Financial Planning & Analysis Manager Confie Administrative Services Inc
- 3.2 Addison, TX Job Details $125,000
- $150,000 a year 2 hours ago Benefits Health insurance Dental insurance Paid time off Employee assistance program Vision insurance 401(k) matching Gym membership Life insurance Pet insurance Qualifications Data visualization software proficiency Financial model construction Team leadership Presentations for conferences or internal meetings Dynamic financial modeling Business intelligence tools Bachelor's degree Computer skills Excel data analysis
Full Job Description Pay Range:
$125000
Our Perks & Benefits :
Comprehensive benefits package including medical, dental, vision, and life insurance Performance-based bonuses to reward your contributions
- Paid time off to recharge and maintain a healthy work-life balance Flexible work options, including remote and hybrid opportunities, if eligible Retirement Plan (401k) with company-matched contributions Education Advancement, for employees and qualified dependents, via the Confie Enablement Scholarship Fund Fitness Reimbursement
- up to $15/month for gym memberships Inclusive workplace through a strong commitment to Diversity, Equity, and Inclusion Employee Assistance Program
- confidential support for personal or professional challenges, at no cost Extra Perks
- optional plans for disability, hospital indemnity, health advocate program, universal life, critical illness, accident insurance, and even pet insurance Purpose Responsible for leading efforts to support the Retail, Franchise, and Business Service business units in strategic initiatives, budgeting and forecasting, and ad-hoc value add analysis.
This position will interface directly with retail and corporate executive management Essential Duties & Responsibilities Lead planning, reporting, and alignment of financial goals for Retail, Franchise and Business Service business units Drive the budget, forecast and long range plan process for Franchise business unit Responsible for financial reporting including monthly reviews with retail corporate executive management Lead expense management by partnering with field and overhead leadership to manage expense line-items Create dynamic models to automate and streamline forecasting Strategic partner to retail, franchise, and business services leadership. Align strategic initiatives to long range plans Provide support and guidance to retail, franchise, and business services to ensure standardization and consistency in projections, reporting, and processes Lead the development and ongoing refinement of a Retail Store Optimization process, including financial evaluation of new store openings, closures, relocations, and performance improvement initiatives Analyze and develop models to optimize Retail Sales compensation and provide regular reviews for FP&A and Retail management Conduct ongoing insurance carrier analysis to optimize commissions, present to executive leadership, build robust commission budgets and forecasts, and work with retail sales organization to ensure optimal carrier mix is achieved Oversee retail capital expenditure ROI analysis and approval and planning process Prepare reports and presentation material for Executive Leadership meetings Perform ad hoc projects for retail, franchise, and business services executives on an as needed basis Qualifications and Education Requirements Bachelor's Degree required; MBA preferred 5+ years of experience in planning, analysis and financial management Retail experience; Insurance experience a plus Expert excel and financial modeling experience skills required Experience with OneStream and Tableau; experience with budgeting system implementation a plus Dynamic expertise with data, technology, systems and implementation Proven leadership ability, as well as strength in building internal partnerships Must be a team player and eager to put in extra effort Strong quantitative, analytical skills with attention to detail and accuracy Strong communication, critical-thinking, and presentation skills; including the ability to provide written and verbal direction effectively Well organized with an ability to manage multiple projects with strict deadlines Other Duties This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice Notice As permitted by applicable law and from time-to-time, Confie may use a computer system that has elements of artificial intelligence to help make decisions about your employment, including recruitment, hiring, renewal of employment, or the terms and conditions of your employment. Employees with questions about Confie's use of these computer systems should contact Human Resources at Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (https://www.eeoc.gov/poster) notice from the Department of Labor.
