Manager, Financial Planning & Analysis

Role Purpose

The Manager, Financial Planning & Analysis leads a team of FP&A professionals in driving core financial reporting, forecasting, and strategic analysis for US distribution operations. This role serves as a key financial advisor to operational leadership, setting performance targets, guiding complex financial modeling, and delivering actionable insights that support short- and long-term business objectives.

Key Responsibilities

Responsibilities include, but are not limited to:

• Executive Performance Reporting & Communication: Serve as the primary finance owner for the monthly performance of the freight function and distribution centers (warehouses); translate actual results vs. prior year, plan, and forecast into key drivers, actionable insights, and high-level communications for leadership.
• Logistics & Spend Analysis across CSA: Direct the calculation, analysis, and organization-wide communication of logistics productivity metrics; evaluate freight and warehouse spend across CSA, identifying underlying cost drivers and proactive mitigation strategies.
• Routing Compliance & Cost Benchmarking: Produce regular trending analyses on routing guide compliance across CSA, benchmarking cost differentials across routing guide usage to optimize freight spend and operational efficiency.
• Financial Planning & Product Line Guidance: Lead annual operating plans (AOP), quarterly financial forecasts, and long-range strategic plans; provide product line financial guidance in support of monthly forecast and annual planning processes across core business units.
• Cross-Functional Finance Partnership: Act as the dedicated CSA Finance Partner to the Central Ops Finance Leader (WHQ FP&A Ops Team) as well as operational leads across North America Residential (NARS), Light Commercial (LC), and Commercial HVAC (CHVAC).
• Month-End Closing & Accrual Governance: Ensure the timely and accurate execution of month-end closing processes for NARS, LC, and CHVAC distribution centers, while providing advisory support for monthly freight accrual processes and maintaining strict regulatory and accounting compliance.
• Financial Modeling & Decision Support: Build and maintain sophisticated financial models to support operational decision-making, pricing strategies, sales initiatives, capital allocation, and productivity targets.
• Team Leadership & Mentorship: Direct and mentor a team of intermediate to experienced FP&A professionals—setting clear objectives, guiding analytical workflows, evaluating operational performance, and fostering professional growth.

Minimum Requirements

• Bachelor’s degree in Accounting, Finance, Economics, or Business Administration.
• 5+ years of FP&A experience with increasing levels of responsibility (i.e. growth in budget / P&L size or progression from analyst to manager as an example)
• 3+ years of advanced Microsoft Excel experience (e.g., complex modeling, scenario building).
• 1+ years of hands-on experience with enterprise ERP and consolidation systems (e.g., SAP, Hyperion/HFM).

Preferred Requirements

• Master’s degree in Business Administration (MBA), Accounting, or Finance; or active CPA/CMA certification.
• 3+ years of specialized experience in supply chain finance, distribution center accounting, or logistics cost management.
• 1+ years of direct management or formal supervisory experience leading FP&A analysts
• Experience supporting supply chain, operations, or logistics finance.
• Experience with data visualization tools (e.g., Power BI, Tableau) and enterprise planning systems (e.g., Anaplan, SAP BPC/SAC), experience with AI Tools
• Proven ability to coach, empower, and guide direct reports, fostering a collaborative and high-performing team environment.
• A proactive approach to identifying cost-saving opportunities, operational inefficiencies, and financial risks through data-driven reasoning.
• Strong relationship-building skills to collaborate effectively with supply chain, logistics, sales, and operations teams to drive consensus on budgets and forecasts.
• Strong attention to detail

Applicants must be legally authorized to work in the United States. We are unable to offer sponsorship for employment visa status for this position.