Sr. Manager, Business Planning & Accounting

LIVING OUR VALUES

All associates are guided by Our Values. Our Values are the unifying foundation of our companies. We strive to ensure that every decision we make and every action we take demonstrates Our Values. We believe that putting Our Values into practice creates lasting benefits for all of our associates, shareholders, and the communities in which we live.

Job Summary

The Senior Manager, Business Planning and Accounting will be accountable for establishing and maintaining accurate accounting records and financial reports. The Sr. Manager will apply accounting and financial planning and analysis skills specifically in the areas of general ledger and intercompany accounting, accounts receivable and accounts payable, inventory and cost accounting, financial analysis, operational efficiencies and profitability, provide timely and quality financial analysis and information to management, development of various financial plans, budgets and forecast, direction and support of Odoo and Microsoft AX accounting systems, accounting functions within business unit, ad hoc project or analytical support, and customer bid support. This position will have a key role in process improvement projects.

Essential Functions

Development, review, analysis and presentation of monthly reporting package(s) to executive management and ASG Steering Committee members including but not limited to:

• Review monthly financial results and facilitate the annual business plan and monthly close processes
• Identify unusual balances, trends, transactions for research or explanation
• Ensure quality, accurate and timely reporting.
  
  

Development, Coordination, Review, Analysis, Presentation And Enhancement Of Financial Budgeting, Forecasting, Cash Flow And Other Financial Models For ASG Including But Not Limited To

• Manage the annual business planning, budgeting and forecasting process
• Routine forecast process
• Other financial models that assist leadership in making key business decisions in designated areas
• Lead, motivate, reward and develop direct reports to improve productivity and performance.
• Development, review, analysis and presentation of external reporting to financial institutions, regulatory agencies, etc.
  
  

Interact with accountants and/or entity representation on a regular basis to:

• Identity and quantify potential financial benefits of improvement ideas and initiatives
• Assist in the development of performance measurements and other financial tools
• Assist ASG in reporting and translating performance measurements so that they can drive changes
• Assist with research and resolution of accounting transaction questions
• Be a change agent
• Provide out of the box thinking on solving issues
• Participate with affiliate financial team members in establishing appropriate financial thinking and decision support
• Focus the affiliate team members on methods and tools for engendering improvements that impact the business model and cost structure.
• Participate in developing diagnostic analysis specific to a business unit
• Assist affiliates in streamlining and eliminating transactions and efforts
• Assess and communicate the financial benefits of improvements to current processes
• Perform accounting function as required.
• Complete the monthly and year-end accounting close processes within deadlines, review account reconciliations, prepare internal financial reporting and analyses.
• Support internal and external audits
• Maintain a system of internal controls that comply with company policies and procedures
• Responsibly receive, transmit, and handle consumer and customer data per applicable policies and procedures.
• Review and follow data privacy practices, policies, and guidelines and Management of coordination and preparation of the corporate and financial reporting function.
• Other duties and special projects as assigned.
  
  

Supervisory Responsibilities

This position will not immediately have direct reports and is responsible for the management, coordination, and evaluation of the financial planning and analysis processes. Responsibilities also include sponsoring, managing, coordinating, and supporting project and process improvement teams, and participating in and/or supporting project teams sponsored by other management team members.

Qualifications

Bachelor's degree from a four-year college or university, with degree in Accounting or Finance and 8-10 years related experience and/or training; or equivalent combination of education and experience.

• Strong proven financial analysis skill set and strong knowledge of accounting principles and concepts.
• Strong communication skills in discussing and presenting financial results of the affiliates to business unit management and the top executive team.
• Work in a self-directed environment with a proven ability to multi-task across different work assignment and different business units
• Demonstrate leadership, team building, financial planning, and coordination
• Able to put concepts into Able to identify key performance indicators, best practices suggestion for increasing performance management
• Customer service orientation, with an ability to identify customer needs, concerns and priorities
• Leadership skills with an aptitude towards guiding individuals and groups toward desired outcomes, by building confidence based upon a shared vision and the means to attain it
• Technical expertise in the accounting and financial arena along with a proficiency in using Oracle, One Stream, Microsoft office software, and other PC applications
• Significant interpersonal skills required, with an ability to build working relationships with others, while gaining the respect of others
• Commitment to quality work and service along with a high achievement
• Experience working in a start-up company is a plus.
  
  

To perform this job successfully, an individual must be able to perform each essential function satisfactorily. The requirements listed above are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.

COMPETENCIES

• Business Insight
• Directs Work
• Builds Effective Teams
• Customer Focus
• Optimizes Work Processes
• Organizational Savvy
• Manages Complexity
• Drives Results
• Courage
• Cultivates Innovation
• Interpersonal Savvy
• Self-Development
• Resourcefulness
• Develops Talent
• Demonstrates Self-Awareness
• Plans and Aligns
• Builds Effective Teams
• Being Resilient
  
  

CERTIFICATES, LICENSES, REGISTRATIONS*

• CPA preferred, not required
  
  

Physical Requirements

The physical requirements described here are representative of those that must be met by an associate to successfully perform the essential functions of the job. While performing the duties of the job, the associate is required on a daily basis to analyze and interpret data, communicate, and remain in a stationary position for a significant amount of the work day; and frequently access, input, and retrieve information from the computer and other office productivity devices. The associate is regularly required to move about the office and around the corporate campus. The associate is occasionally required to travel to other sites, including out-of-state, where applicable, for business. The associate must frequently move up to 10 pounds and occasionally move up to 25 pounds.

WORK ENVIRONMENT

The work environment characteristics described here are representative of those an associate encounters while performing the essential functions of this job. While the job is generally performed in an office environment, the associate is occasionally exposed to wet and/or humid conditions, areas in which moving mechanical parts, fumes, toxic or caustic chemicals are present, and outside weather conditions. The noise level in the office environment is typically quiet, but the associate may be occasionally exposed to loud noise levels.

Travel Required

Minimal travel is required for this position (up to 20% of the time and on a domestic basis).



The Friedkin Group and its affiliates are equal opportunity employers and maintain drug-free workplaces by conducting pre-employment drug testing.

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TOTAL REWARDS

Our Total Rewards package is an integral part of how we recognize our associates’ contributions as well as attract, retain and reward the most qualified employees. We are committed to providing a fair and competitive compensation structure that includes base pay and performance based rewards, where applicable. Compensation is based on various factors including, but not limited to, skill set, experience, qualifications and job-related requirements. Our benefits include medical, dental, and vision along with wellness programs, retirement plans, paid leave and much more! To learn more about these programs and many more, take a tour of our Benefits Page at https://www.friedkin.com/benefits.

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