Position Description

Job Purpose

The Financial Planning & Analysis (FP&A) Manager supports Lyles Diversified, Inc. (LDI), the parent company of the Lyles Construction Group (LCG), by leading budgeting, forecasting, financial performance analysis, and financial reporting across the enterprise and its operating subsidiaries.

This role reports directly to the Chief Financial Officer (CFO) and partners closely with the LCG Vice President of FP&A and the broader executive leadership team to deliver insights that improve enterprise profitability, resource planning, capital allocation, and business decision-making. The position plays a critical role in consolidating financial information from multiple operating companies, translating complex data into actionable insights, and supporting the CFO, VP of FP&A, and executive team in shaping corporate strategy.

The ideal candidate thrives in a complex, multi-entity, project-based business environment, combines strong analytical and modeling expertise with the ability to partner effectively with operational and executive leaders, and brings a mindset of continuous improvement and modernization - including the active use of AI and automation tools to streamline financial processes.

A key responsibility of this role is to serve as the company-wide leader of the Addepar reporting platform - owning the successful build-out, adoption, and ongoing optimization of Addepar as LDI's primary reporting tool for financial performance, portfolio reporting, and executive insights.

Essential Duties and Responsibilities

Essential duties and other responsibilities include, but are not limited to, the following:

Financial Planning, Budgeting & Forecasting

• Lead and manage LDI's annual budgeting and multi-year (long-range) financial planning processes, ensuring alignment with corporate objectives and operating company capacity
• Manage rolling forecasts and scenario planning to support leadership decision-making
• Oversee development of detailed financial models for forecasting revenue, cost drivers, margin performance, and cash flow
• Consolidate budgets and forecasts across LDI's operating subsidiaries into a clear, enterprise-level view

Financial Analysis & Reporting

• Deliver detailed financial analysis including variance analysis, trend analysis, and performance reporting at both the subsidiary and consolidated LDI levels
• Develop and continuously improve reporting frameworks, executive dashboards, and financial KPIs for use by executives, operating company leaders, and department heads
• Translate complex financial data into presentations and briefings for internal stakeholders, including variance analysis, trend summaries, and forward-looking recommendations
• Translate financial results into insights that inform business decisions

Business Partnership & Strategic Support

• Serve as a key financial advisor to the CFO, VP of FP&A, and broader executive leadership team by delivering actionable insights that drive business performance and resource allocation decisions
• Partner with operating company leaders and department heads to understand business drivers and financial performance
• Provide financial insights to support operational planning, resource allocation, and investment decisions
• Support long-range planning by modeling growth scenarios, market opportunities, and capacity constraints

Financial Modeling & Decision Support

• Build sophisticated financial models to evaluate growth opportunities, investments, and operational strategies
• Conduct scenario analysis and sensitivity modeling to assess business risks and opportunities
• Ensure modeling frameworks and assumptions are transparent, well-documented, and reusable

Addepar Reporting Platform Leadership

• Serve as LDI's lead owner and internal champion of the Addepar reporting platform, driving enterprise-wide adoption and day-to-day use of the tool
• Lead the configuration, implementation, and continuous optimization of Addepar to support LDI's financial, portfolio, and management reporting needs
• Design reports, dashboards, and views within Addepar that deliver consistent, accurate, and actionable insights to the CFO, VP of FP&A, and executive leadership
• Establish data standards, governance, and workflows to ensure accurate and timely information flows into Addepar from source systems and operating companies
• Partner with IT, accounting, and operating company finance teams to integrate Addepar with existing ERP, GL, and source systems
• Train and support executives, operating company leaders, and finance staff on how to effectively use Addepar; serve as the internal subject-matter expert
• Manage the Addepar vendor relationship, stay current on new features and releases, and roadmap future enhancements to maximize value from the platform

Process Improvement & Continuous Improvement

• Critically evaluate existing FP&A and finance processes across LDI and its subsidiaries; identify outdated or inefficient practices and lead the redesign of workflows to be leaner, faster, and more scalable
• Identify and execute opportunities to improve financial planning processes, reporting tools, and data quality
• Lead implementation of process improvements in coordination with other departments and systems teams
• Partner with finance and IT teams to enhance financial systems, data integrity, and reporting capabilities
• Support the implementation of BI tools and financial dashboards

AI Adoption & Digital Transformation in Finance

• Actively embrace and champion the use of AI tools, automation, and advanced analytics to modernize FP&A activities such as forecasting, variance analysis, reporting, and scenario modeling
• Stay current on emerging AI and finance technologies; evaluate and pilot tools that reduce manual effort, accelerate insight generation, and improve decision quality
• Partner with IT, data, and operations leaders to identify use cases where AI and automation can replace or augment manual finance work
• Build a personal and team culture of experimentation, continuous learning, and responsible use of AI tools

Ensure appropriate controls, data governance, and quality standards are maintained as AI and automation are integrated into finance processes

Position Requirements

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Required Education and Experience

• Bachelor's degree in Accounting, Finance, Economics, or related field; MBA or CPA preferred
• 7+ years of experience in accounting or financial planning & analysis
• Minimum of 3 years in a senior-level or leadership Accounting or FP&A role
• Experience supporting complex, multi-entity or multi-division organizations

Desired Skills and Knowledge

• Strong financial modeling, budgeting, and forecasting skills
• Expert-level Microsoft Excel
• ERP systems experience (SAP, Oracle, or similar)
• BI and reporting/visualization tools (Power BI, Tableau, or similar)
• Direct hands-on experience with Addepar strongly preferred; experience implementing, configuring, or administering an enterprise reporting or portfolio management platform required
• Advanced knowledge of GAAP, accounting policies, and procedures
• Strong financial reporting and analytics capabilities
• Proven ability to interpret complex financial data and communicate actionable insights to stakeholders
• Effective collaboration skills with experience supporting cross-functional operational teams
• Demonstrated track record of leading process improvement initiatives in a finance environment
• Working knowledge of AI tools (e.g., generative AI, machine learning, intelligent automation) and their practical application to FP&A and finance workflows
• Comfort experimenting with new technologies and supporting change management around digital and AI-enabled tools

Certificates, Licenses, Registrations

• A valid California Driver's License

Competencies

To perform this job successfully, an individual should demonstrate the following competencies:

Effective Communication

Ensures that regular, consistent, and effective communication takes place. Ensures that important information is shared with others, on a timely basis as appropriate, in their organizational unit. Proactive in keeping their manager informed, on a regular basis, about progress and problems to avoid surprises.

Analytical Thinking

Approaches problems using a logical or sequential approach, systematically comparing two or more alternatives. Notices discrepancies and inconsistencies in available information. Identifies parameters and considerations needed to analyze situations and make decisions. Conducts decision-based cost/benefit or risk/success analyses. Prioritizes tasks.

Leadership

Collects resources (people, materials, and support) to get things done. Makes good decisions based upon a mixture of analysis, wisdom, experience, and judgment. Sought out by others for advice and solutions; leads by example. Anticipates problems and adapts well to changing priorities. Willing to take action, even under pressure, criticism, or tight deadlines. Treats others equitably and fairly. Contributes to talented teams, creates a work environment that fosters strong morale and spirit, takes ownership of problems, and shares success.

Collaboration

Develops, maintains, and strengthens partnerships with others inside or outside of the organization who can provide information, assistance, and support. Recognizes and appreciates the business concerns and perspectives of others. Provides valuable and needed assistance and support to others.

Initiative

Identifies what needs to be done and takes action before being asked or required. Does more than what is normally required in a situation. Seeks out others involved in a situation to learn their perspectives.

Thoroughness

Monitors the quality of one's own work. Acts to verify information and checks the accuracy of own work. Develops and uses systems to organize and keep track of information or work progress. Organizes information or materials for others. Carefully reviews and checks the accuracy of information in work reports provided to management and others.

Conflict Management

Functions effectively when under pressure and/or while experiencing rapidly changing or uncertain conditions. Maintains self-control and composure in the face of stress, opposition, or provocation. Effectively handles a variety of complex and difficult problems or tasks at once. Maintains a positive attitude under difficult circumstances. Quickly adapts and constructively reacts to unforeseen circumstances and setbacks.

Process Improvement & Innovation

Continuously looks for ways to streamline and modernize financial processes. Embraces AI, automation, and new technologies to improve efficiency, accuracy, and insight. Champions change and supports the team through modernization efforts.

Personal Integrity

Develops and practices the highest ethical standards.

Physical Requirements

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

While performing the duties of this job, the employee is regularly required to use hands to finger, handle, or feel; reach with hands and arms and talk or hear. The employee is occasionally required to stand and walk. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, distance vision, depth perception and ability to adjust focus.

Work Environment

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.

Office - The noise level in the work environment is usually moderate.

This job description is not designed to cover or contain a comprehensive listing of activities, duti