Regional FP&A Manager

McKinney, TX - USA

Monthly Salary: Not Disclosed

Posted on: 22 hours ago

Vacancies: 1 Vacancy

Job Summary

Job Description

Heritage Pool Supply Group is seeking a qualified Financial Planning & Analysis Manager. This key team member will assist with core FP&A activities including budgeting forecasting management reporting and ad-hoc financial analysis as well as project-based financial modeling and analysis to support other strategic initiatives. The FP&A Manager will be a strategic business partner and will provide key financial support for the regional operating team and executives.

Primary Duties & Responsibilities:

Complete the annual budgeting process and monthly forecast process.
Responsible for developing and distributing several key financial reports to operating team.
Perform various ad hoc analysis and presentations as needed by operating team and executives.
Build out financial thesis for relocations and new Greenfield locations.
Analyze company operations for financial effectiveness and best practices at branch district and regional level.
Perform P&L review and analysis at branch district and regional level.
Provide ad hoc financial modeling & scenario planning.
Work closely with the leadership team to formulate short- to long-term financial and strategic plans.
Produce models (IRR NPV etc.) to project long-term growth accounting for factors that will impact performance.
Provide detailed analysis and commentary on the performance of a product or department.
Communicate results and recommendations to senior management that will lead to revenue generation cost reduction and more efficient operations.
Other duties as assigned.

Required Skills & Experience:

Undergraduate degree from an accredited university in finance and/or accounting with strong academic credentials (cumulative GPA of 3.5 or higher as prerequisite).
MBA preferred.
5-7 years working in an FP&A or Financial Analyst role in distribution retail consulting or an investment bank.
Strong Excel / PowerPoint / Power BI proficiency and experience with financial systems preferred.
High level of integrity and intellectual curiosity.
Self-starter and attention to detail.
Good interpersonal verbal and written communication skills.
Ability to work independently and complete tasks with minimal supervision.
Excellent time management project management and organizational skills.
Strategic and analytical thinker with strong problem solving and decision-making skills.
Team player who can build relationships across the organization.
Must thrive in a fast-paced results-oriented collaborative environment.
Required travel up to 20%.
Applicant must be able to pass a background check and drug screening before being hired.
Must be eligible to work for any company in the US without sponsorship.

Company Overview:

Sponsored by leading private equity firms Leonard Green & Partners and Berkshire Partners SRS Distribution (SRS) is a large specialty distribution platform that operates a network of 650 branch locations across 44 states. Since the companys founding in 2008 SRS has achieved a best-in-class growth trajectory driven by the execution of 100 acquisitions the opening of 150 new greenfield sites and superior organic growth. SRS has an entrepreneurial mind-set and differentiated culture which have been core tenants of its success and ability to attract talent in all areas of the organization. The company maintains leadership positions in three large and attractive industry verticals building products landscape supply and pool & spa supply. SRS is one of the fastest growing distribution businesses in the U.S. and in the top 60 on Forbes list of Americas Largest Private Companies.

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Job Location: SRS Distribution - McKinney

7440 State Highway 121 McKinney TX 75070-3104

As an Equal Employment Opportunity (EEO) employer SRS Distribution Inc. including all its subsidiaries provides job opportunities to qualified individuals without regard to actual or perceived race color creed religion national origin sex gender age disability gender identity sexual orientation citizenship status uniform service veteran status marital status genetic information physical or mental disability or any other characteristic in accordance with applicable federal state and local EEO laws. If you are an individual with a disability or a disabled veteran and require a reasonable accommodation in applying for any posted position please contact Human Resources at US: 855.556.3221 or by email to: with the nature of your accommodation request and include the Business name location and title of the job opening. Please allow one (1) business day for a reply. All employment offers are contingent upon successful completion of a background check and drug screen as permitted by law.

Competitive weekly/bi-weekly pay discretionary bonuses 401(k) with company match Employee Stock Purchase Plan paid time off (vacation sick volunteer holidays birthday floating) medical/dental/vision flexible spending accounts company-paid life and short-term disability plus optional long-term disability and additional life insurance.

Required Experience:

Manager

Job DescriptionHeritage Pool Supply Group is seeking a qualified Financial Planning & Analysis Manager. This key team member will assist with core FP&A activities including budgeting forecasting management reporting and ad-hoc financial analysis as well as project-based financial modeling and analys...

Job Description

Primary Duties & Responsibilities:

Complete the annual budgeting process and monthly forecast process.
Responsible for developing and distributing several key financial reports to operating team.
Perform various ad hoc analysis and presentations as needed by operating team and executives.
Build out financial thesis for relocations and new Greenfield locations.
Analyze company operations for financial effectiveness and best practices at branch district and regional level.
Perform P&L review and analysis at branch district and regional level.
Provide ad hoc financial modeling & scenario planning.
Work closely with the leadership team to formulate short- to long-term financial and strategic plans.
Produce models (IRR NPV etc.) to project long-term growth accounting for factors that will impact performance.
Provide detailed analysis and commentary on the performance of a product or department.
Communicate results and recommendations to senior management that will lead to revenue generation cost reduction and more efficient operations.
Other duties as assigned.

Required Skills & Experience:

Undergraduate degree from an accredited university in finance and/or accounting with strong academic credentials (cumulative GPA of 3.5 or higher as prerequisite).
MBA preferred.
5-7 years working in an FP&A or Financial Analyst role in distribution retail consulting or an investment bank.
Strong Excel / PowerPoint / Power BI proficiency and experience with financial systems preferred.
High level of integrity and intellectual curiosity.
Self-starter and attention to detail.
Good interpersonal verbal and written communication skills.
Ability to work independently and complete tasks with minimal supervision.
Excellent time management project management and organizational skills.
Strategic and analytical thinker with strong problem solving and decision-making skills.
Team player who can build relationships across the organization.
Must thrive in a fast-paced results-oriented collaborative environment.
Required travel up to 20%.
Applicant must be able to pass a background check and drug screening before being hired.
Must be eligible to work for any company in the US without sponsorship.