Associate Director, Financial Planning & Analysis

TriMark USA, 2801 S Valley Pkwy, Lewisville, Texas, United States of America Job Description TriMark USA is the country’s largest provider of design services, equipment, and supplies to the foodservice industry. We proudly serve our customers by providing design services, commercial equipment, and foodservice supplies across a wide range of industries and business sectors. Headquartered in Massachusetts, with a history dating back to 1896, we have locations across the country that offer foodservice operators an unparalleled level of service by combining our unique design capabilities and our expert market knowledge with the purchasing strength, delivery, installation, and after-sales service capabilities of a national company. Our employees are focused on creating customized solutions for our clients to ensure they achieve their culinary goals while upholding our I.C.A.R.E. values: Integrity, Customer Service, Accountability, Respect, and Excellence. For more information, please visit: Why you’ll love it here! Medical, Dental, Vision, Tuition Reimbursement, Pet, and Legal Insurance 401k Community Service Day Spotlight Awards CFSP Prep Certification Program Position Summary Associate Director of Financial Planning & Analysis reports to the Regional Director of Financial Planning & Analysis Full-Time Hybrid or Remote (depending on location) As the Associate Director of Financial Planning & Analysis, you will serve as a strategic leader within the finance team at TriMark. Reporting to the Regional Director, Financial Planning & Analysis, this role encompasses financial planning and analysis activities across regions, collaborating with executive leadership, and providing invaluable insights to drive the organization's financial success. The Associate Director will ensure the accuracy of financial reporting, and contribute to key decision-making processes. Essential Functions & Responsibilities Regional Financial Planning & Analysis Leadership Provide strategic leadership in the development and execution of comprehensive financial plans aligned with regional and organizational goals. Guide the regional financial planning and analysis teams, ensuring high standards of accuracy and efficiency. Budgeting and Forecasting Oversight Lead the budgeting and forecasting processes for multiple regions, collaborating with cross-functional teams to ensure accuracy and strategic alignment. Provide expert guidance to regional teams in budget development and financial forecasting. Oversee the preparation of regional financial reports, ensuring they meet high standards of accuracy, relevance, and compliance. Present regional financial results and insights to executive leadership in a clear, influential, and actionable manner. Strategic Regional Financial Insights Provide expert insights into regional business performance, trends, risks, and opportunities, supporting strategic decision-making. Conduct sophisticated regional financial analyses to inform key strategic initiatives. Operational Efficiency and Process Improvement Identify and implement regional 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 regional financial analysis. Leverage technology to enhance regional reporting capabilities and streamline financial processes. Team Development and Collaboration Foster a collaborative and high-performing regional team culture, providing mentorship and professional development opportunities. Collaborate effectively with cross-functional regional teams, ensuring financial alignment with organizational objectives. Ad-Hoc Regional Analyses and Project Leadership Conduct advanced ad-hoc regional financial analyses, providing critical insights for strategic initiatives and projects. Lead regional financial aspects of key projects, contributing to successful project outcomes. Competencies Demonstrates mastery in regional financial modeling and possesses advanced analytical skills. Proven ability to lead, mentor, and develop high-performing regional finance teams. Develops and executes strategic regional financial plans aligned with organizational goals. Utilizes data analytics tools to extract meaningful regional insights for strategic decision-making. Presents regional financial information and insights in a clear, influential, and actionable manner. Drives regional process improvements to enhance operational efficiency and effectiveness. Qualifications & Experience Bachelor’s Degree in Accounting, Finance, Economics, or a related field; MBA/CPA preferred, or equivalent Military or practical experience. 15+ years of progressive experience in financial planning and analysis, including extensive leadership roles. Proven track record of strategic financial management, with a deep understanding of regional financial dynamics. Advanced skills in financial modeling, data analytics tools, and ERP systems. Excellent communication and interpersonal skills, with a demonstrated ability to engage with executive leadership. Team management and leadership experience. Ability to successfully pass a background check post offer acceptance. Compensation includes the posted base salary range and does not reflect potential commission, incentive, bonus, or other additional compensation opportunities, where applicable. Total compensation is determined based on experience, skills, internal equity, geographic location, and other job-related compensatory factors. In addition to base salary, this role will be eligible for participation in TriMark’s benefits programs, including medical, dental, vision, 401K (with employer match), etc. Leadership positions may also qualify for participation in bonus programs commensurate with role and scope of responsibility. TriMark USA provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to View email address on click.appcast.io. Scam Alert: TriMark will never ask an applicant for their social security number or to make a payment related to a job application or job offer, or to pay for workplace equipment. Further, all communications with TriMark recruiters will come from an e‑mail address ending in TriMarkUSA.com. If you have any concerns about the legitimacy of a job posting or recruiting contact, please contact View email address on click.appcast.io. #J-18808-Ljbffr