Director, Financial Planning & Analysis

Director, Financial Planning & Analysis

Job Locations


US-CA-Santa Ana

Primary Posting Location : City

Santa Ana

Primary Posting Location : State/Province

CA

Primary Posting Location : Postal Code

92701

Primary Posting Location : Country

US

Requisition ID


View phone number on click.appcast.io

Position Type


Full Time

Category


Professional: (IT, Finance, Legal, HR, Talent Acquisition, Administrative, Customer Service)

Minimum


USD $134,000.00/Yr.

Maximum


USD $174,200.00/Yr.

Summary

Advantage Solutions is one of North America's leading sales and marketing agencies specializing in outsourced sales, merchandising, category management, and marketing services to manufacturers, suppliers, and producers of food products and consumer packaged goods. The Company services a variety of trade channels including grocery, mass merchandise, specialty, convenience, drug, dollar, club, hardware, consumer electronics, and home centers. We bridge the gap between manufacturers and retailers, providing consumers access to the best products available in the marketplace today.

Responsibilities

Partner with financial planning leads to design and implement standardized forecasting, reporting, and variance analysis processes across the organization

• Establish best practices for financial management including use of planning tools, reporting templates, and performance metrics

• Facilitate alignment across financial planning teams to ensure consistent financial support and reporting across business units

• Partner with technology teams to ensure systems support reporting, planning, and financial data needs

• Develop and deliver financial reports, dashboards, and analysis to support leadership decision making

• Consolidate financial results and prepare reporting packages including metrics, variance analysis, and executive summaries

• Translate complex financial data into actionable insights and recommendations for senior leadership

• Lead annual budgeting and forecasting processes aligned with strategic business objectives

• Build financial models to evaluate scenarios, investment decisions, and cost optimization strategies

Qualifications

• Education Requirements: Bachelor's degree

• Experience Requirements: 8-10 years experience in relevant field (Financial planning and analysis experience preferred)

• Travel requirement: No travel requirements

Supervisor Responsibility

• Direct Reports: Hires, retains, trains, coaches, guides, directs, and develops direct reports using company-wide processes, tools and resources

• Indirect Reports: May delegate work of others and provide guidance, direction and mentoring to indirect reports

Required Knowledge and Skills

• Expertise in budgeting, forecasting, and financial planning methodologies

• Strong financial reporting and data visualization capabilities

• Experience using financial systems and data analysis tools

• Ability to align cross functional teams around standardized processes

• Strong analytical and problem solving skills

• Ability to communicate financial insights to senior leadership

• Strong organizational and project management capabilities

Environmental & Physical Requirements

Office / Sedentary Requirements: Incumbent must be able to perform the essential functions of the job. Work is performed primarily in an office environment. Typically, requires the ability to sit for extended periods of time (66%+ each day), ability to hear telephone, ability to enter data on a computer and may require the ability to lift up to 10lbs.

Additional Information Regarding Job Duties

Job duties include additional responsibilities as assigned by one's supervisor or other manager related to the position/department. This job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required for the position. The Company reserves the right at any time with or without notice to alter or change job responsibilities, reassign or transfer job positions, or assign additional job responsibilities, subject to applicable law. The Company shall provide reasonable accommodations of known disabilities to enable a qualified applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by law.

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Responsibilities

The Company is one of North America's leading sales and marketing agencies specializing in outsourced sales, merchandising, category management, and marketing services to manufacturers, suppliers, and producers of food products and consumer packaged goods. The Company services a variety of trade channels including grocery, mass merchandise, specialty, convenience, drug, dollar, club, hardware, consumer electronics, and home centers. We bridge the gap between manufacturers and retailers, providing consumers access to the best products available in the marketplace today.

Responsibilities

• Partner with financial planning leads to design and implement standardized forecasting, reporting, and variance analysis processes across the organization

• Establish best practices for financial management including use of planning tools, reporting templates, and performance metrics

• Facilitate alignment across financial planning teams to ensure consistent financial support and reporting across business units

• Partner with technology teams to ensure systems support reporting, planning, and financial data needs

• Develop and deliver financial reports, dashboards, and analysis to support leadership decision making

• Consolidate financial results and prepare reporting packages including metrics, variance analysis, and executive summaries

• Translate complex financial data into actionable insights and recommendations for senior leadership

• Lead annual budgeting and forecasting processes aligned with strategic business objectives

• Build financial models to evaluate scenarios, investment decisions, and cost optimization strategies

Qualifications

• Education Requirements: Bachelor's degree

• Experience Requirements: 8-10 years experience in relevant field (Financial planning and analysis experience preferred)

• Travel requirement: No travel requirements

Supervisor Responsibility

• Direct Reports: Hires, retains, trains, coaches, guides, directs, and develops direct reports using company-wide processes, tools and resources

• Indirect Reports: May delegate work of others and provide guidance, direction and mentoring to indirect reports

Required Knowledge and Skills

• Expertise in budgeting, forecasting, and financial planning methodologies

• Strong financial reporting and data visualization capabilities

• Experience using financial systems and data analysis tools

• Ability to align cross functional teams around standardized processes

• Strong analytical and problem solving skills

• Ability to communicate financial insights to senior leadership

• Strong organizational and project management capabilities

Environmental & Physical Requirements

Office / Sedentary Requirements: Incumbent must be able to perform the essential functions of the job. Work is performed primarily in an office environment. Typically, requires the ability to sit for extended periods of time (66%+ each day), ability to hear telephone, ability to enter data on a computer and may require the ability to lift up to 10lbs.

Additional Information Regarding Job Duties

Job duties include additional responsibilities as assigned by one's supervisor or other manager related to the position/department. This job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required for the position. The Company reserves the right at any time with or without notice to alter or change job responsibilities, reassign or transfer job positions, or assign additional job responsibilities, subject to applicable law. The Company shall provide reasonable accommodations of known disabilities to enable a qualified applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by law.

Important Information

The above statements are intended to describe the general nature and level of work being performed by people assigned to this position. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required of associates so classified. The Company is committed to providing equal opportunity in all employment practices without regard to age, race, color, national origin, sex, sexual orientation, religion, physical or mental disability, or any other category protected by law. As part of this commitment, the Company shall provide reasonable accommodations of known disabilities to enable an applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by law.

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