Financial Planning & Analysis Manager

Overview

Job Title: Financial Planning & Analysis Manager Reporting to: Senior Finance Director, Operations and Controls Direct Reports: None Location: Wappinger Falls, NY (in office role, 4 days/week, Friday WFH after probation period) Probation: Period 90 day

Compensation: $125,000 – $135,000/Yr, depending on experience and qualifications

Annual Discretionary Bonus: typically 3%–5% of base salary Benefits: company-paid medical insurance and benefits, including 401(k) plans, etc.

Responsibilities

Accounting and Internal Controls

• Support and assist the Corporate Accounting Team in driving discipline and timely close of the month-end cycle; facilitate efficiencies and improvements in month-end vs. quarter-end vs. year-end close processes.


• Document Standard Operating Procedures for existing month-end, GL accounting and GL consolidation processes. Validate controls and challenge processes.


• Help and support with balance sheet reconciliations, periodically analyzing and closing gaps on accruals, prepaids, expense analysis, etc.


• Lead the project team and facilitate the work with AR and AP Supervisors on documenting and improving accounting processes and flows related to:
  - Sales order to collection (revenue, AR, collection)
  - PO/procurement to payment (PO, AP, aging, payment, 3-way matching)
  - Inbound inventory purchasing (supplier terms, master product data, product costing, inbound freight and logistics, accruals)

Financial Analysis & Insights

• Support and facilitate the month-end management reporting and business analysis work (across all financial statements, cash flow preparation, revenue/sales analysis, product-level gross margin analysis, inventory adjustments, operating expense analysis, working capital metrics, etc.):
  - Perform variance analysis (Actual vs. Budget vs. Forecast)
  - Analyze revenue drivers, margins, and cost structures
  - Analyze discounts, customer returns, and sales allowances
  - Analyze operating expenses by cost center, by vendor, and by service type


• Support pricing, cost optimization, and investment decisions.


• Track KPIs and business performance trends, and provide actionable insights to improve profitability.


• Act as a finance partner to business units (Sales, Operations, Marketing):
  - Translate financial data into business language
  - Support decision-making with data-backed recommendations
  - Challenge assumptions and drive accountability

Process Improvement and Automation

• Drive continuous improvement initiatives and participate in transformation projects in the areas of treasury & banking and direct and indirect tax initiatives.


• Standardize reporting templates for data quality and governance. Automate repetitive tasks to improve efficiency in accounting and reporting processes.


• Support financial, employment, tax, and legal-related audits and compliance requirements.

Qualifications

1. Bachelor’s degree in Accounting and/or Finance2. US CPA highly preferred, or Master’s in Accounting; strong technical accounting skills are a must3. 5+ years of post-graduate experience with a top first- or second-tier CPA firm and/or private entrepreneur-led company industry experience, or a combination4. Wholesale, distribution, or logistics company experience preferred5. Skills:
- Advanced Excel / financial modeling / AI techniques
- Hands-on experience managing, extracting and analyzing data from ERP systems (SAP, Oracle, NetSuite, etc.)
- Attention to detail
- Self-driven, accountable/owner mindset, proactive thinker, collaborative
- Process-driven, problem-solver, strategic thinking, commercial acumen
- Competent verbal and written communication skills

Company Website

Hudson Valley Lighting Group