Financial Planning & Analysis Manager

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.): – Perform variance analysis (Actual vs. • 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.

Overview:

Job Title: Financial Planning & Analysis Manager
Reporting to: Senior Finance Director, Operations and Controls
Direct Reports: None
Location: Wappinger Falls, NY (in office role, 4 days/week, Friday WFH after probation period)
Probation: Period 90 day

Compensation: $125,000 – $135,000/Yr, depending on experience and qualifications

Annual Discretionary Bonus: typically 3%–5% of base salary
Benefits: company-paid medical insurance and benefits, including 401(k) plans, etc.

Responsibilities:

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

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

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

 

Qualifications:

1. Bachelor’s degree in Accounting and/or Finance
2. US CPA highly preferred, or Master’s in Accounting; strong technical accounting skills are a must
3. 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 combination
4. Wholesale, distribution, or logistics company experience preferred
5. Skills:
         – Advanced Excel / financial modeling / AI techniques
         – Hands-on experience managing, extracting and analyzing data from ERP systems (SAP, Oracle, NetSuite, etc.)
         – Attention to detail
         – Self-driven, accountable/owner mindset, proactive thinker, collaborative
         – Process-driven, problem-solver, strategic thinking, commercial acumen
         – Competent verbal and written communication skills

 

Company Website:

Hudson Valley Lighting Group