Financial Planning & Analysis Manager

Pay Range:

• $125000 - $150000 / year

Our Perks & Benefits:

• Comprehensive benefits package including medical dental vision and life insurance
• Performance-based bonusesto 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 Advancementfor employees and qualified dependents via the Confie Enablement Scholarship Fund
• Fitness Reimbursement up to $15/month for gym memberships
• Inclusive workplacethrough 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

Bachelors 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 Confies use of these computer systems should contact Human Resources at

Required Experience:

Manager