Strategic Finance & FP&A Manager

Strategic Finance & FP&A Manager

Department: Finance

Position Status: Full Time

Exempt Status: Exempt

About CDS Logistics

CDS Logistics is one of the largest providers of last mile delivery and fulfillment solutions in the U.S., specializing in big and bulky products like furniture, appliances, cabinets, and building products. For more than 35 years, we’ve partnered with the nation’s leading manufacturers and retailers to deliver millions of orders nationwide with consistency, care, and confidence. As we continue to grow, we are strengthening the financial infrastructure that supports operational decision-making across the business.

Our Mission: “Creating Customers by Servicing Customers”

Our Guiding Principles:

• 1. Put Safety First
• 2. Respect for Others
• 3. Treat Customer Orders Like Our Own
• 4. Deliverable Measurable Excellence
• 5. Pursue Relentless Improvement

About the Job

The Strategic Finance & FP&A Manager’s primary role is to drive business performance by translating financial data into actionable insights that inform decisions across the organization. This role goes beyond reporting into active ownership of business insights, identifying issues, framing decisions, and influencing outcomes across the organization. You will partner closely with the CFO and operational leaders to improve decision-making in areas such as pricing, operations, and strategic investments. As CDS scales, the quality of our financial decision-making will be a key differentiator. This role will help shape how the company evaluates growth, manages cost structure, and allocates capital across markets, customers, and initiatives. While the role supports the financial close and reporting process, its primary focus is forward-looking analysis, business performance, and decision support.

Essential Job Functions

Business Performance & Insights

• Partner with sales and operational leadership to analyze performance across facilities, delivery networks, customer programs and strategic investments.
• Analyze performance against budget and forecast, identifying key drivers of variances and actionable opportunities.
• Translate financial data into clear insights that drive accountability and decision-making.

Strategic & Operational Support

• Support pricing analysis, contract evaluations, and customer profitability analysis.
• Build business cases and investment analyses (NPV, IRR, ROI, payback period) to support major decisions related to new market opportunities, vertical expansions, technology investments, capital allocation, acquisitions and operational initiatives.
• Develop scenario analyses to support strategic decisions and operational planning.

Financial Planning & Forecasting

• Lead the annual budgeting process and periodic forecasting cycles.
• Build and maintain financial models supporting revenue, operating expenses, and capital planning.
• Partner with operational leaders to understand business drivers and ensure financial plans reflect real operational drivers.

Financial Reporting

• Prepare monthly financial performance packages for the board and executive leadership.
• Develop and maintain reporting metrics that improve visibility into business performance.
• Support the accounting team’s monthly, quarterly, and annual financial close processes to ensure accurate and timely reporting, strong internal controls and GAAP compliance.

Process & Systems Improvement

• Enhance financial reporting infrastructure and planning processes with a focus on automation, standardization and AI-based solutions.
• Improve data integration between operational systems and financial reporting tools

Qualifications

Required

• Bachelor’s degree in accounting or finance.
• 7+ years of experience in accounting, financial planning & analysis, or related roles.
• Strong knowledge of GAAP and financial reporting.
• Advanced financial modeling and analytical skills.
• Experience with ERP/accounting systems and business intelligence tools (e.g., Power BI, or similar).
• Ability to synthesize complex data into clear insights for business leaders.
• Strong communication and collaboration skills.

Preferred

• CPA and public accounting experience strongly preferred.
• MBA or other advanced degree in Finance, Accounting, or Business Administration.
• Experience in logistics, transportation, or supply chain industries.

What We’re Looking For

A finance professional with a strong accounting background who enjoys connecting financial analysis with real operational decisions. Someone comfortable working directly with business leaders to understand the drivers of performance. A problem-solver who can build structure and insight in a fast-growing organization.

Why this Role

This is an opportunity to be at the center of how CDS makes decisions. The FP&A Manager will work directly with leadership to improve operating performance, support strategic growth and help build the financial discipline required to scale the business. This role offers meaningful exposure, responsibility, and the opportunity to grow into a senior finance leader within the organization.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to talk or hear, sit, stand, for 8+ hours per day, use hands to finger, handle or feel; and reach with hands and arms. Repetitive motion. Substantial movements (motions) of the wrists, hands, and/or fingers. The employee must occasionally lift, push, pull and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus to perform an activity such as preparing and analyzing data and figures; transcribing; viewing a computer terminal; extensive reading, typing and use of wrists, hands, and fingers.

Travel

Little to no travel is expected for this position.

Work Environment

This job operates in an office environment. This role routinely uses office equipment such as computers, scanners, copiers, and telephones. This position also operates near a warehouse environment, however only trained personally are permitted to access the warehouse environment while observing all safety procedures.

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job.

Total Compensation is $115,000 – $130,000 annually, comprised of a base salary and variable bonus plan.