Sr. Manager FP&A

Job Description

The Senior Manager, Corporate FP&A leads enterprise financial planning, forecasting, reporting, dashboard development, and executive decision support. This role strengthens visibility into performance, risks, and opportunities while improving the quality, consistency, and efficiency of FP&A processes. The Senior Manager partners with the Vice President, Investor Relations & FP&A, senior leadership, business unit FP&A teams, accounting, investor relations, corporate functions, and other stakeholders to deliver actionable financial insights and scalable tools that support better business decisions.

Company / Location Information

A.O. Smith is a global leader applying innovative technologies and energy-efficient solutions to products manufactured and marketed worldwide. The company is one of the world’s leading manufacturers of residential and commercial water heating equipment and boilers, as well as a manufacturer of water treatment products for residential and light commercial applications. A. O. Smith is headquartered in Milwaukee, Wisconsin, with approximately 12,000 employees at operations in the United States, Canada, China, India, Mexico, the Netherlands, and the United Kingdom.

Primary Function

The Senior Manager, Corporate FP&A leads enterprise financial planning, forecasting, reporting, dashboard development, and executive decision support. This role strengthens visibility into performance, risks, and opportunities while improving the quality, consistency, and efficiency of FP&A processes.

The Senior Manager partners with the Vice President, Investor Relations & FP&A, senior leadership, business unit FP&A teams, accounting, investor relations, corporate functions, and other stakeholders to deliver actionable financial insights and scalable tools that support better business decisions.

Responsibilities

Financial Planning, Forecasting, and Performance Analysis

• Lead annual planning, quarterly forecasting, long-range planning, and recurring financial reviews.
• Partner with business unit FP&A teams to evaluate results, business drivers, risks, and opportunities.
• Analyze consolidated performance versus plan, forecast, prior year, and prior outlooks across key financial metrics.
• Develop financial models, scenarios, sensitivities, and driver-based analyses to support decisions.
• Improve forecast quality, planning discipline, and consistency of assumptions.

Reporting, Dashboards, and Business Insights

• Develop management reporting packages, dashboards, scorecards, and executive summaries.
• Translate financial and operational data into concise, decision-ready insights.
• Standardize reporting definitions, improve data quality, and ensure consistent financial metrics.
• Automate recurring reporting and improve timeliness, accuracy, and usefulness of financial information.

FP&A Process Improvement and Transformation

• Lead continuous improvement across FP&A processes, templates, models, workflows, and reporting routines.
• Recommend and implement practical, scalable improvements to planning, forecasting, and management reporting.
• Partner with finance, accounting, IT, and business teams to improve data governance, automation, system functionality, and controls.
• Drive adoption of improved tools, dashboards, planning models, and standard work.

Business Unit Partnership and Cross-Functional Support

• Serve as a trusted finance partner to business unit FP&A teams and corporate functions.
• Support analysis of performance trends, variances, and actions to improve financial results.
• Facilitate alignment, information sharing, and best practices across finance teams.
• Provide decision support for strategic initiatives, productivity programs, capital investments, acquisitions, and other priorities.

Executive, Board, and Investor Relations Support

• Prepare executive financial analyses, presentations, and performance summaries.
• Support Board, earnings, investor relations, and external communication materials.
• Ensure materials are accurate, concise, well-supported, and aligned with the company’s performance narrative.
• Analyze peer, market, and business performance trends to support executive and investor-facing communications.

Systems, Tools, and Data Enablement

• Support planning, reporting, and enterprise performance management system improvements.
• Partner with system owners and users to enhance reporting, dashboards, workflows, and data integrity.
• Define business requirements, test enhancements, document processes, and support adoption.
• Experience with SAP and OneStream is a plus.

Leadership and Team Development

• Review analysis, reporting, and presentations for accuracy, clarity, and executive readiness.
• Build FP&A capabilities by sharing best practices, improving templates, and strengthening financial storytelling.
• Promote curiosity, process discipline, teamwork, and continuous improvement.
• Model strong business partnership, attention to detail, and accountability.

Qualifications

• Bachelor’s degree in finance, accounting, economics, business, or related field required; MBA, CPA, CFA, or relevant certification preferred.
• 8–12 years of progressive experience in FP&A, corporate finance, or a related analytical role.
• Strong understanding of financial statements, working capital, capital expenditures, margin analysis, and key operating metrics.
• Experience with planning, forecasting, long-range planning, management reporting, variance analysis, and executive financial reviews.
• Strong experience developing reports, dashboards, scorecards, financial models, and executive presentations.
• Demonstrated ability to improve FP&A processes, standardize reporting, automate recurring work, and strengthen financial discipline.
• Proven ability to partner with business unit FP&A teams, corporate functions, and senior leadership.
• Manufacturing, industrial, multi-site, or public company experience preferred.
• Advanced Microsoft Excel and PowerPoint skills required.
• Experience with ERP, planning, reporting, or enterprise performance management systems required; SAP, OneStream and Co-Pilot experience a plus.

Key Competencies

• Strong financial acumen, analytical capability, and business judgment.
• Excellent executive communication skills and ability to simplify complex information.
• Process improvement mindset with ability to create scalable, repeatable solutions.
• Strong reporting and dashboard orientation with attention to data quality and usability.
• Collaborative leadership style with ability to influence across teams and senior levels.
• High attention to detail, disciplined execution, and strong project management skills.
• High integrity, professionalism, discretion, accountability, and commitment to developing talent.

We Offer

Competitive compensation package and comprehensive benefits plans which include medical and dental insurance, company-sponsored life insurance, retirement security savings plan, short- and long-term disability programs and tuition assistance.
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ADA Statement & EEO Statement

In developing this job description care was taken to include all competencies needed to successfully perform in this position. However, for Americans with Disabilities Act (ADA) purposes, the essential functions of the job may or may not have been described for purposes of ADA reasonable accommodation. All reasonable accommodation requests will be reviewed and evaluated on a case-by-case basis. We consider all applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, gender identity and expression, marital or military status.

We also provide reasonable accommodations to qualified individuals with disabilities in accordance with the Americans with Disabilities Act and applicable state and local law.