Manager, Financial Planning & Analysis

At PBI-Gordon Companies, and our subsidiaries PBI-Gordon Corporation, Pegasus Laboratories, and PetAg, our priority is people, pets, and the places they go. As employee owners, we support each other in building our careers as well as our companies. Our foundation is rooted in integrity, innovation, partnership, and pride. Come grow with us! Position Summary This Manager-level individual contributor role serves as a FP&A partner and provides close support to the Senior Manager, Financial Planning & Analysis, but performing assigned subsidiary, departmental, and cross-functional planning and analysis workstreams that inform business performance, strategic planning, and resource allocation. The position is responsible for managing budgeting, forecasting, long-range planning inputs, financial modeling, performance reporting, and business case analysis for assigned areas while developing leadership-ready insights and recommendations. While the role may have the potential to supervise others in the future, the primary focus is project leadership, process ownership, analytical rigor, stakeholder influence, and execution. The role requires a proactive professional who demonstrates initiative, strategic thinking, sound judgment, and the ability to identify risks, opportunities, and recommendations that support company objectives while operating within the broader FP&A strategy and direction established by the Senior Manager. Employee Ownership (ESOP): Company-funded retirement contribution of approximately 18% of pay, plus 401(k) Competitive base salary with performance-based bonus opportunity Comprehensive benefits package: Medical, Dental, Vision, Life, Disability, FSA, and PetInsurance Generous paid time off, paid holidays, and parental leave Fitness and tuition reimbursement programs Lead assigned annual operating plan, budget development, quarterly forecast updates, and long-range planning workstreams for designated departments or subsidiary areas, including coordinating timelines, aligning assumptions, challenging inputs, consolidating financial plans, and preparing leadership-ready materials for Senior Manager review and broader FP&A integration. Develop, maintain and enhance complex financial models for assigned business areas, using them to evaluate performance, forecast future results, assess alternative scenarios, and support recommendations related to growth, cost structure, capital deployment, and resource allocation. Provide financial acumen across departments and functions by translating financial and operational data into actionable insights, identifying material risks and opportunities, and recommending strategies to improve profitability, cash flow, productivity, and operating effectiveness. Prepare and present recurring monthly, quarterly, and annual reporting packages for assigned business areas, including variance analysis, trend analysis, business-driver commentary, forward-looking insights, and recommended actions; serve as a delegate for the Senior Manager on recurring FP&A deliverables as appropriate. Independently analyze financial and operating results against budget, forecast, and prior periods to identify performance trends, root causes, emerging issues, and opportunities, and communicate findings in a clear, concise, and decision-oriented manner. Serve as a strategic finance partner to functional leaders for assigned areas, providing guidance on productivity, pricing implications, cost management, liquidity considerations, organizational priorities, and business trade-offs while escalating broader enterprise or strategic alignment matters to the Senior Manager. Partner with accounting and controllership teams to ensure alignment between actual results and management reporting, including close-related analytics, accrual reviews, reserve analysis, financial statement interpretation, and data integrity review. Conduct capital planning and investment analysis by preparing and evaluating business cases, return analyses, sensitivity testing, scenario modeling, and post-investment performance tracking for strategic initiatives, major projects, acquisitions, or other significant uses of capital, supporting Senior Manager review and final leadership alignment. Develop, monitor, and refine key performance indicators, dashboards, and reporting tools that help leadership assess business health, operating leverage, working capital trends, and progress against strategic objectives. Drive process improvement, automation, standardization, and data quality within assigned financial planning and reporting processes, leveraging Power BI or other tools to improve accuracy, efficiency, transparency, and scalability while supporting broader FP&A system and process priorities established by the Senior Manager. Lead projects, processes, and cross-functional deliverables as a high-level individual contributor by coordinating inputs, setting expectations, reviewing work products, influencing stakeholders, and ensuring timely, accurate, and business-relevant outcomes; may provide informal guidance or future supervisory support as the function evolves. Safety Follow all company safety policies and procedures. Participate in required safety training. Report unsafe conditions, near misses, and incidents promptly. Required Qualifications Bachelor’s degree in finance, accounting, economics, business, or a related field required; advanced degree, CPA, CMA, or CFA preferred. 7+ years of progressively responsible experience in financial planning and analysis, corporate finance, strategic finance, investment analysis, or a closely related discipline. Demonstrated ability to lead budgeting, forecasting, long-range planning, management reporting, and financial decision-support processes in a complex business environment. Advanced financial modeling, analytical, and problem-solving skills with the ability to interpret large and complex data sets, evaluate business drivers, challenge assumptions, and convert findings into practical strategic recommendations. Proven ability to work independently with limited direction, exercise sound judgment, anticipate business needs, and proactively identify opportunities to improve financial performance, processes, and decision-making. Strong business acumen and strategic thinking skills, including the ability to connect financial outcomes to operational drivers, market conditions, organizational priorities, and long-term company objectives. Advanced proficiency in Excel and experience with financial planning systems, reporting tools, enterprise resource planning platforms, and business intelligence solutions such as Power BI or similar reporting and automation tools. Strong understanding of income statements, balance sheets, cash flow, working capital, capital investment analysis, and key financial drivers that influence business performance. Excellent communication and presentation skills with the ability to explain complex financial information, influence stakeholders, and provide recommendations to leaders with varying levels of financial expertise. Demonstrated ability to lead projects and processes through influence rather than formal authority, including coordinating cross-functional stakeholders, establishing priorities, improving workflows, and driving deliverables to completion. Ability to operate as a trusted delegate and close partner to senior FP&A leadership, independently advancing assigned priorities while recognizing when broader strategic alignment, enterprise-level decisions, or final direction should be elevated. Strong organizational skills, executive presence, intellectual curiosity, initiative, and the ability to manage multiple priorities, deadlines, and confidential information with a high degree of accountability. Benefits PBI-Gordon Companies offers a comprehensive benefits package to eligible, full-time employees who work 30 hours per week or more. Full-time employees will become eligible to participate in benefits on the first of the month following their start date, unless stated otherwise below. (Note: Interns do not qualify for eligibility.) Medical Insurance We are committed to helping you and your dependents maintain health and wellness by offering voluntary, competitive medical insurance and prescription drug plan options. Dental Insurance Choose from two voluntary dental plans that are designed to help protect you and your dependents’ oral health. Vision Insurance Our voluntary vision insurance plan is designed to help protect you and your dependents eye health. Coverage is available for eye exams, frames, lenses, and contact lenses. Employee owners are responsible for 100% of the cost of this plan. Life Insurance with Accidental Death & Dismemberment (AD&D) We offer a company-paid $50,000 life insurance policy with AD&D. You also have the opportunity to purchase additional life and AD&D insurance for yourself, your spouse and/or your dependent children. The cost for this coverage is based on the amount you elect and your age. Short- and Long-term Disability Our company-paid short-term and long-term disability plans provide income replacement in the event you are not able to work due to illness or injury. Short-term disability will provide 70% income replacement up to $1,350 per week and long-term disability will provide 60% income replacement up to $5,000 per month. Employee Assistance Program (EAP) EAP Services are company paid to benefit all employee-owners and their families. EAP provides up to six free counseling sessions to help you and your family members manage life stressors, solve personal or relationship concerns, and achieve your goals. Flexible Spending Account (FSA) Flexible Spending Plans offer employee-owners the option to set aside pre-tax monies into a medical reimbursement or dependent care account to help pay for out-of-pocket medical, dental or vision expenses or day care costs. The maximum contributions are determined by the IRS and adjusted annually. This is a use-it-or-lose-it account, meaning any funds remaining in the account following the close of the plan year will be forfeited. Pet Insurance We love our pets! Pet insurance options for your furry friends are offered through the ASPCA. Employee-owners can enroll and pay premiums directly to ASPCA. Paid Holidays & Paid Time Off (PTO) Everyone needs time off to rest and recharge! Paid time off includes Regular PTO, Personal PTO, and specified paid company holidays. * The amount of paid time off (PTO) depends upon the employee's position and years of service. Employee Stock Ownership Plan (ESOP) We act like we own the company because we do! An ESOP provides employees with an ownership stake in the company. It’s an additional form of compensation directly tied to PBI-Gordon Companies financial success. All regular employees are eligible to participate in the ESOP the first of the month following 30 days of service. PBI-Gordon Companies contributes approximately 18% of total compensation annually with a six-year vesting schedule. Our ESOP is more than a benefit, it is a key part of a culture, and it can provide significant rewards in retirement! 401(k) Retirement Savings Plan Saving for retirement is one of the most important financial decisions you can make. We offer a 401(k) retirement savings plan to assist employees with this important financial goal. New employee owners are eligible to participate the first of the month following 30 days of employment. We provide a company match of 100% up to 3% deferral with a three-year vesting schedule. Fitness Reimbursement We believe regular exercise helps improve overall health and job performance. PBI-Gordon will reimburse up to a maximum of $300 annually for gym/fitness memberships. Tuition Reimbursement After one full year of employment, employee-owners are eligible for tuition reimbursement for bachelor’s level coursework related to their current job or any future job offered at PBI-Gordon Companies. Parental Leave Company paid parental leave is offered to employee‑owners following the birth of a child or the placement of a child with an employee in connection with adoption, foster care, or surrogacy. This policy will run concurrently with Family and Medical Leave Act (FMLA) leave, as applicable. Legal Information If you are a California resident, you have rights under the California Consumer Privacy Act (CCPA). Employment is contingent upon and may not begin until the successful completion of a pre-employment background check and drug screen. PBI-Gordon and its subsidiaries participate in E-Verify to confirm the identity and employment eligibility of all persons hired to work in the United States. For more information about E-Verify, including your rights and responsibilities, please visit the E-Verify Website. Equal Opportunity Employer PBI-Gordon Companies is an Equal Opportunity Employer. We value diversity and are committed to creating an inclusive environment for all employees. Ready to Apply? If you’re passionate about advanced financial modeling, budgeting and forecasting, and partnering with cross-functional leaders to deliver strategic insights and recommendations, we’d love to hear from you. Apply today to join an employee-owned organization that prioritizes long-term value creation through its ESOP and strong performance-driven culture. #J-18808-Ljbffr Pegasus Laboratories, Inc.