Manager, Financial Planning & Analysis

Job Number: 11747

External Description:

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.

Job Number: 30218301

Community / Marketing Title: Manager, Financial Planning & Analysis

Location_formattedLocationLong: Indiana, US