Bachelor's degree in Finance, Accounting, or related field; MBA preferred
6+ years in Finance or Accounting, ideally in wholesale distribution or food production
3+ years of leadership experience in FP&A
Familiarity with planning and reporting software like Planful or others
Experience with AI tools for financial modeling
Strong Excel skills, including advanced functionalities
Proficient in financial modeling and reporting suite design
Responsibilities
Lead FP&A strategy and business performance management for FreshEdge
Collaborate with executives and Private Equity on AOP and initiatives
Manage the FP&A team to ensure effective talent deployment
Construct and oversee annual planning and monthly forecasting processes
Analyze financial results and variances to understand performance drivers
Develop financial models for various scenarios
Prepare reports and analyses for stakeholders, including the board
Benefits
Health & Welfare Benefits (Medical, Dental, Vision, Disability, and Voluntary Life)
Paid Time Off
Holidays
401(k) with Company Match
Weekly Paid
Career Advancement Opportunities
Full Job Description
Essential Functions:
Key FP&A leader contributing to strategy, planning, and business performance management for the FreshEdge organization and family of companies
Works with key executives and Private Equity in the overall planning, goal setting, and tracking of both the Annual Operating Plan (AOP) and key initiatives
Key FP&A leader contributing to strategy, planning, and business performance management for the FreshEdge organization and family of companies
Lead, develop, and manage the FP&A team, ensuring the right talent and capabilities are in place to support the business
Works with key executives and Private Equity in the overall planning, goal setting, and tracking of both the Annual Operating Plan (AOP) and key initiatives
Constructs and directs annual planning process and monthly forecasting process ensuring consistent execution
Partner across the organization to develop short and long term financial operating plans, and help drive implementation of those plans
Manage all Corporate departments/cost centers - forecast, budget, variances, tracking, etc.
Own headcount planning and labor cost modeling across the organization, partnering with HR and the Operating Companies
Analyze monthly financial results against forecast, budget, and prior year, and work with accounting and Operating Companies to understand variance drivers and how they impact results
Develop financial cost models that allow for "what if" scenarios for a variety of financial and operating activities
Prepare financial and business-related analysis and research in such areas as financial and expense performance, rate of return, working capital, and capital expenditures
Lead customer, product, channel, and SKU-level profitability and margin analysis to identify opportunities and support commercial decision-making
Develop and maintain cash flow forecasts and partner on liquidity planning to support working capital and capital allocation decisions
Owner, developer, and issuer of company financial packages for management, BOD, and banking needs
Prepare monthly and quarterly business reviews for the board of directors and other key stakeholders
Prepare debt covenant compliance calculations and lender reporting packages to support banking and Private Equity requirements
Develop and maintain standardized financial reports across the company
Develops, implements, and evolves company reporting packages to ensure business leaders are current on business results
Develops, implements, and evolves company dashboard capabilities to provide meaningful insights
Work with accounting to ensure daily/weekly/monthly actuals from the G/L and other data sources are accurately loaded and reflected in the consolidation & reporting system, Planful
Owner of company's budgeting, planning, and reporting software (Planful), including ongoing maintenance and development of the software
Support M&A due diligence work for acquisition targets, as well as assist with post deal integration work
Support Value Creation and Finance Transformation projects through financial modeling, analysis and insights
Competencies:
Exceptional leadership skills with the ability to partner and support business leaders in decision support
Ability to instill confidence in the business and demonstrate the business value of analytics as a business driver
Effective influencing and negotiation skills in an environment where resources may not be in direct control of this role
Excellent analytical, strategic conceptual thinking, strategic planning, and execution skills
Strong business acumen, including industry, domain-specific knowledge of the enterprise and its business units
Understanding of the synergies of people-process-technology
Expertise in budget planning and financial management
Ability to work in the details, building and constructing models and reporting, reconciling data to normalize info
Demonstrated ability to develop and execute a strategic people plan that ensures that the right people are in the right roles at the right time and that employees are highly engaged and satisfied
Ability to identify and leverage resources internally and externally to the enterprise to enhance organizational capabilities
Excellent verbal and written communication skills, including the ability to explain digital concepts and technologies to business leaders
Education & Experience:
Bachelor's degree in Finance, Accounting, or a similar business discipline - MBA preferred but not required
6+ years of experience in Finance, Accounting, or related functions, preferably in wholesale distribution or food production
3+ years of leadership responsibilities, preferably within a FP&A function
End user experience with a consolidation, planning, & reporting software, such as Planful (preferred), OneStream, Oracle HFM, SAP BPC, Workday Adaptive Planning, or Anaplan
