Bachelor's degree in accounting, finance, or related field; MBA, CPA, or CMA preferred.
5-7 years of corporate FP&A experience across multiple entities or brands.
Advanced Excel modeling skills and hands-on experience with Adaptive Planning and NetSuite.
Experience supporting mergers and acquisitions with private equity stakeholders.
Strong understanding of U.S. GAAP and statistical forecasting methodologies.
Excellent written, verbal, and presentation skills.
Responsibilities
Provide actionable financial insights to support strategic evaluations and business decisions.
Own the annual budgeting process and monthly rolling forecasts for multiple brands.
Build complex financial models and reporting templates from scratch.
Develop executive-level reporting packages and dashboards for C-suite leaders.
Monitor and forecast weekly cash flow, supporting month-end close activities.
Analyze large datasets to identify trends, risks, and operational anomalies.
Assist with financial due diligence for potential acquisitions.
Benefits
Encouragement to apply even without meeting 100% of qualifications.
Opportunity to work closely with C-suite executives and brand leaders.
Engagement in strategic business planning and decision-making processes.
Full Job Description
About the opportunity
Propelled Brands is seeking an experienced Manager of Financial Planning & Analysis to serve as a strategic business partner to assigned brands and business units. In this highly visible position, you will provide key financial, operational, and strategic insights to C-suite executives, brand presidents, and enterprise leadership. You will support the organization's long-term business plan through robust reporting, budgeting, rolling forecasts, financial modeling, and the preparation of Board-level materials.
How you will make a difference
Strategic Business Partnering: Provide brand and executive leaders with actionable financial and operational insights to support strategic evaluations, KPI tracking, and key business decisions.
Budgeting & Forecasting: Own the annual budgeting process and monthly rolling forecasts across multiple brands and business units, serving as the subject-matter expert for Adaptive Planning.
Financial Modeling & Pro Forma: Build complex financial models, reporting templates, pro forma financial statements, and ad hoc analyses completely from scratch.
Board & Executive Reporting: Develop executive-level reporting packages, dashboards, and presentations for C-suite leaders and Board members.
Cash Flow & Month-End Support: Monitor and forecast weekly cash flow, and support the month-end close by reviewing results and explaining variances to plan.
Data Analysis & Insights: Analyze large datasets from multiple sources to identify trends, risks, opportunities, and operational anomalies.
Variance & Reconciliation: Perform thorough reconciliations and variance analyses, research discrepancies, and recommend practical, data-driven solutions.
M&A Support: Assist with financial due diligence for potential acquisitions and the post-merger integration of acquired brands and business units.
A strong candidate will have
Education & Experience: A bachelor's degree in accounting, finance, or a related field (MBA, CPA, or CMA preferred) paired with 5 to 7 years of corporate FP&A experience across multiple entities or brands.
Technical Proficiency: Advanced Excel modeling skills from scratch, with hands-on experience in Adaptive Planning and NetSuite.
Strategic & M&A Acumen: Demonstrated background supporting mergers and acquisitions, collaborating with private equity stakeholders, and evaluating operational results through a strategic lens.
Financial & Analytical Expertise: Solid grasp of U.S. GAAP, general ledger accounting, statistical forecasting methodologies, and large-dataset analysis to uncover actionable insights.
Execution & Problem Solving: Strong organizational skills with the ability to manage competing priorities, perform variance analysis, resolve discrepancies, and independently investigate anomalies.
Communication & Culture: Excellent written, verbal, and presentation skills with a proactive, customer-focused approach, positive attitude, and the ability to work onsite 3 days a week near our Carrollton office.
We believe that everyone is capable of great things. Because of this, we encourage you to apply even if you do not have 100% of the qualifications listed above.
