Financial Planning and Analysis Manager

Overview

The FP&A Manager is responsible for financial planning and analysis for KDS by analyzing financial data, financial performance, understanding variances, and preparing reports on company budgets, forecasts, and trend analysis.

Responsibilities

• Participate in the forecasting and budgeting processes, collecting, organizing, and analyzing departmental inputs.
• Lead the weekly and monthly forecasting process.
• Lead the KDS budget process, develop and support budget templates, and assist with the development of budget presentations.
• Assess, analyze and report on assigned business unit’s results for fluctuations by account, type, and major line item. Support overall closing process as required.
• Conduct trend analysis and reports for assigned business units.
• Anticipate, investigate, and review monthly variances in advance of formal monthly and quarterly reporting.
• Provide commentary and analysis to internal management highlight material items in the balance sheet, income statement, and cash flow statement.
• Spearhead ad hoc projects and reports to support Finance, Operations, and other stakeholders as well as the broader financial team.
• Develop reports, reporting dashboards, and other tools to drive efficiency and opportunities.
• Recommend financial systems processes for effective and efficient practices.
• Model and evaluate business opportunities and projects.
• Partner with leaders to conduct analyses and insights into the business in order to scale, manage, and grow business predictability and profitably.
• Support financial reviews, create and manage monthly financial presentations, and briefs as required.
• Prepare necessary reconciliations of the reporting data.
• Review and update procedures and controls as it pertains to the related area of responsibility.
• Support audit requests as required.
• Recommend areas of improvement to management to create efficiencies and/or cost savings.
• Support financial closing process and quarterly reserve analysis.
• Maintain a strong personal commitment to the safety culture.
• Performs other duties as assigned.

Qualifications

• Strong accounting and financial statement understanding as it relates to the related financial analysis.
• Proficient use of financial metrics: Internal Rate of Return, NPV, Payback Period, DSO, DPO, etc.
• Excellent interpersonal skills through listening, understanding, and responding to the questions and needs of leadership and business.
• Proficiency in financial modeling and analysis tools.
• Analytical and problem-solving skills with demonstrated intellectual and analytical rigor, attention to detail and the ability to structure and analyze financial modeling.
• Proactive strategic thinker with the ability to communicate effectively with Senior Leaders and other stakeholders.
• Commitment to a standard of excellence in customer service by responding promptly to customer needs and soliciting customer feedback to improve service.
• Contributes to building positive team environment through commitment, respect, and communication.
• Demonstrate professionalism by acting with integrity, high moral standards, and personal accountability.
• Ability to work independently, learn quickly, and apply learnings quickly.
• Ability to deal with ambiguity, and a dynamic environment.
• Proficiency in Microsoft Office software including Visio, Word, Excel, and PowerPoint is required and prefer experience with Microsoft Power BI.

Education:

BA/BS in Accounting, Finance or related degree; or equivalent combination of education and experience required

Experience:

Minimum 3 years of experience in a similar role, 7 to 10 years overall experience

Physical Activities & Requirements:

Standard Office Criteria

Working Conditions:

Standard Office Criteria