Financial Planning and Analysis Manager

The Cheesecake Factory•Agoura Hills, CA

10d•$139,000 - $152,000

About The Position

You may know us for our delicious cheesecakes…and for being recognized by Fortune Magazine as one of the “100 Best Companies to Work For®” 12 years in a row! What you may not know is how our Finance Team provides analysis, insight and support for strategy development/deployment and key initiative oversight and skillfully prepares and examines the financial records for two bakeries producing 40,000 cheesecakes daily. As the Financial Planning and Analysis Manager, you will play a critical role in ensuring financial planning, sales forecasting and reporting, pricing and quotation, and providing financial insights to support the organization's growth and profitability. You’ll thrive in this position if you are: A Relationship Builder: You enjoy building genuine relationships with people at all levels inside and outside of an organization. Whether they’re a type A, B or Z personality, you easily establish a warm relationship, building an effective network around you. A Gold Medal Analyst: you enjoy breaking down numerical data and all other sources of information. You systematically probe for additional information to gain a greater understanding of the problem. Exhaustively Meticulous: You appreciate attention to detail, leaving nothing to chance while understanding what deserves your immediate attention and what can wait. A Natural People Leader: You are a leader and coach adept at providing others with a clear direction, helping them see through the weeds while inspiring, motivating, developing and empowering them.

Requirements

Bachelor’s degree in accounting, finance, or a related field.
Minimum of 5 years of financial planning and forecasting experience for a manufacturing company, preferably in the food industry.
Minimum of 3 years of managerial experience.
Strong understanding of financial forecasting, accounting principles, gross margin analysis, and variance analysis.
Proficient in ERP systems and advanced Excel skills.
Excellent analytical and problem-solving abilities with keen attention to detail.
Strong communication and presentation skills, with the ability to explain complex financial information to non-financial stakeholders.
Proven leadership experience, with the ability to manage and develop a team.

Nice To Haves

CPA or CMA certification.
Food manufacturing industry experience.

Responsibilities

Lead sales budgeting, forecasting, and performance reporting at customer, product, location, and segment levels.
Develop and manage short- and long-term sales financial plans for domestic and international cheesecake distribution, including royalty costs.
Analyze and report sales forecasts for Retail, Distribution, and International channels, incorporating promotions, discounts, and other sales-related costs.
Prepare and present KPI metrics, trends, and performance analysis with commentary to the Leadership team.
Monitor and analyze sales data to identify trends, risks, and growth opportunities that support strategic decision-making.
Manage and distribute weekly, monthly, quarterly, and annual sales reports with financial modeling and insights.
Collaborate with sales teams to align financial plans with sales objectives.
Prepare budgets and forecasts for distribution, warehousing, and freight-related cost centers.
Support month-end and quarter-end close processes, including journal entries for commissions, demos, rebates, and promotional costs.
Prepare pricing quotations to ensure required variable contribution margins.
Track quotation success rates and analyze customer/product margin variances between quoted and actual results.
Review and improve pricing processes and procedures to enhance profitability and efficiency.
Oversee daily operations of the customer service department, ensuring high-quality interactions and customer satisfaction.
Resolve customer complaints, set service standards, and identify areas for improvement.
Mentor and develop a team of three, fostering a culture of accuracy and continuous improvement through coaching and feedback.
Ensure compliance with GAAP and internal policies in all sales accounting practices.