FP&A Manager

🏢 Summary: Full-time Financial Planning & Analysis Manager role responsible for enterprise-wide budgeting, forecasting, pricing analytics, and strategic financial modeling. The position partners with executive and commercial leaders to drive profitability, revenue growth, and capital efficiency through data-driven insights. Based onsite in Fort Worth, TX (remote considered in select cases), it plays a key role in performance management and pricing strategy. 🗂️ Requirements: Bachelor's degree in Finance, Accounting, Economics, Business or related field, 5–8+ years in FP&A, Corporate Finance, Commercial Finance or Pricing Analytics, Advanced financial modeling, forecasting and budgeting experience, Experience with pricing, profitability and revenue analysis, Proficiency in Excel and BI tools (Power BI, Sigma, Tableau or similar), Experience with ERP systems and financial planning tools, Ability to analyze large datasets and deliver actionable insights, Strong knowledge of KPI development and financial performance management, Experience supporting executive and cross-functional stakeholders 📃 Skills: Excel, PowerBI, Sigma, Tableau, ERP, Forecasting, Budgeting, FinancialModeling, PricingAnalytics, KPI, BI, Reporting 🏢 Description: POSITION SUMMARY The Financial Planning & Analysis Manager is responsible for supporting enterprise-wide financial planning, forecasting, management reporting, pricing analytics, and strategic decision support. This role serves as a key business partner to executive leadership, sales, operations, fleet, and commercial teams by delivering actionable insights that drive revenue growth, margin expansion, and capital efficiency. They will combine strong financial planning expertise with advanced analytical capabilities, particularly in pricing, profitability, and business performance management. This position plays a critical role in developing financial forecasts, evaluating pricing strategies, supporting S&OP processes, and improving decision-making across the organization. LOCATION Onsite in Fort Worth, TX Candidates located in or willing to relocate to the Fort Worth, TX market are prioritized. Exceptional remote candidates whose experience strongly aligns with the role's requirements may be considered on a case-by-case basis. COMPENSATION This position offers a competitive compensation package benchmarked to regional market standards. It consists of a base salary plus the opportunity for quarterly profit sharing after one year of employment. JOB STATUS Full-Time RESPONSIBILITIES FINANCIAL PLANNING & ANALYSIS - Support the annual budgeting, monthly forecasting, and long-range planning processes across the organization. - Develop and maintain financial models that support strategic planning, scenario analysis, and operational decision-making. - Prepare monthly management reporting packages, including executive KPI dashboards, board materials, variance analysis, and forecast-to-actual reporting. - Analyze revenue, margins, operating expenses, EBITDA, and capital expenditures to identify trends, risks, and opportunities. - Partner with business leaders to evaluate financial performance and recommend actions that improve profitability and operational efficiency. - Support strategic initiatives, acquisitions, investments, and capital allocation decisions through financial modeling and business case analysis. - Drive continuous improvement of forecasting, planning, and reporting processes, including support for BI modernization and reporting automation efforts. PRICING & COMMERCIAL ANALYTICS - Lead pricing and profitability analysis across customers, products, locations, and market segments. - Evaluate pricing strategies, discount structures, and revenue optimization opportunities to maximize growth and margin performance. - Analyze key commercial metrics, including price realization, utilization, customer profitability, yield, competitive pricing trends, and adherence to pricing guidelines. - Develop pricing dashboards, scorecards, and executive reporting that provide actionable business insights. - Conduct pricing studies, sensitivity analyses, and scenario modeling to support commercial decision-making and strategic initiatives. BUSINESS PARTNERSHIP - Serve as a trusted finance partner to leaders across Sales, Operations, Fleet, and Corporate Functions. - Translate complex financial and operational data into clear, actionable recommendations for business stakeholders. - Facilitate monthly business reviews, forecast discussions, and performance management conversations. - Drive accountability around financial targets, operational metrics, and key business objectives. REQUIREMENTS MUST HAVE - Bachelor's degree in Finance, Accounting, Economics, Business, or a related field. - 5–8+ years of progressive experience in FP&A, Corporate Finance, Commercial Finance, Pricing Analytics, or a related discipline. - Demonstrated experience supporting executive leadership and cross-functional business partners. - Advanced financial modeling, forecasting, budgeting, and scenario analysis experience. - Experience analyzing pricing, profitability, revenue performance, or other commercial business drivers. - Strong proficiency with Excel and business intelligence tools such as Power BI, Sigma, Tableau, or similar platforms. - Experience working with ERP systems and financial planning tools. - Ability to analyze large datasets and translate findings into actionable business recommendations. - Strong understanding of forecasting methodologies, profitability analysis, KPI development, and financial performance management. - Excellent communication and presentation skills with the ability to influence stakeholders across all levels of the organization. - Highly organized, detail-oriented, and capable of managing multiple priorities in a fast-paced environment. - Demonstrated ability to lead change, improve processes, and drive continuous improvement initiatives. NICE TO HAVE - MBA, Master's degree, or other advanced business or finance-related degree. - Experience within transportation, fleet management, equipment rental, logistics, industrial services, or other asset-intensive industries. - Experience supporting pricing strategy, revenue management, utilization analysis, or commercial finance functions. Employee Benefits - Competitive compensation with quarterly profit sharing eligibility after one year. - Comprehensive healthcare coverage (medical, dental, vision, mental health, virtual healthcare). - 401(k) matching and long-term financial planning support. - Paid time off. - Life, accidental death, and disability coverage. - Ongoing learning and development opportunities. - On-site fitness facility with personal training support. - Additional employee perks and discount programs.

🏢 Summary: Senior Manager of Financial Planning and Analysis role driving strategic finance, AI-enabled forecasting, and regulatory-compliant financial operations in a highly regulated 503A/503B environment. The position leads financial planning, risk management, budgeting, performance metrics, and executive reporting while embedding AI into financial processes. It partners cross-functionally to optimize performance, support growth strategies, and ensure financial excellence at scale. 🗂️ Requirements: Bachelor’s degree in Finance, Business Administration, or related field, Proven experience in financial planning and analysis, Demonstrated expertise in AI-driven financial processes, Experience with financial modeling, forecasting, and analysis, Knowledge of regulatory compliance in regulated environments (503A/503B), Executive-level financial reporting experience, Strong analytical and strategic decision-making abilities 📃 Skills: FinancialModeling, Forecasting, FinancialAnalysis, AI, DataAnalytics, Budgeting, RiskManagement, Compliance, Reporting, Visualization 🏢 Description: Position Summary: As the Senior Manager of Financial Planning and Analysis, you will drive business impact through strategic financial leadership in a hyper-growth, highly regulated 503A/503B environment. You will take ownership of financial planning processes, leveraging AI to enhance speed, scale, quality, and decision-making. The role focuses on optimizing financial performance, ensuring regulatory compliance, and delivering insights that support informed executive decision-making. Responsibilities: Strategic Finance - Lead comprehensive financial analysis to identify trends, variances, and opportunities, integrating AI-driven insights to enhance decision-making. - Develop strategic recommendations aligned with growth objectives and regulatory compliance requirements. - Build risk management frameworks and contingency plans aligned with organizational risk appetite. - Integrate AI into financial planning processes to improve forecasting accuracy, scalability, and workflow efficiency. Financial Operations - Optimize financial operations through process improvements and AI automation. - Oversee budgeting processes aligned with strategic goals and financial targets. - Monitor budget adherence and provide actionable financial insights. - Design and implement performance metrics to track financial health and organizational performance. Leadership and Collaboration - Foster a high-performance, collaborative team culture focused on innovation and execution rigor. - Partner cross-functionally to align financial strategies with organizational objectives. - Deliver executive-level reporting with clear analyses and strategic recommendations using AI-enhanced data visualization tools. Innovation and Growth - Drive development and execution of financially sound growth strategies. - Ensure all financial activities comply with 503A/503B regulatory standards. - Promote continuous improvement in financial planning capabilities and tool adoption. Knowledge and Skills: - Expertise in financial modeling, forecasting, and analysis with AI integration. - Proficiency in AI and data analytics for strategic financial decision-making. - Strong leadership and executive communication skills. Experience and Qualifications: - Bachelor’s degree in Finance, Business Administration, or related field; MBA or CFA preferred. - Proven experience in financial planning and analysis with strategic leadership responsibilities. - Demonstrated expertise in AI-driven financial processes and regulatory compliance. - Strong analytical, strategic thinking, and decision-making abilities. Benefits: Comprehensive benefits package including medical, dental, and vision coverage, paid time off, 401(k) matching, wellness perks, IV therapy, and compounded medications. Physical Requirements: Role requires extended periods of sitting, frequent computer use, regular movement around the office and corporate campus, and the ability to stand, walk, reach, climb, balance, stoop, kneel, crouch, or crawl as needed.

🏢 Summary: Senior Manager of Financial Planning and Analysis role driving strategic finance, AI-enabled forecasting, and regulatory-compliant financial operations in a highly regulated 503A/503B pharmaceutical environment. The position leads financial planning, risk management, budgeting, performance metrics, and executive reporting while integrating AI to optimize decision-making and scalability. It requires strong strategic leadership to support growth, compliance, and operational excellence. 🗂️ Requirements: Bachelor's degree in Finance, Business Administration or related field, Proven experience in financial planning and analysis, Experience with AI-driven financial processes, Expertise in financial modeling and forecasting, Experience in regulatory compliance (503A/503B environment), Strong analytical and strategic thinking skills, Executive-level financial reporting experience, Leadership and team management experience 📃 Skills: FinancialModeling, Forecasting, FinancialAnalysis, AI, DataAnalytics, Budgeting, RiskManagement, Compliance, Reporting, Visualization 🏢 Description: Position Summary: As the Senior Manager of Financial Planning and Analysis, you will drive business impact through strategic financial leadership in a hyper-growth, highly regulated 503A/503B environment. You will take ownership of financial planning processes, leveraging AI to enhance speed, scale, quality, and decision-making. The role focuses on optimizing financial performance, ensuring regulatory compliance, and delivering insights that support informed executive decision-making. Responsibilities: Strategic Finance - Lead comprehensive financial analysis to identify trends, variances, and opportunities, integrating AI-driven insights to enhance decision-making. - Develop strategic recommendations aligned with growth objectives and regulatory compliance. - Develop risk management frameworks leveraging AI technologies and create contingency plans. - Champion AI integration in financial planning, forecasting, and modeling. Financial Operations - Drive process optimization and AI automation to improve reporting accuracy and efficiency. - Oversee the budgeting process and ensure alignment with strategic goals. - Monitor budget adherence and provide actionable financial insights. - Design and implement performance metrics using AI-derived data. Leadership and Collaboration - Foster a high-performance, collaborative team culture. - Build cross-functional partnerships to align financial strategies. - Deliver executive-level reporting using AI-enhanced data visualization tools. Innovation and Growth - Develop and execute growth strategies using financial insights and AI capabilities. - Ensure compliance with 503A/503B regulatory requirements in financial planning. - Drive continuous improvement in financial planning processes and tool adoption. Knowledge and Skills: - Expertise in financial modeling, forecasting, and analysis with AI integration. - Proficiency in AI and data analytics for strategic financial decisions. - Strong communication skills for executive-level reporting. Experience and Qualifications: - Bachelor's degree in Finance, Business Administration, or related field; MBA or CFA preferred. - Proven experience in financial planning and analysis with strategic leadership responsibilities. - Demonstrated expertise in AI-driven financial processes and regulatory compliance. Employee Benefits, Health and Wellness: Comprehensive benefits include medical, dental, and vision coverage, paid time off, 401(k) matching, wellness perks, IV therapy, and compounded medications. Physical Requirements: Role requires extended periods of sitting, frequent computer use, verbal communication, and occasional standing, walking, reaching, climbing, balancing, stooping, kneeling, crouching, or crawling within the office environment.

🏢 Summary: Senior Manager of Financial Planning and Analysis responsible for leading strategic finance in a highly regulated 503A/503B environment, driving AI-enabled forecasting, budgeting, and performance management. The role focuses on optimizing financial operations, ensuring regulatory compliance, and delivering executive-level insights to support growth. Requires strong leadership, advanced financial modeling expertise, and experience integrating AI into financial processes. 🗂️ Requirements: Bachelor’s degree in Finance, Business Administration or related field, Proven experience in Financial Planning and Analysis (FP&A), Expertise in financial modeling and forecasting, Experience integrating AI into financial processes, Knowledge of 503A/503B regulatory compliance, Executive-level financial reporting experience, Strong analytical and strategic decision-making skills, Leadership and team management experience 📃 Skills: FP&A, FinancialModeling, Forecasting, Budgeting, AI, DataAnalytics, RiskManagement, RegulatoryCompliance, Reporting, Visualization 🏢 Description: Position Summary: As the Senior Manager of Financial Planning and Analysis, you will drive business impact through strategic financial leadership in a hyper-growth, highly regulated 503A/503B environment. You will own financial planning processes, leveraging AI to enhance speed, scale, quality, and decision-making. The role focuses on optimizing financial performance, ensuring regulatory compliance, and delivering insights that support informed executive decision-making. Responsibilities: Strategic Finance - Lead comprehensive financial analysis to identify trends, variances, and opportunities, integrating AI-driven insights. - Develop strategic recommendations aligned with growth objectives and regulatory compliance requirements. - Develop risk management frameworks and contingency plans aligned with organizational risk appetite. - Integrate AI into financial forecasting and modeling to improve scalability and insight quality. Financial Operations - Optimize financial processes through AI automation and continuous improvement initiatives. - Oversee budgeting processes and ensure alignment with strategic goals and financial targets. - Monitor budget adherence and provide actionable performance insights. - Design and implement performance metrics to track financial health and business performance. Leadership and Collaboration - Foster a high-performance team culture emphasizing strategic thinking and execution rigor. - Partner cross-functionally to align financial strategies with organizational objectives. - Deliver executive-level reporting with clear, data-driven insights using AI-enhanced visualization tools. Innovation and Growth - Drive growth strategies leveraging financial insights and AI capabilities. - Ensure all financial activities comply with 503A/503B regulatory requirements. - Promote continuous improvement in financial planning capabilities and tool adoption. Knowledge and Skills: - Expertise in financial modeling, forecasting, and analysis with AI integration. - Proficiency in AI and data analytics for strategic financial decisions. - Strong leadership and communication skills. Experience and Qualifications: - Bachelor’s degree in Finance, Business Administration, or related field; MBA or CFA preferred. - Proven experience in financial planning and analysis with strategic leadership responsibility. - Demonstrated expertise in AI-driven financial processes and regulatory compliance. Employee Benefits, Health and Wellness: - Medical, dental, and vision coverage. - Paid time off. - 401(k) matching. - Wellness perks, IV therapy, and compounded medications. Physical Requirements: - Ability to remain in a stationary position for extended periods. - Frequent use of hands and fingers to operate computers and office equipment. - Regular movement within the office and corporate campus. - Ability to stand, walk, reach, climb, balance, stoop, kneel, crouch, or crawl as required.

🏢 Summary: Senior Manager of Financial Planning and Analysis role driving strategic finance, AI-enabled forecasting, and regulatory-compliant financial operations in a 503A/503B pharmaceutical environment. The position leads budgeting, performance metrics, risk management, and executive reporting while integrating AI to enhance accuracy, scalability, and decision-making. Requires strong FP&A leadership experience, financial modeling expertise, and knowledge of regulated healthcare environments. 🗂️ Requirements: Bachelor’s degree in Finance, Business Administration, or related field, Proven experience in financial planning and analysis, Demonstrated expertise in AI-driven financial processes, Experience with regulatory compliance in regulated environments (503A/503B), Expertise in financial modeling and forecasting, Executive-level reporting experience, Strong analytical and strategic decision-making skills 📃 Skills: FP&A, FinancialModeling, Forecasting, AI, DataAnalytics, Budgeting, RiskManagement, Compliance, Reporting, Visualization 🏢 Description: Position Summary: As the Senior Manager of Financial Planning and Analysis, you will drive business impact through strategic financial leadership in a hyper-growth, highly regulated 503A/503B environment. You will take ownership of financial planning processes, leveraging AI to enhance speed, scale, quality, and decision-making. You will spearhead initiatives to optimize financial performance, ensure regulatory compliance, and deliver insights that facilitate informed decision-making. Responsibilities: Strategic Finance - Lead comprehensive financial analysis to identify trends, variances, and opportunities, integrating AI-driven insights to enhance decision-making. - Develop risk management frameworks and contingency plans aligned with organizational risk tolerance. - Champion the integration of artificial intelligence in financial planning processes to enhance forecasting accuracy and efficiency. Financial Operations - Optimize financial operations through process improvements and AI automation. - Oversee the budgeting process, ensuring alignment with strategic goals and financial targets. - Design and implement performance metrics to track financial health and organizational performance. Leadership and Collaboration - Foster a high-performance team culture focused on strategic thinking and execution. - Build cross-functional partnerships to align financial strategies with business objectives. - Provide executive-level reporting with clear analyses and strategic recommendations. Innovation and Growth - Drive development and execution of growth strategies leveraging financial insights and AI capabilities. - Ensure compliance with 503A/503B regulatory requirements in all financial activities. - Champion continuous improvement in financial planning capabilities. Knowledge and Skills: - Expertise in financial modeling, forecasting, and analysis with AI integration. - Proficiency in AI and data analytics for strategic financial decisions. - Strong leadership and communication skills. Experience and Qualifications: - Bachelor’s degree in Finance, Business Administration, or related field; MBA or CFA preferred. - Proven experience in financial planning and analysis with strategic leadership responsibility. - Demonstrated expertise in AI-driven financial processes and regulatory compliance. - Strong analytical, strategic thinking, and decision-making abilities. Employee Benefits, Health and Wellness: - Medical, dental, and vision coverage - Paid time off - 401(k) matching - Wellness perks - IV therapy - Compounded medications Physical Requirements: - Ability to remain in a stationary position for extended periods. - Frequent use of hands and fingers to operate computer and office equipment. - Regular movement around the office and corporate campus. - Ability to stand, walk, reach, climb or balance, and stoop, kneel, crouch, or crawl as needed.

🏢 Summary: Senior Manager of Financial Planning and Analysis responsible for leading strategic finance initiatives in a highly regulated 503A/503B environment, integrating AI into financial planning, forecasting, and reporting processes. The role drives budgeting, risk management, performance metrics, and executive reporting to support growth and regulatory compliance. This position requires strong leadership, advanced financial modeling expertise, and experience with AI-driven analytics to enhance decision-making and operational efficiency. 🗂️ Requirements: Bachelor's degree in Finance, Business Administration, or related field, Proven experience in Financial Planning and Analysis, Experience in strategic financial leadership, Expertise in financial modeling and forecasting, Experience integrating AI into financial processes, Knowledge of regulatory compliance (503A/503B), Experience with budgeting and performance metrics, Ability to deliver executive-level financial reporting 📃 Skills: FinancialModeling, Forecasting, FinancialAnalysis, Budgeting, AI, DataAnalytics, RiskManagement, RegulatoryCompliance, DataVisualization, Reporting 🏢 Description: Position Summary: As the Senior Manager of Financial Planning and Analysis, you will drive business impact through strategic financial leadership in a hyper-growth, highly regulated 503A/503B environment. You will take ownership of financial planning processes, leveraging AI to enhance speed, scale, quality, and decision-making. You will spearhead initiatives to optimize financial performance, ensure regulatory compliance, and deliver insights that facilitate informed decision-making. Responsibilities: Strategic Finance - Lead comprehensive financial analysis to identify trends, variances, and opportunities, integrating AI-driven insights to enhance decision-making. - Develop risk management frameworks and contingency plans aligned with regulatory requirements. - Integrate artificial intelligence into financial planning processes to improve forecasting accuracy and efficiency. Financial Operations - Drive process optimization and AI automation to improve financial reporting accuracy and efficiency. - Oversee the budgeting process and ensure alignment with strategic goals. - Design and implement performance metrics to track financial health and organizational performance. Leadership and Collaboration - Foster a high-performance team culture focused on strategic thinking and execution rigor. - Partner cross-functionally to align financial strategies with organizational objectives. - Deliver executive-level reporting with clear financial insights and strategic recommendations. Innovation and Growth - Develop and execute growth strategies leveraging financial insights and AI capabilities. - Ensure compliance with 503A/503B regulatory standards in all financial activities. - Champion continuous improvement in financial planning tools and methodologies. Knowledge and Skills: - Expertise in financial modeling, forecasting, and analysis with AI integration. - Proficiency in AI and data analytics for strategic financial decision-making. - Strong leadership and communication skills. Experience and Qualifications: - Bachelor's degree in Finance, Business Administration, or related field; MBA or CFA preferred. - Proven experience in financial planning and analysis with strategic leadership responsibilities. - Demonstrated expertise in AI-driven financial processes and regulatory compliance. Employee Benefits, Health and Wellness: - Medical, dental, and vision coverage. - Paid time off. - 401(k) matching. - Wellness perks, IV therapy, and compounded medications. Physical Requirements: - Ability to remain stationary for extended periods and use computer equipment. - Frequent movement within the office and corporate campus. - Ability to stand, walk, reach, climb, balance, stoop, kneel, crouch, or crawl as needed.

🏢 Summary: The Financial Analyst role supports operational and financial decision-making by analyzing performance data, building reports, and delivering actionable insights. The position partners with finance, operations, and analytics teams to drive forecasting, margin analysis, process improvements, and reporting automation. This role focuses on transforming complex datasets into strategic recommendations that improve profitability and efficiency. 🗂️ Requirements: Bachelor's degree in Finance, Accounting, Economics, Business Analytics, Quantitative Analysis, or related field, 3–5 years of experience in financial analysis, business analytics, or operational analytics, Strong understanding of income statements, balance sheets, and cash flow statements, Advanced Microsoft Excel skills including Pivot Tables, XLOOKUP/VLOOKUP, INDEX/MATCH, nested formulas, financial modeling, Experience working with large datasets and converting data into actionable insights, Ability to perform margin, profitability, and cost analysis, Experience preparing financial forecasts and reporting packages, Strong data validation and reconciliation skills, Experience with reporting or ERP platforms such as Power BI, Salesforce, Adaptive Insights, or NetSuite 📃 Skills: Excel, PowerBI, Salesforce, AdaptiveInsights, NetSuite, FinancialModeling, PivotTables, XLOOKUP, VLOOKUP, INDEX, MATCH, Forecasting, Reporting, DataAnalysis, KPIs, Dashboards, ERP 🏢 Description: Your Impact At Pearce, data drives decisions. As a Financial Analyst, you will play a key role in helping business leaders understand operational and financial performance, identify opportunities for improvement, and support strategic decision-making. You will partner closely with finance, operations, and data analytics teams to transform complex data into actionable insights that improve profitability, operational efficiency, and business outcomes. This role is ideal for an analytical and intellectually curious professional who enjoys solving business problems, building meaningful reporting, and influencing decisions through data-driven recommendations. Your work will directly support forecasting, reporting, margin analysis, process improvement initiatives, and the development of scalable business intelligence tools across the organization. Core Responsibilities - Partner with finance and operations leadership to analyze business performance and identify opportunities for operational efficiency, cost savings, and process improvements. - Support monthly, quarterly, and annual forecasting processes by developing analyses, validating assumptions, and providing actionable insights. - Prepare and maintain weekly, monthly, and quarterly financial and operational reporting packages for leadership. - Develop ad hoc analyses and deep-dive reporting to support strategic initiatives and business decision-making. - Collaborate with the Data Analytics team to automate reporting, improve data accessibility, and enhance dashboard capabilities. - Gather, organize, validate, and reconcile data from multiple systems to ensure reporting accuracy and consistency. - Perform margin, profitability, and cost analyses to identify trends and opportunities for improved business performance. - Learn and become a subject matter expert in business systems, reporting platforms, and financial data sources. - Assist in the development and maintenance of reports, dashboards, and key performance indicators (KPIs). - Support cross-functional teams by translating data into clear business recommendations and actionable insights. - Promote reporting standardization, process improvements, and best practices across business units. - Present findings and recommendations in a concise and meaningful way to both financial and non-financial stakeholders. - Perform additional duties and special projects as assigned. Core Requirements - Bachelor's degree in Finance, Accounting, Economics, Business Analytics, Quantitative Analysis, or a related field preferred. - 3–5 years of experience in financial analysis, business analytics, operational analytics, or related roles. - Strong understanding of financial statements, including income statements, balance sheets, and cash flow statements. - Advanced Microsoft Excel skills, including Pivot Tables, XLOOKUP/VLOOKUP, INDEX/MATCH, nested formulas, financial modeling, and large dataset analysis. - Experience working with large datasets and converting complex information into actionable business recommendations. - Ability to analyze trends, identify business drivers, and provide data-supported recommendations. - Strong communication skills with the ability to present complex information clearly and effectively. - Experience partnering with business leaders and supporting cross-functional decision-making. - Strong attention to detail and commitment to data integrity and accuracy. - Self-motivated, organized, and able to manage multiple priorities in a fast-paced environment. - Ability to work independently while maintaining strong collaboration across teams. - Experience with Power BI, Salesforce, Adaptive Insights, NetSuite, or similar reporting and ERP platforms preferred. What Success Looks Like - Demonstrates intellectual curiosity and a strong desire to understand business operations. - Builds trusted partnerships with finance, operations, and leadership teams. - Identifies meaningful trends and opportunities that improve business performance. - Leverages data to influence decisions and drive measurable results. - Continuously seeks opportunities to automate processes and improve reporting efficiency. - Quickly adapts to changing priorities and evolving business needs. - Maintains a proactive, solution-oriented mindset focused on operational excellence and continuous improvement. What We Offer In addition to wages, employees may be eligible for performance and referral bonuses, production incentives, stipends, company vehicle, per diem or other applicable compensation. Full-time employees receive a comprehensive benefits package including health and life insurance, 401(k) with employer match, paid time off, tuition reimbursement, and professional development courses. Pearce offers competitive compensation, comprehensive health benefits including medical, dental and vision insurance, flexible spending accounts, HSA option, paid vacation and paid holidays, company-matching 401(k) retirement plan, life insurance, tuition reimbursement, and professional development training. As required for the role, employees may receive a company vehicle, phone, laptop, or tablet along with necessary tools and safety equipment.

🏢 Summary: Entry-level Financial Planner role within a centralized Financial Planning Group, responsible for preparing comprehensive financial plans and analyses to support Wealth Management Teams. The position focuses on document analysis, data management, and use of financial planning software to deliver customized client plans. Ideal for candidates beginning their CFP® path and seeking to build technical expertise in financial planning. 🗂️ Requirements: Bachelor’s degree (Financial Planning, Business, Economics, Psychology, Finance or related), CFP® coursework started, Proficiency in MS Word, Excel, PowerPoint, Outlook, Experience with Salesforce and financial planning software, Strong analytical and organizational skills, Ability to manage multiple priorities and meet deadlines, Customer service orientation, Ability to travel up to 10%, Availability during standard business hours 📃 Skills: Excel, Word, PowerPoint, Outlook, Salesforce, eMoney, Morningstar, SS Analyzer, CRM, portfolio analysis, tax planning 🏢 Description: Job Summary: Financial planning is the foundation of the organization. The Financial Planning Group is a centralized group of paraplanners that supports Wealth Management Teams nationally to create customized and comprehensive personal financial plans. The candidate will be responsible for document analysis, data management, and financial plan preparation. This is an entry level financial planning position perfect for the candidate who seeks to gain technical competency in preparation for a career in financial planning. Essential Job Functions: - Prepare financial plans for prospective clients and existing clients, including spending plans, investment analysis, retirement projections, Social Security analysis, education-funding analysis, stock options analysis, estate-planning analysis, tax planning, asset protection, and risk management needs analysis. - Work with the sales team and advisors to collect documents from clients to prepare the financial plan. - Use financial planning tools (eMoney, Morningstar, SS Analyzer, Excel worksheets, CRM, portfolio analysis) to create financial plans for clients. - Partner with sales and wealth advisor teams to deliver an exceptional, seamless client experience focusing on accuracy and timeliness. - Collaborate with other groups within Family Wealth Services and Investments to develop client strategies that incorporate relevant and specific recommendations. - Keep current on financial planning topics including cash management, investments, wealth transfer strategies, complex retirement needs, Social Security, and tax planning. - Assist with creating and implementation of workflows and procedures to improve efficiency and enhance team processes. Required Knowledge, Skills and Abilities: - Bachelor’s degree from an accredited institution (preferably Financial Planning, Business, Economics, Psychology, or Finance related). - Has begun CFP® coursework. - At least 1 year of financial industry related experience preferred. - Proficiency with MS Word, Excel, PowerPoint and Outlook; experience with Salesforce and financial planning software (eMoney, SS Analyzer, CRM, portfolio analysis, tax planning) preferred. - Excellent verbal, written, analytical and organizational skills. - Demonstrated organizational skills and ability to manage multiple priorities and deliver to tight deadlines in a team environment. - Customer service orientation, coachable, and eager to learn. - Highly flexible and able to maintain confidentiality. - Ability to travel up to 10%. Work Schedule: This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs. Working Conditions: This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs. Travel up to 10% of the time. Benefits: - Company Paid Basic Life & AD&D Insurance - Company Paid Short-Term and Long-Term Disability Insurance - Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance - Three Cigna medical plan offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan - Kaiser Medical plans available in California - Health Savings Account (HSA) with company contributions if enrolled in HDHP medical plan - Two comprehensive Dental Plans - Vision Insurance Plan - Dependent Care Savings Account - 14 Company Paid Holidays including a full week off at Thanksgiving - Generous paid time off program - Employee Assistance Plan - Family Medical Leave - Paid Parental Leave (8 weeks) - Adoption Assistance Reimbursement Program - Company Paid Concierge Services - 401(k) Retirement Plan with Traditional and Roth options and per pay period match - Pet Insurance - Personalized financial planning and guidance at preferred employee pricing

🏢 Summary: Manager, Sales Planning – West role focused on driving sales forecasting, demand planning, trade investment optimization, and inventory alignment for the Western Grocery region. The position partners cross-functionally with Sales, Finance, Supply Chain, Brand, and IT to improve commercial planning effectiveness and operational efficiency in a high-growth CPG environment. Hybrid onsite role in Walnut Creek, CA with leadership responsibilities in analytics, forecasting, and process improvement. 🗂️ Requirements: Bachelor's Degree, 5+ years experience in Sales Planning, Demand Planning, or Commercial Analytics, Experience in CPG or Food & Beverage industry, Experience managing annual planning and forecasting cycles, Collaboration experience across Sales, Finance, Supply Chain, and IT, Proficiency with trade promotion management systems, Intermediate Excel or BI tools skills, Ability to work onsite in Walnut Creek, CA with hybrid schedule 📃 Skills: Excel, SAP, Exceedra, Confido, ERP, TPM, BI, Forecasting, Analytics, Planning, KPI, Dashboarding 🏢 Description: BUILT ON FLAVOR. FUELED BY PEOPLE. What's it like to work here? There's a lot of snacking and geeking out over what everyone cooked over the weekend, along with plenty of hard work. With over 100 products sold nationwide, the company is a top-five brand in multiple flavor categories at Costco, Walmart, Whole Foods, and more. About the Role: The Manager, Sales Planning – West serves as a key commercial leader responsible for driving the integration of sales, demand, and inventory planning across the organization, focusing on the Western Region of Grocery. This role partners cross-functionally with Sales, Brand, Finance, and Operations to deliver accurate forecasts, optimize trade investment, and improve customer inventory health. The Manager ensures that commercial plans are data-driven, strategically aligned, and executed to support sustainable growth and operational efficiency. Key Responsibilities Include: Strategic Sales Planning Leadership - Lead the development of sales and demand plans, aligning volume, revenue, and trade investment targets with company strategy. - Drive the end-to-end planning calendar, ensuring alignment and timely input from cross-functional partners including brand, sales, planning, and finance. - Challenge assumptions and elevate the analytical rigor of commercial plans through data-driven insights and scenario modeling. Team Development - Build team capabilities in forecasting, analytics, and cross-functional communication. - Create a collaborative and performance-driven environment that emphasizes continuous improvement and proactive problem-solving. Forecasting & Demand Planning - Own divisional monthly sales forecast accuracy and integration into the Demand Planning process. - Manage cross-functional forecasting reviews, ensuring timely updates reflecting current market dynamics, customer performance, and promotional shifts. - Partner with Finance to ensure forecast alignment with financial targets and strategic objectives for revenues, trade spend, and total promotional spend. Trade & Promotional Effectiveness - Oversee post-event analysis and ROI evaluation for trade and promotional spend. - Identify opportunities to improve trade and total investment spend efficiency and recommend reallocation strategies. - Support Trade Finance teams with integration of sales plans, trade planners, and trade promotional tools during annual promotional planning. Customer Inventory & Supply Optimization - Monitor customer-level inventory performance, driving proactive actions to prevent out-of-stocks or overstocks. - Develop and maintain real-time dashboards and visibility tools for internal and external stakeholders. - Partner with Supply Chain to ensure sales and operations alignment, supporting service level and inventory health goals. - Anticipate inventory requirements for new items based on historical sales performance, promotion analysis, and customer loading needs. Process & Infrastructure Enhancement - Design and implement scalable processes, tools, and templates for sales planning, forecasting, and performance tracking. - Partner with IT and Data teams to enhance system capabilities such as TPM, ERP, and BI tools. - Standardize reporting and establish KPIs to improve commercial planning effectiveness. Executive Communication & Strategic Partnership - Serve as a liaison between Sales and cross-functional leadership, ensuring commercial plans are cohesive and actionable. - Provide leadership with data-driven insights into sales execution, trade effectiveness, and forecast risk. - Partner in executive-level presentations and represent the Sales Planning function in strategic business reviews. What You Bring To The Table: Education & Experience - Bachelor's Degree required; MBA or related advanced degree preferred. - 5+ years of progressive experience in Sales Planning, Demand Planning, or Commercial Analytics, preferably within CPG or Food & Beverage. - Experience with major grocery retailers is a plus. - Proven experience managing complex annual planning and forecasting cycles. - Strong business acumen with experience collaborating across Sales, Finance, Supply Chain, and IT. - Proficiency with trade promotion management systems (Exceedra, Confido, or similar) and intermediate Excel or BI tools; SAP Business One knowledge is a plus. Leadership Characteristics - Strategic Operator with strong commercial and operational awareness. - Analytical Innovator who uses data and insights to improve business performance. - Collaborative Partner skilled in cross-functional communication. - Change Agent focused on improving systems, processes, and outcomes. Location and Travel: The position is based onsite in Walnut Creek, CA with a hybrid work structure of 4 days in the office weekly and flexible Fridays. Pay Transparency: The expected starting salary range for this role is $135,000-$155,000 per year. Benefits: - Paid time off - 401k - Bonus and incentive eligibility - Equity grants - Competitive health benefits - Family-friendly benefits including parental leave Work Environment: - Fast-paced and collaborative culture - Emphasis on smart risk-taking and continuous improvement - Flexible work arrangements supporting work-life balance Equal Opportunity: All qualified applicants will receive consideration for employment without regard to legally protected characteristics.

🏢 Summary: Senior FP&A role focused on financial planning, forecasting, reporting, revenue analysis, and executive-level financial insights in a fast-paced engineering services environment. The position involves cross-functional collaboration, ERP and reporting system management, Power BI dashboarding, and budgeting support across multiple business units and international teams. 🗂️ Requirements: Bachelor's degree in Business, Finance or Accounting, Minimum 7 years of FP&A experience, Experience with budgeting, forecasting, scenario analysis and management reporting, Strong Microsoft Excel skills, Strong Microsoft PowerPoint skills, Experience with Oracle NetSuite, Ability to analyze financial statements and key financial drivers, Experience working with large data sets, Strong analytical and critical thinking skills, Ability to manage multiple tasks in a fast-paced environment, Excellent communication and interpersonal skills 📃 Skills: Excel, PowerPoint, NetSuite, PowerBI, OneStream, ERP, FP&A, Forecasting, Budgeting, Reporting, Finance, Accounting 🏢 Description: REPORTS TO: This position reports to the FP&A Manager and will work closely with the Director of Finance and CFO, with other company executives, with Business Managers and other integral members of accounting and finance as well. Responsibilities • Integral member of monthly revenue recognition and margin analysis (customer, project, indirect cost levels, etc.). • Produce quality reports and analysis for key deadlines such as: • Weekly Reporting and analysis of operational indicators: headcount, projects, activity ratios, cash reporting, etc. • Monthly financial and analysis reports: revenue by type and customer, detailed P&L analysis, intercompany activity, cash flow, accounts receivable, WIP, etc. • Quarterly financial reporting for Group consolidation purposes (detailed P&L and Balance Sheet schedules, etc.) • Build ad hoc analysis and communication for strategic Operations and Finance initiatives • Review financial results, comparing and analyzing actuals vs plan, forecast, and prior year • Maintain data integrity across ERP and reporting systems to ensure accuracy of financial reporting. • Work cross-functionally with various departments and executives to analyze data that drives action, including Sales, G&A and recruiting departments. • Full annual budget and monthly reforecasting process. Build and maintain forecasting models/tools; work in collaboration with business groups to provide insightful analysis • Power BI monthly dashboard publications. • Executive level reporting, multi-business unit coverage, and collaboration with international counterparts (Canada, Mexico and ultimately Group consolidation in Paris) • Other duties as assigned Requirements • Strong work ethic and a positive attitude with the ability to work independently and in a team. • A team player with strong interpersonal skills. • Identify risk-related issues needing escalation to management • Able to manage multiple on-going tasks in a fast-paced, always changing environment with a high degree of accuracy • Excellent critical thinking, troubleshooting and analytical skills • Display a high-level of understanding of the business' financial statements, including awareness of key drivers/trends in major balance sheet and income statement line items • Comfortable working with large data sets to distill valuable insights • Shows accountability for accuracy and quality of work product • Proven effective analytical skills • Conduct research and analytical projects involving financial modeling/forecasting to provide senior management with financial trend insights. • PREFERRED: Desire to master new ERP / Reporting Systems, knowledge with Power BI, OneStream or other Business Intelligence software or interest in learning. • PREFERRED: Experience in an engineering services, professional services, or project-based revenue environment. • Excellent communication skills with the ability to build relationships as a trusted business partner with the FP&A Manager, CFO, all Executive VP's (Steering Committee), CEO, COO, Sales Teams, etc. Qualifications • Bachelor's degree in Business, Finance or Accounting • Minimum of 7 years of progressive FP&A experience, including budgeting, forecasting, scenario analysis and management reporting. • Strong Microsoft Excel and PowerPoint capabilities with a high level of organizational skills and attention to detail • Oracle NetSuite Experience Strongly Preferred Salary Range: $86,000-$110,000 • The actual salary offered is dependent on various factors including, but not limited to, location, the candidate's combination of job-related knowledge, qualifications, skills, education, training, and experience. All qualified applicants will receive consideration for employment and will not be discriminated against on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, age, genetic information, or pregnancy. Compliance Notice: Alten USA is a federal contractor subject to the requirements of the Vietnam Era Veterans' Readjustment Assistance Act (VEVRAA) and Executive Order 11246. We are an Equal Opportunity Employer and consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status. Drug Screening Requirement: As a federal contractor, Alten USA maintains a drug-free workplace. All candidates selected for employment will be required to successfully complete a pre-employment drug screening as a condition of hire.