Platform Finance Manager

Prefer manufacturing or industrial experience (Manufacturing would be first choice).

This is a high level role, working closely with the General Manager, interpreting financial results for the GM and business at large, partnering with GM, preparing forecast on quarterly basis, monthly basis, AOP. Rolling out initiatives such as 80/20

Someone strong financially but just as important is someone with a strong business acumen who can communicate and present well, tell the story behind the numbers. Strong FP&A (not accounting) with strong excel.

$150M business unit

Base Salary: 170K-180K

MIP Bonus (Management incentive program)- 10-15% target of annual salary

GM is laid back, open, transparent

Job Title: Platform Finance Business Partner

Reports To: Business Group Finance Director

Position Summary

The Platform Finance Leader (PFL) will provide financial leadership for a multi-functional business platform leadership team consisting of a VP/GM plus commercial, technical, operational/project management, product management, and supply chain professionals and/or managers. You will be responsible for driving execution of the financial planning, analysis and forecasting processes for the platform(s) ensuring speed, accuracy, quality and efficiency with a focus on budgeting, forecasting, project and product plans and variance analysis, reporting of business results and capital and resource allocation.

You will play a key platform leadership role in managing financial performance and implementing finance strategies to achieve committed business performance. The PFL will partner with the business line leader(s), Business Group Finance Director and the CECO FP&A team and deploy financial management initiatives and policies within the platform(s). You will also identify trends and developments in business performance and present findings and recommendations to platform and executive management.

This position will report directly to the Business Group Finance Director and collaborate with its peers in platform financial positions in other regions and platforms, with platform management team.

Key Responsibilities
• Develop a strong business and financial management partnership with the platform leader and leadership team, platform finance peers, and global accounting services and shared services teams.
• Drive robust financial planning, forecast and execution.
• Direct the implementation of 80/20 and Lean frameworks with the business lines
• Communicate business line plans that deliver against financial targets, including contingency and countermeasure plans with Root Cause analyses.
• Develop and communicate financial projections and forecasts for Revenue, Orders, Expense, Income and Cash Flow results.
• Support period-end closing activities to ensure revenue recognition is properly documented.
• Drive working capital management and efficiency projects.
• Provide analysis to easily understand Revenue and Margin changes and associated cash flow impact period over period and as compared to forecast.
• Model, measure and report on productivity initiatives.
• Lead preparation and management of platform/business line operational and functional expenditure budgets to ensure cost containment and spend management.
• Prepare, present and deploy platform Annual Operating Plan and team budgets.
• Prepare and manage annual Capital and Operating Expense budgets and spending.
• Prepare and present platform Monthly Business Review (MBR) and Quarterly Operating Review (QOR) materials.
• Support the formulation of platform long/short term strategies and associated Strategic Agenda items and initiatives.
• Develop models and associated projections to assess and confirm planned growth and financial targets are achieved. Communicate and receive buy-in of these models with the platform leadership team.
• Assist and co-lead M&A platform projects as needed.
• Performs other duties of a similar nature and level as assigned.

Qualifications
• Bachelor's degree (BS) in Finance, Accounting, or Economics (MBA preferred).
• A minimum of 10 years of experience in finance planning and analysis or finance leadership role within a diverse global organization in an industrial B2B operating environment
• Knowledge of Percentage of Completion (POC) project revenue and cost recognition methods and processes.
• Liaison with Internal Audit and Accounting Services and Shared Services teams.
• Strong knowledge of GAAP and IFRS
• Strong knowledge of ASC606 and CECO revenue recognition policies.
• Solid computer skills in MS products, including Excel and PowerPoint, supporting planning, modeling, and analysis.

Experience
• Financial planning and analysis, forecasting, budgeting and business performance analysis in a complex global B2B industrial organization.
• Percentage of Completion (POC) project revenue and cost recognition methods and processes.
• Revenue and expense planning in a project-driven business
• Environmental, industrial, and energy sectors
• Demonstrated ability to lead financial due diligence and valuation processes for potential acquisitions or strategic investments

Travel Requirements: Ability to travel domestically and internationally (25-30%) It is expected that this role will be visiting and working from client and business sites.

KNOWLEDGE:
• Core operating software and systems: Microsoft Office Suite, ERP (D365), iEPM tools (e.g., Hyperion, TM1, etc.), Dynamics CRM, and Power BI.
• Business Administration and Management principles involved in P&L management, resource allocation, and team leadership.
• Economic and accounting principles and practices,
• Analysis and reporting of financial data.
• Percent of completion revenue recognition and contract asset management and the impacts and complicates the ability to forecast cash flow.
• Fluency in spoken and written English.

Capabilities:
• Set priorities and ensure timely progress against key milestones, adapting approach to deal with changing needs and situations. Addresses obstacles and monitors progress to deliver on commitments.
• Switch quickly between strategic (big picture) thinking and execution (tactical focus) while maintaining focus on the end goal.
• Excellent analytical, problem solving, modeling skills
• Reviewing, analyzing, and summarizing financial reports of production and project business and project results.
• Working cooperatively and collaboratively with all levels of a global organization including staff, upper and executive management, outside / third parties.
• Ability to communicate verbally and non-verbally with active listening, observing, speaking, and empathizing to maintain positive relationships with the team
• Communicate and collaborate with internal departments
• Communicate complex financial information in an easy-to-understand manner.
• Written communications and presentations related to financial reports and analyses.
• Ability to balance and prioritize projects in a manner that helps you complete your work on time while also maintaining a work-life balance.
• Able to multi-task and prioritize responsibilities and delegate tasks when necessary.
• Ability to use knowledge, facts, data, and reasoning to provide solutions to problems.
• Ability to think critically and respond appropriately to complex financial matters, often in fast-paced and stressful environments.
• Ability to analyze information and apply logical thinking to break complex issues down into their individual components and find implementable solutions.
• Ability to internalize market and competitive data determines implications for business performance.

Work Environment

This position is structured as a hybrid role - working in Addison, Tues, Wed, and Thursdays