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Financial Planning & Analysis Manager

Red Oak Group, LLC

Financial Planning & Analysis Manager

Jamestown, NY +1 location
Paid
  • Responsibilities

    We are seeking a highly motivated financial professional to lead the development and direction of our financial planning and analysis team amidst rapid business growth. Reporting to the CFO, as the Financial Controller you will oversee comprehensive financial forecasts, budgets, and in-depth financial analysis, and translate these into actionable strategic insights to drive profitable growth and performance improvement. The successful candidate will be a proven leader with strong communication, interpersonal, and analytical skills who enjoys working as part of a team and thrives in an ever-changing environment. This person will have expert skills in financial planning and analysis and building complex financial models. Strong familiarity with accounting principles and a proven track record of driving process improvements will also be key to the success of this role. Compensation: • Salary Range: $100,000 - $130,000 • Paid Time Off • Benefits • Performance-based Bonus Responsibilities: • Oversee and manage the annual budgeting, periodic forecasting, and long-term planning processes. • Develop and maintain complex financial models to support strategic decision-making. • Analyze and interpret financial data to identify trends and provide actionable insights to enhance financial performance and mitigate risks. • Collaborate with leaders of multiple businesses to ensure alignment of financial plans with strategic objectives. • Leverage planning tools to drive efficiency and decision-making speed. Deliver systems improvements to support the forecasting, metric reporting, and planning processes. • Stay up to date with industry trends, economic factors, and market conditions to provide informed financial advice and recommendations. • Support the monthly close and financial and management reporting processes. • Lead, mentor, and develop finance team members, promoting a culture of continuous learning and professional growth. • Participate in ad hoc projects as required and perform other duties as assigned. Qualifications: • Bachelor’s degree in Finance, Accounting, Economics, or a business-related field. A Master’s degree or professional certification (e.g., CFA, CPA) is a plus. • 5+ years of progressive experience in financial planning and analysis, with at least 2 years in a leadership role. • Direct experience working in vertically integrated businesses, including cultivation, manufacturing, wholesale, retail, and services a plus. • Exceptional financial modeling and analytical skills. • Demonstrated strong leadership and communication skills with the ability to effectively collaborate and communicate vertically (up and down) as well as horizontally (across) the organization. • Proven ability to build the FP&A function from the ground up, employing a 'roll up your sleeves' approach to ensure hands-on and strategic development. • Strong attention to detail, problem-solving abilities, and a results-driven mindset. • Proficiency with Microsoft Excel, PowerPoint, and other financial software applications. Experience with NetSuite, Quickbooks Online, and/or Roshi a plus. • Proven ability to lead and develop high-performing teams. • In-depth knowledge of accounting principles, financial statement analysis, and management reporting. • Excellent communication, presentation, and interpersonal skills, with the ability to convey complex financial concepts to non-financial stakeholders. • Ability to thrive and excel in a continually evolving environment, working independently and collaboratively as a member of a team, while managing multiple projects and deadlines. • Preference for someone willing to work from the office in Salamanca NY and be within commuting distance. Compensation: $100,000 - $130,000

    • Oversee and manage the annual budgeting, periodic forecasting, and long-term planning processes. • Develop and maintain complex financial models to support strategic decision-making. • Analyze and interpret financial data to identify trends and provide actionable insights to enhance financial performance and mitigate risks. • Collaborate with leaders of multiple businesses to ensure alignment of financial plans with strategic objectives. • Leverage planning tools to drive efficiency and decision-making speed. Deliver systems improvements to support the forecasting, metric reporting, and planning processes. • Stay up to date with industry trends, economic factors, and market conditions to provide informed financial advice and recommendations. • Support the monthly close and financial and management reporting processes. • Lead, mentor, and develop finance team members, promoting a culture of continuous learning and professional growth. • Participate in ad hoc projects as required and perform other duties as assigned.

  • Locations
    Jamestown, NY • Buffalo, NY