Manager Financial Planning and Analysis

Be part of a growing, successful company in an exciting and challenging field. Border States is 100% employee-owned, which means you're empowered to make decisions, find solutions and receive rewards for your hard work.

Application Deadline: Posted Until Filled

Please note that the position may be filled before or after the listed application deadline. Applications will only be accepted while the posting remains active.

The Manager of Financial Planning & Analysis (FP&A) leads core financial planning, budgeting, forecasting, and analytical activities while managing and developing FP&A analysts. This role serves as a key finance business partner to Branch, Corporate, Demand Generation, and Functional leaders by translating complex financial and operational data into actionable insights. The Manager of FP&A owns critical FP&A processes, ensures analytical rigor and consistency, and supports strategic decision making, while escalating enterprise level strategy, policy setting, and long range planning decisions to Finance Leadership.

Essential functions

• Leads the quarterly forecasting process, coordinating timelines, assumptions, and submissions across departments and branches.
• Develops multi year financial plans aligned with organizational strategy and operating objectives.
• Prepares and presents quarterly forecasts for senior finance leadership, highlighting risks and opportunities.
• Oversees the organizations annual valuation process and sustainability study.
• Monitors forecast performance, identifying trends, variances, and key drivers impacting results.
• Oversees analysis of actual versus forecasted results, ensuring clear variance explanations and business focused insights.
• Actively reviews, validates, and guides management reporting to support leadership decision making including, but not limited to, Dashboards & Reports in FP&A's planning software, Power BI reports generated by our BI team, and any manual or automated reports generated by the FP&A team.
• Performs financial modeling, scenario analysis, and sensitivity analysis to evaluate strategic initiatives, investments, pricing actions, and cost reduction opportunities.
• Analyzes profitability by customer, region, or core market and recommend actions to improve profitability.
• Acts as a primary FP&A business partner to assigned department and operational leaders, providing financial guidance and insight.
• Collaborates cross functionally to identify financial risks and opportunities and support strategic initiatives.
• Supports senior finance leadership with ad hoc analysis, strategic projects, and executive level presentations.
• Owns and continuously improves FP&A processes, models, templates, and reporting standards to ensure accuracy, consistency, and efficiency.
• Leverages FP&A planning and reporting systems to automate reporting and improve analytical capabilities.
• Gathers, manages, and analyzes data from internal and external sources, ensuring data integrity and actionable insights.
• Identifies and implements best practices in financial planning, forecasting, and analytical methodologies.
• Leads, coaches, and develops FP&A analysts, including work prioritization, review, and performance feedback.
• Delegates analytical and reporting responsibilities while maintaining accountability for quality and timeliness of deliverables.

Non-essential functions

• Supports system upgrades, implementations, or testing related to FP&A planning, reporting, or financial systems.
• Participates in cross-functional committees or internal initiatives related to process improvement, technology adoption, or data governance.
• Provides training or guidance to non-finance stakeholders on financial reports, dashboards, and budgeting tools.
• Assists with onboarding and mentoring new finance team members outside of direct reporting relationships.
• Represents the FP&A function in internal meetings, workshops, or projects as needed.
• Other duties as assigned by supervisor or designate.

• Bachelor's degree in accounting or finance required.
• MBA or advanced degree preferred.
• CPA, FPAC, or similar professional certification preferred.
• 7+ years of progressive experience in financial planning, analysis, or related finance roles.
• Advanced proficiency in financial modeling, forecasting, and analytical tools; strong Excel and presentation skills required; working knowledge of financial systems, preferably SAP.
• High level of integrity, professionalism, and confidentiality.

• Strong analytical and critical thinking skills with the ability to translate data into business insight.
• Effective communicator capable of influencing across multiple organizational levels.
• High level of integrity, professionalism, and confidentiality.

Frequency at which you would carry/lift in a typical day:
Occasionally 0 - 33% Frequently34 - 66% Continuously: 67 - 100%

• Lift from Waist:
  • < than 10 lbs. - Not at all
  • 10 to 25 lbs. - Not at all
  • 26 to 50 lbs. - Not at all
  • 51 to 75 lbs. - Not at all
  • 75 to 100 lbs. - Not at all
  • 100+ lbs. - Not at all
• Lift from Floor:
  • < than 10 lbs. - Frequently
  • 10 to 25 lbs. - Frequently
  • 26 to 50 lbs. - Occasionally
  • 51 to 75 lbs. - Not at all
  • 75 to 100 lbs. - Not at all
  • 100+ lbs. - Not at all
• Carried for Distance:
  • < than 10 lbs. - Not at all
  • 10 to 25 lbs. - Not at all
  • 26 to 50 lbs. - Not at all
  • 51 to 75 lbs. - Not at all
  • 75 to 100 lbs. - Not at all
  • 100+ lbs. - Not at all

Frequency at which you would do the following in a typical day:

• Sitting (a continuous period of being seated) - Continuously
• Standing (for sustained periods of time) - Frequently
• Walking (moving about on foot to accomplish tasks) - Frequently
• Bending/stooping (downward and forward) - Occasionally
• Crawling (moving about on hands and knees or hands and feet) - Not at all
• Climbing/Walking Stairs (ascending or descending) - Frequently
• Reaching (extending arms in any direction) - Frequently
• Crouching/squatting (bending the body downward and forward by bending leg and spine) - Occasionally
• Kneeling (bending legs at knee to come to rest on knee(s)) - Occasionally
• Balancing (maintaining body equilibrium to prevent falling) - Occasionally
• Repetitive motion (substantial movement (motions) or the wrists, hands, and/or fingers) - Continuously
• Pivoting (movement in any direction with one foot, keeping the other in contact with the floor) - Occasionally
• Pushing/Pulling (using upper extremities to press against or draw or tug) - Occasionally
• Grasping (Applying pressure to an object with the fingers and palm) - Continuously
• Fingering (picking, pinching, typing; working with primarily fingers and not whole hand) - Continuously
• Talking (expressing or exchanging ideas by means of the spoken word) - Frequently
• Driving (the control and operation of a motor vehicle) - Occasionally
• Desk work (work usually performed at a desk) - Continuously
• Use of a computer - Continuously
• Use of a telephone - Frequently
• Hearing (Perceiving the nature of sounds at normal speaking levels) - Continuously
• Exposure (to adverse weather & temperature conditions) - Not at all
• Travel (travel needed to perform job duties) - Frequently

This job description is a summary of the job duties and responsibilities and is not intended to cover all possible job duties and is subject to change at the employer's discretion. Employees must be able to perform the essential job duties and satisfy job requirements either with or without a reasonable accommodation.

Our History

Border States is a leader in the electrical supply distribution industry with approximately 130 locations in 31 states. Our employee-owners are second to none in delivering top-notch customer service and in demonstrating extra-ordinary people skills. We are one of the largest independent electrical distributors in the United States providing products and services to the construction, industrial and utility industries. Border States has a competitive benefit package and is a 100 percent employee-owned company. Employee-ownership is a significant part of our culture and our success stems from the dedication of our employee-owners. We practice open-book management and our employee-owners are empowered with clearly defined levels of authority to be innovative and decisive, allowing us to respond quickly to the needs of customers. Employee-owners understand their roles in the success of the company and care about customers' needs, which drives our focus on adding value to everything we do. We recognize that not all customers are the same and each has specific requirements. Our employee-owners understand these diverse needs and have the commitment, resourcefulness and flexibility to outperform all others.

Values
As a Border States employee-owner, you're responsible for living our mission, service philosophy and service standards.

Our Purpose
We believe unstoppable businesses shouldn't go it alone. We are owners - of relationships, of outcomes, of every moment these unstoppable businesses need to deliver.

Service Philosophy
We earn customer loyalty and confidence by caring about their needs and adding value to everything we do.

Service Standards
Border States employee-owners are competent, accurate, responsive, and engaged .

Your career
Join an experienced team at one of the largest electrical distributors in the United States. What are you waiting for?

Border States has a competitive benefits package which includes but is not limited to:

Health, Dental and Vision Benefits
Accident, Critical Illness, Hospital Indemnity
FSA & HSA
Employee Stock Ownership Plan (ESOP)
Disability Benefits
401(k) Retirement Plan
Life Insurance
Employee Assistance Program
Paid Holidays
Paid Volunteer Time
Personal Leave time and more!
Border States provides bonuses to their employee-owners upon the achievement of branch and company goals.

Equal Opportunity For All

It's not just the law.It's something we've believed in since our founding.We value the diversity of all of our employee-owners and will always be an equal opportunity employer.

Drug Free/Smoke Free workplace

Employment may be contingent on the offered candidate successfully passing one or more of the following pre-employment screenings:

• Criminal background check (required for all positions)
• Motor Vehicle Record (MVR) check (required for positions involving driving)
• Drug testing

The MVR check and drug testing vary by role and will be communicated to the offered candidate during the onboarding process and as applicable.