BUSINESS PARTNERSHIPS
Build trusted partnerships with budget owners as a strategic finance advisor; challenge assumptions and drive data鈥慴acked decisions.
Provide insights to meet budget objectives; identify risks and opportunities; run scenario modeling for new initiatives (e.g., contract changes, rate cards, timing).
Develop a deep understanding of operations and external service provider contract terms to inform guidance and analysis.
Lead onboarding and training so budget owners and staff are proficient in financial systems, processes, and policies.
Provide ongoing support and act as the primary resource for business partner leads on financial matters; guide the Financial Analyst to effectively complete day鈥憈o鈥慸ay tasks and deliverables.
CAPITAL PROJECT COST MANAGEMENT
Own capital expenditure planning, tracking, and reporting for the existing national distribution facility.
Lead capital expenditure planning, tracking, and reporting for a new national distribution facility spanning more than three years.
Establish tools, templates, and processes to streamline budgeting, cost tracking, commitments, and reporting (budget/forecast/actuals, change orders, contingency usage).
Review and validate forecasts with budget owners to ensure accuracy and alignment with objectives; maintain a risk and opportunities register.
Oversee inputs and master data in financial systems; ensure data integrity, compliance, and adherence to capitalization policies (e.g., cost segregation, in鈥憇ervice dates).
Coordinate post鈥慽mplementation reviews and hand鈥憃ffs to Accounting for fixed asset set鈥憉p and depreciation.
COGS AND WAREHOUSE COST MANAGEMENT
Own COGS planning, tracking, and reporting in collaboration with Global Finance; establish driver鈥慴ased models and variance frameworks.
Supervise and support the Financial Analyst with warehouse cost planning, tracking, and reporting across key drivers (storage, handling, labor, assessorials).
Design standardized tools, templates, and processes to optimize budgeting, cost tracking, and reporting workflows; automate wherever possible.
Evaluate and validate forecasts with budget owners; provide bridges and commentary explaining changes vs. prior period and plan.
Oversee the input and maintenance of planning data in financial systems; ensure data integrity and compliance, including alignment of landed cost, freight, and purchase price variance assumptions.
TEAM LEADERSHIP AND DEVELOPMENT
Supervise, guide, and nurture the development of a Financial Analyst while promoting a culture of continuous learning and growth.
Provide regular feedback, training, and development opportunities to enhance performance and analytical capabilities; set clear deliverables and timelines.
Ensure alignment between team deliverables and organizational priorities; balance workload and optimize resource allocation.
MONTH-END AND YEAR-END CLOSINGS
Ensure accurate recognition of capital and operating (P&L) expenses and proper accounting treatment in collaboration with Accounting; enforce cut鈥憃ff and capitalization criteria.
Own the month鈥慹nd close process for physical distribution costs (transport and warehousing) and COGS: reconcile accruals, validate 3PL invoices and rate cards, and prepare variance analyses with commentary.
Support audits and year鈥慹nd processes; maintain documentation to enable timely, well鈥憇upported reviews.
REPORTING AND ANALYSIS OF FINANCIAL DATA
Oversee the preparation and distribution of standardized financial reports and dashboards; deliver actionable insights to stakeholders.
Lead monthly and year鈥慹nd reviews with budget owners to assess results, identify risks and opportunities, and revise forecasts with clear bridges.
Provide updates and recommendations emphasizing key trends, risks, and performance against KPIs.
Drive efficiency by minimizing time on data assembly and maximizing time on value鈥慳dded analysis; partner with Finance Systems/IT to automate reporting.
COMPLIANCE AND CONTROLS
Partner on local and global initiatives to improve cost controlling while balancing control, transparency, and efficiency.
Ensure compliance with controlling guidelines by developing tools and resources, engaging business partners, and conducting training sessions.
Design and operate key controls across capital projects, COGS, and logistics costs; remediate issues promptly.