Job Description

Financial Planning & Analysis Manager- TalentZok

OVERVIEW

Are you looking for a new career opportunity with an exciting company?! Then we've got the right team for you! In this role, you're responsible for the duties listed below.

Immediate opening for a Financial Planning & Analysis Manager in Irvine, CA who possesses:

• Bachelor's degree in finance or accounting
• 5-7 years progressive experience in Financial Planning & Analysis with 3+ in a supervisory role
• Experience in Food Manufacturing and/or Food Distribution industry

Email resumes to kbrace@talentzok.com or call 858.683.8559.

FULL DESCRIPTION : This position serves as a strategic partner to the executive team, providing insights and recommendations to optimize financial performance and support the company's growth objectives. The candidate should have experience working within a smaller or start up environment that requires a 'hands on mindset' with the ability to help scale the finance and accounting department whilst keeping up with the demands of a rapidly expanding company.

The selected candidate will be responsible for:

• Manage the annual budgeting process, ensuring alignment with corporate goals and operational needs.
• Develop and maintain accurate financial models to support rolling forecasts, scenario planning, and variance analyses.
• Partner with stakeholders to identify key financial metrics and develop data visualizations that effectively communicate insights, trends, and impacts from strategic decisions.
• Provide cost analysis and recommendations to help the business optimize the effectiveness and efficiency of processes and expenditures.
• Assist in the preparation and review of RFPs, collaborating with cross-functional teams to ensure financial data and projections are accurately reflected in proposals.
• Act as the primary liaison with banks, lenders, and other financial institutions. Oversee loan covenants, compliance, and negotiations related to credit facilities and financing agreements.
• Partner with stakeholders to optimize pricing strategies.
• Lead efforts to design and implement automation solutions for financial reporting, forecasting, and analysis, streamlining workflows, improving data accuracy, and increasing reporting efficiency.
• Assist in evaluating financial due diligence findings on potential M&A targets to identify key areas of accounting risk, as well as target's legacy compliance with US GAAP.
• Work with key stakeholders to develop and execute comprehensive integration plans that maximize value, achieve synergies, and ensure smooth transitions.
• Support tax strategy and compliance.
• Collaborate with senior stakeholders on financial strategy and personal initiatives.
• Supervise and mentor an FP&A team, fostering professional development and collaboration. Establish clear objectives and accountability within the department.
• Support ad-hoc finance and accounting initiatives.

The selected candidate will also possess:

• Bachelor's degree in finance or accounting or equivalent required, Master's a plus.
• 5-7+ years of progressive experience in financial planning, analysis, and leadership roles, preferably in food manufacturing, food distribution or related industry.
• Experience having worked on numerous successful M&A transactions from start to finish.
• Strong proficiency in financial modeling, forecasting, and analysis using Excel, as well as experience with financial software and ERP systems.
• Excellent communication, negotiation, and presentation skills, with the ability to influence and build consensus among stakeholders.
• Demonstrated ability to manage multiple projects simultaneously and work effectively in a fast-paced, dynamic environment.
• Strong understanding of the logistics, supply chain, or food and beverage manufacturing industry, including trends, key players, and regulatory landscape, is highly desirable.
• Requires in-person work Monday - Friday. Based out of Irvine, CA.
• Ability to travel up to 50%.

Salary Range: $130k-$160k/yr

For immediate and confidential consideration, please email your resume to kbrace@talentzok.com or call 858.683.8559. More information can be found at

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