Manager, Financial Planning & Analysis

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 Manager, Financial Planning and Analysis under the direction of the Director, Financial Planning & Analysis will participate in growing the financial acumen of The Friedkin Group Inc. and its operating company affiliates. Manager will apply financial planning and analysis skills specifically in the areas of margin analysis, expenses monitoring and control, creating financial decision support for the operating affiliates. Manager will lead the business planning process across the shared services group. In addition, responsibilities would include preparing and supervising the preparation of the financial reporting and analysis to the top executive team. This position will have a key role in process improvement projects.

ESSENTIAL FUNCTIONS

• Lead and supervise the combine monthly reporting for executive management
• Review monthly financial results of the affiliated companies
• Identify any unusual balances, trends, transactions for further research or explanation
• Ensure quality, accurate and timely reporting
• Lead and supervise the preparation of all external reporting
• Lead, motivate, reward and develop direct reports to improve productivity and performance.
• Financial planning, budgeting and analysis:
• Lead the enterprise annual business planning process and provide guidance on budgets for business unit affiliates
• Provide guidance for update forecasting
• Provide financial planning and analysis function to the The Friedkin Group shared service groups:
• Review monthly financial results
• Assist with reforecast of full year results
• Perform cost and trend analysis to monitor spend and partner with stakeholders to challenge spend and identify discrepancies quickly.
• Facilitate any capital acquisition requests needed.  The Manager must be comfortable working closely with business stakeholders and interacting with business unit affiliates on a regular basis to:
• Identify and quantify potential financial benefits of improvement ideas and initiatives
• Assist in the development of performance measurements and other financial tools
• Assist business units in reporting and translating performance measurements so that they can drive changes
• Research and resolve accounting transaction questions and other customer issues
• Coordinate and communicate actions between the Friedkin affiliated companies
• Be a change agent:
• Provide out of the box thinking on solving issues
• Flexible, open to change and proactive
• Work on departmental and enterprise-wide initiatives
• Participate in developing diagnostic analysis specific to a business unit
• Assist affiliates in streamlining and eliminating transactions and efforts

SUPERVISORY RESPONSIBILITIES
This position will supervise 1-2 direct reports.

QUALIFICATIONS

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

CRITICAL COMPETENCIES

Business Acumen - Knowledge of business operations and key factors impacting business successes.
Process Orientation - Understands process components and attributes. Identifies, prioritizes and implements process improvement opportunities.
Performance Management - Knowledge of methods used to improve operational performance. Able to put concepts into action; activity based costing/management, balanced scorecard, bench marking techniques, best practices, key performance indicators, etc.
Shared Services Characteristics - Knowledge of the characteristics of a shared service center. Apply concepts, implement strategy.
Customer Orientation - Continually seeks to understand and act upon customer needs, concerns and priorities.
Leadership - Guides individuals and groups toward desired outcomes by building confidence based on a shared vision and the means to attain it.
Technical Expertise - Applies up-to-date knowledge and skills needed to do the job. Expertise in GAAP, Oracle, Excel and other PC applications required in the job.
Interpersonal Aptitude - Maintains effective working relationships with others both within and outside of their team.
Interpersonal Influence - Uses interpersonal aptitude skills to build relationships beneficial in achieving work-related goals. Gains attention and respect of others.
Commitment to Quality - Provides products and services of the highest quality, sets quality standards.
Achievement Orientation - Sets high performance standards, sets aggressive goals and is able to achieve them.
Self-development - Takes a pro-active role in developing and pursuing career goals.
Company-wide Perspective - Understands complementary, interdependent nature of work processes and defines one's work within this context.
Business Insight - Understands how new events will affect individuals and business processes.
Facilitation of Others - Leads both formal and informal meetings that maximize the group's potential to make decisions and generate solutions.

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.

(For optimum performance, the jobholder in this position would be expected to demonstrate appropriate knowledge, skills, and abilities in the listed areas.)

CERTIFICATES, LICENSES, REGISTRATIONS*

None 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.

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 .

#LI-NL1

#HP125