What are the responsibilities and job description for the Financial Planning and Analysis Manager position at Warmies?
Intelex USA, LLC (dba Warmies) is seeking an analytical and business-minded Manager, Financial Planning & Analysis to own the company's financial planning, forecasting, and analytics function. This is a hands-on, individual contributor role serving as the company's dedicated finance resource, partnering across Sales, Marketing, Operations, and Supply Chain to translate business activity into financial insight. In addition to core FP&A responsibilities, this role will contribute to the company's supply chain planning process, connecting demand and inventory planning to the financial forecast. The Manager, FP&A will report directly to the Senior Vice President, Finance & Accounting.
This role requires 3 days in office (Dundee, IL)
Role Description
● Own the annual budgeting process and recurring forecast cycles, including P&L, cash flow, and balance sheet projections.
● Prepare monthly and quarterly financial reporting packages, including variance analysis of actual results versus budget, forecast, and prior year, with clear explanation of business drivers.
● Build and maintain financial models supporting long-range planning, scenario analysis, and sensitivity testing.
● Develop and maintain KPIs, dashboards, and management reporting to provide visibility into performance across the business.
● Perform gross margin, product profitability, customer profitability, and channel profitability analysis; identify opportunities to improve margin and cost structure.
● Partner with Sales and Marketing on customer and channel forecasting, trade spend, promotional analysis, and pricing decisions.
● Contribute to the supply chain planning process, including demand planning inputs, inventory and purchase planning, and alignment of the supply plan with the financial forecast.
● Analyze inventory levels, turns, and working capital; provide recommendations to optimize cash conversion.
● Support capital expenditure requests, ROI analysis, and ad hoc business case development.
● Prepare analysis and reporting materials for leadership and ownership.
● Drive continuous improvement in planning processes, reporting tools, and data integrity; leverage ERP and reporting systems to automate and streamline recurring deliverables.
Qualifications
● Five or more years of progressive experience in financial planning and analysis, corporate finance, or a comparable analytical finance role.
● Demonstrated ownership of budgeting, forecasting, and management reporting processes.
● Advanced financial modeling and Excel skills; ability to build models from the ground up and stress-test assumptions.
● Experience in a consumer products, manufacturing, or distribution environment strongly preferred, including familiarity with inventory, cost of goods sold, and landed cost concepts.
● Exposure to supply chain, demand planning, or S&OP processes preferred.
● Working knowledge of financial statements and general accounting concepts sufficient to analyze results, with the ability to bridge operational activity to financial outcomes.
● Proficiency with ERP systems and financial reporting or BI tools; experience with data extraction and manipulation from large data sets.
● Exceptional analytical, problem-solving, and critical-thinking skills, with strong attention to detail.
● Strong communication skills, with the ability to present complex financial information to non-financial stakeholders and influence business decisions.
● Self-directed and comfortable operating as the sole dedicated finance resource, managing competing priorities in a fast-paced, lean environment.
● Bachelor's degree in Finance, Accounting, Economics, or related field required; [MBA/CPA/CMA preferred , optional, if applicable].
Compensation: Up to $130,000 annually, based on experience
Benefits: Health, dental, and vision insurance, 401(k) match