FP&A Manager

Job Title 

Summary

Job Description

THIS POSITION IS NOT ELIGIBLE FOR SPONSORSHIP

Essential Duties and Responsibilities:

Financial Reporting & Month End Close

• Prepare all versions of the monthly financial reporting package, ensuring the FP&A files are updated, accurate, and internally consistent.

• Perform the initial review of financial reporting and flux analysis, identifying and explaining significant variances prior to Controller and CFO review.

• Prepare the monthly flash estimate.

• Ensure the Google financial statements and FP&A remain in balance.

• Propose enhancements for FP&A reporting to the CFO and Controller for continuous improvement.  Identify opportunities for optimization of the financial statements for improved financial literacy of all readers.

• Complete the monthly FCCS load to Graham Holdings and resolve validation exceptions.

• Distribute internal financial statements to management on the published close calendar.

• Review system journal entry activity posted by the CFO and report results to the President.

Budgeting & Forecasting

• Prepare all budget files and work with Human Resources to support the workforce budget as needed.

• Prepare the Operating Budget and Capital Budget reports in Graham Holdings format for submission at the end of October.

• Prepare all files supporting the three year forecast submitted to Graham Holdings in August.

• Coordinate input from department managers, consolidate submissions, and reconcile results back to the reporting package.

• Update forecast and budget values throughout the multiple iterations, at the discretion of the Controller, CFO, and the Executive Team.

Cost, Rate & Absorption Analysis

• Prepare and propose the burden rate adjustment applied to inventory for Controller and CFO approval.

• Prepare and propose the burden rate adjustment applied to labor for Controller and CFO approval.

• Prepare and propose employee labor rates and resource group labor rates.

• Review and analyze burden absorption at least quarterly and present findings to the Controller and CFO.

• Perform periodic labor rate review comparing actual to estimate, not limited to year end, and report results to the Controller and CFO.

• Develop a warranty lag analysis.

• Perform the warranty accrual review, listing specific exposures and updating the general reserve based on lag analysis data.

Accruals & Payroll Oversight

• Take responsibility for all non-confidential accrual accounts not otherwise delegated within the Finance department, including preparation, support, and reconciliation.

• Review weekly payroll prior to processing by the Payroll Administrator.

• Perform accruals for payroll related special items such as severance, retention, and special bonus programs.

Statutory & Compliance Reporting

• Prepare payroll apportionment data supporting state and local tax filings.

• Complete the U.S. Census Bureau annual surveys.

• Ensure compliance with company policies within areas of responsibility and escalate exceptions as needed.

• Prepare requested schedules and explanations in support of the annual audit and parent company reviews.

Department Leadership & Continuous Improvement

• Directly supervise the Cost Accountant and the Payroll Administrator, including day to day direction, goal setting, coaching, cross training, and performance management.

• Review the work of direct reports, including cost accounting reconciliations, reserves, and payroll output, and ensure review evidence is documented to audit and parent company standards.

• Provide a weekly state of the department update to the CFO and Controller, including metrics on Finance activities and progress against key deliverables.

• Continuously identify efficiency improvements across all areas of the Finance department and implement approved changes.

• Identify and implement automation opportunities across close, reporting, and analysis, including appropriate use of company approved artificial intelligence tools.

• Maintain documentation of reporting logic and data sources so that analysis is repeatable and audit ready.

• Back-up functions to the team as necessary.

Critical Skills:

• Trustworthiness- We earn trust through honesty, integrity and reliability.

• Adaptable- We are able to maintain effectiveness in a changing environment.

• Approachable- We are open minded, friendly, engaging, understanding and empathetic; being comfortable engaging in challenging conversations.

• Curious- We improve the organization by seeking information and knowledge to continually grow and learn and reduce moments of uncertainty and ambiguity.

Minimum Qualifications:

• Bachelor Degree required, preferably in Accounting, Finance, or Business Analytics.

• 4+ years of accounting, financial analysis, or cost accounting experience, preferably in a manufacturing environment.

• Working knowledge of average costing, including overhead absorption, labor and burden rates, and inventory valuation.

• Advanced Excel skills, including the ability to build, document, and audit a multi-driver financial model.

• 1 year of prior supervisory experience required.

• CPA or CMA preferred.

• Demonstrated ability to extract and analyze data from an ERP system rather than relying on standard reports; Epicor Kinetic experience strongly preferred.

• Experience with a business intelligence or reporting tool such as Qlik Sense, Power BI, or Tableau preferred.

• Exposure to payroll processing, payroll tax, or benefits accounting preferred.

• Meticulous attention to details, self-motivated, maintains a high standard of confidentiality.

• Ability to explain financial results to non-financial audiences in plain language, both in writing and in person.

• Excellent organizational skills, adapts and responds to changes in priorities and displays a sense of ownership.

• Works effectively with others as part of a team, as well as working well independently.

• Strong software skills including Google Docs, Google Sheets and Excel.

• Ability to work in a fast paced environment.

Physical Requirements:

• Prolonged periods sitting at a desk and working on a computer.

• Occasional presence on the plant floor, including the Clayton, OH and Portland, IN facilities.

• Must be able to lift up to 20 pounds at times.