimization strategies.
• Partner with the Vice President of Sales to design, evaluate, and implement strategic sales initiatives aligned with overall financial and business objectives.
• Lead the design, execution, and performance tracking of sales promotion programs, ensuring alignment with approved budgets and financial targets.
• Manage value-based pricing models and oversee daily pricing operations, including accurate setup, maintenance, and governance of pricing data within the ERP system.
• Leads collaboration with business units to drive the annual budgeting and quarterly forecasting process, oversees budget execution, and leads variance analysis to implement corrective strategies;
• drives profitable growth by optimizing inventory and accounts receivable turnover while proactively managing collections to enhance cash flow and mitigate financial risk.
• Oversee the execution of sales promotions and marketing co-op programs, ensuring compliance with internal controls related to credit memo processing and account reconciliation.
• Track, analyze, and report on key sales performance indicators, providing data-driven insights and recommendations to senior leadership.
• Prepare and present monthly financial reports and dashboards for sales and marketing leadership, focusing on performance versus budget and forecast, and identifying risks and opportunities.
• Collaborate with cross-functional teams to identify, prioritize, and implement process automation initiatives and operational improvements.
• Lead or participate in finance-related projects and provide ad hoc financial analysis in support of senior leadership decision-making.
• Perform other duties as assigned to support business needs and continuous improvement initiatives.

Supervisory Responsibilities:

• This position has direct supervisory responsibility.
• Directly supervise 2–3 employees within the finance or accounting department.
• Interview, hire, onboard, train, and develop accounting staff.
• Plan, assign, and direct work; approve timesheets and time off; and conduct performance evaluations.
• Provide coaching, feedback, recognition, and corrective action as needed in accordance with company policies and applicable laws.
• Address employee concerns, resolve issues, and foster a high-performing accounting team.

Qualifications:

• Bachelor’s degree in Finance, Accounting, Economics or related field required; MBA or Master’s degree preferred, or equivalent work experience in sales finance, commercial finance, FP&A, or related financial roles.
• Minimum 5–7 years of relevant sales finance, pricing, or commercial finance experience, preferably in a eMobility, E-Commerce, or electronic consumer goods.
• Proven experience developing and managing pricing models and sales financial reporting.
• Proficiency in ERP systems (SAP preferred) and advanced Microsoft Excel skills; familiarity with Power BI or similar tools is a plus.
• Strong analytical and strategic thinking skills with the ability to interpret complex data and communicate clear recommendations.
• Excellent collaboration and communication skills, with the ability to influence across departments and leadership levels.
• Highly organized, detail-oriented, and capable of managing multiple priorities in a fast-paced environment.
• Demonstrated experience supporting cross-functional initiatives and driving financial process improvements.
• Proven ability to lead cross-functional projects and influence decision-making at all organizational levels.
• Detail-oriented, organized, and adaptable to a fast-paced, evolving work environment.
• Thorough understanding of generally accepted accounting principles (GAAP).
• Thorough understanding of generally accepted auditing standards.
• Thorough understanding of methods of systems analysis and the principles, design, and procedural methods used in computer and database development.
• Thorough understanding of project management.
• Bilingual in English and Mandarin is a plus.