The Commercial FP&A Manager will serve as the dedicated financial partner to the Sales Organization. In this role, you will lead a team of three analysts to drive profitable growth across our entire sales portfolio. You will provide distinct, tailored financial support for both our Strategic Accounts (large, high-volume customer groups) and our Traditional Accounts (smaller customer groups). Additionally, you will act as the financial architect for our emerging, startup-type business ventures, helping them model growth and scale efficiently.
Key Responsibilities:Sales Financial Partner - Act as the primary financial partner to the Sales Group Vice President and their leadership team. Turn data into strategic insights regarding sales pipeline, customer profitability, and product profitability.
Segmented Financial Strategy- Strategic Accounts: Support complex, bespoke pricing models, custom deal structuring, and long-term margin analysis for our largest, high-volume customer groups.
- Traditional Accounts: Drive margin optimization through customer profit health checks, making recommendations to find ways to increase margins while serving our customers.
- Performing Customer & Product Mix analysis to articulate changes in the margin profiles, bringing visibility to areas of opportunity.
- Develop a process to review low margin products, creating a task force to take actions to protect margins.
Start-up P&L's- Provide entrepreneurial financial modeling, agile forecasting, and growth/profit tracking for our smaller, startup-type business units.
- This includes a breadth of businesses such as consulting, training, and software.
Sales Expenses- Manage and maintain the OPEX and CAPEX for the entire sales organization. Helping partner with Sales Leadership to hit all financial targets.
- Prepare all business cases for productivity projects to help drive efficiencies to better serve our customers.
- Track key investments to report out on progress towards the goals set for those investments.
Forecasting, Annual Plan, & Long-Range Plan- Own the sales forecast, including partnering with the head of Customer Acquisitions to determine the sales pipeline.
- Incorporating all components of the sales pipeline into forecast & annual plan, including any profitability/mix implications.
- Lead the sales planning process for annual budget, long range plan, & monthly forecasts.
Team Leadership- Manage, mentor, and develop a high-performing team of three direct reports, ensuring high-quality output and career progression.
Qualifications:- Bachelor's degree in Finance, Accounting, Business Administration, or a related field.
- 5-7 years of corporate Finance experience, with a heavy emphasis on Sales Finance or Commercial FP&A.
- Leadership: Minimum of 1-2 years of direct people management experience, with a proven track record of developing/mentoring talent.
- Agility: Ability to pivot seamlessly between highly structured corporate finance (Strategic/Traditional accounts) and fast-paced, ambiguous environments (startup business units).
- Technical Skills: Financial modeling experience (complex revenue models & margin analysis)
- Familiarity with CRM tools (Salesforce), Oracle EPM, & ERP/BI systems.
- Excellent communication & presentation skills with an ability to present at multiple levels of the organization.
- Ability to query in SQL is a plus.
#Hybrid
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This job description may not be inclusive of all assigned duties, responsibilities, or aspects of the job described, and may be amended at any time at the sole discretion of JM Family. All work arrangements are subject to associate performance, business need and manager discretion, and may be revised as necessary.
