Overview
A global leader in manufacturing residential and commercial water heating equipment, boilers, and water treatment products is seeking a Financial Planning & Analysis (FP&A) professional. The organization operates worldwide with approximately 12,000 employees across the United States, Canada, China, India, Mexico, the Netherlands, and the United Kingdom.
Responsibilities
- Forecast and analyze Profit & Loss statements representing approximately $1.2 billion in annual revenue across Wholesale (Residential & Commercial) and Export businesses.
- Collaborate with the North American Wholesale FP&A team to meet forecasting and project deadlines.
- Engage with Wholesale and Export leadership teams to understand current business conditions, including profitability and customer programs.
- Own and maintain selected statistical drivers and assumptions used in forecasting and long-range planning within BPC/OneStream.
- Provide exception-based reporting and forecasting support for 10 manufacturing locations and multiple distribution centers.
- Budget, report, and analyze financial projections and results for Wholesale Residential, Wholesale Commercial, and Export Strategic Business Units (SBUs).
- Prepare and present executive-level financial summaries, variance analyses (price, volume, mix, cost), and business insights to senior leadership.
- Assist in operational excellence initiatives such as improving forecast accuracy, standardizing margin analysis, and optimizing finance processes (SAP/BPC/OneStream/Tableau).
- Support New Product Development (NPD) by providing financial analyses including P&L impact, balance sheet impact, cash flow, payback, and post-launch performance tracking.
- Support statistical data loads including industry shipment data.
- Analyze Wholesale customer programs (e.g., VIP, POP), profitability, upsell strategies, and Commercial National Accounts.
- Occasionally support manufacturing plants with budgeting and rhythmic reporting, including plan templates, previews, KPIs, and inventory analysis.
- Perform other duties as assigned.
Requirements
- Bachelor's degree in Business, Accounting, Finance, or related discipline.
- 5-8+ years of progressive financial analysis experience with advanced analytical skills and exposure to accounting systems.
- Proven ability to influence business partners without direct authority.
- Proficient in collecting, organizing, analyzing, modeling, and summarizing large amounts of information accurately and timely.
- Strong attention to detail, documentation, and organizational skills.
- Excellent verbal and written communication skills for interaction at all organizational levels, including senior leadership.
- Ability to maintain confidentiality and work independently or as part of a team to meet strict deadlines.
- Good interpersonal and influencing skills.
- Working knowledge of financial and accounting systems; experience with SAP BI/BPC/OneStream is a plus.
- Advanced proficiency in Microsoft Office, especially Excel and PowerPoint; Tableau experience is a plus.
Preferred Qualifications
- Master's degree and/or CPA/CMA certification.
- Experience in a manufacturing environment.
Compensation & Benefits
- Competitive compensation package.
- Comprehensive benefits including medical and dental insurance, company-sponsored life insurance, retirement savings plan, short- and long-term disability programs, and tuition assistance.
Equal Opportunity & Accommodation
The organization is committed to providing reasonable accommodations for qualified individuals with disabilities in accordance with the Americans with Disabilities Act and applicable laws. All applicants are considered without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, gender identity or expression, marital or military status.