JM Family

JM Family

Commercial Financial Planning & Analysis Manager

Florida - Deerfield Beach

Sponsorship not specifiedDetected 3 hours ago
SQLSalesforceCRMSalesPipeline ManagementFinancial ModelingAccountingForecastingFP&AERPLeadershipCommunicationMentoring

About the role

  • Additionally, you will act as the financial architect for our emerging, startup-type business ventures, helping them model growth and scale efficiently.
  • Turn data into strategic insights regarding sales pipeline, customer profitability, and product profitability.
  • Start-up P&L's - Provide entrepreneurial financial modeling, agile forecasting, and growth/profit tracking for our smaller, startup-type business units. - This includes a breadth of businesses such as consulting, training, and software.

Responsibilities

  • Sales Financial Partner
  • Act as the primary financial partner to the Sales Group Vice President and their leadership team. Turn data into strategic insights regarding sales pipeline, customer profitability, and product profitability.
  • Strategic Accounts: Support complex, bespoke pricing models, custom deal structuring, and long-term margin analysis for our largest, high-volume customer groups.
  • Develop a process to review low margin products, creating a task force to take actions to protect margins.
  • Manage and maintain the OPEX and CAPEX for the entire sales organization. Helping partner with Sales Leadership to hit all financial targets.
  • Own the sales forecast, including partnering with the head of Customer Acquisitions to determine the sales pipeline.
  • Manage, mentor, and develop a high-performing team of three direct reports, ensuring high-quality output and career progression.
  • The Commercial FP&A Manager will serve as the dedicated financial partner to the Sales Organization.
  • In this role, you will lead a team of three analysts to drive profitable growth across our entire sales portfolio.
  • You will provide distinct, tailored financial support for both our Strategic Accounts (large, high-volume customer groups) and our Traditional Accounts (smaller customer groups).

Requirements

  • Bachelor's degree in Finance, Accounting, Business Administration, or a related field.
  • 5-7 years of corporate Finance experience, with a heavy emphasis on Sales Finance or Commercial FP&A.
  • Agility: Ability to pivot seamlessly between highly structured corporate finance (Strategic/Traditional accounts) and fast-paced, ambiguous environments (startup business units).
  • Ability to pivot seamlessly between highly structured corporate finance (Strategic/Traditional accounts) and fast-paced, ambiguous environments (startup business units).
  • Leadership: Minimum of 1-2 years of direct people management experience, with a proven track record of developing/mentoring talent.
  • Technical Skills: Financial modeling experience (complex revenue models & margin analysis)
  • This job description may not be inclusive of all assigned duties, responsibilities, or aspects of the job described, and may be amended at any time at the sole discretion of JM Family. All work arrangements are subject to associate performance, business need and manager discretion, and may be revised as necessary.
  • JM Family Enterprises, Inc. is an Equal Employment Opportunity employer. We are committed to recruiting, hiring, retaining, and promoting qualified associates without regard any characteristic protected by law - whether actual or perceived - including race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth, related medical conditions and lactation), gender identity gender expression, sexual orientation, marital status, military service, veteran status, disability, protected medical condition as defined by applicable state or local law, genetic information, or any other characteristic protected by applicable federal, state, provincial, or local law.
  • If you have a disability and require a reasonable accommodation to complete the job application process, please contact JM Family's Talent Acquisition department at talentacquisition@jmfamily.com for assistance. If you have an accommodation request for one of our recruiting events, please notify us at least 72 hours prior so that we may provide assistance.

Skills

  • Familiarity with CRM tools (Salesforce), Oracle EPM, & ERP/BI systems.
  • Excellent communication & presentation skills with an ability to present at multiple levels of the organization.
  • Ability to query in SQL is a plus.
  • Financial modeling experience (complex revenue models & margin analysis)
  • All work arrangements are subject to associate performance, business need and manager discretion, and may be revised as necessary.
  • JM Family Enterprises, Inc. is an Equal Employment Opportunity employer.

Compensation

  • Forecasting, Annual Plan, & Long-Range Plan
  • Incorporating all components of the sales pipeline into forecast & annual plan, including any profitability/mix implications.
  • Lead the sales planning process for annual budget, long range plan, & monthly forecasts.

Benefits

  • Provide entrepreneurial financial modeling, agile forecasting, and growth/profit tracking for our smaller, startup-type business units.
  • Traditional Accounts: Drive margin optimization through customer profit health checks, making recommendations to find ways to increase margins while serving our customers.

Visa & Work Authorization

  • tic protected by law – whether actual or perceived – including race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth, related medical conditions
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