Financial Planning Manager, Finance (Fulfillment)

Overview

The Financial Planning Manager (Supply Chain Fulfillment) is a highly analytical and detail-oriented finance professional responsible for supporting Distribution Centers (DCs). This role offers the opportunity to influence both daily operations and long-term strategic decisions by providing financial insights and guidance.

The ideal candidate combines strong financial expertise, technical skills, and a curiosity to understand the key drivers behind the business. Acting as the financial advisor to facility leadership, this position involves translating operational activities into meaningful financial performance, identifying cost optimization opportunities, and helping shape the future of the supply chain network.

Location Flexibility:
This position is posted for Dallas, TX, but candidates near any of the U.S. Distribution Centers (Cedar Hill, TX; Reno, NV; Columbus, OH; Lenexa, KS; San Bernardino, CA; Ontario, CA; Statesville, NC; Atlanta, GA; South River, NJ; Manchester, CT; Enfield, CT) may be considered. Onsite or hybrid work is required to support finance business needs.

Responsibilities

DC Financial Reporting & Analysis Ownership

• Own financial reporting and analysis for the fulfillment network, including 16 owned and 3PL operated DCs.
• Lead a team of three Senior Financial Analysts, providing mentorship and skill development.
• Serve as the primary contact for DC financial reporting, analyses, budgets, and forecasts.
• Partner with DC leaders to explain variances, identify risks, and highlight improvement opportunities.

KPI & Performance Management

• Establish comprehensive financial and performance metric reporting to provide clear business insights.
• Lead or support budgeting and forecasting cycles for DCs.
• Build, maintain, and enhance dashboards for operational and financial insights.
• Conduct periodic KPI and financial performance reviews with local, regional, and global supply chain leadership.

General Ledger & Accounting Activities

• Manage general ledger balances related to DCs, including payroll, operating, and occupancy expenses.
• Reconcile Labor Management System data to payroll and general ledger actuals.
• Support month-end financial close processes, including accruals, journal entries, and GL review.
• Ensure reporting aligns with US GAAP and internal accounting policies.

Leadership Support & Partnerships

• Delegate work effectively across the team to ensure timely and accurate deliverables.
• Collaborate closely with facility and department leaders to provide financial guidance and decision support.
• Serve as a trusted financial advisor to DC leadership.
• Develop deep expertise in onsite operations to connect financial and operational drivers.

Value Creation

• Develop, monitor, and continuously improve KPIs and performance metrics.
• Partner with finance and distribution center teams to build and enhance reporting infrastructure.
• Identify opportunities to streamline or automate reporting processes.
• Leverage AI tools to provide enhanced insights.
• Support and lead special projects as needed.

Qualifications

Technical Skills

• Advanced Excel skills including complex formulas, pivots, models, and automation techniques.
• SQL experience preferred; willingness to learn required.
• Experience with database management, including updating tables and maintaining data integrity.
• Ability to build, enhance, and maintain dashboards and data visualization tools.

Business & Financial Skills

• Strong understanding of financial reporting, budgeting, forecasting, and modeling.
• Ability to translate operational drivers into financial impact.
• Experience ensuring data accuracy and building clean, scalable reporting processes.
• Strong communication skills with the ability to work across diverse personalities, timelines, and priorities.

Experience & Knowledge

• 4-6+ years of experience in finance, accounting, or supply chain management.
• Distribution center or transportation experience preferred.
• Familiarity with financial reporting, budgeting, forecasting, financial modeling, US GAAP, and core accounting processes (accruals, journal entries, GL review).
• Strong analytical capability with experience developing and monitoring KPIs and performance metrics.

Core Competencies

• Self-motivated and able to work independently.
• High attention to detail while understanding broader business context.
• Curious, proactive, and eager to analyze data and understand operational drivers.
• Ability to manage multiple priorities, deadlines, and workstreams.

Compensation & Benefits

• Salary range: USD $81,000.00 - $135,000.00 per year.
• Competitive benefits package including medical, dental, and vision insurance.
• Term life insurance.
• Paid vacation and holidays.
• 401(k) savings plan with company match.
• Associate discount on merchandise.

Location

This role is based in Dallas, TX, with flexibility for candidates near other U.S. Distribution Centers. Onsite or hybrid work is required to support finance business needs.