BA/BS in Finance, Business, Engineering, or Data Analytics
3-6 years of relevant experience, preferably in multi-unit retail or petroleum
Proficient in ERP and BI tools (e.g., Power BI, Tableau, Oracle, SAP)
Advanced knowledge of statistical software and programming in SQL and VBA
Strong understanding of retail economics and fuel pricing dynamics
Demonstrated ability to lead and develop reporting infrastructure in a fast-paced environment
Responsibilities
Lead monthly financial reporting, ensuring accuracy and actionable insights
Manage the monthly forecasting process and coordinate with department heads
Support the annual budgeting process by consolidating financial inputs
Analyze key business drivers and provide data-driven recommendations
Develop financial models for capital allocation initiatives
Conduct sensitivity analysis related to fuel price volatility and margin compression
Mentor FP&A Analysts and oversee their performance development
Serve as the financial liaison to department heads, providing analytical support
Improve reporting infrastructure through automation and data management
Coordinate financial analysis for transformational projects across the organization
Benefits
Opportunities for professional development and mentorship
Exposure to senior leadership and board-level presentations
Dynamic work environment with a focus on strategic initiatives
Access to advanced financial modeling tools and technologies
Collaborative culture that values data-driven decision making
Full Job Description
Job Title: Manager Financial Planning and Analysis Department: Finance/Accounting Reports to: C.F.O. FLSA Status: Exempt
Summary of Position The FP&A Manager is responsible for leading the Company's financial planning, forecasting, reporting, and analytical functions. Reporting directly to the Chief Financial Officer, this role oversees the development of monthly forecasts, annual budgets, long-range planning models, and board-level financial presentations.
The FP&A Manager leads a team of analysts and serves as a strategic financial partner to Operations, Merchandising, Fuel, and other departments to drive performance improvement, capital allocation decisions, and data-driven decision making.
Essential Duties and Responsibilities
Lead the preparation of monthly financial reporting packages, including variance analysis versus budget, forecast, and prior year, ensuring accuracy, clarity, and actionable insights.
Own and manage the monthly forecasting process, including rolling reforecasts, scenario modeling, and coordination with department heads to ensure alignment with operational realities.
Support the annual budgeting process by coordinating across departments, consolidating financial inputs, challenging assumptions, and ensuring timely completion.
Analyze key business drivers including fuel margin per gallon, inside gross margin, labor cost ratios, same-store sales, shrink, and operating expense trends, providing data-driven recommendations to improve profitability.
Develop and maintain financial models supporting greenfield investments, remodel projects, contract negotiations, and other capital allocation initiatives.
Conduct sensitivity and scenario analysis related to fuel price volatility, volume fluctuations, and margin compression.
Manage and mentor FP&A Analysts, including training, work review, prioritization of deliverables, and performance development.
Serve as the primary financial liaison to department heads, providing analytical support, performance reporting, and financial guidance.
Oversee and continuously improve reporting infrastructure, including automation initiatives leveraging SQL, VBA, BI tools, and large datasets to increase efficiency and scalability.
Coordinate cross-functional financial analysis for transformational projects across the organization, including:
Tracking project progress and financial impact
Standardizing reporting cadence and deliverables
Supporting resource allocation decisions
Measuring realized value versus original business case
Acting as an analytical contributor to improve project outcomes
Participate as an active value-add partner in strategic initiatives, contributing financial insight, modeling, and performance measurement to ensure disciplined execution.
Prepare executive-level summaries and presentation materials for senior leadership meetings and committees, with increasing exposure to board-level materials over time.
Support development of long-range financial planning models and assist in maintaining a forward-looking view of business performance.
Education and Experience
BA/BS degree in Finance, Business, Engineering, Data Analytics
3-6 years of experience
Experience in multi-unit retail, petroleum, or consumer-facing business preferred
Experience with ERP and BI tools (e.g., Power BI, Tableau, Oracle, SAP, etc.)
Statistical software advanced user knowledge
Proven track record leading and developing reporting infrastructure in high pace environment
Programming in SQL and VBA, adaptability for other languages
Master's preferred, but not required
Other Qualifications
Strong understanding of retail economics and fuel pricing dynamics
Ability to operate in a fast-paced, high-growth, multi-unit retail environment
High intellectual curiosity and ownership mindset
Ability to translate large data sets into concise executive insights
Strong financial modeling discipline and attention to internal controls
Strong leadership abilities, capable of managing resources under constraints, prioritizing, execution, coordination and managing relationships with senior leadership in the organization
Ability to work under pressure and to balance multiple tasks simultaneously with strict attention to detail and adherence to deadlines
Strong problem solving, organizational, and critical thinking skills
