Manager, Financial Planning & Analysis

Why you’ll love it here! + Benefits include Medical, Dental, Vision, Tuition Reimbursement, Pet, and Legal Insurance + 401k+ Community Service Day + Spotlight Awards + National Sales Excellence Awards + CFSP Prep Certification Program

POSITION SUMMARY:

The Financial Planning & Analysis Manager reports to the Vice President, FP&A Located in Mansfield, MA Full-Time Hybrid

As the Manager of Financial Planning & Analysis, leveraging 6-8 years of extensive experience, you will be a pivotal leader within the finance team at TriMark. This role is responsible for overseeing and managing all aspects of financial planning and analysis, driving strategic initiatives, and providing expert insights to executive leadership. The Manager plays a critical role in shaping financial strategy, ensuring accuracy in financial reporting, and contributing to the overall financial success of the organization.

ESSENTIAL FUNCTIONS & RESPONSIBILITIES: Financial Planning and Analysis Leadership:

Lead and manage the financial planning and analysis team, ensuring high standards of accuracy, timeliness, and efficiency. Develop and execute comprehensive financial plans aligned with organizational goals.

Budgeting and Forecasting Oversight:

Drive the budgeting and forecasting processes, collaborating with cross-functional teams to ensure accuracy and strategic alignment. Provide expert guidance to team members in budget development and financial forecasting.

Financial Reporting Excellence:

Oversee the preparation of financial reports, ensuring they meet high standards of accuracy, relevance, and compliance. Present financial results and insights to executive leadership in a clear and influential manner.

Strategic Financial Insights:

Provide expert insights into business performance, trends, risks, and opportunities, supporting strategic decision-making. Conduct sophisticated financial analyses to inform key strategic initiatives.

Operational Efficiency and Process Improvement:

Identify and implement process improvements within financial planning and analysis operations to enhance efficiency and effectiveness. Drive changes to optimize workflows and increase overall operational efficiency.

Data Analytics and Technology Integration:

Utilize data analytics tools to extract meaningful insights, driving the integration of technology for advanced financial analysis. Leverage technology to enhance reporting capabilities and streamline financial processes.

Team Development and Collaboration:

Foster a collaborative and high-performing team culture, providing mentorship and professional development opportunities. Collaborate effectively with cross-functional teams, ensuring financial alignment with organizational objectives.

Ad-Hoc Analyses and Project Leadership:

Conduct advanced ad-hoc financial analyses, providing critical insights for strategic initiatives and projects. Lead financial aspects of key projects, contributing to successful project outcomes.

COMPETENCIES:

Demonstrates mastery in financial modeling and possesses advanced analytical skills. Proven ability to lead, mentor, and develop a high-performing finance team. Develops and executes strategic financial plans aligned with organizational goals. Utilizes data analytics tools to extract meaningful insights for strategic decision-making. Presents financial information and insights in a clear, influential, and actionable manner. Drives process improvements to enhance operational efficiency and effectiveness.

QUALIFICATIONS & EXPERIENCE:

5 years of progressive experience in financial planning and analysis, or equivalent Military or practical experience. Strong proficiency in financial modeling and advanced skills in Microsoft Excel. Experience with data analytics tools and a solid understanding of financial reporting and industry best practices. Proven track record of effective communication and collaboration. Team management and leadership experience. Ability to successfully pass a background check post offer acceptance.

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