Financial Planning & Analysis Manager

CI - The Manufacturing Career HUB

• $125K — $135K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Accounting and/or Finance
  • US CPA preferred; strong technical accounting skills essential
  • 5+ years of post-graduate experience in a top-tier CPA firm or private entrepreneur-led company
  • Preferred experience in wholesale, distribution, or logistics industry
  • Advanced Excel and financial modeling skills; familiarity with AI techniques
  • Experience in ERP systems (SAP, Oracle, NetSuite) is necessary
  • Strong attention to detail with a proactive, collaborative mindset

Responsibilities

  • Support the Corporate Accounting Team in timely month-end close processes
  • Document and validate Standard Operating Procedures for accounting processes
  • Assist in balance sheet reconciliations and close gaps on accruals and expenses
  • Lead projects to improve accounting workflows related to revenue and payments
  • Facilitate month-end management reporting and financial analysis
  • Perform variance analysis and examine operating expenses and revenue drivers
  • Drive continuous improvement initiatives and ensure compliance with audits

Benefits

  • Company-paid medical insurance
  • 401(k) plans
  • Annual discretionary bonus, typically 3% of salary
  • Flexible work schedule after probation period (1 WFH day)
Full Job Description
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 6 $135,000/Yr, depending on experience and qualifications

Annual Discretionary Bonus: typically 3% 65% of base salaryBenefits: company-paid medical insurance and benefits, including 401(k) plans, etc.

Responsibilities

Accounting and Internal Controls 6 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. 6 Document Standard Operating Procedures for existing month-end, GL accounting and GL consolidation processes. Validate controls and challenge processes. 6 Help and support with balance sheet reconciliations, periodically analyzing and closing gaps on accruals, prepaids, expense analysis, etc. 6 Lead the project team and facilitate the work with AR and AP Supervisors on documenting and improving accounting processes and flows related to: 240 6 Sales order to collection (revenue, AR, collection) 240 6 PO/procurement to payment (PO, AP, aging, payment, 3-way matching) 240 6 Inbound inventory purchasing (supplier terms, master product data, product costing, inbound freight and logistics, accruals)

Financial Analysis & Insights 6 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.): 240 6 Perform variance analysis (Actual vs. Budget vs. Forecast) 240 6 Analyze revenue drivers, margins, and cost structures 240 6 Analyze discounts, customer returns, and sales allowances 240 6 Analyze operating expenses by cost center, by vendor, and by service type 6 Support pricing, cost optimization, and investment decisions. 6 Track KPIs and business performance trends, and provide actionable insights to improve profitability. 6 Act as a finance partner to business units (Sales, Operations, Marketing): 240 6 Translate financial data into business language 240 6 Support decision-making with data-backed recommendations 240 6 Challenge assumptions and drive accountability

Process Improvement and Automation 6 Drive continuous improvement initiatives and participate in transformation projects in the areas of treasury & banking and direct and indirect tax initiatives. 6 Standardize reporting templates for data quality and governance. Automate repetitive tasks to improve efficiency in accounting and reporting processes. 6 Support financial, employment, tax, and legal-related audits and compliance requirements.

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Qualifications

1. Bachelor 6s degree in Accounting and/or Finance2. US CPA highly preferred, or Master 6s 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: 240 6 Advanced Excel / financial modeling / AI techniques 240 6 Hands-on experience managing, extracting and analyzing data from ERP systems (SAP, Oracle, NetSuite, etc.) 240 6 Attention to detail 240 6 Self-driven, accountable/owner mindset, proactive thinker, collaborative 240 6 Process-driven, problem-solver, strategic thinking, commercial acumen 240 6 Competent verbal and written communication skills

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Company Website

Hudson Valley Lighting Group

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