Manager, Financial Planning & Analysis

Financial Planning & Analysis Manager

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.

POSITION SUMMARY:

• The Financial Planning & Analysis Manager reports to the Vice President, FP&A
• Located in Mansfield, MA
• Full-Time
• Hybrid

As the Manager of Financial Planning & Analysis, leveraging 6-8 years of extensive experience, you will be a pivotal leader within the finance team at TriMark. This role is responsible for overseeing and managing all aspects of financial planning and analysis, driving strategic initiatives, and providing expert insights to executive leadership. The Manager plays a critical role in shaping financial strategy, ensuring accuracy in financial reporting, and contributing to the overall financial success of the organization.

ESSENTIAL FUNCTIONS & RESPONSIBILITIES:

Financial Planning and Analysis Leadership:

• Lead and manage the financial planning and analysis team, ensuring high standards of accuracy, timeliness, and efficiency.
• Develop and execute comprehensive financial plans aligned with organizational goals.

Budgeting and Forecasting Oversight:

• Drive the budgeting and forecasting processes, collaborating with cross-functional teams to ensure accuracy and strategic alignment.
• Provide expert guidance to team members in budget development and financial forecasting.

Financial Reporting Excellence:

• Oversee the preparation of financial reports, ensuring they meet high standards of accuracy, relevance, and compliance.
• Present financial results and insights to executive leadership in a clear and influential manner.

Strategic Financial Insights:

• Provide expert insights into business performance, trends, risks, and opportunities, supporting strategic decision-making.
• Conduct sophisticated financial analyses to inform key strategic initiatives.

Operational Efficiency and Process Improvement:

• Identify and implement 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 financial analysis.
• Leverage technology to enhance reporting capabilities and streamline financial processes.

Team Development and Collaboration:

• Foster a collaborative and high-performing team culture, providing mentorship and professional development opportunities.
• Collaborate effectively with cross-functional teams, ensuring financial alignment with organizational objectives.

Ad-Hoc Analyses and Project Leadership:

• Conduct advanced ad-hoc financial analyses, providing critical insights for strategic initiatives and projects.
• Lead financial aspects of key projects, contributing to successful project outcomes.

COMPETENCIES:

• Demonstrates mastery in financial modeling and possesses advanced analytical skills.
• Proven ability to lead, mentor, and develop a high-performing finance team.
• Develops and executes strategic financial plans aligned with organizational goals.
• Utilizes data analytics tools to extract meaningful insights for strategic decision-making.
• Presents financial information and insights in a clear, influential, and actionable manner.
• Drives process improvements to enhance operational efficiency and effectiveness.

QUALIFICATIONS & EXPERIENCE:

• 5 years of progressive experience in financial planning and analysis, or equivalent Military or practical experience.
• Strong proficiency in financial modeling and advanced skills in Microsoft Excel.
• Experience with data analytics tools and a solid understanding of financial reporting and industry best practices.
• Proven track record of effective communication and collaboration.
• 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.