Financial Planning & Analysis Manager

Overview

Job Title: Financial Planning & Analysis ManagerReporting to: Senior Finance Director, Operations and ControlsDirect Reports: NoneLocation: Wappinger Falls, NY (in office role, 4 days/week, Friday WFH after probation period)Probation: Period 90 day

Compensation: $125,000 – $135,000/Yr, depending on experience and qualifications

Annual Discretionary Bonus: typically 3%–5% of base salaryBenefits: company-paid medical insurance and benefits, including 401(k) plans, etc.

Responsibilities

Accounting and Internal Controls• Support and assist the Corporate Accounting Team in driving discipline and timely close of the month-end cycle; facilitate efficiencies and improvements in month-end vs. quarter-end vs. year-end close processes.• Document Standard Operating Procedures for existing month-end, GL accounting and GL consolidation processes. Validate controls and challenge processes.• Help and support with balance sheet reconciliations, periodically analyzing and closing gaps on accruals, prepaids, expense analysis, etc.• Lead the project team and facilitate the work with AR and AP Supervisors on documenting and improving accounting processes and flows related to:          – Sales order to collection (revenue, AR, collection)          – PO/procurement to payment (PO, AP, aging, payment, 3-way matching)          – Inbound inventory purchasing (supplier terms, master product data, product costing, inbound freight and logistics, accruals)

Financial Analysis & Insights• Support and facilitate the month-end management reporting and business analysis work (across all financial statements, cash flow preparation, revenue/sales analysis, product-level gross margin analysis, inventory adjustments, operating expense analysis, working capital metrics, etc.):          – Perform variance analysis (Actual vs. Budget vs. Forecast)          – Analyze revenue drivers, margins, and cost structures          – Analyze discounts, customer returns, and sales allowances          – Analyze operating expenses by cost center, by vendor, and by service type• Support pricing, cost optimization, and investment decisions.• Track KPIs and business performance trends, and provide actionable insights to improve profitability.• Act as a finance partner to business units (Sales, Operations, Marketing):          – Translate financial data into business language          – Support decision-making with data-backed recommendations          – Challenge assumptions and drive accountability

Process Improvement and Automation• Drive continuous improvement initiatives and participate in transformation projects in the areas of treasury & banking and direct and indirect tax initiatives.• Standardize reporting templates for data quality and governance. Automate repetitive tasks to improve efficiency in accounting and reporting processes.• Support financial, employment, tax, and legal-related audits and compliance requirements.

 

Qualifications

1. Bachelor’s degree in Accounting and/or Finance2. US CPA highly preferred, or Master’s in Accounting; strong technical accounting skills are a must3. 5+ years of post-graduate experience with a top first- or second-tier CPA firm and/or private entrepreneur-led company industry experience, or a combination4. Wholesale, distribution, or logistics company experience preferred5. Skills:         – Advanced Excel / financial modeling / AI techniques         – Hands-on experience managing, extracting and analyzing data from ERP systems (SAP, Oracle, NetSuite, etc.)         – Attention to detail         – Self-driven, accountable/owner mindset, proactive thinker, collaborative         – Process-driven, problem-solver, strategic thinking, commercial acumen         – Competent verbal and written communication skills

 

Company Website

Hudson Valley Lighting Group