Overview
This role focuses primarily on Wholesale & Export Financial Planning & Analysis (FP&A), accounting for 70-80% of the responsibilities. The remaining time is dedicated to new product development (NPD) financial support, industry data management, ad-hoc reporting, and key performance indicator (KPI) support. The FP&A duties include budgeting, reporting, and comprehensive analysis of the Wholesale (Residential & Commercial) channels and the Export segment.
The organization is a global leader in manufacturing residential and commercial water heating equipment, boilers, and water treatment products, with operations across multiple countries.
Responsibilities
- Forecast and analyze profit and loss statements representing approximately $1.2 billion in annual revenue across Wholesale 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 in BPC/OneStream used for forecasting and long-range planning.
- 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 the New Product Development process 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 customers, including program evaluation (VIP/POP), profitability and 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 a 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 handle confidential information with integrity.
- Ability to work independently and collaboratively to meet strict deadlines while managing priorities.
- 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.
- Tuition assistance.
Location
Headquartered in Milwaukee, Wisconsin, with operations in the United States, Canada, China, India, Mexico, the Netherlands, and the United Kingdom.