Job Description Job Description Financial Planning Manager Job Description The Financial Planning Manager leads financial planning and forecasting activities across a portfolio of government contracts, ensuring accurate, timely, and actionable financial insights for leadership. This role oversees pricing support, drives budgeting and reforecasting processes, and enhances financial systems and reporting to improve funding utilization, margin performance, and project financial discipline. The position also manages a Financial Analyst, fosters a culture of analytical excellence, and plays a key role in succession planning for future senior finance leadership opportunities. Responsibilities Lead recurring financial forecasts, Estimate at Completion (EAC) updates, and financial planning activities across a portfolio of government contracts. Identify financial risks and opportunities and provide clear, actionable recommendations to leadership to support strategic decision-making. Drive the annual budgeting process and periodic reforecasting cycles, including the development of templates, reporting packages, and executive-ready summaries. Partner closely with project managers and division leadership to improve funding utilization, margin performance, and overall project financial discipline. Oversee pricing support by managing a pricing-focused Financial Analyst, ensuring high-quality, compliant, and competitive proposals. Review pricing models, assumptions, and cost volumes for new proposals and contract modifications, ensuring accuracy and alignment with business strategy. Apply government contracting expertise related to indirect rates, allowability, funded ceilings, and contract compliance in all pricing and financial planning activities. Support compliant and competitive pricing strategies across cost-reimbursable, time-and-materials (T&M), and fixed-price (FFP) contracts. Utilize Deltek Costpoint, including the Planning module where applicable, to maintain accurate financial plans, reconcile actuals, and improve reporting integrity. Develop and maintain audit-ready financial models, standardized templates, and forecasting tools that support consistent and reliable financial reporting. Identify and implement opportunities for automation, reporting enhancements, and process optimization within the FP&A function. Explore and evaluate innovative uses of AI within FP&A to improve forecasting accuracy, pricing strategy, and margin optimization. Coach and develop a Financial Analyst, providing guidance on priorities, quality standards, and cross-functional collaboration. Foster a culture of accountability, continuous improvement, and analytical excellence within the finance team. Collaborate regularly with project managers and the executive team to communicate financial performance, clarify assumptions, and support strategic initiatives. Essential Skills Bachelor's degree in Finance, Accounting, Business, Economics, or a related field, or equivalent experience. 8+ years of progressive experience in government contract finance, pricing, and project financial management. Proven experience in forecasting, budgeting, variance analysis, and executive financial reporting across multiple programs. Hands-on experience with program controls and project finance in a government contracting environment. Strong expertise with cost-reimbursable, Cost-Plus, and fixed-price (FFP) contract types. Working knowledge of government contracting principles, including indirect rates, allowability, and contract funding structures. Experience with Deltek Costpoint, including using it for planning, reporting, and reconciliation of actuals. Advanced Excel skills, including complex financial modeling, pivot tables, scenario analysis, and data manipulation. Demonstrated ability to perform financial planning and analysis (FP&A), including financial modeling and reporting. Experience in pricing for government contracts, including reviewing cost volumes and pricing assumptions. Strong variance analysis skills, with the ability to explain performance drivers and recommend corrective actions. Ability to collaborate effectively with project managers and executive leadership, and clearly articulate financial concepts to non-financial stakeholders. Demonstrated experience in identifying process improvements and implementing more efficient financial reporting and planning practices. Additional Skills & Qualifications Experience with the Deltek Costpoint Planning module is highly desirable. Exposure to healthcare-related government contracting (such as CMS, HHS, Medicaid, NIH, or similar agencies) is a plus. Familiarity with FAR or 2 CFR regulations is beneficial. Experience exploring or applying AI tools within FP&A for forecasting, pricing, or margin optimization is an advantage. Background in managing or mentoring financial analysts or pricing professionals. Experience working across multiple programs and divisions in a complex government contracting environment. Strong communication skills, with the ability to create executive-ready summaries and presentations. Track record of fostering a culture of accountability, continuous improvement, and analytical rigor. Interest in or aptitude for growing into senior finance leadership roles, such as VP, Controller, or CFO. Work Environment This role operates in a fully remote work environment, providing flexibility while maintaining a high level of collaboration with finance, project management, and executive teams. The position includes one direct report, a pricing analyst, and reports directly into the senior finance leadership structure. The role is highly cross-functional and requires regular interaction with Project Managers and the Executive department to support program performance and strategic initiatives. On-site presence may be requested periodically for key meetings or team sessions if you are local, but the core work is performed remotely using tools such as Deltek Costpoint, advanced Excel, and other financial planning and reporting systems. Kaitland Clawson Apply Here and Book Time in my Calendar Link: LinkedIn: -clawson-/ Job Type & Location This is a Permanent position based out of Alexandria, VA. Pay and Benefits The pay range for this position is $124000.00 - $149703.00/yr. Why Altarum At Altarum, your work contributes directly to improving health systems and advancing equity in communities nationwide. You'll join a collaborative, mission-driven organization where financial strategy supports meaningful social impact. If you're looking for a leadership opportunity where your expertise can influence both organizational performance and public good, we encourage you to apply. Where You'll Work Remote with occasional in-person collaboration days If you're near one of our offices (Arlington, VA; Silver Spring, MD; or Novi, MI), you'll join us in person one day every other month (6 times per year) for a fun, purpose-driven Collaboration Day. These days are filled with creative energy, meaningful connection, and team brainstorming! Non-local employees will join these days virtually and may be asked to join us occasionally in-person. Work Eligibility & Requirements Candidates must be currently eligible to work in the United States; sponsorship is not available. All work must be performed within the continental U.S. for the duration of employment, unless required by contract. Ability to work core hours aligned with Eastern Time, unless otherwise approved by your manager. Remote employees must maintain a dedicated, ergonomically appropriate workspace free from distractions, with reliable internet and a mobile device that supports efficient work. Workplace Type This is a fully remote position. Application Deadline This position is anticipated to close on Jun 29, 2026. About Aston Carter Aston Carter provides world-class corporate talent solutions to thousands of clients across the globe. Specialized in accounting, finance, human resources, talent acquisition, procurement, supply chain and select administrative professions, we extend the capabilities of industry-leading companies. We draw on our deep recruiting expertise and expansive network to meet the evolving needs of our clients and talent community with agility and excellence. With offices across the U.S., Canada, Asia Pacific and Europe, Aston Carter serves many of the Fortune 500. We are proud to be a ClearlyRated Best of Staffing Platinum Award winner for both client and talent service. The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law. If you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing process due to a disability, please email for other accommodation options. San Francisco Fair Chance Ordinance: Pursuant to the San Francisco Fair Chance Ordinance, for all positions located in the city and county of San Francisco . click apply for full job details
06/27/2026
Full time
Job Description Job Description Financial Planning Manager Job Description The Financial Planning Manager leads financial planning and forecasting activities across a portfolio of government contracts, ensuring accurate, timely, and actionable financial insights for leadership. This role oversees pricing support, drives budgeting and reforecasting processes, and enhances financial systems and reporting to improve funding utilization, margin performance, and project financial discipline. The position also manages a Financial Analyst, fosters a culture of analytical excellence, and plays a key role in succession planning for future senior finance leadership opportunities. Responsibilities Lead recurring financial forecasts, Estimate at Completion (EAC) updates, and financial planning activities across a portfolio of government contracts. Identify financial risks and opportunities and provide clear, actionable recommendations to leadership to support strategic decision-making. Drive the annual budgeting process and periodic reforecasting cycles, including the development of templates, reporting packages, and executive-ready summaries. Partner closely with project managers and division leadership to improve funding utilization, margin performance, and overall project financial discipline. Oversee pricing support by managing a pricing-focused Financial Analyst, ensuring high-quality, compliant, and competitive proposals. Review pricing models, assumptions, and cost volumes for new proposals and contract modifications, ensuring accuracy and alignment with business strategy. Apply government contracting expertise related to indirect rates, allowability, funded ceilings, and contract compliance in all pricing and financial planning activities. Support compliant and competitive pricing strategies across cost-reimbursable, time-and-materials (T&M), and fixed-price (FFP) contracts. Utilize Deltek Costpoint, including the Planning module where applicable, to maintain accurate financial plans, reconcile actuals, and improve reporting integrity. Develop and maintain audit-ready financial models, standardized templates, and forecasting tools that support consistent and reliable financial reporting. Identify and implement opportunities for automation, reporting enhancements, and process optimization within the FP&A function. Explore and evaluate innovative uses of AI within FP&A to improve forecasting accuracy, pricing strategy, and margin optimization. Coach and develop a Financial Analyst, providing guidance on priorities, quality standards, and cross-functional collaboration. Foster a culture of accountability, continuous improvement, and analytical excellence within the finance team. Collaborate regularly with project managers and the executive team to communicate financial performance, clarify assumptions, and support strategic initiatives. Essential Skills Bachelor's degree in Finance, Accounting, Business, Economics, or a related field, or equivalent experience. 8+ years of progressive experience in government contract finance, pricing, and project financial management. Proven experience in forecasting, budgeting, variance analysis, and executive financial reporting across multiple programs. Hands-on experience with program controls and project finance in a government contracting environment. Strong expertise with cost-reimbursable, Cost-Plus, and fixed-price (FFP) contract types. Working knowledge of government contracting principles, including indirect rates, allowability, and contract funding structures. Experience with Deltek Costpoint, including using it for planning, reporting, and reconciliation of actuals. Advanced Excel skills, including complex financial modeling, pivot tables, scenario analysis, and data manipulation. Demonstrated ability to perform financial planning and analysis (FP&A), including financial modeling and reporting. Experience in pricing for government contracts, including reviewing cost volumes and pricing assumptions. Strong variance analysis skills, with the ability to explain performance drivers and recommend corrective actions. Ability to collaborate effectively with project managers and executive leadership, and clearly articulate financial concepts to non-financial stakeholders. Demonstrated experience in identifying process improvements and implementing more efficient financial reporting and planning practices. Additional Skills & Qualifications Experience with the Deltek Costpoint Planning module is highly desirable. Exposure to healthcare-related government contracting (such as CMS, HHS, Medicaid, NIH, or similar agencies) is a plus. Familiarity with FAR or 2 CFR regulations is beneficial. Experience exploring or applying AI tools within FP&A for forecasting, pricing, or margin optimization is an advantage. Background in managing or mentoring financial analysts or pricing professionals. Experience working across multiple programs and divisions in a complex government contracting environment. Strong communication skills, with the ability to create executive-ready summaries and presentations. Track record of fostering a culture of accountability, continuous improvement, and analytical rigor. Interest in or aptitude for growing into senior finance leadership roles, such as VP, Controller, or CFO. Work Environment This role operates in a fully remote work environment, providing flexibility while maintaining a high level of collaboration with finance, project management, and executive teams. The position includes one direct report, a pricing analyst, and reports directly into the senior finance leadership structure. The role is highly cross-functional and requires regular interaction with Project Managers and the Executive department to support program performance and strategic initiatives. On-site presence may be requested periodically for key meetings or team sessions if you are local, but the core work is performed remotely using tools such as Deltek Costpoint, advanced Excel, and other financial planning and reporting systems. Kaitland Clawson Apply Here and Book Time in my Calendar Link: LinkedIn: -clawson-/ Job Type & Location This is a Permanent position based out of Alexandria, VA. Pay and Benefits The pay range for this position is $124000.00 - $149703.00/yr. Why Altarum At Altarum, your work contributes directly to improving health systems and advancing equity in communities nationwide. You'll join a collaborative, mission-driven organization where financial strategy supports meaningful social impact. If you're looking for a leadership opportunity where your expertise can influence both organizational performance and public good, we encourage you to apply. Where You'll Work Remote with occasional in-person collaboration days If you're near one of our offices (Arlington, VA; Silver Spring, MD; or Novi, MI), you'll join us in person one day every other month (6 times per year) for a fun, purpose-driven Collaboration Day. These days are filled with creative energy, meaningful connection, and team brainstorming! Non-local employees will join these days virtually and may be asked to join us occasionally in-person. Work Eligibility & Requirements Candidates must be currently eligible to work in the United States; sponsorship is not available. All work must be performed within the continental U.S. for the duration of employment, unless required by contract. Ability to work core hours aligned with Eastern Time, unless otherwise approved by your manager. Remote employees must maintain a dedicated, ergonomically appropriate workspace free from distractions, with reliable internet and a mobile device that supports efficient work. Workplace Type This is a fully remote position. Application Deadline This position is anticipated to close on Jun 29, 2026. About Aston Carter Aston Carter provides world-class corporate talent solutions to thousands of clients across the globe. Specialized in accounting, finance, human resources, talent acquisition, procurement, supply chain and select administrative professions, we extend the capabilities of industry-leading companies. We draw on our deep recruiting expertise and expansive network to meet the evolving needs of our clients and talent community with agility and excellence. With offices across the U.S., Canada, Asia Pacific and Europe, Aston Carter serves many of the Fortune 500. We are proud to be a ClearlyRated Best of Staffing Platinum Award winner for both client and talent service. The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law. If you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing process due to a disability, please email for other accommodation options. San Francisco Fair Chance Ordinance: Pursuant to the San Francisco Fair Chance Ordinance, for all positions located in the city and county of San Francisco . click apply for full job details
About the Role & Team At Disney Consumer Products, we inspire imagination around the world and are committed to creating happiness for families and fans by bringing captivating, inspiring, and inclusive products into their daily lives. From toys to t-shirts, console games, books, and more, our team brings our beloved brands and franchises into the lives of families through products and experiences that can be found worldwide, such as the Disney Store e-commerce platform, Disney Parks, local and international retailers, and Disney Store locations around the world! The Disney Store Planning organization is responsible for developing a strategic financial plan to drive growth and profitability and deliver on the Guest experience. The team is the foundation of the Channel and works in partnership with Merchandising and Sourcing to deliver a range of items relevant to Disney Stores (e-commerce and brick-and-mortar). You and your teams will drive a quarterly/annual financial strategy for an assortment across multiple categories, based on detailed knowledge of business insights and analytics, marketplace trends, and guest mix across channels. You will evaluate the assortment and react to in-season performance, trends, and takeaways to inform & adjust current and future seasons' financial and inventory positioning. You will demonstrate a comprehensive understanding of all key financial performance indicators to build recommendations and influence the broader organization's execution. The Senior Manager, Merchandise Planning, will report to the Director - Planning & Allocation and lead a team of 2 direct and 3 second-level reports. This is a full-time role. What You Will Do: Lead the team that creates Category Plans, including weekly, monthly, and annual forecasts Drive the business with full accountability for revenue and cost of goods for an area of responsibility Own the pre-season & in-season planning, including forecasting and inventory open-to-buy management to drive growth and profitability Analyze data, identify trends, and make data-driven decisions that provide actionable insights Lead the development of monthly/annual cause-of-change models Translate business performance drivers and metrics into informative analysis and recommendations, influencing organizational decisions Identify pricing and liquidation opportunities for your division to manage inventory liability Lead cross-functional merchandise meetings, provide input on product performance, assortment strategies, and inventory positioning Mentor & develop team members' skills to continually build bench strength and broaden career path opportunities Required Qualifications & Skills: 6+ years of experience in merchandise planning, financial analysis, and/or strategy development Leadership experience guiding and motivating hard-working teams with an excellent track record of achievement, advancement, and performance Use financial forecasting, analytical, and communication skills to turn business performance data into useful insights and recommendations for senior leaders Proven ability to shape business decisions, influence partners, and build relationships across the company Apply storytelling techniques to financial data and present it to leaders at various levels Ability to meet timelines, handle multiple priorities, and perform job responsibilities accurately while working in a fast-paced and vibrant environment Familiarity with retail planning software or systems, MS Office, Excel, and an understanding of Business Intelligence tools Preferred Qualifications & Skills: Knowledge of retail planning software or systems such as Oracle MFP (Merchandise Financial Planning) Understanding of Business Intelligence tools, including MicroStrategy Proficiency in interpreting Tableau reports and leveraging the insights to enhance business performance Self-starter with natural curiosity and the ability to deal with ambiguity Ability to work within a sophisticated matrix organization and find creative solutions Required Education: Bachelor's Degree and/or 6+ years of related experience Preferred Education: Bachelor's Degree in Business, Finance, Mathematics, or other related fields Additional Information: Disney offers a rewards package to help you live your best life. This includes health and savings benefits, educational opportunities, and special extras that only Disney can provide. Learn more about our benefits and perks at . The hiring range for this position in Glendale, CA is $139,200 to $186,600 per year. The base pay actually offered will take into account internal equity and also may vary depending on the candidate's geographic region, job-related knowledge, skills, and experience among other factors. A bonus and/or long-term incentive units may be provided as part of the compensation package, in addition to the full range of medical, financial, and/or other benefits, dependent on the level and position offered.
06/27/2026
Full time
About the Role & Team At Disney Consumer Products, we inspire imagination around the world and are committed to creating happiness for families and fans by bringing captivating, inspiring, and inclusive products into their daily lives. From toys to t-shirts, console games, books, and more, our team brings our beloved brands and franchises into the lives of families through products and experiences that can be found worldwide, such as the Disney Store e-commerce platform, Disney Parks, local and international retailers, and Disney Store locations around the world! The Disney Store Planning organization is responsible for developing a strategic financial plan to drive growth and profitability and deliver on the Guest experience. The team is the foundation of the Channel and works in partnership with Merchandising and Sourcing to deliver a range of items relevant to Disney Stores (e-commerce and brick-and-mortar). You and your teams will drive a quarterly/annual financial strategy for an assortment across multiple categories, based on detailed knowledge of business insights and analytics, marketplace trends, and guest mix across channels. You will evaluate the assortment and react to in-season performance, trends, and takeaways to inform & adjust current and future seasons' financial and inventory positioning. You will demonstrate a comprehensive understanding of all key financial performance indicators to build recommendations and influence the broader organization's execution. The Senior Manager, Merchandise Planning, will report to the Director - Planning & Allocation and lead a team of 2 direct and 3 second-level reports. This is a full-time role. What You Will Do: Lead the team that creates Category Plans, including weekly, monthly, and annual forecasts Drive the business with full accountability for revenue and cost of goods for an area of responsibility Own the pre-season & in-season planning, including forecasting and inventory open-to-buy management to drive growth and profitability Analyze data, identify trends, and make data-driven decisions that provide actionable insights Lead the development of monthly/annual cause-of-change models Translate business performance drivers and metrics into informative analysis and recommendations, influencing organizational decisions Identify pricing and liquidation opportunities for your division to manage inventory liability Lead cross-functional merchandise meetings, provide input on product performance, assortment strategies, and inventory positioning Mentor & develop team members' skills to continually build bench strength and broaden career path opportunities Required Qualifications & Skills: 6+ years of experience in merchandise planning, financial analysis, and/or strategy development Leadership experience guiding and motivating hard-working teams with an excellent track record of achievement, advancement, and performance Use financial forecasting, analytical, and communication skills to turn business performance data into useful insights and recommendations for senior leaders Proven ability to shape business decisions, influence partners, and build relationships across the company Apply storytelling techniques to financial data and present it to leaders at various levels Ability to meet timelines, handle multiple priorities, and perform job responsibilities accurately while working in a fast-paced and vibrant environment Familiarity with retail planning software or systems, MS Office, Excel, and an understanding of Business Intelligence tools Preferred Qualifications & Skills: Knowledge of retail planning software or systems such as Oracle MFP (Merchandise Financial Planning) Understanding of Business Intelligence tools, including MicroStrategy Proficiency in interpreting Tableau reports and leveraging the insights to enhance business performance Self-starter with natural curiosity and the ability to deal with ambiguity Ability to work within a sophisticated matrix organization and find creative solutions Required Education: Bachelor's Degree and/or 6+ years of related experience Preferred Education: Bachelor's Degree in Business, Finance, Mathematics, or other related fields Additional Information: Disney offers a rewards package to help you live your best life. This includes health and savings benefits, educational opportunities, and special extras that only Disney can provide. Learn more about our benefits and perks at . The hiring range for this position in Glendale, CA is $139,200 to $186,600 per year. The base pay actually offered will take into account internal equity and also may vary depending on the candidate's geographic region, job-related knowledge, skills, and experience among other factors. A bonus and/or long-term incentive units may be provided as part of the compensation package, in addition to the full range of medical, financial, and/or other benefits, dependent on the level and position offered.
The Manager of Business/Finance job provides leadership of Financial Operations by effective management of resources, both human, capital and material, analysis and business management including work/oversight in any combination of the following: business and decision analytics, financial planning and management, budget, procurement, general business operations, facilities management, staff supervision, performance improvement initiatives, and/or information technology coordination in collaboration with administration, nursing, clinical operations, support, and/or medical staff. This role explores and leads identifying issues related to existing programs and recommending effective, timely solutions. Ensures compliance with applicable governmental rules and regulations are met and followed by staff. This role also provides an interface between operating units and centralized accounting functions. Licensure, Certification, or Registration Requirements for Hire: N/A Licensure, Certification, or Registration Requirements for continued employment: N/A Experience REQUIRED: Minimum of five (5) years in finance or accounting with one (1) year of experience in a healthcare environment Minimum of five (5) years of experience with spreadsheets, databases, and report-writing software Experience in data/information analysis Previous experience with compensation, payroll, contracts, business administration, process improvement, data analytics, revenue cycle and/or regulation compliance Previous experience with contract negotiations Experience PREFERRED: Seven (7) years in finance or accounting with three (3) years of management experience Three (3) years in a healthcare environment, preferably an academic medical center or physician practice Project management experience Previous experience using an Electronic Health Record (EHR) Education/training REQUIRED: Bachelor's Degree in Business, Finance, Accounting, or other job-related field from an accredited program to include coursework in operations management, financial management, and cost accounting Education/training PREFERRED: Master's Degree in Business, Finance, Accounting, Health Administration or other job-related field from an accredited program CPA, CMA, CHFP or FHFMA preferred Independent action(s) required: Independently develop and produce financial reports for VCUHS leadership based on collaboration with IT, Finance, Decision Support and other departments; participate with senior administration and the medical staff in the development of program expansions and new venture proposals. Supervisory responsibilities (if applicable): Management of assigned staff that provide financial analyses and reports to support department operations and staff that supports the development of the annual operating/capital budget, ongoing projects and monthly financial reports. Additional position requirements: May require working early/late hours or weekends, depending on the needs of the office and senior leadership. May require infrequent day or overnight travel. Age Specific groups served: N/A Physical Requirements (includes use of assistance devices as appropriate): Physical: Lifting less than 20 lbs. Activities: Prolonged sitting Repetitive motion: Keyboard, Mouse Mental/Sensory: Strong recall, Reasoning, Problem solving, Hearing, Speak clearly, Write legibly, Reading, Logical thinking Emotional: Fast pace environment, Steady pace, Able to handle multiple priorities, Able to adapt to frequent, change EEO Employer/Disabled/Protected Veteran
06/27/2026
Full time
The Manager of Business/Finance job provides leadership of Financial Operations by effective management of resources, both human, capital and material, analysis and business management including work/oversight in any combination of the following: business and decision analytics, financial planning and management, budget, procurement, general business operations, facilities management, staff supervision, performance improvement initiatives, and/or information technology coordination in collaboration with administration, nursing, clinical operations, support, and/or medical staff. This role explores and leads identifying issues related to existing programs and recommending effective, timely solutions. Ensures compliance with applicable governmental rules and regulations are met and followed by staff. This role also provides an interface between operating units and centralized accounting functions. Licensure, Certification, or Registration Requirements for Hire: N/A Licensure, Certification, or Registration Requirements for continued employment: N/A Experience REQUIRED: Minimum of five (5) years in finance or accounting with one (1) year of experience in a healthcare environment Minimum of five (5) years of experience with spreadsheets, databases, and report-writing software Experience in data/information analysis Previous experience with compensation, payroll, contracts, business administration, process improvement, data analytics, revenue cycle and/or regulation compliance Previous experience with contract negotiations Experience PREFERRED: Seven (7) years in finance or accounting with three (3) years of management experience Three (3) years in a healthcare environment, preferably an academic medical center or physician practice Project management experience Previous experience using an Electronic Health Record (EHR) Education/training REQUIRED: Bachelor's Degree in Business, Finance, Accounting, or other job-related field from an accredited program to include coursework in operations management, financial management, and cost accounting Education/training PREFERRED: Master's Degree in Business, Finance, Accounting, Health Administration or other job-related field from an accredited program CPA, CMA, CHFP or FHFMA preferred Independent action(s) required: Independently develop and produce financial reports for VCUHS leadership based on collaboration with IT, Finance, Decision Support and other departments; participate with senior administration and the medical staff in the development of program expansions and new venture proposals. Supervisory responsibilities (if applicable): Management of assigned staff that provide financial analyses and reports to support department operations and staff that supports the development of the annual operating/capital budget, ongoing projects and monthly financial reports. Additional position requirements: May require working early/late hours or weekends, depending on the needs of the office and senior leadership. May require infrequent day or overnight travel. Age Specific groups served: N/A Physical Requirements (includes use of assistance devices as appropriate): Physical: Lifting less than 20 lbs. Activities: Prolonged sitting Repetitive motion: Keyboard, Mouse Mental/Sensory: Strong recall, Reasoning, Problem solving, Hearing, Speak clearly, Write legibly, Reading, Logical thinking Emotional: Fast pace environment, Steady pace, Able to handle multiple priorities, Able to adapt to frequent, change EEO Employer/Disabled/Protected Veteran
Job Description Job Description Description: Job Title: Consumer Lending Manager Department: Consumer Lending Reports to: Vice President of Consumer Lending Hours per Week: 40 hrs./week Salary Exempt Company Summary Welcome to Financial Plus Credit Union (FPCU) - 'The Place where it's Possible.' At FPCU, we believe in the power of collaboration, embrace inclusivity as a strength, and are driven by a shared commitment to success. Our community-centered approach goes beyond financial services; it's about fostering connections and making a positive impact. Join us, and be part of an environment that prioritizes wellness, encourages continuous learning, and opens doors to developing you into the person you want to be. Explore the opportunities that await you at FPCU - where you aren't just making a living but joining a PLACE where you can REACH your goals. Position Summary The Consumer Lending Manager is responsible for overseeing both the Consumer Loan Officer team, the Consumer Lending Operation Specialists, and the Loan Support Clerk, ensuring strong operational performance, underwriting consistency, member experience, and overall operational effectiveness. This role combines day-to-day leadership of lending and loan support staff with strategic oversight responsibilities focused on evaluating lending performance, identifying trends and opportunities, recommending operational improvements, and supporting initiatives designed to achieve organizational production, service, and portfolio growth goals while maintaining sound lending practices, operational consistency, and appropriate risk management. The Consumer Lending Manager works closely with the VP of Consumer Lending, Consumer Lending Processing Manager, Consumer Lending Systems Analyst, and other departments to support operational efficiency, process improvements, strategic initiatives, and organizational growth. This role balances production leadership, member service, operational collaboration, risk management, and employee development while ensuring compliance with all regulatory requirements. Essential Functions & Primary Responsibilities Oversee the Loan Officers, Consumer Lending Operations Specialists, and Loan Support Clerk, ensuring strong member experience, service consistency, operational effectiveness, underwriting quality, credit risk management and overall lending operational effectiveness. Provide leadership, direction, coaching, and performance management to lending and loan support staff while fostering a culture of accountability, collaboration, continuous improvement, and professional development. Support organizational consumer lending growth objectives through strategic leadership, operational analysis, production monitoring, and data-driven recommendations. Analyze lending production trends, pull-through ratios, application sources, operational performance, and portfolio growth opportunities to identify areas requiring improvement or strategic focus. Provide recommendations to senior leadership regarding operational changes, workflow improvements, staffing needs, product enhancements, promotional opportunities, service strategies, and process efficiencies to support organizational lending goals. Monitor loan application conversion metrics, funded loan ratios, turnaround times, productivity, and member experience trends to identify opportunities for improvement. Coach and develop team on underwriting consistency, operational effectiveness, product knowledge, member experience expectations, and lending best practices. Partner with internal departments to support lending knowledge, workflow alignment, operational consistency, and member experience throughout the lending process. Identify development opportunities and assist in preparing team members for increased responsibilities and future leadership opportunities. Assist with escalated lending decisions, exception requests, member concerns, and complex lending situations while balancing member experience, organizational policy, and risk management. Ensure lending decisions, exception handling, and operational processes are consistently documented and aligned with organizational policies, procedures, and risk tolerance. Partner closely with the Consumer Loan Processing Manager to ensure seamless workflow coordination, efficient handoffs, funding timeliness, and operational consistency throughout the loan lifecycle. Collaborate with Retail Delivery, Digital, Processing, Indirect Lending, Marketing, and other departments to improve workflows, reduce member friction, and enhance the overall lending experience. Participate in cross-functional projects and process improvement initiatives supporting consumer lending efficiency, scalability, and member service. Partner with the Consumer Lending Systems Analyst to identify operational inefficiencies, support workflow enhancements, participate in user acceptance testing, and assist with implementation and adoption of lending technology initiatives. Provide operational input and feedback regarding loan origination systems, workflow tools, automation opportunities, and process improvements. Monitor and manage departmental performance metrics including funded loan volume, application conversion, approval ratios, turnaround times, productivity, service standards, member experience, and portfolio trends. Utilize production reporting and operational analytics to identify performance gaps, process inefficiencies, and opportunities for growth, operational improvement, and enhanced member experience. Utilize reporting and analytics to identify trends, improve operational performance, and support strategic decision-making. Analyze lending performance, portfolio trends, operational data, and member experience feedback to identify opportunities for growth and improvement. Support strategic lending initiatives, promotional campaigns, and market growth efforts in partnership with senior leadership and marketing. Maintain and improve member service by ensuring inquiries, applications, and member issues are handled professionally, consistently, and promptly. Conduct quality reviews and audits to ensure lending accuracy, operational consistency, compliance, and proper documentation. Stay up to date on industry trends, lending laws, operational best practices, and product innovations to recommend improvements and new opportunities. Assist in budgeting, forecasting, and strategic planning for the consumer lending division. Work collaboratively with third-party vendors, partners, and internal stakeholders to support lending operations and organizational initiatives. Oversee the processing and management of title work, loan payoffs, release of liens, and UCC filings. Promote a positive team environment, encouraging collaboration and high-quality service. Ensure employees have the tools, materials, and training necessary for success. Ensures compliance with all federal and state laws and regulations, including the Bank Secrecy Act, Patriot Act, and Office of Foreign Asset Controls, and should request legal interpretation as necessary. Must ensure subordinates are also compliant with such laws and regulations. Must be bondable. Perform other duties as assigned. Requirements: Education & Qualifications Bachelor's degree in Finance, Business Administration, or related field; or equivalent work experience. 3 to 5 years of previous consumer lending experience with a proven performance record, with leadership or management experience preferred. Strong understanding of consumer lending regulations, underwriting principles, operational workflows, and member service expectations. Experience leading teams in a fast-paced lending environment focused on balancing growth, service, operational efficiency, and risk management. Experience working with loan origination systems, workflow automation, reporting tools, and lending technology platforms preferred. Strong communication, coaching, organizational leadership, and relationship-building skills. Ability to analyze operational data and utilize reporting to drive performance improvements and strategic decision-making. Candidate must have a thorough understanding of the Loan Policy and Guidelines. Candidate must be knowledgeable of Credit Unions product and services and demonstrate the ability to cross-sell and build deeper relationships with our membership. This position requires an understanding of basic computer skills including Microsoft 365 suite applications. Skills and Abilities Strong leadership and management skills with the ability to motivate, coach, and develop high-performing teams. Strong analytical and organizational skills with the ability to evaluate operational performance and make data-driven decisions. Exceptional problem-solving skills with a solution-oriented mindset. Detail-oriented with a strong focus on operational consistency, compliance, and member experience. Ability to handle multiple priorities in a fast-paced environment while meeting deadlines. Strong interpersonal, verbal, and written communication skills. Ability to build collaborative relationships across departments and effectively navigate operational challenges. Presents a positive and professional image to members and team members through effective and courteous verbal and written communications. . click apply for full job details
06/26/2026
Full time
Job Description Job Description Description: Job Title: Consumer Lending Manager Department: Consumer Lending Reports to: Vice President of Consumer Lending Hours per Week: 40 hrs./week Salary Exempt Company Summary Welcome to Financial Plus Credit Union (FPCU) - 'The Place where it's Possible.' At FPCU, we believe in the power of collaboration, embrace inclusivity as a strength, and are driven by a shared commitment to success. Our community-centered approach goes beyond financial services; it's about fostering connections and making a positive impact. Join us, and be part of an environment that prioritizes wellness, encourages continuous learning, and opens doors to developing you into the person you want to be. Explore the opportunities that await you at FPCU - where you aren't just making a living but joining a PLACE where you can REACH your goals. Position Summary The Consumer Lending Manager is responsible for overseeing both the Consumer Loan Officer team, the Consumer Lending Operation Specialists, and the Loan Support Clerk, ensuring strong operational performance, underwriting consistency, member experience, and overall operational effectiveness. This role combines day-to-day leadership of lending and loan support staff with strategic oversight responsibilities focused on evaluating lending performance, identifying trends and opportunities, recommending operational improvements, and supporting initiatives designed to achieve organizational production, service, and portfolio growth goals while maintaining sound lending practices, operational consistency, and appropriate risk management. The Consumer Lending Manager works closely with the VP of Consumer Lending, Consumer Lending Processing Manager, Consumer Lending Systems Analyst, and other departments to support operational efficiency, process improvements, strategic initiatives, and organizational growth. This role balances production leadership, member service, operational collaboration, risk management, and employee development while ensuring compliance with all regulatory requirements. Essential Functions & Primary Responsibilities Oversee the Loan Officers, Consumer Lending Operations Specialists, and Loan Support Clerk, ensuring strong member experience, service consistency, operational effectiveness, underwriting quality, credit risk management and overall lending operational effectiveness. Provide leadership, direction, coaching, and performance management to lending and loan support staff while fostering a culture of accountability, collaboration, continuous improvement, and professional development. Support organizational consumer lending growth objectives through strategic leadership, operational analysis, production monitoring, and data-driven recommendations. Analyze lending production trends, pull-through ratios, application sources, operational performance, and portfolio growth opportunities to identify areas requiring improvement or strategic focus. Provide recommendations to senior leadership regarding operational changes, workflow improvements, staffing needs, product enhancements, promotional opportunities, service strategies, and process efficiencies to support organizational lending goals. Monitor loan application conversion metrics, funded loan ratios, turnaround times, productivity, and member experience trends to identify opportunities for improvement. Coach and develop team on underwriting consistency, operational effectiveness, product knowledge, member experience expectations, and lending best practices. Partner with internal departments to support lending knowledge, workflow alignment, operational consistency, and member experience throughout the lending process. Identify development opportunities and assist in preparing team members for increased responsibilities and future leadership opportunities. Assist with escalated lending decisions, exception requests, member concerns, and complex lending situations while balancing member experience, organizational policy, and risk management. Ensure lending decisions, exception handling, and operational processes are consistently documented and aligned with organizational policies, procedures, and risk tolerance. Partner closely with the Consumer Loan Processing Manager to ensure seamless workflow coordination, efficient handoffs, funding timeliness, and operational consistency throughout the loan lifecycle. Collaborate with Retail Delivery, Digital, Processing, Indirect Lending, Marketing, and other departments to improve workflows, reduce member friction, and enhance the overall lending experience. Participate in cross-functional projects and process improvement initiatives supporting consumer lending efficiency, scalability, and member service. Partner with the Consumer Lending Systems Analyst to identify operational inefficiencies, support workflow enhancements, participate in user acceptance testing, and assist with implementation and adoption of lending technology initiatives. Provide operational input and feedback regarding loan origination systems, workflow tools, automation opportunities, and process improvements. Monitor and manage departmental performance metrics including funded loan volume, application conversion, approval ratios, turnaround times, productivity, service standards, member experience, and portfolio trends. Utilize production reporting and operational analytics to identify performance gaps, process inefficiencies, and opportunities for growth, operational improvement, and enhanced member experience. Utilize reporting and analytics to identify trends, improve operational performance, and support strategic decision-making. Analyze lending performance, portfolio trends, operational data, and member experience feedback to identify opportunities for growth and improvement. Support strategic lending initiatives, promotional campaigns, and market growth efforts in partnership with senior leadership and marketing. Maintain and improve member service by ensuring inquiries, applications, and member issues are handled professionally, consistently, and promptly. Conduct quality reviews and audits to ensure lending accuracy, operational consistency, compliance, and proper documentation. Stay up to date on industry trends, lending laws, operational best practices, and product innovations to recommend improvements and new opportunities. Assist in budgeting, forecasting, and strategic planning for the consumer lending division. Work collaboratively with third-party vendors, partners, and internal stakeholders to support lending operations and organizational initiatives. Oversee the processing and management of title work, loan payoffs, release of liens, and UCC filings. Promote a positive team environment, encouraging collaboration and high-quality service. Ensure employees have the tools, materials, and training necessary for success. Ensures compliance with all federal and state laws and regulations, including the Bank Secrecy Act, Patriot Act, and Office of Foreign Asset Controls, and should request legal interpretation as necessary. Must ensure subordinates are also compliant with such laws and regulations. Must be bondable. Perform other duties as assigned. Requirements: Education & Qualifications Bachelor's degree in Finance, Business Administration, or related field; or equivalent work experience. 3 to 5 years of previous consumer lending experience with a proven performance record, with leadership or management experience preferred. Strong understanding of consumer lending regulations, underwriting principles, operational workflows, and member service expectations. Experience leading teams in a fast-paced lending environment focused on balancing growth, service, operational efficiency, and risk management. Experience working with loan origination systems, workflow automation, reporting tools, and lending technology platforms preferred. Strong communication, coaching, organizational leadership, and relationship-building skills. Ability to analyze operational data and utilize reporting to drive performance improvements and strategic decision-making. Candidate must have a thorough understanding of the Loan Policy and Guidelines. Candidate must be knowledgeable of Credit Unions product and services and demonstrate the ability to cross-sell and build deeper relationships with our membership. This position requires an understanding of basic computer skills including Microsoft 365 suite applications. Skills and Abilities Strong leadership and management skills with the ability to motivate, coach, and develop high-performing teams. Strong analytical and organizational skills with the ability to evaluate operational performance and make data-driven decisions. Exceptional problem-solving skills with a solution-oriented mindset. Detail-oriented with a strong focus on operational consistency, compliance, and member experience. Ability to handle multiple priorities in a fast-paced environment while meeting deadlines. Strong interpersonal, verbal, and written communication skills. Ability to build collaborative relationships across departments and effectively navigate operational challenges. Presents a positive and professional image to members and team members through effective and courteous verbal and written communications. . click apply for full job details
Job Description Requisition ID: 38502 Cheers to creating an incredible tomorrow! At Molson Coors, we tackle big challenges and defy the status quo. With a proud legacy of excellence, an incredible portfolio of beer, seltzers, spirits, and non-alcohol brands, and a bold vision for our future we're on the path to transforming the beverage industry. That requires remarkable individuals who are curious, tenacious, and never afraid to fail forward. We seek, value and respect everyone's unique perspectives and experiences knowing that we are stronger together. We collaborate as a team and celebrate each other's successes. Here's to crafting careers and creating new legacies. Crafted Highlights: In the role of Capital Financial Analyst , working in Milwaukee , you will be part of the Capital Finance team within Supply Chain Finance. This role provides financial support to various North American functions, both within and outside of Finance, including budgeting, planning and forecasting, reporting, and analysis, with a strong focus on capital projects. This position reports to the Sr. Manager, Capital and works closely with Technical Accounting, Financial Planning & Analysis (FP&A), Tax, Internal Audit, and the Technical Services & Supply (TS&S) teams. What You'll Be Brewing: • Provide objective, timely, and accurate financial and governance oversight of capital spend using accounting principles and internal control standards, authorization, CIP tracking, and capitalization • Partner with business stakeholders to evaluate capital investment proposals, assess financial returns, prioritize projects, and support management decisions across the capital portfolio • Monitor actual capital spend against approved funding and forecasts, analyzing variances and recommending actions to optimize capital deployment • Support the full capital project lifecycle, including budgeting, forecasting, CIP management, project closeout, and transition to depreciation • Manage multiple capital related deliverables and deadlines, proactively communicating spend risks, funding constraints, and governance issues to management Key Ingredients: • You have a relevant 4 year degree and at least 4 years of financial analyst experience • You have a working knowledge of GAAP and internal controls • You have advanced Excel skills and experience with financial systems (SAP preferred) • You thrive on challenge and can quickly deliver on complex projects while balancing business priorities • You have strong attention to detail and analytical rigor • You are confident, professional, and exercise sound judgment while building strong relationships across the business Beverage Bonuses: Flexible work programs that support work life balance including a hybrid work model of 4 days in the office Participation in our Total Rewards program with a competitive base salary, incentive plans, parental leave, health, dental, vision, retirement plan options with incredible employer match, generous paid time off plans, an engaging Wellness Program, and an Employee Assistance Program (EAP) with amazing resources On site Pub, access to cool brand clothing and swag, top events and, of course free beer and beverages! We care about our People and Planet and have challenged ourselves with stretch goals around our key priorities We care about our communities, and play our part to make a difference - from charitable donations to hitting the streets together to build parks, giving back to the community is part of our culture and who we are Engagement with a variety of Business Resource Groups, which can provide volunteer opportunities, leadership experience, and networking through the organization Ability to grow and develop your career centered around our First Choice Learning opportunities Work within a fast paced and innovative company, meeting passionate colleagues and partners with diverse backgrounds and experiences Molson Coors is an equal opportunity employer. We invite applications from candidates of all backgrounds, race, color, religion, sex, national origin, age, disability, veteran status or any other characteristic. If you have a disability and believe you need a reasonable accommodation during the application or recruitment processes, please e-mail . Pay and Benefits: At Molson Coors, we're committed to paying people fairly and equitably for the work they do. Job Posting Total Rewards Offerings: $69,800.00 -$91,600.00 (posting salary range) + 10% target short term incentive + $23,000 on average spent on benefits per employee, including but not limited to health, dental, vision, retirement with above market employer match, wellness incentives and EAP + paid time off (including holidays, vacation days and sick days). The posting range provided above for salary is what we, in good faith, believe we would pay for this role at the time of this posting. We ultimately pay based on a number of non-discriminatory factors that inform pay decisions including but not limited to the required work location, previous work experience, skill set and internal equity.
06/26/2026
Full time
Job Description Requisition ID: 38502 Cheers to creating an incredible tomorrow! At Molson Coors, we tackle big challenges and defy the status quo. With a proud legacy of excellence, an incredible portfolio of beer, seltzers, spirits, and non-alcohol brands, and a bold vision for our future we're on the path to transforming the beverage industry. That requires remarkable individuals who are curious, tenacious, and never afraid to fail forward. We seek, value and respect everyone's unique perspectives and experiences knowing that we are stronger together. We collaborate as a team and celebrate each other's successes. Here's to crafting careers and creating new legacies. Crafted Highlights: In the role of Capital Financial Analyst , working in Milwaukee , you will be part of the Capital Finance team within Supply Chain Finance. This role provides financial support to various North American functions, both within and outside of Finance, including budgeting, planning and forecasting, reporting, and analysis, with a strong focus on capital projects. This position reports to the Sr. Manager, Capital and works closely with Technical Accounting, Financial Planning & Analysis (FP&A), Tax, Internal Audit, and the Technical Services & Supply (TS&S) teams. What You'll Be Brewing: • Provide objective, timely, and accurate financial and governance oversight of capital spend using accounting principles and internal control standards, authorization, CIP tracking, and capitalization • Partner with business stakeholders to evaluate capital investment proposals, assess financial returns, prioritize projects, and support management decisions across the capital portfolio • Monitor actual capital spend against approved funding and forecasts, analyzing variances and recommending actions to optimize capital deployment • Support the full capital project lifecycle, including budgeting, forecasting, CIP management, project closeout, and transition to depreciation • Manage multiple capital related deliverables and deadlines, proactively communicating spend risks, funding constraints, and governance issues to management Key Ingredients: • You have a relevant 4 year degree and at least 4 years of financial analyst experience • You have a working knowledge of GAAP and internal controls • You have advanced Excel skills and experience with financial systems (SAP preferred) • You thrive on challenge and can quickly deliver on complex projects while balancing business priorities • You have strong attention to detail and analytical rigor • You are confident, professional, and exercise sound judgment while building strong relationships across the business Beverage Bonuses: Flexible work programs that support work life balance including a hybrid work model of 4 days in the office Participation in our Total Rewards program with a competitive base salary, incentive plans, parental leave, health, dental, vision, retirement plan options with incredible employer match, generous paid time off plans, an engaging Wellness Program, and an Employee Assistance Program (EAP) with amazing resources On site Pub, access to cool brand clothing and swag, top events and, of course free beer and beverages! We care about our People and Planet and have challenged ourselves with stretch goals around our key priorities We care about our communities, and play our part to make a difference - from charitable donations to hitting the streets together to build parks, giving back to the community is part of our culture and who we are Engagement with a variety of Business Resource Groups, which can provide volunteer opportunities, leadership experience, and networking through the organization Ability to grow and develop your career centered around our First Choice Learning opportunities Work within a fast paced and innovative company, meeting passionate colleagues and partners with diverse backgrounds and experiences Molson Coors is an equal opportunity employer. We invite applications from candidates of all backgrounds, race, color, religion, sex, national origin, age, disability, veteran status or any other characteristic. If you have a disability and believe you need a reasonable accommodation during the application or recruitment processes, please e-mail . Pay and Benefits: At Molson Coors, we're committed to paying people fairly and equitably for the work they do. Job Posting Total Rewards Offerings: $69,800.00 -$91,600.00 (posting salary range) + 10% target short term incentive + $23,000 on average spent on benefits per employee, including but not limited to health, dental, vision, retirement with above market employer match, wellness incentives and EAP + paid time off (including holidays, vacation days and sick days). The posting range provided above for salary is what we, in good faith, believe we would pay for this role at the time of this posting. We ultimately pay based on a number of non-discriminatory factors that inform pay decisions including but not limited to the required work location, previous work experience, skill set and internal equity.
Description: About our company: Bakerly, a happy family-owned company, is proud to be home to one of the fastest-growing brands in the U.S. food industry! Our mission is to craft high-quality bakery products like those enjoyed by millions of families in France. Our reason for being is simple: To inspire moments of joy and connection through our love of authentic French baking, one batch at a time. At Bakerly, our teams are guided by core values that define who we are and how we work: Honesty in everything we do, reliability in how we deliver, collaboration in every outcome, positivity in the face of challenges, and a commitment to excellence that pushes us to go the extra mile. Our offices located in Miami, FL, Easton, PA, and San Antonio, TX, will make you feel right at home. Please visit our website to learn more about our delicious French crêpes, golden chocolate croissants, fluffy pancakes, and our large range of outstanding French brioches. Job Description: The Industrial FP&A Analyst provides financial oversight and analytical support for Bakerly's U.S. manufacturing operations, serving as the primary finance partner to plant leadership. Responsibilities include financial reporting, cost and variance analysis, inventory monitoring, yield and OEE performance tracking, and operational support across two plants and seven production lines. This role offers a unique opportunity to build and enhance financial tools, dashboards, and processes while gaining direct exposure to plant leadership and the CFO. The position provides valuable experience in manufacturing finance and visibility into the full plant P&L. Success in this role depends on strong cross-functional collaboration, working closely with operations, plant leadership, and finance teams to translate data into actionable business insights and support informed decision-making. As a key contributor to Bakerly's growth, this position helps drive operational excellence while supporting our mission of delivering high-quality bakery products and upholding our core values of honesty, reliability, collaboration, positivity, and excellence. Requirements: Collaboration: Work with plant directors, line supervisors, and all operations teams (supply chain, quality, maintenance, continuous improvement, etc.) to monitor production performance, validate inventory data, and align operational priorities. Communicate effectively with plant leadership and the financial team regarding weekly and monthly financial results, cost variances, and performance trends, ensuring all stakeholders have clear and actionable financial information. Yield & OEE Analysis: Effectively track Yield and Overall Equipment Effectiveness (OEE) for each of the 7 production lines Run period-over-period comparisons (WoW, MoM, YoY) by line and product category Identify and quantify gaps into financial impact ($ lost, $ recoverable) Present findings and action items to plant managers and line supervisors on a monthly basis Financial Reporting: Weekly and monthly financial reporting on key production accounts (including raw materials, direct labor and utilities consumption) and ancillary accounts (including purchase price variance, inventory scrapping and cycle count variance) Cost per Ton monitoring and analysis (crêpes, brioche, and overall blended average) Inventory position supervision (ingredients, packaging materials, finished goods) Monitor productivity performance, including in-house labor, temporary workers, and overtime (OT) hours, with analysis by plant and department to identify efficiency trends and opportunities for improvement Maintenance costs analysis (planned vs. unplanned, by line) Sales / Cost of Sales - Margin Analysis: Analyze gross margin by product, SKU, and product category Reconcile net sales vs. COGS Best-In-Class Identify optimization levers across raw materials, direct labor, energy, and maintenance costs Cost Center Analyzer - Plants: Own the monthly close for all plant cost centers across both US sites Analyze actuals vs. budget by cost center and expense type; maintain cost center structure as operations evolve Verify cost allocations and correct mispostings Monthly Results Presentation: Prepare and present the monthly plant performance review to plant leadership Summarize key variances, top drivers, and action items; ensure consistency between operational data and financial figures Requirements: Education: Bachelor's degree in Finance, Accounting, Business Administration, or a related field required. Master's degree or CPA/CMA a plus. Experience: 3-5 years of experience in manufacturing cost controlling, industrial FP&A, or plant finance in a production environment. Food & Beverage or CPG industry experience strongly preferred. Demonstrated experience building financial reports and dashboards from scratch. Familiarity with ERP systems (SAGE preferred) and BI tools (Power BI preferred); advanced Excel proficiency required. Skills: Strong analytical skills with ability to translate complex financial data into clear, actionable insights for non-finance audiences. Comfortable working on the production floor with plant operators and managers. High autonomy and self-direction in an environment with limited on-site financial supervision. Solid understanding of standard costing, COGS structure, manufacturing variance analysis (raw materials, direct labor, utilities), and inventory management concepts. Full professional English proficiency required; Spanish and/or French is a plus. Job Type: Full-time/onsite Location: Easton, PA Benefits and Perks: Competitive salary and performance-based bonus incentives. Comprehensive health, dental, and vision insurance packages. Employer-paid life insurance and long-term disability Flexible spending accounts (FSA). Additional supplemental insurance program offered, including life, critical, accidental, short-term disability Free stress-management counseling and discounts on health and fitness products. Generous PTO policy and 401k plan with a 3% employer match. 9 paid company holidays 40% discount on all company products. We are committed to ensuring a diverse and inclusive workplace, free from discrimination. Our recruitment process is based solely on individual qualifications and skills, without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. We adhere to all applicable laws and regulations regarding non-discrimination in employment. PI764f3f6cb1f8-0504
06/26/2026
Full time
Description: About our company: Bakerly, a happy family-owned company, is proud to be home to one of the fastest-growing brands in the U.S. food industry! Our mission is to craft high-quality bakery products like those enjoyed by millions of families in France. Our reason for being is simple: To inspire moments of joy and connection through our love of authentic French baking, one batch at a time. At Bakerly, our teams are guided by core values that define who we are and how we work: Honesty in everything we do, reliability in how we deliver, collaboration in every outcome, positivity in the face of challenges, and a commitment to excellence that pushes us to go the extra mile. Our offices located in Miami, FL, Easton, PA, and San Antonio, TX, will make you feel right at home. Please visit our website to learn more about our delicious French crêpes, golden chocolate croissants, fluffy pancakes, and our large range of outstanding French brioches. Job Description: The Industrial FP&A Analyst provides financial oversight and analytical support for Bakerly's U.S. manufacturing operations, serving as the primary finance partner to plant leadership. Responsibilities include financial reporting, cost and variance analysis, inventory monitoring, yield and OEE performance tracking, and operational support across two plants and seven production lines. This role offers a unique opportunity to build and enhance financial tools, dashboards, and processes while gaining direct exposure to plant leadership and the CFO. The position provides valuable experience in manufacturing finance and visibility into the full plant P&L. Success in this role depends on strong cross-functional collaboration, working closely with operations, plant leadership, and finance teams to translate data into actionable business insights and support informed decision-making. As a key contributor to Bakerly's growth, this position helps drive operational excellence while supporting our mission of delivering high-quality bakery products and upholding our core values of honesty, reliability, collaboration, positivity, and excellence. Requirements: Collaboration: Work with plant directors, line supervisors, and all operations teams (supply chain, quality, maintenance, continuous improvement, etc.) to monitor production performance, validate inventory data, and align operational priorities. Communicate effectively with plant leadership and the financial team regarding weekly and monthly financial results, cost variances, and performance trends, ensuring all stakeholders have clear and actionable financial information. Yield & OEE Analysis: Effectively track Yield and Overall Equipment Effectiveness (OEE) for each of the 7 production lines Run period-over-period comparisons (WoW, MoM, YoY) by line and product category Identify and quantify gaps into financial impact ($ lost, $ recoverable) Present findings and action items to plant managers and line supervisors on a monthly basis Financial Reporting: Weekly and monthly financial reporting on key production accounts (including raw materials, direct labor and utilities consumption) and ancillary accounts (including purchase price variance, inventory scrapping and cycle count variance) Cost per Ton monitoring and analysis (crêpes, brioche, and overall blended average) Inventory position supervision (ingredients, packaging materials, finished goods) Monitor productivity performance, including in-house labor, temporary workers, and overtime (OT) hours, with analysis by plant and department to identify efficiency trends and opportunities for improvement Maintenance costs analysis (planned vs. unplanned, by line) Sales / Cost of Sales - Margin Analysis: Analyze gross margin by product, SKU, and product category Reconcile net sales vs. COGS Best-In-Class Identify optimization levers across raw materials, direct labor, energy, and maintenance costs Cost Center Analyzer - Plants: Own the monthly close for all plant cost centers across both US sites Analyze actuals vs. budget by cost center and expense type; maintain cost center structure as operations evolve Verify cost allocations and correct mispostings Monthly Results Presentation: Prepare and present the monthly plant performance review to plant leadership Summarize key variances, top drivers, and action items; ensure consistency between operational data and financial figures Requirements: Education: Bachelor's degree in Finance, Accounting, Business Administration, or a related field required. Master's degree or CPA/CMA a plus. Experience: 3-5 years of experience in manufacturing cost controlling, industrial FP&A, or plant finance in a production environment. Food & Beverage or CPG industry experience strongly preferred. Demonstrated experience building financial reports and dashboards from scratch. Familiarity with ERP systems (SAGE preferred) and BI tools (Power BI preferred); advanced Excel proficiency required. Skills: Strong analytical skills with ability to translate complex financial data into clear, actionable insights for non-finance audiences. Comfortable working on the production floor with plant operators and managers. High autonomy and self-direction in an environment with limited on-site financial supervision. Solid understanding of standard costing, COGS structure, manufacturing variance analysis (raw materials, direct labor, utilities), and inventory management concepts. Full professional English proficiency required; Spanish and/or French is a plus. Job Type: Full-time/onsite Location: Easton, PA Benefits and Perks: Competitive salary and performance-based bonus incentives. Comprehensive health, dental, and vision insurance packages. Employer-paid life insurance and long-term disability Flexible spending accounts (FSA). Additional supplemental insurance program offered, including life, critical, accidental, short-term disability Free stress-management counseling and discounts on health and fitness products. Generous PTO policy and 401k plan with a 3% employer match. 9 paid company holidays 40% discount on all company products. We are committed to ensuring a diverse and inclusive workplace, free from discrimination. Our recruitment process is based solely on individual qualifications and skills, without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. We adhere to all applicable laws and regulations regarding non-discrimination in employment. PI764f3f6cb1f8-0504
Recycling Management Resources, LLC
Parsippany, New Jersey
From recycling and consulting to shredding and transportation, The Wilmington Group blends four dynamic companies handling almost two million tons of material annually. With strategically located recycling and destruction facilities, a worldwide brokerage network and in-house logistical expertise, The Wilmington Group maximizes value in fiber for its customers while making a positive impact on the environment. Become a Valuable Part of Our Team Our People Are Our Business . Employing talented people who align with our company's purpose and values is key to our success. Our most valued assets are our people. Our most valued principle is an uncompromising commitment to the health and safety of those people. We keep safety at the forefront of our business with a comprehensive safety training program, daily safety meetings in all facilities, and a safety incentive program for all employees. Think P.A.P.E.R: People First, Accountable, Passionate, Ethical, Relentless Not Ready Yet? Join our Talent Community The Opportunity: The Sourcing & Vendor Manager serves as the primary liaison between the company and its network of haulers and service vendors, ensuring strong partnerships that support operational success. This role is responsible for overseeing the full vendor lifecycle, including sourcing, procurement, onboarding, performance management, and ongoing relationship development. The Sourcing & Vendor Manager drives cost optimization initiatives while maintaining high service standards and vendor accountability. Key responsibilities include supporting bids and contract negotiations, resolving disputes, managing service-related issues, and ensuring vendor compliance with company expectations. Working closely with Operations, Billing, and Finance teams, this position helps ensure efficient end-to-end vendor management processes that contribute to service excellence, operational efficiency, and business growth. Travel Demands: Hybrid/remote work environment with the ability to support vendors across multiple regions and time zones. How you will make an impact: To perform this job successfully, an individual must be able to perform the following satisfactorily: Own end-to-end vendor sourcing, onboarding, and network development for hauler and recycling partners Identify, evaluate, and onboard vendors based on coverage, capability, service quality, and pricing competitiveness Map and validate active services, vendor coverage, service gaps, and management models (change of billing vs. fully managed) Identify and execute vendor optimization strategies, including consolidation opportunities, vendor transitions, and return on investment (ROI) analysis Lead sourcing initiatives including execution of requests for proposals (RFPs), bid evaluation, rate benchmarking, service level agreement (SLA) negotiation, and award recommendations Manage vendor contracts and commercial terms, including SLA requirements, pricing structures, renewals, change orders, rate validation, and billing alignment Monitor vendor performance through scorecards, SLA compliance, and service quality metrics Serve as the escalation point for vendor service issues, operational disruptions, and compliance concerns What you need to succeed: Bachelor's degree in Business, Supply Chain, Logistics, Operations Management, or a related field, or equivalent combination of education and experience3-5 years of experience in vendor management, strategic sourcing, procurement, supply chain, logistics, operations, or a related fieldDemonstrated experience managing vendor relationships, contract negotiations, and supplier performance programsStrong commercial acumen with the ability to evaluate pricing structures, service models, and total cost of ownershipExperience leading sourcing initiatives, including RFPs, bid evaluations, vendor selection, and contract executionStrong analytical and problem-solving skills with the ability to interpret operational, financial, and performance dataExcellent communication, negotiation, and stakeholder management skills with the ability to influence cross-functional teamsProficiency with Microsoft Excel and business systems used for vendor, contract, or procurement managementAbility to manage multiple priorities and projects in a fast-paced environment Preferred Qualifications Industry experience in waste, recycling, or facilities services, with a strong understanding of the U.S. vendor service landscape Experience supporting multi-site or geographically dispersed operationsKnowledge of contract lifecycle management (CLM) systems, procurement platforms, or sourcing toolsExperience developing vendor scorecards, Key Performance Indicator (KPI) frameworks, and supplier performance programsBackground in cost optimization, network design, vendor consolidation, or strategic sourcing initiativesExperience working closely with operations, finance, billing, or audit teams to support vendor governance and compliance What we offer: The Wilmington Group offers a competitive Benefits package to include Medical, Dental, Vision and 401k match, as well as voluntary benefits such as short-term disability, long-term disability, and life insurance. We also offer Paid Time Off and Holiday pay. If interested, please apply for immediate consideration, and come join our team! The Wilmington Group is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, age, genetic information, disability or protected veteran status. For more information, please review the "EEO is the Law" Poster . If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation if you are unable or limited in your ability to access job openings or apply for a job on this website because of your disability. Please contact if you require accommodation. PIb45a38c21c55-9705
06/26/2026
Full time
From recycling and consulting to shredding and transportation, The Wilmington Group blends four dynamic companies handling almost two million tons of material annually. With strategically located recycling and destruction facilities, a worldwide brokerage network and in-house logistical expertise, The Wilmington Group maximizes value in fiber for its customers while making a positive impact on the environment. Become a Valuable Part of Our Team Our People Are Our Business . Employing talented people who align with our company's purpose and values is key to our success. Our most valued assets are our people. Our most valued principle is an uncompromising commitment to the health and safety of those people. We keep safety at the forefront of our business with a comprehensive safety training program, daily safety meetings in all facilities, and a safety incentive program for all employees. Think P.A.P.E.R: People First, Accountable, Passionate, Ethical, Relentless Not Ready Yet? Join our Talent Community The Opportunity: The Sourcing & Vendor Manager serves as the primary liaison between the company and its network of haulers and service vendors, ensuring strong partnerships that support operational success. This role is responsible for overseeing the full vendor lifecycle, including sourcing, procurement, onboarding, performance management, and ongoing relationship development. The Sourcing & Vendor Manager drives cost optimization initiatives while maintaining high service standards and vendor accountability. Key responsibilities include supporting bids and contract negotiations, resolving disputes, managing service-related issues, and ensuring vendor compliance with company expectations. Working closely with Operations, Billing, and Finance teams, this position helps ensure efficient end-to-end vendor management processes that contribute to service excellence, operational efficiency, and business growth. Travel Demands: Hybrid/remote work environment with the ability to support vendors across multiple regions and time zones. How you will make an impact: To perform this job successfully, an individual must be able to perform the following satisfactorily: Own end-to-end vendor sourcing, onboarding, and network development for hauler and recycling partners Identify, evaluate, and onboard vendors based on coverage, capability, service quality, and pricing competitiveness Map and validate active services, vendor coverage, service gaps, and management models (change of billing vs. fully managed) Identify and execute vendor optimization strategies, including consolidation opportunities, vendor transitions, and return on investment (ROI) analysis Lead sourcing initiatives including execution of requests for proposals (RFPs), bid evaluation, rate benchmarking, service level agreement (SLA) negotiation, and award recommendations Manage vendor contracts and commercial terms, including SLA requirements, pricing structures, renewals, change orders, rate validation, and billing alignment Monitor vendor performance through scorecards, SLA compliance, and service quality metrics Serve as the escalation point for vendor service issues, operational disruptions, and compliance concerns What you need to succeed: Bachelor's degree in Business, Supply Chain, Logistics, Operations Management, or a related field, or equivalent combination of education and experience3-5 years of experience in vendor management, strategic sourcing, procurement, supply chain, logistics, operations, or a related fieldDemonstrated experience managing vendor relationships, contract negotiations, and supplier performance programsStrong commercial acumen with the ability to evaluate pricing structures, service models, and total cost of ownershipExperience leading sourcing initiatives, including RFPs, bid evaluations, vendor selection, and contract executionStrong analytical and problem-solving skills with the ability to interpret operational, financial, and performance dataExcellent communication, negotiation, and stakeholder management skills with the ability to influence cross-functional teamsProficiency with Microsoft Excel and business systems used for vendor, contract, or procurement managementAbility to manage multiple priorities and projects in a fast-paced environment Preferred Qualifications Industry experience in waste, recycling, or facilities services, with a strong understanding of the U.S. vendor service landscape Experience supporting multi-site or geographically dispersed operationsKnowledge of contract lifecycle management (CLM) systems, procurement platforms, or sourcing toolsExperience developing vendor scorecards, Key Performance Indicator (KPI) frameworks, and supplier performance programsBackground in cost optimization, network design, vendor consolidation, or strategic sourcing initiativesExperience working closely with operations, finance, billing, or audit teams to support vendor governance and compliance What we offer: The Wilmington Group offers a competitive Benefits package to include Medical, Dental, Vision and 401k match, as well as voluntary benefits such as short-term disability, long-term disability, and life insurance. We also offer Paid Time Off and Holiday pay. If interested, please apply for immediate consideration, and come join our team! The Wilmington Group is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, age, genetic information, disability or protected veteran status. For more information, please review the "EEO is the Law" Poster . If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation if you are unable or limited in your ability to access job openings or apply for a job on this website because of your disability. Please contact if you require accommodation. PIb45a38c21c55-9705
FP&A Analyst Department: Finance - Financial Planning & Analysis Division: Finance At Daniel Defense, Only the Best Build the Best Daniel Defense engineers and manufactures the world's finest weapon systems and accessories. Our mission to Honor God. Defend Freedom is accomplished by serving customers and providing top quality solutions to our military, law enforcement and civilians that are seeking premium firearms for home defense, hunting, and sport shooting. As an FP&A Analyst, you will be responsible for the functions outlined below. This role supports the Director of FP&A in delivering high-quality financial planning, forecasting, and analytical capabilities across the organization, serving as a key financial resource and thought partner for cross-functional departments including Operations, New Product Development, Sales, and Marketing. Essential Functions: Planning & Forecasting Support the annual Business Plan process, including departmental budget builds, consolidation, and executive-level reporting. Assist in the preparation of quarterly rolling forecasts, tracking actuals against plan and identifying emerging risks and opportunities. Maintain and update financial models supporting short- and long-range planning, including integrated P&L, balance sheet, cash flow, and scenario-based strategic models. Variance Analysis Prepare and distribute monthly variance analyses comparing actuals to plan and forecast across P&L, headcount, and operational metrics. Investigate drivers of variance in partnership with department leads and summarize findings for CFO and ELT audiences. Cross-Functional Business Partnering Serve as a dedicated financial resource for Operations, New Product Development, Sales, and Marketing. Help department managers understand their budgets, interpret financial results, and make informed resource decisions. Facilitate scenario analyses on behalf of business partners - including workforce mix modeling, cost trade-off analyses, and investment prioritization. Translate complex financial concepts into accessible language for non-finance stakeholders, building financial fluency across the organization. Reporting & Analysis Develop and maintain recurring and ad hoc financial reports and dashboards. Support preparation of executive and board-level financial presentations. Contribute to continuous improvement of FP&A tools, templates, and processes. Analyze operational and business performance metrics to identify trends, risks, and opportunities impacting profitability and operational efficiency. Support preparation of materials for strategic initiatives, M&A evaluations, investment opportunities, and strategic decision-making. Assist with financial due diligence, valuation support, synergy analysis, and post-acquisition integration analytics as needed. Additional: Responsible for demonstrating commitment to and leadership of environmental health and safety principles, policies and procedures. Expected to be a contributor to the company standards on high integrity, safety, fair and equitable treatment and a positive work environment Provides adequate support, training and development to team members to continuously improve Safety, 6S, Quality, Delivery and Productivity. Other responsibilities as deemed appropriate or necessary. Knowledge, Skills and Abilities Required Bachelor's degree in Finance, Accounting, Economics, or a related field or a combination of related experience preferred, education and/or training to sufficiently and successfully perform the essential functions of the job. 2-4 years of experience in FP&A, corporate finance, or a related analytical role. Strong proficiency in Microsoft Excel; experience building and maintaining financial models. Demonstrated ability to perform variance analysis and communicate findings clearly. Comfortable working with and presenting to non-financial stakeholders. Demonstrated ability to recognize and work in accordance with our Company Values. Preferred Experience with ERP systems (Infor, Epicor, or similar). Exposure to manufacturing, defense, or consumer products industries. Experience with Power BI or similar data visualization tools. Experience with PowerPoint or executive-level reporting. Experience supporting strategic finance, transaction analysis, or M&A-related projects. Advanced financial modeling capabilities including scenario analysis, business case development, and P&L modeling. Core Competencies Analytical rigor with strong attention to detail. Clear and concise written and verbal communication skills. Intellectual curiosity and problem-solving orientation. Ability to manage multiple priorities in a fast-paced environment. Collaborative and service-oriented mindset toward internal stakeholders. Strong business acumen with the ability to connect operational drivers to financial outcomes. Physical Requirements: Must be able to lift and carry awkward items weighing up to 50 pounds. Requires intermittent standing, walking, sitting and bending throughout the work day. Must be able to work in a manufacturing environment, to include working in and around machinery, exposure to noise and chemicals, lights/lasers, etc. Must be able to wear appropriate Personal Protection Equipment as required by your position and/or Company policy. Daniel Defense is an EOE AA M/F/Vet/Disability employer and promotes a "Drug-Free Workplace." Note: The statements above are intended to describe the general nature and level of work being performed by those assigned to the job. This list is not intended to be an exhaustive list of responsibilities, duties, and skills required of personnel in this job. Responsibilities are subject to change at the discretion of the employer and do not establish a contract of employment - Daniel Defense is an at-will employer. PI716e5d76a0b6-8233
06/26/2026
Full time
FP&A Analyst Department: Finance - Financial Planning & Analysis Division: Finance At Daniel Defense, Only the Best Build the Best Daniel Defense engineers and manufactures the world's finest weapon systems and accessories. Our mission to Honor God. Defend Freedom is accomplished by serving customers and providing top quality solutions to our military, law enforcement and civilians that are seeking premium firearms for home defense, hunting, and sport shooting. As an FP&A Analyst, you will be responsible for the functions outlined below. This role supports the Director of FP&A in delivering high-quality financial planning, forecasting, and analytical capabilities across the organization, serving as a key financial resource and thought partner for cross-functional departments including Operations, New Product Development, Sales, and Marketing. Essential Functions: Planning & Forecasting Support the annual Business Plan process, including departmental budget builds, consolidation, and executive-level reporting. Assist in the preparation of quarterly rolling forecasts, tracking actuals against plan and identifying emerging risks and opportunities. Maintain and update financial models supporting short- and long-range planning, including integrated P&L, balance sheet, cash flow, and scenario-based strategic models. Variance Analysis Prepare and distribute monthly variance analyses comparing actuals to plan and forecast across P&L, headcount, and operational metrics. Investigate drivers of variance in partnership with department leads and summarize findings for CFO and ELT audiences. Cross-Functional Business Partnering Serve as a dedicated financial resource for Operations, New Product Development, Sales, and Marketing. Help department managers understand their budgets, interpret financial results, and make informed resource decisions. Facilitate scenario analyses on behalf of business partners - including workforce mix modeling, cost trade-off analyses, and investment prioritization. Translate complex financial concepts into accessible language for non-finance stakeholders, building financial fluency across the organization. Reporting & Analysis Develop and maintain recurring and ad hoc financial reports and dashboards. Support preparation of executive and board-level financial presentations. Contribute to continuous improvement of FP&A tools, templates, and processes. Analyze operational and business performance metrics to identify trends, risks, and opportunities impacting profitability and operational efficiency. Support preparation of materials for strategic initiatives, M&A evaluations, investment opportunities, and strategic decision-making. Assist with financial due diligence, valuation support, synergy analysis, and post-acquisition integration analytics as needed. Additional: Responsible for demonstrating commitment to and leadership of environmental health and safety principles, policies and procedures. Expected to be a contributor to the company standards on high integrity, safety, fair and equitable treatment and a positive work environment Provides adequate support, training and development to team members to continuously improve Safety, 6S, Quality, Delivery and Productivity. Other responsibilities as deemed appropriate or necessary. Knowledge, Skills and Abilities Required Bachelor's degree in Finance, Accounting, Economics, or a related field or a combination of related experience preferred, education and/or training to sufficiently and successfully perform the essential functions of the job. 2-4 years of experience in FP&A, corporate finance, or a related analytical role. Strong proficiency in Microsoft Excel; experience building and maintaining financial models. Demonstrated ability to perform variance analysis and communicate findings clearly. Comfortable working with and presenting to non-financial stakeholders. Demonstrated ability to recognize and work in accordance with our Company Values. Preferred Experience with ERP systems (Infor, Epicor, or similar). Exposure to manufacturing, defense, or consumer products industries. Experience with Power BI or similar data visualization tools. Experience with PowerPoint or executive-level reporting. Experience supporting strategic finance, transaction analysis, or M&A-related projects. Advanced financial modeling capabilities including scenario analysis, business case development, and P&L modeling. Core Competencies Analytical rigor with strong attention to detail. Clear and concise written and verbal communication skills. Intellectual curiosity and problem-solving orientation. Ability to manage multiple priorities in a fast-paced environment. Collaborative and service-oriented mindset toward internal stakeholders. Strong business acumen with the ability to connect operational drivers to financial outcomes. Physical Requirements: Must be able to lift and carry awkward items weighing up to 50 pounds. Requires intermittent standing, walking, sitting and bending throughout the work day. Must be able to work in a manufacturing environment, to include working in and around machinery, exposure to noise and chemicals, lights/lasers, etc. Must be able to wear appropriate Personal Protection Equipment as required by your position and/or Company policy. Daniel Defense is an EOE AA M/F/Vet/Disability employer and promotes a "Drug-Free Workplace." Note: The statements above are intended to describe the general nature and level of work being performed by those assigned to the job. This list is not intended to be an exhaustive list of responsibilities, duties, and skills required of personnel in this job. Responsibilities are subject to change at the discretion of the employer and do not establish a contract of employment - Daniel Defense is an at-will employer. PI716e5d76a0b6-8233
Job Description Job Description What You'll Do The Escrow Manager oversees the escrow department and ensures that all real estate transactions are handled accurately, efficiently, and in compliance with state regulations, underwriter requirements, and company policies. The role combines leadership, operational oversight, compliance management, and excellent customer service. The qualified individual will have at least 7+ years of escrow officer experience along with at least 3+ years of prior supervisory and/or management experience. The Escrow Manager is responsible for overseeing the Escrow staff and day to day responsibilities, as well as mitigating any issues and being able to handle some closings themselves. We are in search of an attentive and energetic leader who can lead a team with precision, handle customers with affection, and be able to work with each staff member with dedication. This position is not a remote position and is located onsite at our headquarter office located in Orlando, Florida in the Millenia area. The Escrow Manager should have an active Florida title agent license and should be very experienced in complex closings and matters. We are a vibrant, fun, strong, and hard-working team - we are seeking an Escrow Manager who will have a similar attitude, temperament, and mind-set. Your Key Responsibilities Include: Supervise and mentor escrow officers, processors, and support staff. Serve as a resource for team members on complex or unusual transactions. Maintain strong relationships with real estate agents, lenders, builders, clients, investors, and attorneys. Provide training and ongoing education on company procedures, regulatory changes, and industry best operations. Conduct performance evaluations and establish productivity goals. Oversee all transactions from contract to funding to ensure all transactions are conducted accurately and timely. Monitor escrow pipelines to ensure deadlines are met and transactions close timely. Review and resolve the day-to-day issues that could delay closings, including title defects, disputes, discrepancies, customer service-related issues. Ensure performance standards and closing dates are met. Create a customer-focused culture in a positive working environment. Ensure post-closing team meets deadlines for recording documents and typing policies with accuracy. Ensure compliance with federal and state laws, including RESPA requirements, CFPB regulations, FinCENT reporting requirements, State escrow and title insurance regulations. Implement and enforce internal policies and procedures. Maintain adherence to title underwriter guidelines and best practices. Monitor for fraud prevention and suspicious activity. Assist with internal and external audits. Review daily escrow reconciliation and outstanding balances. Ensure proper handling and safeguarding of escrow funds. Monitor disbursements, wire transfers, and return items. Investigate and resolve escrow shortages, overages or accounting discrepancies. Work closely with accounting personnel to maintain compliance with trust accounting requirements. Address and resolve customer complaints or escalates concerns promptly. Participate in marketing initiatives, educational presentations, and networking events from time to time. Support efforts to grow the company's market presence and client base. Evaluate process improvements and identify opportunities for operational improvements. Provide guidance on high-liability transactions, including commercial closings, short sales, foreclosures, probate, escrow holdbacks, 1031 exchanges, etc. Maintain excellent proficiency in SoftPro. Perform other duties as needed or assigned. What You Have: Excellent at managing multiple priorities and helping teams progress on deliverables. Thorough knowledge of complex closings, technology and comfort working in a primarily paperless environment. Excellent communication skills (verbal and written) with both internal and external customers. Ability to resolve escalated closing issues quickly and meet deadlines. Exemplary organizational skills, detail-oriented and precision-focused. Ability to drive results in an outcome-driven environment. Your Education and Experience: 7+ years' experience handling closings. 3+ years' experience managing a team. Experience managing closing workflows and processes that move files efficiently to closing. Familiarity with various title policy forms and typical endorsements. Very strong knowledge of residential, commercial, investor, government contracts. Escrow Manager should have experience and thorough knowledge in these types of transactions and should be able to know how to close these themselves. Experience monitoring a closing pipeline of transactions to ensure close-of-escrow dates are met. Notary Public Very proficient in SoftPro Company Description The Closing City is your next level escrow and title establishment, committed to serving our community with friendship, knowledge, and safe transactions. We are a full-service Title and Escrow provider offering comprehensive title and closing services to real estate professionals, buyers, and sellers throughout the State of Florida. Led by our Title Genie, our exceptional team has handled thousands of closings. The Closing City handles residential, commercial, refinance, investor, and government contracts. Our beautiful headquarter office is located in Orlando, Florida in the Millenia area. Company Description The Closing City is your next level escrow and title establishment, committed to serving our community with friendship, knowledge, and safe transactions. We are a full-service Title and Escrow provider offering comprehensive title and closing services to real estate professionals, buyers, and sellers throughout the State of Florida. Led by our Title Genie, our exceptional team has handled thousands of closings. The Closing City handles residential, commercial, refinance, investor, and government contracts. Our beautiful headquarter office is located in Orlando, Florida in the Millenia area.
06/26/2026
Full time
Job Description Job Description What You'll Do The Escrow Manager oversees the escrow department and ensures that all real estate transactions are handled accurately, efficiently, and in compliance with state regulations, underwriter requirements, and company policies. The role combines leadership, operational oversight, compliance management, and excellent customer service. The qualified individual will have at least 7+ years of escrow officer experience along with at least 3+ years of prior supervisory and/or management experience. The Escrow Manager is responsible for overseeing the Escrow staff and day to day responsibilities, as well as mitigating any issues and being able to handle some closings themselves. We are in search of an attentive and energetic leader who can lead a team with precision, handle customers with affection, and be able to work with each staff member with dedication. This position is not a remote position and is located onsite at our headquarter office located in Orlando, Florida in the Millenia area. The Escrow Manager should have an active Florida title agent license and should be very experienced in complex closings and matters. We are a vibrant, fun, strong, and hard-working team - we are seeking an Escrow Manager who will have a similar attitude, temperament, and mind-set. Your Key Responsibilities Include: Supervise and mentor escrow officers, processors, and support staff. Serve as a resource for team members on complex or unusual transactions. Maintain strong relationships with real estate agents, lenders, builders, clients, investors, and attorneys. Provide training and ongoing education on company procedures, regulatory changes, and industry best operations. Conduct performance evaluations and establish productivity goals. Oversee all transactions from contract to funding to ensure all transactions are conducted accurately and timely. Monitor escrow pipelines to ensure deadlines are met and transactions close timely. Review and resolve the day-to-day issues that could delay closings, including title defects, disputes, discrepancies, customer service-related issues. Ensure performance standards and closing dates are met. Create a customer-focused culture in a positive working environment. Ensure post-closing team meets deadlines for recording documents and typing policies with accuracy. Ensure compliance with federal and state laws, including RESPA requirements, CFPB regulations, FinCENT reporting requirements, State escrow and title insurance regulations. Implement and enforce internal policies and procedures. Maintain adherence to title underwriter guidelines and best practices. Monitor for fraud prevention and suspicious activity. Assist with internal and external audits. Review daily escrow reconciliation and outstanding balances. Ensure proper handling and safeguarding of escrow funds. Monitor disbursements, wire transfers, and return items. Investigate and resolve escrow shortages, overages or accounting discrepancies. Work closely with accounting personnel to maintain compliance with trust accounting requirements. Address and resolve customer complaints or escalates concerns promptly. Participate in marketing initiatives, educational presentations, and networking events from time to time. Support efforts to grow the company's market presence and client base. Evaluate process improvements and identify opportunities for operational improvements. Provide guidance on high-liability transactions, including commercial closings, short sales, foreclosures, probate, escrow holdbacks, 1031 exchanges, etc. Maintain excellent proficiency in SoftPro. Perform other duties as needed or assigned. What You Have: Excellent at managing multiple priorities and helping teams progress on deliverables. Thorough knowledge of complex closings, technology and comfort working in a primarily paperless environment. Excellent communication skills (verbal and written) with both internal and external customers. Ability to resolve escalated closing issues quickly and meet deadlines. Exemplary organizational skills, detail-oriented and precision-focused. Ability to drive results in an outcome-driven environment. Your Education and Experience: 7+ years' experience handling closings. 3+ years' experience managing a team. Experience managing closing workflows and processes that move files efficiently to closing. Familiarity with various title policy forms and typical endorsements. Very strong knowledge of residential, commercial, investor, government contracts. Escrow Manager should have experience and thorough knowledge in these types of transactions and should be able to know how to close these themselves. Experience monitoring a closing pipeline of transactions to ensure close-of-escrow dates are met. Notary Public Very proficient in SoftPro Company Description The Closing City is your next level escrow and title establishment, committed to serving our community with friendship, knowledge, and safe transactions. We are a full-service Title and Escrow provider offering comprehensive title and closing services to real estate professionals, buyers, and sellers throughout the State of Florida. Led by our Title Genie, our exceptional team has handled thousands of closings. The Closing City handles residential, commercial, refinance, investor, and government contracts. Our beautiful headquarter office is located in Orlando, Florida in the Millenia area. Company Description The Closing City is your next level escrow and title establishment, committed to serving our community with friendship, knowledge, and safe transactions. We are a full-service Title and Escrow provider offering comprehensive title and closing services to real estate professionals, buyers, and sellers throughout the State of Florida. Led by our Title Genie, our exceptional team has handled thousands of closings. The Closing City handles residential, commercial, refinance, investor, and government contracts. Our beautiful headquarter office is located in Orlando, Florida in the Millenia area.
Job Description Job Description Description: Job Title: Consumer Lending Manager Department: Consumer Lending Reports to: Vice President of Consumer Lending Hours per Week: 40 hrs./week Salary Exempt Company Summary Welcome to Financial Plus Credit Union (FPCU) - 'The Place where it's Possible.' At FPCU, we believe in the power of collaboration, embrace inclusivity as a strength, and are driven by a shared commitment to success. Our community-centered approach goes beyond financial services; it's about fostering connections and making a positive impact. Join us, and be part of an environment that prioritizes wellness, encourages continuous learning, and opens doors to developing you into the person you want to be. Explore the opportunities that await you at FPCU - where you aren't just making a living but joining a PLACE where you can REACH your goals. Position Summary The Consumer Lending Manager is responsible for overseeing both the Consumer Loan Officer team, the Consumer Lending Operation Specialists, and the Loan Support Clerk, ensuring strong operational performance, underwriting consistency, member experience, and overall operational effectiveness. This role combines day-to-day leadership of lending and loan support staff with strategic oversight responsibilities focused on evaluating lending performance, identifying trends and opportunities, recommending operational improvements, and supporting initiatives designed to achieve organizational production, service, and portfolio growth goals while maintaining sound lending practices, operational consistency, and appropriate risk management. The Consumer Lending Manager works closely with the VP of Consumer Lending, Consumer Lending Processing Manager, Consumer Lending Systems Analyst, and other departments to support operational efficiency, process improvements, strategic initiatives, and organizational growth. This role balances production leadership, member service, operational collaboration, risk management, and employee development while ensuring compliance with all regulatory requirements. Essential Functions & Primary Responsibilities Oversee the Loan Officers, Consumer Lending Operations Specialists, and Loan Support Clerk, ensuring strong member experience, service consistency, operational effectiveness, underwriting quality, credit risk management and overall lending operational effectiveness. Provide leadership, direction, coaching, and performance management to lending and loan support staff while fostering a culture of accountability, collaboration, continuous improvement, and professional development. Support organizational consumer lending growth objectives through strategic leadership, operational analysis, production monitoring, and data-driven recommendations. Analyze lending production trends, pull-through ratios, application sources, operational performance, and portfolio growth opportunities to identify areas requiring improvement or strategic focus. Provide recommendations to senior leadership regarding operational changes, workflow improvements, staffing needs, product enhancements, promotional opportunities, service strategies, and process efficiencies to support organizational lending goals. Monitor loan application conversion metrics, funded loan ratios, turnaround times, productivity, and member experience trends to identify opportunities for improvement. Coach and develop team on underwriting consistency, operational effectiveness, product knowledge, member experience expectations, and lending best practices. Partner with internal departments to support lending knowledge, workflow alignment, operational consistency, and member experience throughout the lending process. Identify development opportunities and assist in preparing team members for increased responsibilities and future leadership opportunities. Assist with escalated lending decisions, exception requests, member concerns, and complex lending situations while balancing member experience, organizational policy, and risk management. Ensure lending decisions, exception handling, and operational processes are consistently documented and aligned with organizational policies, procedures, and risk tolerance. Partner closely with the Consumer Loan Processing Manager to ensure seamless workflow coordination, efficient handoffs, funding timeliness, and operational consistency throughout the loan lifecycle. Collaborate with Retail Delivery, Digital, Processing, Indirect Lending, Marketing, and other departments to improve workflows, reduce member friction, and enhance the overall lending experience. Participate in cross-functional projects and process improvement initiatives supporting consumer lending efficiency, scalability, and member service. Partner with the Consumer Lending Systems Analyst to identify operational inefficiencies, support workflow enhancements, participate in user acceptance testing, and assist with implementation and adoption of lending technology initiatives. Provide operational input and feedback regarding loan origination systems, workflow tools, automation opportunities, and process improvements. Monitor and manage departmental performance metrics including funded loan volume, application conversion, approval ratios, turnaround times, productivity, service standards, member experience, and portfolio trends. Utilize production reporting and operational analytics to identify performance gaps, process inefficiencies, and opportunities for growth, operational improvement, and enhanced member experience. Utilize reporting and analytics to identify trends, improve operational performance, and support strategic decision-making. Analyze lending performance, portfolio trends, operational data, and member experience feedback to identify opportunities for growth and improvement. Support strategic lending initiatives, promotional campaigns, and market growth efforts in partnership with senior leadership and marketing. Maintain and improve member service by ensuring inquiries, applications, and member issues are handled professionally, consistently, and promptly. Conduct quality reviews and audits to ensure lending accuracy, operational consistency, compliance, and proper documentation. Stay up to date on industry trends, lending laws, operational best practices, and product innovations to recommend improvements and new opportunities. Assist in budgeting, forecasting, and strategic planning for the consumer lending division. Work collaboratively with third-party vendors, partners, and internal stakeholders to support lending operations and organizational initiatives. Oversee the processing and management of title work, loan payoffs, release of liens, and UCC filings. Promote a positive team environment, encouraging collaboration and high-quality service. Ensure employees have the tools, materials, and training necessary for success. Ensures compliance with all federal and state laws and regulations, including the Bank Secrecy Act, Patriot Act, and Office of Foreign Asset Controls, and should request legal interpretation as necessary. Must ensure subordinates are also compliant with such laws and regulations. Must be bondable. Perform other duties as assigned. Requirements: Education & Qualifications Bachelor's degree in Finance, Business Administration, or related field; or equivalent work experience. 3 to 5 years of previous consumer lending experience with a proven performance record, with leadership or management experience preferred. Strong understanding of consumer lending regulations, underwriting principles, operational workflows, and member service expectations. Experience leading teams in a fast-paced lending environment focused on balancing growth, service, operational efficiency, and risk management. Experience working with loan origination systems, workflow automation, reporting tools, and lending technology platforms preferred. Strong communication, coaching, organizational leadership, and relationship-building skills. Ability to analyze operational data and utilize reporting to drive performance improvements and strategic decision-making. Candidate must have a thorough understanding of the Loan Policy and Guidelines. Candidate must be knowledgeable of Credit Unions product and services and demonstrate the ability to cross-sell and build deeper relationships with our membership. This position requires an understanding of basic computer skills including Microsoft 365 suite applications. Skills and Abilities Strong leadership and management skills with the ability to motivate, coach, and develop high-performing teams. Strong analytical and organizational skills with the ability to evaluate operational performance and make data-driven decisions. Exceptional problem-solving skills with a solution-oriented mindset. Detail-oriented with a strong focus on operational consistency, compliance, and member experience. Ability to handle multiple priorities in a fast-paced environment while meeting deadlines. Strong interpersonal, verbal, and written communication skills. Ability to build collaborative relationships across departments and effectively navigate operational challenges. Presents a positive and professional image to members and team members through effective and courteous verbal and written communications. . click apply for full job details
06/26/2026
Full time
Job Description Job Description Description: Job Title: Consumer Lending Manager Department: Consumer Lending Reports to: Vice President of Consumer Lending Hours per Week: 40 hrs./week Salary Exempt Company Summary Welcome to Financial Plus Credit Union (FPCU) - 'The Place where it's Possible.' At FPCU, we believe in the power of collaboration, embrace inclusivity as a strength, and are driven by a shared commitment to success. Our community-centered approach goes beyond financial services; it's about fostering connections and making a positive impact. Join us, and be part of an environment that prioritizes wellness, encourages continuous learning, and opens doors to developing you into the person you want to be. Explore the opportunities that await you at FPCU - where you aren't just making a living but joining a PLACE where you can REACH your goals. Position Summary The Consumer Lending Manager is responsible for overseeing both the Consumer Loan Officer team, the Consumer Lending Operation Specialists, and the Loan Support Clerk, ensuring strong operational performance, underwriting consistency, member experience, and overall operational effectiveness. This role combines day-to-day leadership of lending and loan support staff with strategic oversight responsibilities focused on evaluating lending performance, identifying trends and opportunities, recommending operational improvements, and supporting initiatives designed to achieve organizational production, service, and portfolio growth goals while maintaining sound lending practices, operational consistency, and appropriate risk management. The Consumer Lending Manager works closely with the VP of Consumer Lending, Consumer Lending Processing Manager, Consumer Lending Systems Analyst, and other departments to support operational efficiency, process improvements, strategic initiatives, and organizational growth. This role balances production leadership, member service, operational collaboration, risk management, and employee development while ensuring compliance with all regulatory requirements. Essential Functions & Primary Responsibilities Oversee the Loan Officers, Consumer Lending Operations Specialists, and Loan Support Clerk, ensuring strong member experience, service consistency, operational effectiveness, underwriting quality, credit risk management and overall lending operational effectiveness. Provide leadership, direction, coaching, and performance management to lending and loan support staff while fostering a culture of accountability, collaboration, continuous improvement, and professional development. Support organizational consumer lending growth objectives through strategic leadership, operational analysis, production monitoring, and data-driven recommendations. Analyze lending production trends, pull-through ratios, application sources, operational performance, and portfolio growth opportunities to identify areas requiring improvement or strategic focus. Provide recommendations to senior leadership regarding operational changes, workflow improvements, staffing needs, product enhancements, promotional opportunities, service strategies, and process efficiencies to support organizational lending goals. Monitor loan application conversion metrics, funded loan ratios, turnaround times, productivity, and member experience trends to identify opportunities for improvement. Coach and develop team on underwriting consistency, operational effectiveness, product knowledge, member experience expectations, and lending best practices. Partner with internal departments to support lending knowledge, workflow alignment, operational consistency, and member experience throughout the lending process. Identify development opportunities and assist in preparing team members for increased responsibilities and future leadership opportunities. Assist with escalated lending decisions, exception requests, member concerns, and complex lending situations while balancing member experience, organizational policy, and risk management. Ensure lending decisions, exception handling, and operational processes are consistently documented and aligned with organizational policies, procedures, and risk tolerance. Partner closely with the Consumer Loan Processing Manager to ensure seamless workflow coordination, efficient handoffs, funding timeliness, and operational consistency throughout the loan lifecycle. Collaborate with Retail Delivery, Digital, Processing, Indirect Lending, Marketing, and other departments to improve workflows, reduce member friction, and enhance the overall lending experience. Participate in cross-functional projects and process improvement initiatives supporting consumer lending efficiency, scalability, and member service. Partner with the Consumer Lending Systems Analyst to identify operational inefficiencies, support workflow enhancements, participate in user acceptance testing, and assist with implementation and adoption of lending technology initiatives. Provide operational input and feedback regarding loan origination systems, workflow tools, automation opportunities, and process improvements. Monitor and manage departmental performance metrics including funded loan volume, application conversion, approval ratios, turnaround times, productivity, service standards, member experience, and portfolio trends. Utilize production reporting and operational analytics to identify performance gaps, process inefficiencies, and opportunities for growth, operational improvement, and enhanced member experience. Utilize reporting and analytics to identify trends, improve operational performance, and support strategic decision-making. Analyze lending performance, portfolio trends, operational data, and member experience feedback to identify opportunities for growth and improvement. Support strategic lending initiatives, promotional campaigns, and market growth efforts in partnership with senior leadership and marketing. Maintain and improve member service by ensuring inquiries, applications, and member issues are handled professionally, consistently, and promptly. Conduct quality reviews and audits to ensure lending accuracy, operational consistency, compliance, and proper documentation. Stay up to date on industry trends, lending laws, operational best practices, and product innovations to recommend improvements and new opportunities. Assist in budgeting, forecasting, and strategic planning for the consumer lending division. Work collaboratively with third-party vendors, partners, and internal stakeholders to support lending operations and organizational initiatives. Oversee the processing and management of title work, loan payoffs, release of liens, and UCC filings. Promote a positive team environment, encouraging collaboration and high-quality service. Ensure employees have the tools, materials, and training necessary for success. Ensures compliance with all federal and state laws and regulations, including the Bank Secrecy Act, Patriot Act, and Office of Foreign Asset Controls, and should request legal interpretation as necessary. Must ensure subordinates are also compliant with such laws and regulations. Must be bondable. Perform other duties as assigned. Requirements: Education & Qualifications Bachelor's degree in Finance, Business Administration, or related field; or equivalent work experience. 3 to 5 years of previous consumer lending experience with a proven performance record, with leadership or management experience preferred. Strong understanding of consumer lending regulations, underwriting principles, operational workflows, and member service expectations. Experience leading teams in a fast-paced lending environment focused on balancing growth, service, operational efficiency, and risk management. Experience working with loan origination systems, workflow automation, reporting tools, and lending technology platforms preferred. Strong communication, coaching, organizational leadership, and relationship-building skills. Ability to analyze operational data and utilize reporting to drive performance improvements and strategic decision-making. Candidate must have a thorough understanding of the Loan Policy and Guidelines. Candidate must be knowledgeable of Credit Unions product and services and demonstrate the ability to cross-sell and build deeper relationships with our membership. This position requires an understanding of basic computer skills including Microsoft 365 suite applications. Skills and Abilities Strong leadership and management skills with the ability to motivate, coach, and develop high-performing teams. Strong analytical and organizational skills with the ability to evaluate operational performance and make data-driven decisions. Exceptional problem-solving skills with a solution-oriented mindset. Detail-oriented with a strong focus on operational consistency, compliance, and member experience. Ability to handle multiple priorities in a fast-paced environment while meeting deadlines. Strong interpersonal, verbal, and written communication skills. Ability to build collaborative relationships across departments and effectively navigate operational challenges. Presents a positive and professional image to members and team members through effective and courteous verbal and written communications. . click apply for full job details
Job Description Job Description Premium Label & Packaging Solutions (PLPS) is looking for a Financial Planning & Analysis Manager to join our Finance team. Our environment is data-rich and fast-changing, and we have developed a solid suite of financial models, KPI reporting, and operating analytics that are continually enhanced. The person who holds this position will be expected to produce valid, creative, and insight-filled analysis on a routine basis to cross-functional partners and members of the management team. The FP&A Manager will play a key role in driving financial planning, reporting, and business intelligence for a leading label manufacturing company. This position is responsible for maintaining and enhancing financial models, administering and developing Microsoft Power BI dashboards, supporting data warehouse integrations, providing pricing and profitability analysis to support strategic decision-making, and identifying opportunities to implement AI to automate and enhance processes and data insights. The ideal candidate combines strong financial acumen with technical expertise in business intelligence and data management, serving as a key liaison between Finance, IT, Operations, Sales, and Executive Leadership. Key Responsibilities Financial Planning & Analysis Develop, maintain, and continuously enhance financial forecasting & budgeting models. Perform monthly financial analysis and management reporting to identify trends, risks, and opportunities. Support annual budgeting and periodic forecasting processes across business units. Analyze manufacturing performance, labor utilization, material costs, and operational efficiencies. Create financial models to support capital investment decisions, business initiatives, and strategic planning. Power BI Administration and AI Implementation Serve as the primary administrator and subject matter expert for Microsoft Power BI. Identify opportunities to implement AI to automate and enhance processes and data insights Design, develop, and maintain interactive dashboards, KPIs, scorecards, and executive reporting solutions. Collaborate with business stakeholders to gather reporting requirements and translate them into actionable visualizations. Ensure data integrity, governance, security, and performance optimization within the Power BI environment. Train users and promote adoption of self-service reporting capabilities. Data Warehouse & Systems Integration Understand data structures, ETL processes, and data flows to ensure accurate and reliable reporting. Validate data quality and reconcile financial information across multiple systems. Participate in data warehouse enhancement projects and reporting automation initiatives. Pricing & Commercial Support Provide analytical support for pricing strategies, customer profitability, and margin improvement initiatives. Develop pricing models and tools to support sales and commercial teams. Analyze customer, product, and market profitability to identify opportunities for revenue growth and margin expansion. Assist in evaluating bid pricing, incentive mechanisms, and strategic pricing decisions. Support business cases for new products, customers, and market opportunities. Cross-Functional Collaboration Partner with Sales, Operations, and Executive Leadership to deliver financial insights and recommendations. Support special projects, operational improvement initiatives, and strategic analyses as needed. Drive continuous improvement in reporting processes, financial systems, and analytics capabilities. Qualifications Education Bachelor's degree in finance, Accounting, or related field. MBA, CPA, or equivalent professional certification preferred. Experience 3+ years FP&A, financial and business analysis, data science or business intelligence experience. Experience within manufacturing, converting, packaging, printing, or label manufacturing environments is a plus. Proven experience developing and maintaining complex financial models. Hands-on experience administering and developing solutions in BI environments; MS Power BI is a plus Experience working with ERP systems and data warehouse environments. Technical Skills Advanced Excel and financial modeling, including full mastery of three statement modeling and the ability to scrutinize underlying model assumptions Advanced PowerPoint skills that enable a story-driven presentation with compelling and complete data to be articulated to each intended audience Experience with BI environments; MS Power BI development experience a plus Understanding of SQL, relational databases, and data warehouse concepts Competencies Strong analytical and problem-solving skills. Ability to translate complex data into actionable business insights. Excellent communication and presentation skills. Strong project management and organizational abilities. Ability to work independently while managing multiple priorities. Detail-oriented with a focus on data accuracy and process improvement. Works well in a fast-paced environment; effectively adapts to shifting plans and priorities Success Measures Accuracy and effectiveness of financial forecasts and models. Timely delivery of management reporting and business insights. Adoption and utilization of Power BI dashboards across the organization. Improved data quality and reporting automation through warehouse integrations. Enhanced pricing decisions and measurable improvements in product and customer profitability. Successful collaboration with business partners to drive operational and financial performance. This role offers a unique opportunity to combine strategic finance, advanced analytics, AI adoption, business intelligence, and pricing support to influence key business decisions within a dynamic manufacturing environment. Reporting and Compensation: This position has no direct reports currently The position reports directly to the CFO Compensation range $130K - $160K + competitive benefits package
06/25/2026
Full time
Job Description Job Description Premium Label & Packaging Solutions (PLPS) is looking for a Financial Planning & Analysis Manager to join our Finance team. Our environment is data-rich and fast-changing, and we have developed a solid suite of financial models, KPI reporting, and operating analytics that are continually enhanced. The person who holds this position will be expected to produce valid, creative, and insight-filled analysis on a routine basis to cross-functional partners and members of the management team. The FP&A Manager will play a key role in driving financial planning, reporting, and business intelligence for a leading label manufacturing company. This position is responsible for maintaining and enhancing financial models, administering and developing Microsoft Power BI dashboards, supporting data warehouse integrations, providing pricing and profitability analysis to support strategic decision-making, and identifying opportunities to implement AI to automate and enhance processes and data insights. The ideal candidate combines strong financial acumen with technical expertise in business intelligence and data management, serving as a key liaison between Finance, IT, Operations, Sales, and Executive Leadership. Key Responsibilities Financial Planning & Analysis Develop, maintain, and continuously enhance financial forecasting & budgeting models. Perform monthly financial analysis and management reporting to identify trends, risks, and opportunities. Support annual budgeting and periodic forecasting processes across business units. Analyze manufacturing performance, labor utilization, material costs, and operational efficiencies. Create financial models to support capital investment decisions, business initiatives, and strategic planning. Power BI Administration and AI Implementation Serve as the primary administrator and subject matter expert for Microsoft Power BI. Identify opportunities to implement AI to automate and enhance processes and data insights Design, develop, and maintain interactive dashboards, KPIs, scorecards, and executive reporting solutions. Collaborate with business stakeholders to gather reporting requirements and translate them into actionable visualizations. Ensure data integrity, governance, security, and performance optimization within the Power BI environment. Train users and promote adoption of self-service reporting capabilities. Data Warehouse & Systems Integration Understand data structures, ETL processes, and data flows to ensure accurate and reliable reporting. Validate data quality and reconcile financial information across multiple systems. Participate in data warehouse enhancement projects and reporting automation initiatives. Pricing & Commercial Support Provide analytical support for pricing strategies, customer profitability, and margin improvement initiatives. Develop pricing models and tools to support sales and commercial teams. Analyze customer, product, and market profitability to identify opportunities for revenue growth and margin expansion. Assist in evaluating bid pricing, incentive mechanisms, and strategic pricing decisions. Support business cases for new products, customers, and market opportunities. Cross-Functional Collaboration Partner with Sales, Operations, and Executive Leadership to deliver financial insights and recommendations. Support special projects, operational improvement initiatives, and strategic analyses as needed. Drive continuous improvement in reporting processes, financial systems, and analytics capabilities. Qualifications Education Bachelor's degree in finance, Accounting, or related field. MBA, CPA, or equivalent professional certification preferred. Experience 3+ years FP&A, financial and business analysis, data science or business intelligence experience. Experience within manufacturing, converting, packaging, printing, or label manufacturing environments is a plus. Proven experience developing and maintaining complex financial models. Hands-on experience administering and developing solutions in BI environments; MS Power BI is a plus Experience working with ERP systems and data warehouse environments. Technical Skills Advanced Excel and financial modeling, including full mastery of three statement modeling and the ability to scrutinize underlying model assumptions Advanced PowerPoint skills that enable a story-driven presentation with compelling and complete data to be articulated to each intended audience Experience with BI environments; MS Power BI development experience a plus Understanding of SQL, relational databases, and data warehouse concepts Competencies Strong analytical and problem-solving skills. Ability to translate complex data into actionable business insights. Excellent communication and presentation skills. Strong project management and organizational abilities. Ability to work independently while managing multiple priorities. Detail-oriented with a focus on data accuracy and process improvement. Works well in a fast-paced environment; effectively adapts to shifting plans and priorities Success Measures Accuracy and effectiveness of financial forecasts and models. Timely delivery of management reporting and business insights. Adoption and utilization of Power BI dashboards across the organization. Improved data quality and reporting automation through warehouse integrations. Enhanced pricing decisions and measurable improvements in product and customer profitability. Successful collaboration with business partners to drive operational and financial performance. This role offers a unique opportunity to combine strategic finance, advanced analytics, AI adoption, business intelligence, and pricing support to influence key business decisions within a dynamic manufacturing environment. Reporting and Compensation: This position has no direct reports currently The position reports directly to the CFO Compensation range $130K - $160K + competitive benefits package
JOB SUMMARY This position is responsible for the oversight of Financial forecasting and reporting of a multi-site Region. Responsible for providing insight and analysis of financial operating results. Identifies trends and provides recommendations for various profitability drivers, including revenue, margin, SG&A expense management, and working capital management. RESPONSIBILITIES Determine the key drivers of variances versus plan and last year's results. Identify underperforming customers and vendors and the key drivers of profitability. Key business partner to the sales teams and helping to grow sales and win in the market. Contract development, processing, tracking, and performance reviews. Make recommendations to management to improve profitability. Directly manage and support the local Finance team in FP&A activities, reporting and analytics. Provide specific analysis as to the key drivers of SG&A expenses and the key drivers as to variances to plan and last year. Identify opportunities to control costs and reduce expenses. Quantify the financial impact of key cost control initiatives. May participate in the credit committee, and other initiatives. Assist Region Vice President Finance and Market Vice President Finance with the preparation in the Region forecast. Ensure overall trends and the impacts of key initiatives are reflected accurately in the monthly Region forecast. Work with each department to ensure they understand the overall forecast and how the impact of the key initiatives they are responsible for is reflected in the forecast. Play a key role in the preparation of the annual profit plan (AOP) Assure overall trends and the impacts of key initiatives are reflected accurately in the annual profit plan. Participate in the recruiting and training of the finance analyst. Responsible for performance management and development of finance analyst Individual must champion and be the local expert in Sysco's analytical toolbox. Monitor and recommend on methods to improve profitability of customers Education Bachelor's degree in Finance, Business, Accounting, or Economics required. MBA preferred. Experience At least 3 years of financial analyst and/or accounting experience required. Prior managerial experience preferred. Certificates, Licenses, and Registrations NA Professional Skills Strong verbal and written communication skills. Must be able to read, write and speak English. Analyze data and draw logical conclusions and recommendations from the data. Ability to lead and direct clerical positions. Proficient computer skills with emphasis on Word and Excel. The above information on this description has been designed to indicate the general nature and level of work performed by associates within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of associates assigned to this job. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed above are representative of knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Applicants must be currently authorized to work in the United States. We are proud to be an Equal Opportunity and Affirmative Action employer, and considers qualified applicants without regard to race, color, creed, religion, ancestry, national origin, sex, sexual orientation, gender identity, age, disability, veteran status or any other protected factor under federal, state or local law. This opportunity is available through Sysco Corporation, its subsidiaries and affiliates.
06/22/2026
Full time
JOB SUMMARY This position is responsible for the oversight of Financial forecasting and reporting of a multi-site Region. Responsible for providing insight and analysis of financial operating results. Identifies trends and provides recommendations for various profitability drivers, including revenue, margin, SG&A expense management, and working capital management. RESPONSIBILITIES Determine the key drivers of variances versus plan and last year's results. Identify underperforming customers and vendors and the key drivers of profitability. Key business partner to the sales teams and helping to grow sales and win in the market. Contract development, processing, tracking, and performance reviews. Make recommendations to management to improve profitability. Directly manage and support the local Finance team in FP&A activities, reporting and analytics. Provide specific analysis as to the key drivers of SG&A expenses and the key drivers as to variances to plan and last year. Identify opportunities to control costs and reduce expenses. Quantify the financial impact of key cost control initiatives. May participate in the credit committee, and other initiatives. Assist Region Vice President Finance and Market Vice President Finance with the preparation in the Region forecast. Ensure overall trends and the impacts of key initiatives are reflected accurately in the monthly Region forecast. Work with each department to ensure they understand the overall forecast and how the impact of the key initiatives they are responsible for is reflected in the forecast. Play a key role in the preparation of the annual profit plan (AOP) Assure overall trends and the impacts of key initiatives are reflected accurately in the annual profit plan. Participate in the recruiting and training of the finance analyst. Responsible for performance management and development of finance analyst Individual must champion and be the local expert in Sysco's analytical toolbox. Monitor and recommend on methods to improve profitability of customers Education Bachelor's degree in Finance, Business, Accounting, or Economics required. MBA preferred. Experience At least 3 years of financial analyst and/or accounting experience required. Prior managerial experience preferred. Certificates, Licenses, and Registrations NA Professional Skills Strong verbal and written communication skills. Must be able to read, write and speak English. Analyze data and draw logical conclusions and recommendations from the data. Ability to lead and direct clerical positions. Proficient computer skills with emphasis on Word and Excel. The above information on this description has been designed to indicate the general nature and level of work performed by associates within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of associates assigned to this job. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed above are representative of knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Applicants must be currently authorized to work in the United States. We are proud to be an Equal Opportunity and Affirmative Action employer, and considers qualified applicants without regard to race, color, creed, religion, ancestry, national origin, sex, sexual orientation, gender identity, age, disability, veteran status or any other protected factor under federal, state or local law. This opportunity is available through Sysco Corporation, its subsidiaries and affiliates.
JOB SUMMARY This position is responsible for the oversight of Financial forecasting and reporting of a multi-site Region. Responsible for providing insight and analysis of financial operating results. Identifies trends and provides recommendations for various profitability drivers, including revenue, margin, SG&A expense management, and working capital management. RESPONSIBILITIES Determine the key drivers of variances versus plan and last year's results. Identify underperforming customers and vendors and the key drivers of profitability. Key business partner to the sales teams and helping to grow sales and win in the market. Contract development, processing, tracking, and performance reviews. Make recommendations to management to improve profitability. Directly manage and support the local Finance team in FP&A activities, reporting and analytics. Provide specific analysis as to the key drivers of SG&A expenses and the key drivers as to variances to plan and last year. Identify opportunities to control costs and reduce expenses. Quantify the financial impact of key cost control initiatives. May participate in the credit committee, and other initiatives. Assist Region Vice President Finance and Market Vice President Finance with the preparation in the Region forecast. Ensure overall trends and the impacts of key initiatives are reflected accurately in the monthly Region forecast. Work with each department to ensure they understand the overall forecast and how the impact of the key initiatives they are responsible for is reflected in the forecast. Play a key role in the preparation of the annual profit plan (AOP) Assure overall trends and the impacts of key initiatives are reflected accurately in the annual profit plan. Participate in the recruiting and training of the finance analyst. Responsible for performance management and development of finance analyst Individual must champion and be the local expert in Sysco's analytical toolbox. Monitor and recommend on methods to improve profitability of customers Education Bachelor's degree in Finance, Business, Accounting, or Economics required. MBA preferred. Experience At least 3 years of financial analyst and/or accounting experience required. Prior managerial experience preferred. Certificates, Licenses, and Registrations NA Professional Skills Strong verbal and written communication skills. Must be able to read, write and speak English. Analyze data and draw logical conclusions and recommendations from the data. Ability to lead and direct clerical positions. Proficient computer skills with emphasis on Word and Excel. The above information on this description has been designed to indicate the general nature and level of work performed by associates within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of associates assigned to this job. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed above are representative of knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Applicants must be currently authorized to work in the United States. We are proud to be an Equal Opportunity and Affirmative Action employer, and considers qualified applicants without regard to race, color, creed, religion, ancestry, national origin, sex, sexual orientation, gender identity, age, disability, veteran status or any other protected factor under federal, state or local law. This opportunity is available through Sysco Corporation, its subsidiaries and affiliates.
06/22/2026
Full time
JOB SUMMARY This position is responsible for the oversight of Financial forecasting and reporting of a multi-site Region. Responsible for providing insight and analysis of financial operating results. Identifies trends and provides recommendations for various profitability drivers, including revenue, margin, SG&A expense management, and working capital management. RESPONSIBILITIES Determine the key drivers of variances versus plan and last year's results. Identify underperforming customers and vendors and the key drivers of profitability. Key business partner to the sales teams and helping to grow sales and win in the market. Contract development, processing, tracking, and performance reviews. Make recommendations to management to improve profitability. Directly manage and support the local Finance team in FP&A activities, reporting and analytics. Provide specific analysis as to the key drivers of SG&A expenses and the key drivers as to variances to plan and last year. Identify opportunities to control costs and reduce expenses. Quantify the financial impact of key cost control initiatives. May participate in the credit committee, and other initiatives. Assist Region Vice President Finance and Market Vice President Finance with the preparation in the Region forecast. Ensure overall trends and the impacts of key initiatives are reflected accurately in the monthly Region forecast. Work with each department to ensure they understand the overall forecast and how the impact of the key initiatives they are responsible for is reflected in the forecast. Play a key role in the preparation of the annual profit plan (AOP) Assure overall trends and the impacts of key initiatives are reflected accurately in the annual profit plan. Participate in the recruiting and training of the finance analyst. Responsible for performance management and development of finance analyst Individual must champion and be the local expert in Sysco's analytical toolbox. Monitor and recommend on methods to improve profitability of customers Education Bachelor's degree in Finance, Business, Accounting, or Economics required. MBA preferred. Experience At least 3 years of financial analyst and/or accounting experience required. Prior managerial experience preferred. Certificates, Licenses, and Registrations NA Professional Skills Strong verbal and written communication skills. Must be able to read, write and speak English. Analyze data and draw logical conclusions and recommendations from the data. Ability to lead and direct clerical positions. Proficient computer skills with emphasis on Word and Excel. The above information on this description has been designed to indicate the general nature and level of work performed by associates within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of associates assigned to this job. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed above are representative of knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Applicants must be currently authorized to work in the United States. We are proud to be an Equal Opportunity and Affirmative Action employer, and considers qualified applicants without regard to race, color, creed, religion, ancestry, national origin, sex, sexual orientation, gender identity, age, disability, veteran status or any other protected factor under federal, state or local law. This opportunity is available through Sysco Corporation, its subsidiaries and affiliates.
About the Role & Team At Disney Consumer Products, we inspire imagination around the world and are committed to creating happiness for families and fans by bringing captivating, inspiring, and inclusive products into their daily lives. From toys to t-shirts, console games, books, and more, our team brings our beloved brands and franchises into the lives of families through products and experiences that can be found worldwide, such as the Disney Store e-commerce platform, Disney Parks, local and international retailers, and Disney Store locations around the world! The Disney Store Planning organization is responsible for developing a strategic financial plan to drive growth and profitability and deliver on the Guest experience. The team is the foundation of the Channel and works in partnership with Merchandising and Sourcing to deliver a range of items relevant to Disney Stores (e-commerce and brick-and-mortar). You and your teams will drive a quarterly/annual financial strategy for an assortment across multiple categories, based on detailed knowledge of business insights and analytics, marketplace trends, and guest mix across channels. You will evaluate the assortment and react to in-season performance, trends, and takeaways to inform & adjust current and future seasons' financial and inventory positioning. You will demonstrate a comprehensive understanding of all key financial performance indicators to build recommendations and influence the broader organization's execution. The Senior Manager, Merchandise Planning, will report to the Director - Planning & Allocation and lead a team of 2 direct and 3 second-level reports. This is a full-time role. What You Will Do: Lead the team that creates Category Plans, including weekly, monthly, and annual forecasts Drive the business with full accountability for revenue and cost of goods for an area of responsibility Own the pre-season & in-season planning, including forecasting and inventory open-to-buy management to drive growth and profitability Analyze data, identify trends, and make data-driven decisions that provide actionable insights Lead the development of monthly/annual cause-of-change models Translate business performance drivers and metrics into informative analysis and recommendations, influencing organizational decisions Identify pricing and liquidation opportunities for your division to manage inventory liability Lead cross-functional merchandise meetings, provide input on product performance, assortment strategies, and inventory positioning Mentor & develop team members' skills to continually build bench strength and broaden career path opportunities Required Qualifications & Skills: 6+ years of experience in merchandise planning, financial analysis, and/or strategy development Leadership experience guiding and motivating hard-working teams with an excellent track record of achievement, advancement, and performance Use financial forecasting, analytical, and communication skills to turn business performance data into useful insights and recommendations for senior leaders Proven ability to shape business decisions, influence partners, and build relationships across the company Apply storytelling techniques to financial data and present it to leaders at various levels Ability to meet timelines, handle multiple priorities, and perform job responsibilities accurately while working in a fast-paced and vibrant environment Familiarity with retail planning software or systems, MS Office, Excel, and an understanding of Business Intelligence tools Preferred Qualifications & Skills: Knowledge of retail planning software or systems such as Oracle MFP (Merchandise Financial Planning) Understanding of Business Intelligence tools, including MicroStrategy Proficiency in interpreting Tableau reports and leveraging the insights to enhance business performance Self-starter with natural curiosity and the ability to deal with ambiguity Ability to work within a sophisticated matrix organization and find creative solutions Required Education: Bachelor's Degree and/or 6+ years of related experience Preferred Education: Bachelor's Degree in Business, Finance, Mathematics, or other related fields Additional Information: Disney offers a rewards package to help you live your best life. This includes health and savings benefits, educational opportunities, and special extras that only Disney can provide. Learn more about our benefits and perks at . The hiring range for this position in Glendale, CA is $139,200 to $186,600 per year. The base pay actually offered will take into account internal equity and also may vary depending on the candidate's geographic region, job-related knowledge, skills, and experience among other factors. A bonus and/or long-term incentive units may be provided as part of the compensation package, in addition to the full range of medical, financial, and/or other benefits, dependent on the level and position offered.
06/22/2026
Full time
About the Role & Team At Disney Consumer Products, we inspire imagination around the world and are committed to creating happiness for families and fans by bringing captivating, inspiring, and inclusive products into their daily lives. From toys to t-shirts, console games, books, and more, our team brings our beloved brands and franchises into the lives of families through products and experiences that can be found worldwide, such as the Disney Store e-commerce platform, Disney Parks, local and international retailers, and Disney Store locations around the world! The Disney Store Planning organization is responsible for developing a strategic financial plan to drive growth and profitability and deliver on the Guest experience. The team is the foundation of the Channel and works in partnership with Merchandising and Sourcing to deliver a range of items relevant to Disney Stores (e-commerce and brick-and-mortar). You and your teams will drive a quarterly/annual financial strategy for an assortment across multiple categories, based on detailed knowledge of business insights and analytics, marketplace trends, and guest mix across channels. You will evaluate the assortment and react to in-season performance, trends, and takeaways to inform & adjust current and future seasons' financial and inventory positioning. You will demonstrate a comprehensive understanding of all key financial performance indicators to build recommendations and influence the broader organization's execution. The Senior Manager, Merchandise Planning, will report to the Director - Planning & Allocation and lead a team of 2 direct and 3 second-level reports. This is a full-time role. What You Will Do: Lead the team that creates Category Plans, including weekly, monthly, and annual forecasts Drive the business with full accountability for revenue and cost of goods for an area of responsibility Own the pre-season & in-season planning, including forecasting and inventory open-to-buy management to drive growth and profitability Analyze data, identify trends, and make data-driven decisions that provide actionable insights Lead the development of monthly/annual cause-of-change models Translate business performance drivers and metrics into informative analysis and recommendations, influencing organizational decisions Identify pricing and liquidation opportunities for your division to manage inventory liability Lead cross-functional merchandise meetings, provide input on product performance, assortment strategies, and inventory positioning Mentor & develop team members' skills to continually build bench strength and broaden career path opportunities Required Qualifications & Skills: 6+ years of experience in merchandise planning, financial analysis, and/or strategy development Leadership experience guiding and motivating hard-working teams with an excellent track record of achievement, advancement, and performance Use financial forecasting, analytical, and communication skills to turn business performance data into useful insights and recommendations for senior leaders Proven ability to shape business decisions, influence partners, and build relationships across the company Apply storytelling techniques to financial data and present it to leaders at various levels Ability to meet timelines, handle multiple priorities, and perform job responsibilities accurately while working in a fast-paced and vibrant environment Familiarity with retail planning software or systems, MS Office, Excel, and an understanding of Business Intelligence tools Preferred Qualifications & Skills: Knowledge of retail planning software or systems such as Oracle MFP (Merchandise Financial Planning) Understanding of Business Intelligence tools, including MicroStrategy Proficiency in interpreting Tableau reports and leveraging the insights to enhance business performance Self-starter with natural curiosity and the ability to deal with ambiguity Ability to work within a sophisticated matrix organization and find creative solutions Required Education: Bachelor's Degree and/or 6+ years of related experience Preferred Education: Bachelor's Degree in Business, Finance, Mathematics, or other related fields Additional Information: Disney offers a rewards package to help you live your best life. This includes health and savings benefits, educational opportunities, and special extras that only Disney can provide. Learn more about our benefits and perks at . The hiring range for this position in Glendale, CA is $139,200 to $186,600 per year. The base pay actually offered will take into account internal equity and also may vary depending on the candidate's geographic region, job-related knowledge, skills, and experience among other factors. A bonus and/or long-term incentive units may be provided as part of the compensation package, in addition to the full range of medical, financial, and/or other benefits, dependent on the level and position offered.
Job Description Job Description What You'll Do The Escrow Manager oversees the escrow department and ensures that all real estate transactions are handled accurately, efficiently, and in compliance with state regulations, underwriter requirements, and company policies. The role combines leadership, operational oversight, compliance management, and excellent customer service. The qualified individual will have at least 7+ years of escrow officer experience along with at least 3+ years of prior supervisory and/or management experience. The Escrow Manager is responsible for overseeing the Escrow staff and day to day responsibilities, as well as mitigating any issues and being able to handle some closings themselves. We are in search of an attentive and energetic leader who can lead a team with precision, handle customers with affection, and be able to work with each staff member with dedication. This position is not a remote position and is located onsite at our headquarter office located in Orlando, Florida in the Millenia area. The Escrow Manager should have an active Florida title agent license and should be very experienced in complex closings and matters. We are a vibrant, fun, strong, and hard-working team - we are seeking an Escrow Manager who will have a similar attitude, temperament, and mind-set. Your Key Responsibilities Include: Supervise and mentor escrow officers, processors, and support staff. Serve as a resource for team members on complex or unusual transactions. Maintain strong relationships with real estate agents, lenders, builders, clients, investors, and attorneys. Provide training and ongoing education on company procedures, regulatory changes, and industry best operations. Conduct performance evaluations and establish productivity goals. Oversee all transactions from contract to funding to ensure all transactions are conducted accurately and timely. Monitor escrow pipelines to ensure deadlines are met and transactions close timely. Review and resolve the day-to-day issues that could delay closings, including title defects, disputes, discrepancies, customer service-related issues. Ensure performance standards and closing dates are met. Create a customer-focused culture in a positive working environment. Ensure post-closing team meets deadlines for recording documents and typing policies with accuracy. Ensure compliance with federal and state laws, including RESPA requirements, CFPB regulations, FinCENT reporting requirements, State escrow and title insurance regulations. Implement and enforce internal policies and procedures. Maintain adherence to title underwriter guidelines and best practices. Monitor for fraud prevention and suspicious activity. Assist with internal and external audits. Review daily escrow reconciliation and outstanding balances. Ensure proper handling and safeguarding of escrow funds. Monitor disbursements, wire transfers, and return items. Investigate and resolve escrow shortages, overages or accounting discrepancies. Work closely with accounting personnel to maintain compliance with trust accounting requirements. Address and resolve customer complaints or escalates concerns promptly. Participate in marketing initiatives, educational presentations, and networking events from time to time. Support efforts to grow the company's market presence and client base. Evaluate process improvements and identify opportunities for operational improvements. Provide guidance on high-liability transactions, including commercial closings, short sales, foreclosures, probate, escrow holdbacks, 1031 exchanges, etc. Maintain excellent proficiency in SoftPro. Perform other duties as needed or assigned. What You Have: Excellent at managing multiple priorities and helping teams progress on deliverables. Thorough knowledge of complex closings, technology and comfort working in a primarily paperless environment. Excellent communication skills (verbal and written) with both internal and external customers. Ability to resolve escalated closing issues quickly and meet deadlines. Exemplary organizational skills, detail-oriented and precision-focused. Ability to drive results in an outcome-driven environment. Your Education and Experience: 7+ years' experience handling closings. 3+ years' experience managing a team. Experience managing closing workflows and processes that move files efficiently to closing. Familiarity with various title policy forms and typical endorsements. Very strong knowledge of residential, commercial, investor, government contracts. Escrow Manager should have experience and thorough knowledge in these types of transactions and should be able to know how to close these themselves. Experience monitoring a closing pipeline of transactions to ensure close-of-escrow dates are met. Notary Public Very proficient in SoftPro Company Description The Closing City is your next level escrow and title establishment, committed to serving our community with friendship, knowledge, and safe transactions. We are a full-service Title and Escrow provider offering comprehensive title and closing services to real estate professionals, buyers, and sellers throughout the State of Florida. Led by our Title Genie, our exceptional team has handled thousands of closings. The Closing City handles residential, commercial, refinance, investor, and government contracts. Our beautiful headquarter office is located in Orlando, Florida in the Millenia area. Company Description The Closing City is your next level escrow and title establishment, committed to serving our community with friendship, knowledge, and safe transactions. We are a full-service Title and Escrow provider offering comprehensive title and closing services to real estate professionals, buyers, and sellers throughout the State of Florida. Led by our Title Genie, our exceptional team has handled thousands of closings. The Closing City handles residential, commercial, refinance, investor, and government contracts. Our beautiful headquarter office is located in Orlando, Florida in the Millenia area.
06/21/2026
Full time
Job Description Job Description What You'll Do The Escrow Manager oversees the escrow department and ensures that all real estate transactions are handled accurately, efficiently, and in compliance with state regulations, underwriter requirements, and company policies. The role combines leadership, operational oversight, compliance management, and excellent customer service. The qualified individual will have at least 7+ years of escrow officer experience along with at least 3+ years of prior supervisory and/or management experience. The Escrow Manager is responsible for overseeing the Escrow staff and day to day responsibilities, as well as mitigating any issues and being able to handle some closings themselves. We are in search of an attentive and energetic leader who can lead a team with precision, handle customers with affection, and be able to work with each staff member with dedication. This position is not a remote position and is located onsite at our headquarter office located in Orlando, Florida in the Millenia area. The Escrow Manager should have an active Florida title agent license and should be very experienced in complex closings and matters. We are a vibrant, fun, strong, and hard-working team - we are seeking an Escrow Manager who will have a similar attitude, temperament, and mind-set. Your Key Responsibilities Include: Supervise and mentor escrow officers, processors, and support staff. Serve as a resource for team members on complex or unusual transactions. Maintain strong relationships with real estate agents, lenders, builders, clients, investors, and attorneys. Provide training and ongoing education on company procedures, regulatory changes, and industry best operations. Conduct performance evaluations and establish productivity goals. Oversee all transactions from contract to funding to ensure all transactions are conducted accurately and timely. Monitor escrow pipelines to ensure deadlines are met and transactions close timely. Review and resolve the day-to-day issues that could delay closings, including title defects, disputes, discrepancies, customer service-related issues. Ensure performance standards and closing dates are met. Create a customer-focused culture in a positive working environment. Ensure post-closing team meets deadlines for recording documents and typing policies with accuracy. Ensure compliance with federal and state laws, including RESPA requirements, CFPB regulations, FinCENT reporting requirements, State escrow and title insurance regulations. Implement and enforce internal policies and procedures. Maintain adherence to title underwriter guidelines and best practices. Monitor for fraud prevention and suspicious activity. Assist with internal and external audits. Review daily escrow reconciliation and outstanding balances. Ensure proper handling and safeguarding of escrow funds. Monitor disbursements, wire transfers, and return items. Investigate and resolve escrow shortages, overages or accounting discrepancies. Work closely with accounting personnel to maintain compliance with trust accounting requirements. Address and resolve customer complaints or escalates concerns promptly. Participate in marketing initiatives, educational presentations, and networking events from time to time. Support efforts to grow the company's market presence and client base. Evaluate process improvements and identify opportunities for operational improvements. Provide guidance on high-liability transactions, including commercial closings, short sales, foreclosures, probate, escrow holdbacks, 1031 exchanges, etc. Maintain excellent proficiency in SoftPro. Perform other duties as needed or assigned. What You Have: Excellent at managing multiple priorities and helping teams progress on deliverables. Thorough knowledge of complex closings, technology and comfort working in a primarily paperless environment. Excellent communication skills (verbal and written) with both internal and external customers. Ability to resolve escalated closing issues quickly and meet deadlines. Exemplary organizational skills, detail-oriented and precision-focused. Ability to drive results in an outcome-driven environment. Your Education and Experience: 7+ years' experience handling closings. 3+ years' experience managing a team. Experience managing closing workflows and processes that move files efficiently to closing. Familiarity with various title policy forms and typical endorsements. Very strong knowledge of residential, commercial, investor, government contracts. Escrow Manager should have experience and thorough knowledge in these types of transactions and should be able to know how to close these themselves. Experience monitoring a closing pipeline of transactions to ensure close-of-escrow dates are met. Notary Public Very proficient in SoftPro Company Description The Closing City is your next level escrow and title establishment, committed to serving our community with friendship, knowledge, and safe transactions. We are a full-service Title and Escrow provider offering comprehensive title and closing services to real estate professionals, buyers, and sellers throughout the State of Florida. Led by our Title Genie, our exceptional team has handled thousands of closings. The Closing City handles residential, commercial, refinance, investor, and government contracts. Our beautiful headquarter office is located in Orlando, Florida in the Millenia area. Company Description The Closing City is your next level escrow and title establishment, committed to serving our community with friendship, knowledge, and safe transactions. We are a full-service Title and Escrow provider offering comprehensive title and closing services to real estate professionals, buyers, and sellers throughout the State of Florida. Led by our Title Genie, our exceptional team has handled thousands of closings. The Closing City handles residential, commercial, refinance, investor, and government contracts. Our beautiful headquarter office is located in Orlando, Florida in the Millenia area.
AUTHORIZATION: This position is not eligible for employment visa sponsorship now or in the future. As the category and procurement leader for Ace's MarTech ecosystem, this role will oversee category management and optimization of marketing technology platforms that support digital engagement, analytics, personalization, and customer experience. The Manager will partner closely with Marketing, Digital, and IT teams to evaluate emerging technologies, negotiate contracts, ensure privacy compliant data handling, and maximize ROI across the MarTech stack. What You'll Do Provide indirect leadership and cross functional influence, building trusted advisor relationships across Marketing, Digital, IT, Finance, Data Privacy, and Security teams. Collaborate with stakeholders to establish YOY targets and strategies to grow MarTech spend under management; track savings, avoidance, and rebates to ensure alignment with organizational goals Develop and manage governance structures and reporting frameworks for indirect MarTech spend Lead category initiatives with a defined strategy for the assigned categories. Ability to manage and develop team members, duties include: prioritizing projects based on influence, relationships, cost containment, and alignment with organizational objectives, while fostering their professional growth and development. Lead risk management activities for the assigned categories by identifying, assessing, and mitigating threats to Ace's capital and operational stability. Develop supplier risk profiles using market intelligence, competitive analysis, and supplier performance metrics to ensure proactive risk mitigation. Demonstrates the ability to adopt and apply AI enabled tools and intelligent agents to improve operational efficiency, productivity, and scalability across MarTech procurement activities. Develop performance metrics for suppliers within the assigned categories, accurately forecast, measure, and report ongoing program cost savings. Proactively refresh agreements mid-contract to leverage changing market conditions, align with performance SLAs and KPIs, and incorporate evolving corporate requirements. Consolidate diverse stakeholder requirements and develop market Request for Information (RFI) and Request for Proposal (RFP) events for the assigned categories. Design category-specific communication strategies, collaborate with stakeholders to create grading systems, and analyze results to make final recommendations that strengthen supplier relationships. Oversee end-to-end category management activities for the assigned categories, including conducting Quarterly Business Reviews (QBRs) with suppliers to evaluate performance and identify areas for improvement. Create contract management matrices and design performance scorecards to monitor critical elements such as savings, avoidance, and supplier expertise. Communicate the effectiveness of governance performance, trends, benefits, and future directions for the assigned categories to both local and executive-level stakeholders. Develop and deliver corporate-wide updates and supplier communications to ensure alignment with organizational objectives and performance standards. Engage with internal customers to gather feedback on supplier performance, program delivery, and areas for improvement for the assigned categories. Refine deliverables and align supplier actions to meet evolving customer needs and performance expectations. Who You Are You bring deep experience in procurement and digital technology categories, with strong ability to influence, anticipate supplier and market dynamics, and manage high complexity projects with minimal oversight. You thrive in fast moving, cross functional environments and enjoy partnering across Marketing, Digital, and IT teams to drive measurable results. Required Skills Bachelor's degree in Procurement, Supply Chain, Finance, or a related field is required; an MBA is preferred. Professional certifications such as CIPS or APICS are strongly encouraged. Minimum of 7+ years of progressive experience in category management, procurement, or related roles, with a proven track record of leadership in managing complex categories. Demonstrated experience in people management, with the ability to develop and mentor talent and lead cross-functional initiatives. Advanced strategic thinking and analytical skills, with the ability to create long-range sourcing plans, drive category strategies, and align with organizational goals. Strong communication and relationship management skills, with the ability to influence executive-level stakeholders and build trusted advisor relationships. Exceptional negotiation skills, maximizing value while minimizing risks through complex contract negotiations and supplier performance management. Extensive experience in developing and executing innovative sourcing methodologies, risk mitigation strategies, and best practices that optimize value and ensure alignment with business objectives. Deep knowledge of supplier management, with the ability to define service level expectations, assess supplier communities, and proactively identify new sourcing opportunities. Proficient in collecting, analyzing, and integrating data using advanced productivity tools and sourcing systems, including E-Sourcing and Contracts Management platforms. Advanced skills in Microsoft Office Suite, with expertise in PowerPoint, Word, and Excel for presentations, reporting, and data analysis. Demonstrated ability to independently manage competing priorities, lead high-complexity projects, and execute both strategic and tactical procurement activities with minimal supervision. Proven success in delivering measurable results, including cost savings, risk reduction, and supplier performance improvements, through effective category management and cross-functional collaboration. Preferred Skills Experience with privacy and data regulations (CCPA, GDPR) Familiarity with MarTech stack architecture and integration considerations Compensation Details: $137700 - $165000 per year Why should you join our team? We live our values - W.E.L.I.G.H.T (Winning, Excellence, Love, Integrity, Gratitude, Humility, and Teamwork). Gratitude. Humility. Love. You don't often see values like these in most corporate statements, but Ace is different. These things are important to us. They represent our commitment to the company, our employees, to Ace retailers and to the Ace brand. In addition to providing our employees a great culture, Ace also offers competitive benefits that address life's necessities and perks, many of which expand and improve year after year, including: Incentive opportunities, based on role/grade level (company growth over the past 5 years resulted in incentives being paid out at an average of 122% of your target opportunity!) Generous 401(k) retirement savings plan with a fully vested matching contribution the first year in addition to quarterly contributions and annual discretionary contribution (once eligibility requirements have been met). Over the past 5 years, company contributions (matching, quarterly & discretionary) for fully eligible employees have averaged 10% of total eligible compensation Comprehensive health coverage (medical, dental, vision and disability - up to 26 weeks short-term disability and long-term disability) & life insurance benefits for you and your dependents 21 days of vacation immediately available (prorated in the first year) and up to 6 paid holidays depending on the month of hire Company Car, phone and fuel card are provided for field-based positions Your career at Ace is more than just a job. It's a chance to be part of something meaningful. We help locally-owned businesses thrive and make an impact in their communities - and we support our employees in doing the same by offering an annual Ace Cares Week, 20 hours off work per year to volunteer at an organization of your choice, opportunities to help Children's Miracle Network Hospitals and the Ace Helpful Fund through the Ace Foundation Ace invests in every employee we hire, with a key focus on development and coaching. We offer on-site classes, facilitator-led courses, and a generous tuition assistance program, plus a performance management approach that goes beyond the typical annual review We know the work environment matters. That's why Ace holds frequent campus events like Employee Appreciation Week, vendor demos, cookouts, and merchandise sales We bring them to you! Services such as mobile spas, auto maintenance, car wash and detailing, dry cleaning, dentists, eye doctors, flu shots, recycling and more! Employee discounts on Ace merchandise (including top brands like Weber, Traeger, Yeti, Craftsman, DeWalt and more), travel, fitness, computers and thousands more Birth/Adoption bonding paid time off Adoption cost reimbursement Employee Assistance Program (EAP) - access to free visits to therapists and lawyers, guidance on financial matters, elder and childcare, and assistance with tickets to entertainment events Identity theft protection Benefits are provided in compliance with applicable policies. Want to be notified when new jobs are posted? Follow the link below to create an account and set up custom job alerts: Create Job Alert We want to hear from you! . click apply for full job details
06/13/2026
Full time
AUTHORIZATION: This position is not eligible for employment visa sponsorship now or in the future. As the category and procurement leader for Ace's MarTech ecosystem, this role will oversee category management and optimization of marketing technology platforms that support digital engagement, analytics, personalization, and customer experience. The Manager will partner closely with Marketing, Digital, and IT teams to evaluate emerging technologies, negotiate contracts, ensure privacy compliant data handling, and maximize ROI across the MarTech stack. What You'll Do Provide indirect leadership and cross functional influence, building trusted advisor relationships across Marketing, Digital, IT, Finance, Data Privacy, and Security teams. Collaborate with stakeholders to establish YOY targets and strategies to grow MarTech spend under management; track savings, avoidance, and rebates to ensure alignment with organizational goals Develop and manage governance structures and reporting frameworks for indirect MarTech spend Lead category initiatives with a defined strategy for the assigned categories. Ability to manage and develop team members, duties include: prioritizing projects based on influence, relationships, cost containment, and alignment with organizational objectives, while fostering their professional growth and development. Lead risk management activities for the assigned categories by identifying, assessing, and mitigating threats to Ace's capital and operational stability. Develop supplier risk profiles using market intelligence, competitive analysis, and supplier performance metrics to ensure proactive risk mitigation. Demonstrates the ability to adopt and apply AI enabled tools and intelligent agents to improve operational efficiency, productivity, and scalability across MarTech procurement activities. Develop performance metrics for suppliers within the assigned categories, accurately forecast, measure, and report ongoing program cost savings. Proactively refresh agreements mid-contract to leverage changing market conditions, align with performance SLAs and KPIs, and incorporate evolving corporate requirements. Consolidate diverse stakeholder requirements and develop market Request for Information (RFI) and Request for Proposal (RFP) events for the assigned categories. Design category-specific communication strategies, collaborate with stakeholders to create grading systems, and analyze results to make final recommendations that strengthen supplier relationships. Oversee end-to-end category management activities for the assigned categories, including conducting Quarterly Business Reviews (QBRs) with suppliers to evaluate performance and identify areas for improvement. Create contract management matrices and design performance scorecards to monitor critical elements such as savings, avoidance, and supplier expertise. Communicate the effectiveness of governance performance, trends, benefits, and future directions for the assigned categories to both local and executive-level stakeholders. Develop and deliver corporate-wide updates and supplier communications to ensure alignment with organizational objectives and performance standards. Engage with internal customers to gather feedback on supplier performance, program delivery, and areas for improvement for the assigned categories. Refine deliverables and align supplier actions to meet evolving customer needs and performance expectations. Who You Are You bring deep experience in procurement and digital technology categories, with strong ability to influence, anticipate supplier and market dynamics, and manage high complexity projects with minimal oversight. You thrive in fast moving, cross functional environments and enjoy partnering across Marketing, Digital, and IT teams to drive measurable results. Required Skills Bachelor's degree in Procurement, Supply Chain, Finance, or a related field is required; an MBA is preferred. Professional certifications such as CIPS or APICS are strongly encouraged. Minimum of 7+ years of progressive experience in category management, procurement, or related roles, with a proven track record of leadership in managing complex categories. Demonstrated experience in people management, with the ability to develop and mentor talent and lead cross-functional initiatives. Advanced strategic thinking and analytical skills, with the ability to create long-range sourcing plans, drive category strategies, and align with organizational goals. Strong communication and relationship management skills, with the ability to influence executive-level stakeholders and build trusted advisor relationships. Exceptional negotiation skills, maximizing value while minimizing risks through complex contract negotiations and supplier performance management. Extensive experience in developing and executing innovative sourcing methodologies, risk mitigation strategies, and best practices that optimize value and ensure alignment with business objectives. Deep knowledge of supplier management, with the ability to define service level expectations, assess supplier communities, and proactively identify new sourcing opportunities. Proficient in collecting, analyzing, and integrating data using advanced productivity tools and sourcing systems, including E-Sourcing and Contracts Management platforms. Advanced skills in Microsoft Office Suite, with expertise in PowerPoint, Word, and Excel for presentations, reporting, and data analysis. Demonstrated ability to independently manage competing priorities, lead high-complexity projects, and execute both strategic and tactical procurement activities with minimal supervision. Proven success in delivering measurable results, including cost savings, risk reduction, and supplier performance improvements, through effective category management and cross-functional collaboration. Preferred Skills Experience with privacy and data regulations (CCPA, GDPR) Familiarity with MarTech stack architecture and integration considerations Compensation Details: $137700 - $165000 per year Why should you join our team? We live our values - W.E.L.I.G.H.T (Winning, Excellence, Love, Integrity, Gratitude, Humility, and Teamwork). Gratitude. Humility. Love. You don't often see values like these in most corporate statements, but Ace is different. These things are important to us. They represent our commitment to the company, our employees, to Ace retailers and to the Ace brand. In addition to providing our employees a great culture, Ace also offers competitive benefits that address life's necessities and perks, many of which expand and improve year after year, including: Incentive opportunities, based on role/grade level (company growth over the past 5 years resulted in incentives being paid out at an average of 122% of your target opportunity!) Generous 401(k) retirement savings plan with a fully vested matching contribution the first year in addition to quarterly contributions and annual discretionary contribution (once eligibility requirements have been met). Over the past 5 years, company contributions (matching, quarterly & discretionary) for fully eligible employees have averaged 10% of total eligible compensation Comprehensive health coverage (medical, dental, vision and disability - up to 26 weeks short-term disability and long-term disability) & life insurance benefits for you and your dependents 21 days of vacation immediately available (prorated in the first year) and up to 6 paid holidays depending on the month of hire Company Car, phone and fuel card are provided for field-based positions Your career at Ace is more than just a job. It's a chance to be part of something meaningful. We help locally-owned businesses thrive and make an impact in their communities - and we support our employees in doing the same by offering an annual Ace Cares Week, 20 hours off work per year to volunteer at an organization of your choice, opportunities to help Children's Miracle Network Hospitals and the Ace Helpful Fund through the Ace Foundation Ace invests in every employee we hire, with a key focus on development and coaching. We offer on-site classes, facilitator-led courses, and a generous tuition assistance program, plus a performance management approach that goes beyond the typical annual review We know the work environment matters. That's why Ace holds frequent campus events like Employee Appreciation Week, vendor demos, cookouts, and merchandise sales We bring them to you! Services such as mobile spas, auto maintenance, car wash and detailing, dry cleaning, dentists, eye doctors, flu shots, recycling and more! Employee discounts on Ace merchandise (including top brands like Weber, Traeger, Yeti, Craftsman, DeWalt and more), travel, fitness, computers and thousands more Birth/Adoption bonding paid time off Adoption cost reimbursement Employee Assistance Program (EAP) - access to free visits to therapists and lawyers, guidance on financial matters, elder and childcare, and assistance with tickets to entertainment events Identity theft protection Benefits are provided in compliance with applicable policies. Want to be notified when new jobs are posted? Follow the link below to create an account and set up custom job alerts: Create Job Alert We want to hear from you! . click apply for full job details
Emery Jensen Distribution, LLC
Oak Brook, Illinois
Emery Jensen is a wholly owned business unit of Ace Hardware Corporation that distributes hardware & home improvement products to the independent Pro Lumber, Paint, Hardware, and E-retailer customer segments. The Job The Emery Jensen Business Financial Planning and Analysis Manager (FP&A Manager) will work with the Emery Jensen FP&A Director to oversee the new business ROI models and customer agreement proposals. Additionally, this role will assist in developing the annual financial budget and monthly projections, including reviewing departmental business plans and operational targets. The Emery Jensen Business FP&A Manager I will also analyze and publish financial results, provide business/financial expertise, and develop what/if modeling to drive future improvements. Lastly, this role will manage a team of analysts who support related areas of the business. What you'll do 1. Review and assist in the preparation of new customer financial modeling and the creation of long-term customers' purchasing agreements and incentives. Work with direct reports to support the sales team with new business development and programs to drive core growth. 2. Contribute to the financial planning and budgeting activities of Emery Jensen. Participate in the preparation of the Annual Budget and Monthly Projections with guidance from the Emery Jensen FP&A Director. Review submitted business plan information and challenge assumptions when necessary. Assist in the preparation of related presentations for annual budget process and monthly financial results. Provide feedback to senior management with respect to approved budgets. Participate as a key stakeholder in the process of providing a balanced budget within the parameters defined by company leadership (CEO, CFO). 3. Analyze monthly operational and financial performance of Emery Jensen. Analyze operating results by creating financial models that compare budgeted costs to actual costs and provide insight and recommendations to senior management. Perform financial analyses, taking into consideration actual performance, previous expenditures and estimated income and expenses. Provide senior management with recommendations or alternatives to improve business unit performance and monitor adherence to plan. 4. Develop and manage the preparation of financial statements, business activity reports, financial position forecasts, annual budgets and/or special reports as required by VPs of Emery Jensen. Work directly with business partners to create ad hoc or ongoing reports that will facilitate the analysis of business unit operating performance. Develop project plans and optimize the use of time and resources. Monitors implementation to ensure desired project outcomes. Work with other departments as required to measure financial impact of initiatives. Determine cost/benefit and provide go/no recommendations. What you need to succeed This position requires an undergraduate degree in accounting, finance or related field, advanced degree preferred. At least 7 years of experience in the field of accounting/finance and familiarity with field unit activities, programs, practices and procedures. Solid analytical background, an aptitude for logical methods, and an understanding of the inter-relationships between operations and accounting is necessary. Advanced written and verbal communication skills in addition to interpersonal relationship and very strong staff leadership skills. Demonstrated ability to interact with CEO, CFO, VPs, Directors and Senior Management. Confidence to challenge existing practices and formulate new and creative approaches and solutions. Unlimited curiosity about the business and what makes it work. Change agent and problem solver with an ability to get things done. Ability to influence others' decision making through financial analysis and interpersonal skills. Ability to employ ROI, financial analysis and modeling techniques as well as an ability to interpret the data, present findings and make recommendations. Understanding of U.S. GAAP. Advanced Excel skills required, working knowledge of Microsoft Office Suite, SAP & BPC/EPM, Power BI Compensation Details: $118000 - $128000 per year Why should you join our team? We live our values - W.E.L.I.G.H.T (Winning, Excellence, Love, Integrity, Gratitude, Humility, and Teamwork). Gratitude. Humility. Love. You don't often see values like these in most corporate statements, but Emery Jensen is different. These things are important to us. They represent our commitment to the company, our employees, our retailers and our brand. In addition to providing our employees a great culture, Emery Jensen also offers competitive benefits that address life's necessities and perks, many of which expand and improve year after year, including: Incentive opportunities, based on role/grade level (rapid company growth over the past 2 years resulted in incentives being paid out above 116.96% of your target opportunity!) Generous 401(k) retirement savings plan with a fully vested matching contribution the first year, in addition to an annual discretionary contribution (once eligibility requirements have been met). Over the past five years, company contributions (matching, quarterly & discretionary) for fully eligible employees have averaged 6.6% of total compensation. Comprehensive health coverage (medical, dental, vision and disability - up to 26 weeks short-term disability and long-term disability) & life insurance benefits for you and your dependents 21 days of vacation immediately available (prorated in the first year) and up to 6 paid holidays depending on the month of hire Company Car, phone and fuel card are provided for field-based positions Your career at Emery Jensen is more than just a job. It's a chance to be part of something meaningful. We help locally-owned businesses thrive and make an impact in their communities - and we support our employees in doing the same by offering an annual Cares Week, 20 hours off work per year to volunteer at an organization of your choice, opportunities to help Children's Miracle Network Hospitals and the Ace Helpful Fund through the Ace Foundation Emery Jensen invests in every employee we hire, with a key focus on development and coaching. We offer on-site classes, facilitator-led courses, and a generous tuition assistance program, plus a performance management approach that goes beyond the typical annual review We know the work environment matters. That's why we hold frequent campus events like Employee Appreciation Week, vendor demos, cookouts, and merchandise sales We bring them to you! Services such as mobile spas, auto maintenance, car wash and detailing, dry cleaning, dentists, eye doctors, flu shots, recycling and more! Employee discounts on Ace merchandise (including top brands like Weber, Traeger, Yeti, Craftsman, DeWalt and more), travel, fitness, computers and thousands more Birth/Adoption bonding paid time off Adoption cost reimbursement Employee Assistance Program (EAP) - access to free visits to therapists and lawyers, guidance on financial matters, elder and childcare, and assistance with tickets to entertainment events Identity theft protection Benefits are provided in compliance with applicable policies. Want to be notified when new jobs are posted? Follow the link below to create an account and set up custom job alerts: Create Job Alert We want to hear from you! Emery Jensen delivers wholesale products and best-in-class service to independent retailers in the Pro Lumber Yards, Home Centers, Paint, Hardware Stores, Decorating Stores, and E-retailer space. Our goal is to support sustainable and profitable growth for our customers by offering the broadest assortments, best pricing, and most knowledgeable team. We have national scale, a regional focus and the commitment to serve our customers and support each other. Come find out why a career with Emery Jensen is right for you. Equal Opportunity Employer Emery Jensen is committed to a policy of promoting equal employment opportunities. The company recognizes the importance of diversity and leveraging the skills and talents of all people to the mutual advantage of each individual and the organization. The company is committed to the prevention of employment discrimination related to race, religion, color, sex (including sexual harassment), gender identity, national origin, age, marital status, disability and military or veteran status, sexual orientation or any other action covered by federal or applicable state/local laws. Disclaimer The pay range for this position starts as listed in the job posting, but could be higher based on education and experience. Please note, compensation decisions are dependent on the facts and circumstances of each opening. We take into consideration the minimum requirements outlined in the job description, such as an individual's education, training and experience, the position's work location, required travel (if any), and external market conditions when determining the final salary for potential new hires. Be aware that salary estimates published via alternate online job boards may not be a true representation of the actual pay range offered for this position . click apply for full job details
06/01/2026
Full time
Emery Jensen is a wholly owned business unit of Ace Hardware Corporation that distributes hardware & home improvement products to the independent Pro Lumber, Paint, Hardware, and E-retailer customer segments. The Job The Emery Jensen Business Financial Planning and Analysis Manager (FP&A Manager) will work with the Emery Jensen FP&A Director to oversee the new business ROI models and customer agreement proposals. Additionally, this role will assist in developing the annual financial budget and monthly projections, including reviewing departmental business plans and operational targets. The Emery Jensen Business FP&A Manager I will also analyze and publish financial results, provide business/financial expertise, and develop what/if modeling to drive future improvements. Lastly, this role will manage a team of analysts who support related areas of the business. What you'll do 1. Review and assist in the preparation of new customer financial modeling and the creation of long-term customers' purchasing agreements and incentives. Work with direct reports to support the sales team with new business development and programs to drive core growth. 2. Contribute to the financial planning and budgeting activities of Emery Jensen. Participate in the preparation of the Annual Budget and Monthly Projections with guidance from the Emery Jensen FP&A Director. Review submitted business plan information and challenge assumptions when necessary. Assist in the preparation of related presentations for annual budget process and monthly financial results. Provide feedback to senior management with respect to approved budgets. Participate as a key stakeholder in the process of providing a balanced budget within the parameters defined by company leadership (CEO, CFO). 3. Analyze monthly operational and financial performance of Emery Jensen. Analyze operating results by creating financial models that compare budgeted costs to actual costs and provide insight and recommendations to senior management. Perform financial analyses, taking into consideration actual performance, previous expenditures and estimated income and expenses. Provide senior management with recommendations or alternatives to improve business unit performance and monitor adherence to plan. 4. Develop and manage the preparation of financial statements, business activity reports, financial position forecasts, annual budgets and/or special reports as required by VPs of Emery Jensen. Work directly with business partners to create ad hoc or ongoing reports that will facilitate the analysis of business unit operating performance. Develop project plans and optimize the use of time and resources. Monitors implementation to ensure desired project outcomes. Work with other departments as required to measure financial impact of initiatives. Determine cost/benefit and provide go/no recommendations. What you need to succeed This position requires an undergraduate degree in accounting, finance or related field, advanced degree preferred. At least 7 years of experience in the field of accounting/finance and familiarity with field unit activities, programs, practices and procedures. Solid analytical background, an aptitude for logical methods, and an understanding of the inter-relationships between operations and accounting is necessary. Advanced written and verbal communication skills in addition to interpersonal relationship and very strong staff leadership skills. Demonstrated ability to interact with CEO, CFO, VPs, Directors and Senior Management. Confidence to challenge existing practices and formulate new and creative approaches and solutions. Unlimited curiosity about the business and what makes it work. Change agent and problem solver with an ability to get things done. Ability to influence others' decision making through financial analysis and interpersonal skills. Ability to employ ROI, financial analysis and modeling techniques as well as an ability to interpret the data, present findings and make recommendations. Understanding of U.S. GAAP. Advanced Excel skills required, working knowledge of Microsoft Office Suite, SAP & BPC/EPM, Power BI Compensation Details: $118000 - $128000 per year Why should you join our team? We live our values - W.E.L.I.G.H.T (Winning, Excellence, Love, Integrity, Gratitude, Humility, and Teamwork). Gratitude. Humility. Love. You don't often see values like these in most corporate statements, but Emery Jensen is different. These things are important to us. They represent our commitment to the company, our employees, our retailers and our brand. In addition to providing our employees a great culture, Emery Jensen also offers competitive benefits that address life's necessities and perks, many of which expand and improve year after year, including: Incentive opportunities, based on role/grade level (rapid company growth over the past 2 years resulted in incentives being paid out above 116.96% of your target opportunity!) Generous 401(k) retirement savings plan with a fully vested matching contribution the first year, in addition to an annual discretionary contribution (once eligibility requirements have been met). Over the past five years, company contributions (matching, quarterly & discretionary) for fully eligible employees have averaged 6.6% of total compensation. Comprehensive health coverage (medical, dental, vision and disability - up to 26 weeks short-term disability and long-term disability) & life insurance benefits for you and your dependents 21 days of vacation immediately available (prorated in the first year) and up to 6 paid holidays depending on the month of hire Company Car, phone and fuel card are provided for field-based positions Your career at Emery Jensen is more than just a job. It's a chance to be part of something meaningful. We help locally-owned businesses thrive and make an impact in their communities - and we support our employees in doing the same by offering an annual Cares Week, 20 hours off work per year to volunteer at an organization of your choice, opportunities to help Children's Miracle Network Hospitals and the Ace Helpful Fund through the Ace Foundation Emery Jensen invests in every employee we hire, with a key focus on development and coaching. We offer on-site classes, facilitator-led courses, and a generous tuition assistance program, plus a performance management approach that goes beyond the typical annual review We know the work environment matters. That's why we hold frequent campus events like Employee Appreciation Week, vendor demos, cookouts, and merchandise sales We bring them to you! Services such as mobile spas, auto maintenance, car wash and detailing, dry cleaning, dentists, eye doctors, flu shots, recycling and more! Employee discounts on Ace merchandise (including top brands like Weber, Traeger, Yeti, Craftsman, DeWalt and more), travel, fitness, computers and thousands more Birth/Adoption bonding paid time off Adoption cost reimbursement Employee Assistance Program (EAP) - access to free visits to therapists and lawyers, guidance on financial matters, elder and childcare, and assistance with tickets to entertainment events Identity theft protection Benefits are provided in compliance with applicable policies. Want to be notified when new jobs are posted? Follow the link below to create an account and set up custom job alerts: Create Job Alert We want to hear from you! Emery Jensen delivers wholesale products and best-in-class service to independent retailers in the Pro Lumber Yards, Home Centers, Paint, Hardware Stores, Decorating Stores, and E-retailer space. Our goal is to support sustainable and profitable growth for our customers by offering the broadest assortments, best pricing, and most knowledgeable team. We have national scale, a regional focus and the commitment to serve our customers and support each other. Come find out why a career with Emery Jensen is right for you. Equal Opportunity Employer Emery Jensen is committed to a policy of promoting equal employment opportunities. The company recognizes the importance of diversity and leveraging the skills and talents of all people to the mutual advantage of each individual and the organization. The company is committed to the prevention of employment discrimination related to race, religion, color, sex (including sexual harassment), gender identity, national origin, age, marital status, disability and military or veteran status, sexual orientation or any other action covered by federal or applicable state/local laws. Disclaimer The pay range for this position starts as listed in the job posting, but could be higher based on education and experience. Please note, compensation decisions are dependent on the facts and circumstances of each opening. We take into consideration the minimum requirements outlined in the job description, such as an individual's education, training and experience, the position's work location, required travel (if any), and external market conditions when determining the final salary for potential new hires. Be aware that salary estimates published via alternate online job boards may not be a true representation of the actual pay range offered for this position . click apply for full job details
