Accounting, Analysis Skills, Budgeting, Business Administration, Business Case, Business Intelligence, Business Strategy, Capital Expenditure (CAPEX), Communication Skills, Corporate Finance, Customer Acquisition, Customer Relationship Management (CRM) Systems, ERP (Enterprise Resource Planning), Entrepreneurship, Finance, Financial Modeling, Financial Planning and Analysis (FP&A), Financial Services, Financial Strategy, Financial Support, Forecasting, Genetics, Investment Reporting, Leadership, Legal, Medical Conditions, Mentoring, Military, Operational Expenditure (OPEX), Oracle Enterprise Performance Management (EPM), Partner Sales, People Management, Presentation/Verbal Skills, Process Development, Process Improvement, Product Pricing, Product Profitability, Product Reviews, Productivity Management, Profit & Loss, Profit & Loss Analysis, Progress Reports, SQL (Structured Query Language), Sales, Sales Forecasting, Sales Pipeline, Sales Strategy, Salesforce.com, Startup, State Laws and Regulations, Strategic Accounts, Talent Management, Team Lead/Manager
The Commercial FP&A Manager will serve as the dedicated financial partner to the Sales Organization. In this role, you will lead a team of three analysts to drive profitable growth across our entire sales portfolio. You will provide distinct, tailored financial support for both our Strategic Accounts (large, high-volume customer groups) and our Traditional Accounts (smaller customer groups). Additionally, you will act as the financial architect for our emerging, startup-type business ventures, helping them model growth and scale efficiently.
Key Responsibilities:
Sales Financial Partner
- Act as the primary financial partner to the Sales Group Vice President and their leadership team. Turn data into strategic insights regarding sales pipeline, customer profitability, and product profitability.
Segmented Financial Strategy
- Strategic Accounts: Support complex, bespoke pricing models, custom deal structuring, and long-term margin analysis for our largest, high-volume customer groups.
- Traditional Accounts: Drive margin optimization through customer profit health checks, making recommendations to find ways to increase margins while serving our customers.
- Performing Customer & Product Mix analysis to articulate changes in the margin profiles, bringing visibility to areas of opportunity.
- Develop a process to review low margin products, creating a task force to take actions to protect margins.
Start-up P&L's
- Provide entrepreneurial financial modeling, agile forecasting, and growth/profit tracking for our smaller, startup-type business units.
- This includes a breadth of businesses such as consulting, training, and software.
Sales Expenses
- Manage and maintain the OPEX and CAPEX for the entire sales organization. Helping partner with Sales Leadership to hit all financial targets.
- Prepare all business cases for productivity projects to help drive efficiencies to better serve our customers.
- Track key investments to report out on progress towards the goals set for those investments.
Forecasting, Annual Plan, & Long-Range Plan
- Own the sales forecast, including partnering with the head of Customer Acquisitions to determine the sales pipeline.
- Incorporating all components of the sales pipeline into forecast & annual plan, including any profitability/mix implications.
- Lead the sales planning process for annual budget, long range plan, & monthly forecasts.
Team Leadership
- Manage, mentor, and develop a high-performing team of three direct reports, ensuring high-quality output and career progression.
Qualifications:
- Bachelor's degree in Finance, Accounting, Business Administration, or a related field.
- 5-7 years of corporate Finance experience, with a heavy emphasis on Sales Finance or Commercial FP&A.
- Leadership: Minimum of 1-2 years of direct people management experience, with a proven track record of developing/mentoring talent.
- Agility: Ability to pivot seamlessly between highly structured corporate finance (Strategic/Traditional accounts) and fast-paced, ambiguous environments (startup business units).
- Technical Skills: Financial modeling experience (complex revenue models & margin analysis)
- Familiarity with CRM tools (Salesforce), Oracle EPM, & ERP/BI systems.
- Excellent communication & presentation skills with an ability to present at multiple levels of the organization.
- Ability to query in SQL is a plus.
#Hybrid
#LI-NK1
This job description may not be inclusive of all assigned duties, responsibilities, or aspects of the job described, and may be amended at any time at the sole discretion of JM Family. All work arrangements are subject to associate performance, business need and manager discretion, and may be revised as necessary.
JM FAMILY IS PROUD TO BE AN EQUAL OPPORTUNITY EMPLOYER
JM Family Enterprises, Inc. is an Equal Employment Opportunity employer. We are committed to recruiting, hiring, retaining, and promoting qualified associates without regard any characteristic protected by law - whether actual or perceived - including race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth, related medical conditions and lactation), gender identity gender expression, sexual orientation, marital status, military service, veteran status, disability, protected medical condition as defined by applicable state or local law, genetic information, or any other characteristic protected by applicable federal, state, provincial, or local law.
DISABILITY ACCOMMODATIONS
If you have a disability and require a reasonable accommodation to complete the job application process, please contact JM Family's Talent Acquisition department at talentacquisition@jmfamily.com for assistance. If you have an accommodation request for one of our recruiting events, please notify us at least 72 hours prior so that we may provide assistance.