AT A GLANCE
The Financial Planning and Analysis Manager leads the financial planning, forecasting, performance analysis, and business partnering initiatives. This role provides strategic financial insights that support executive decision-making, drives budgeting, and forecasting processes.
YOUR OVERALL MISSION & DAY-TO-DAY
Financial Planning & Analysis
- Lead the organization's annual budgeting, quarterly forecasting, and long-range financial planning processes in partnership with business leaders.
- Develop, review, and enhance financial models that evaluate profitability, pricing, investment opportunities, and strategic business initiatives.
- Consolidate financial plans across business units and ensure alignment with overall company objectives.
- Prepare and present monthly, quarterly, and annual financial performance reports, providing clear variance analysis, key business drivers, risks, opportunities, and actionable recommendations.
- Monitor financial and operational KPIs, identify emerging trends, and recommend proactive actions to improve business performance.
- Translate complex financial and operational data into meaningful insights that support strategic decision-making.
Business Partnership
- Partner closely with Accounting, Data Analytics, and other business functions to ensure accurate financial reporting, planning assumptions, and performance measurement.
- Lead cross-functional initiatives requiring financial analysis, business case development, scenario planning, and investment evaluation.
- Provide financial guidance and challenge assumptions for new business initiatives, product launches, store expansions, capital expenditures, and strategic investments.
- Coach, mentor, and develop Financial Planning and Analysis team
Budgeting, Forecasting & Performance Management
- Lead the preparation, consolidation, and review of departmental budgets, forecasts, and financial targets.
- Challenge budget assumptions and ensure financial plans align with strategic priorities and operational realities.
- Monitor actual performance against budget and forecast, providing timely variance analysis, root-cause identification, and corrective action recommendations.
- Support leadership in evaluating financial performance and identifying opportunities to improve profitability, productivity, and resource allocation.
- Drive cost optimization initiatives while balancing sustainable business growth and operational effectiveness.
Financial & Operational Analysis
- Lead complex financial and operational analyses using both financial and non-financial data to support strategic and operational decisions.
- Oversee the development, enhancement, and maintenance of financial dashboards, management reports, and performance scorecards.
- Evaluate business performance through profitability, margin, pricing, productivity, and return-on-investment analyses.
- Ensure financial recommendations are supported by accurate data, sound financial principles, and appropriate business context.
- Identify opportunities to improve budgeting, forecasting, reporting, and financial planning processes through automation, standardization, and best practices.
CORE COMPETENCIES
- Creative: Guide teams to think differently and experiment with new ideas. Remove barriers to innovation and scale successful practices across the organization
- Considerate: Model empathy, sound judgement and composure across teams. Promote responsible and sustainable ways of working that support people, operations, and the broader community.
- Customer Focused: Coach teams to deliver seamless and consistent experiences. Use insights and feedback across teams or stores to continuously improve service and operational flow.
- Continuously Learning: Build a culture of learning by coaching others and enabling teams to adapt to change. Create structured opportunities that strengthen capabilities across functions.
- Collaborative: Strengthen collaboration by coaching others on trust, alignment, and accountability. Facilitate cross-functional that drives shared ownership and results.
LEADERSHIP COMPETENCIES
- Decision Making & Accountability – Balance immediate needs with long-term goals, initiate corrective actions when performance or results fall short.
- Strategic Thinking - Scan the market, industry, and internal data to identify emerging opportunities or risks, adjusts medium-term plans accordingly.
- People Development – Design or facilitate learning experiences, mentors team members to prepare them for greater responsibilities.
- Conflict Management – Resolve disputes involving multiple people or shifting priorities, keep discussions focused on solutions, and ensure agreements are documented.
- Managing Self – Juggle multiples projects or responsibilities while meeting deadlines, seek feedback when facing challenges and adjust behavior to improve results.
- Learning Agility – Seek challenging tasks outside current expertise, apply lessons from past successes or mistakes to new projects, modify work methods to suit customers, teams, or situations
YOUR TALENT
- Bachelor's degree in Accounting, Finance, Economics, or a related business field; CPA or CFA is an advantage
- Minimum of 5 years of progressive experience in financial planning and analysis, management reporting, or finance business partnering; experience in a retail or consumer brand environment is preferred
- Strong command of financial modeling, forecasting methodologies, and variance analysis
- Proficient in MS Excel (advanced level); working knowledge of Power BI, Power Query, and ERP systems
- Excellent communication and presentation skills — able to translate complex financial data into clear, executive-ready narratives
- Demonstrated ability to manage multiple priorities, work with ambiguity, and operate effectively in a fast-paced, growth-stage environment
- High integrity, attention to detail, and a strong sense of ownership over financial data and outputs
- Experience partnering with non-finance stakeholders and influencing decisions without direct authority
