Role: FP & A Manager

Company: Malco Group

Reports To: Chief Financial Officer (CFO)

Location: Hybrid – Annandale, MN

Department: Finance – FP&A

Level: Senior Analyst or Manager, commensurate with experience

About The Malco Group:

The Malco Group, formed through Aspen Pumps Group’s acquisition of Malco Tools in October 2024, is a leading manufacturer and distributor of high-quality HVACR and building construction solutions. Our portfolio includes trusted brands like Malco Tools, ACE Chemicals, C&D Valve and Veto Pro Pac Bags, delivering innovative tools, condensate pumps, cleaning chemicals, and HVACR system components to trade professionals across North America. Guided by a commitment to excellence, innovation, and sustainability, we empower HVACR professionals with turnkey solutions to enhance efficiency and performance.

Position Overview:

The Malco Group is seeking an analytical, business-minded FP&A Manager to lead financial planning and analysis across the organization. This role owns the budgeting, forecasting, capital expenditure analysis, and management reporting processes that guide executive decision-making and drive profitable growth.

This role is accountable for forecasting accuracy, insightful analysis, and clear, decision-ready reporting for the CFO, senior leadership, and the Board.

This role will also play a critical part in supporting post-acquisition performance management, building financial models for strategic initiatives, and identifying margin improvement and cost efficiency opportunities across the Malco Group portfolio.

This is a highly cross-functional role that partners with Sales, Operations, Supply Chain, Executive Leadership, and the Accounting team to turn financial results into actionable business insight.

Key Responsibilities:

Budgeting & Forecasting

• Own the annual budgeting process across the Malco Group portfolio, including the calendar, templates, and consolidation of inputs from business leaders
• Lead quarterly and rolling forecasts, and support long-range financial planning
• Develop and maintain driver-based financial models that support strategic decision-making and capital allocation
• Align financial plans with sales, operations, and supply chain strategies to maximize total business performance

Capital Expenditure Analysis

• Manage the annual capital expenditure budget and approval process
• Evaluate capital investment proposals using ROI, NPV, IRR, and payback analysis
• Track capital spend against approved budgets and conduct post-investment reviews

Management Reporting & Board Support

• Prepare and deliver monthly and quarterly management reporting packages for the CFO and senior leadership
• Prepare Board packages and executive presentation materials
• Perform variance analysis of actuals versus budget, forecast, and prior year, and explain key drivers
• Develop meaningful financial and operating metrics and KPIs
• Translate financial results into clear business insights and recommendations

Business Partnering & Ad Hoc Analysis

• Provide ad hoc financial analysis to support the CFO and leadership team on key business decisions
• Analyze pricing, product, customer, and channel profitability
• Identify margin improvement opportunities, cost efficiencies, and profitable growth strategies
• Build scenario and sensitivity analyses to evaluate risks and opportunities

Cash Flow Forecasting

• Develop cash flow forecasts and identify potential liquidity risks in support of the CFO
• Analyze working capital trends and recommend opportunities to improve cash conversion

M&A & Strategic Projects

• Support financial due diligence and transaction analysis, including valuation and acquisition models
• Support post-acquisition budgeting, performance tracking, and synergy measurement
• Lead or support special projects assigned by the CFO

Qualifications:

· Bachelor’s degree in Finance, Accounting, Economics, or related field (MBA, CPA, or CFA a plus)

· 5–8+ years of FP&A or corporate finance experience, ideally within manufacturing or distribution (Manager level typically 7+ years)

· Advanced Excel and financial modeling skills; experience with planning/BI tools and ERP systems

· Demonstrated experience owning budgeting and forecasting processes and preparing executive and Board-level reporting

· Experience evaluating capital investments and building M&A or strategic project models preferred

· Experience in distribution-driven (2-step) business models preferred

· Strong communication skills and proven ability to influence senior stakeholders

· Familiarity with Traction EOS principles and ability to implement them effectively.

Benefits and Perks:

The Malco Group recognizes the importance of offering comprehensive benefits and perks to its employees, including:

· 401k with company matching.

· Medical, Dental & Vision Insurance

· Company paid life insurance and paid short-term disability.

· Paid time off