Financial Planner I

🏢 Summary: The Financial Planning & Analysis Manager supports enterprise-wide budgeting, forecasting, pricing analytics, and strategic decision-making, partnering with executive and cross-functional leaders to drive revenue growth and profitability. The role focuses on advanced financial modeling, pricing strategy evaluation, commercial performance analysis, and management reporting. It plays a key role in improving forecasting processes, optimizing pricing, and enhancing business performance across the organization. 🗂️ Requirements: Bachelor's degree in Finance, Accounting, Economics, Business, or related field, 5–8+ years of experience in FP&A, Corporate Finance, Commercial Finance, or Pricing Analytics, Advanced financial modeling, forecasting, budgeting, and scenario analysis experience, Experience in pricing, profitability, and revenue performance 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 forecasting methodologies and KPI development, Experience supporting executive leadership and cross-functional teams 📃 Skills: Excel, PowerBI, Sigma, Tableau, ERP, FinancialModeling, Forecasting, Budgeting, ScenarioAnalysis, PricingAnalytics, ProfitabilityAnalysis, KPI, BI 🏢 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 Wayne, IN Candidates located in or willing to relocate to the Fort Wayne, IN market are prioritized. Exceptional remote candidates may be considered on a case-by-case basis. COMPENSATION This position offers a competitive compensation package benchmarked to regional market standards. It includes a base salary plus the opportunity for quarterly profit sharing after one year of employment. 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 Wellness & Fitness On-site CrossFit-style gym with a full-time personal trainer offering group classes, virtual personal training, personalized workout plans, and nutrition coaching. Exclusive Employee Perks PTR swag and uniform/boot allowance. On-site micro-markets with snacks and essentials. Discounts on phone plans, supplier vehicles, mobile detailing, tools, and equipment. Additional partner and vendor discounts. Performance Incentives Commission structures, bonuses, or profit-sharing opportunities based on performance, depending on the role. Comprehensive Benefits — Starting Day One Premium 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. Training, Growth & Recognition Use of the Predictive Index behavioral assessment tool to support hiring decisions, team development, and employee engagement. Culture & Connection Field days and team events. The Extra Mile Recognition Program. Text alerts and open communication initiatives. Employment Classification Full-time, part-time, contractor, and intern positions available depending on business needs. Benefits eligibility varies by employment classification. Equal Opportunity Employer All qualified applicants will receive consideration for employment without regard to legally protected characteristics.

🏢 Summary: Client-facing Wealth Advisor role managing a portfolio of 150–250 clients, delivering comprehensive financial planning and investment guidance, and supporting regional business development. The position involves onboarding new clients, performing portfolio analysis, presenting financial plans, and collaborating with senior leadership. Requires strong expertise in financial planning concepts, investment analysis, and financial technology platforms. 🗂️ Requirements: Bachelor’s degree in Business, Economics, Accounting, Finance or related field, 5–25 years of relevant financial advisory experience, Certified Financial Planner (CFP) designation, Advanced knowledge of financial planning, investments, tax, insurance, and estate planning, Experience generating and reviewing performance reports, Proficiency with Microsoft Office tools, Experience with Salesforce and financial planning software, Ability to travel up to 50% 📃 Skills: FinancialPlanning, Investments, AssetAllocation, PortfolioAnalysis, InvestmentResearch, TaxPlanning, EstatePlanning, InsurancePlanning, Salesforce, MicrosoftOffice, Excel, PowerPoint, Outlook, Docusign, FinancialPlanningSoftware, PerformanceReporting 🏢 Description: Job Summary: The Wealth Path Wealth Advisor works in a client-focused, team-centered environment under the direction of one of the firm's Managing Directors and Wealth Path leadership to support the team's region-wide business development and client service efforts. Essential Job Functions for the Wealth Advisor will include: - Functioning as the primary trusted advisor to a book of 150-250 Wealth Path clients - Ensuring retention of the firm's clients and bringing in additional assets from existing clients to move clients from Wealth Path into Custom Wealth - Successful onboarding or transitioning of 10-50 new clients a year to obtain a client book size of 250 clients - Supporting the team's Regional Vice Presidents and Managing Directors as a subject matter expert (SME) in the areas of investments, tax, pension, estate, insurance, and general financial planning - Analyzing, drafting, editing, delivering, and presenting financial planning modules to clients - Managing client communications and follow-up with clients' other advisors - Ensuring adherence to company standards of client care, 1 annual meeting, referrals and retention - Attending company workshops or lectures and speak to groups of potential clients when called upon - Implementing company policies and procedure - Other duties as needed Required Knowledge, Skills and Abilities: Education: - Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related); Master's degree a plus Experience: - Five to twenty-five years of job-related experience Certifications: - Certified Financial Planner (CFP) designation - Additional certifications such as ChFC, PFS, CFA or CIC considered Job Skills: - Strong knowledge of investment, finance, insurance, and tax planning concepts - Technical and analytical training and experience in financial planning - Proficiency with MS Word, Excel, PowerPoint, and Outlook; experience with Salesforce and financial planning software preferred - Ability to generate and review performance reports and present recommendations - Ability to manage multiple priorities and deliver to tight deadlines - Ability to work without close supervision - Ability to travel up to 50% for client meetings and trainings Competencies: Business & Technological Knowledge: - Advanced knowledge of financial products and financial planning concepts - Strong understanding of investments and asset allocation - Perform asset allocation and analysis for portfolio reviews and investment research - Prepare reports to illustrate trends and risks of investment opportunities - Expert use of Core Technology (Microsoft Office, Box, Custodian Sites, Task Management tools, Salesforce, Docusign) - Comprehensive understanding of compliance requirements Client Focus & Accountability: - Assist in development of materials for client meetings and follow-ups - Support business development activities - Ensure work quality and timely delivery Work Schedule: Business hours Monday through Friday. Working Conditions: Professional office environment. Travel up to 50% of the time for client needs and trainings. Compensation and Benefits: - Annualized base salary range: $85,000—$145,000 USD - Eligible for annual bonus and incentive compensation - Medical, dental, and vision coverage - Life insurance - 401(k) contributions - Health Savings Account (HSA) - Short- and long-term disability - Company Paid Basic Life & AD&D Insurance - Company Paid Short-Term and Long-Term Disability Insurance - Supplemental insurance options - Three Cigna medical plans and Kaiser plans in California - Dental and Vision plans - Dependent Care Savings Account - 14 Company Paid Holidays including a full week off at Thanksgiving - Generous paid time off - 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 - Pet Insurance - Personalized financial planning and guidance at preferred employee pricing

🏢 Summary: Client-facing Wealth Advisor role managing and growing a book of 150–250 clients, delivering comprehensive financial planning and investment guidance within a team-based environment. The position focuses on client retention, onboarding new clients, asset growth, and presenting financial planning modules across investments, tax, estate, and insurance. Offers competitive base salary, bonus potential, and a comprehensive benefits package. 🗂️ Requirements: Bachelor’s degree (Business, Economics, Accounting, Finance or related), 5–25 years of relevant financial advisory experience, Certified Financial Planner (CFP) designation, Advanced knowledge of financial planning concepts and financial products, Experience managing client relationships and investment portfolios, Ability to generate and review performance reports, Proficiency with Microsoft Office suite, Ability to travel up to 50% 📃 Skills: FinancialPlanning, Investments, TaxPlanning, EstatePlanning, Insurance, AssetAllocation, PortfolioAnalysis, Salesforce, MicrosoftOffice, Excel, PowerPoint, Outlook, Docusign, FinancialPlanningSoftware 🏢 Description: Job Summary: The Wealth Path Wealth Advisor works in a client-focused, team-centered environment under the direction of the firm's leadership to support region-wide business development and client service efforts. Essential Job Functions: - Function as the primary trusted advisor to a book of 150–250 Wealth Path clients - Ensure client retention and bring in additional assets to transition clients into Custom Wealth - Onboard or transition 10–50 new clients annually to build a book of up to 250 clients - Support Regional Vice Presidents and Managing Directors as a subject matter expert in investments, tax, pension, estate, insurance, and financial planning - Analyze, draft, edit, deliver, and present financial planning modules to clients - Manage client communications and coordinate with clients' other advisors - Ensure adherence to company standards of client care, annual meetings, referrals, and retention - Attend workshops or lectures and speak to potential clients when required - Implement company policies and procedures Required Knowledge, Skills and Abilities: Education: - Bachelor’s degree from an accredited institution (Business, Economics, Accounting, Finance preferred); Master’s degree a plus Experience: - Five to twenty-five years of job-related experience Certifications: - Certified Financial Planner (CFP) designation required - Additional certifications such as ChFC, PFS, CFA, or CIC considered Job Skills: - Strong knowledge of investment, finance, insurance, and tax planning concepts - Technical and analytical training in financial planning - Ability to generate and review performance reports and present recommendations - Advanced knowledge of financial planning software and comparison tools - Strong understanding of investments, asset allocation, and portfolio analysis - Expert use of Microsoft Office, Box, Custodian Sites, Task Management tools, Salesforce, and Docusign - Comprehensive understanding of compliance requirements - Ability to manage multiple priorities and work independently - Ability to travel up to 50% for client meetings and trainings Work Schedule: Business hours Monday through Friday. Working Conditions: Professional office environment; standing and sitting at assigned workstation. Travel up to 50% for client needs and trainings. Compensation and Benefits: Annual base salary range of $85,000–$145,000 USD, plus eligibility for annual bonus and incentive compensation. Comprehensive benefits package includes: - Medical, dental, and vision coverage - Life and AD&D insurance - Short- and long-term disability insurance - 401(k) retirement plan with Traditional and Roth options and employer match - Health Savings Account (HSA) with company contributions - Paid holidays (including a full week at Thanksgiving) and generous PTO - Paid parental leave and family medical leave - Adoption assistance reimbursement - Employee Assistance Plan - Dependent Care Savings Account - Pet insurance - Personalized financial planning at preferred employee pricing

🏢 Summary: This role combines financial operations, investor reporting, go-to-market strategy, and talent scaling within a high-growth SaaS environment. The position owns core finance processes, prepares board materials, supports B2B/AI growth strategy, and leads full-cycle technical recruiting and event planning. It requires hands-on experience building systems across finance, operations, and talent in technology companies. 🗂️ Requirements: Bachelor’s degree in Economics or related field, 2 years of experience in the job offered or related role (e.g., Senior Associate/Analyst), At least 1 year of experience preparing board presentations and investor materials with metrics reporting, At least 1 year of experience building and evolving financial operations, At least 1 year of experience developing go-to-market strategy for B2B or AI-driven products, At least 1 year of experience conducting voice of customer research and market demand analysis, At least 1 year of experience building and scaling organizational systems or functions (talent, finance, operations), At least 1 year of experience conducting interviews with technical and non-technical stakeholders 📃 Skills: FinancialOperations, SaaS, MetricsReporting, GoToMarket, B2B, AI, MarketResearch, VoiceOfCustomer, RegulatoryCompliance, TechnicalRecruiting, AccountsReceivable, AccountsPayable, SalesEnablement 🏢 Description: Duties: Own and operate core financial functions within the business (e.g., accounts receivable, accounts payable, department expense management) Prepare quarterly board presentations and investor materials, reporting on SaaS metrics and company-wide focus areas Create sales collateral and strategy materials that can be leveraged for sales enablement efforts Lead end-to-end planning and execution of offsites and team events Partner with legal to manage regulatory compliance programs Scale the talent function from ad hoc hiring to a structured, systems-driven recruiting engine Lead full-cycle technical recruiting (outbound, inbound, agency coordination) Lead planning of events with other tech startups in NYC to attract top talent into the business Role Requirements: Education Required: Bachelor or foreign equivalent in Economics or related fields Experience Required: 2 years' experience in job offered or related occupations (e.g. Senior Associate/Analyst) Special Requirements: Must have at least 1 year of prior work experience in each of the following: Preparing board presentations and/or investor materials, reporting on metrics and focus areas Helping build and evolve financial operations across areas of the business Developing go-to-market strategy for B2B technology or AI-driven products Conducting voice of customer research and market demand analysis to inform growth strategy for technology companies Building and scaling systems or functions for an organization (e.g., talent, finance, operations) Conducting interviews across stakeholder groups of technical and non-technical backgrounds Work Site: 36 W 25th Street, Floor 16, New York, NY 10010 Compensation: $140k-$160k Salary Benefits Top of the line health, dental and vision insurance, with 100% premium covered 401k matching Free lunch in office Monthly team dinner (we have a lot of foodies) for each office Commuter benefits

🏢 Summary: Opportunity for an experienced Wealth Advisor to manage and deepen relationships with affluent clients, delivering comprehensive financial planning and investment solutions. The role focuses on fiduciary client service, portfolio analysis, and collaboration with in-house experts in tax, estate, and insurance. Advisors leverage financial planning software and a unified platform to develop tailored strategies and drive organic growth. 🗂️ Requirements: Bachelor’s degree in Business, Economics, Accounting, Finance or related field, 7–10 years of experience as Independent Advisor, Registered Representative, Portfolio Manager, Financial Planner, or CPA, Certified Financial Planner (CFP) or equivalent designation (ChFC, PFS, CFA, CIC), Series 65 license (or qualifying exemption), Advanced knowledge of financial planning concepts and financial products, Experience with financial planning software, Strong understanding of asset allocation and portfolio analysis, Comprehensive knowledge of compliance and regulatory requirements, Ability to travel up to 20% 📃 Skills: CFP, ChFC, PFS, CFA, CIC, Series65, FinancialPlanning, PortfolioManagement, AssetAllocation, TaxPlanning, EstatePlanning, InsurancePlanning, Compliance, FinancialPlanningSoftware 🏢 Description: Job Summary: The Wealth Advisor focuses on deepening relationships with an established base of clients and organically growing their practice through referrals, while leveraging a unified in-house team of experts to help clients achieve their financial goals. Advisors focus exclusively on their clients and act as fiduciaries, utilizing advanced knowledge of financial planning and investments to diagnose client needs and propose tailored solutions. They are supported by a technology platform and a team of experts in portfolio management, financial planning, tax, estate planning, and related disciplines. Key Responsibilities and Duties - Partner with affluent clients to identify financial goals, analyze their financial landscape, and develop recommendations aligned with defined objectives - Communicate complex financial solutions clearly and effectively - Build meaningful, long-term client relationships to ensure retention - Leverage solutions including tax, estate planning, and insurance to deliver comprehensive strategies - Ensure adherence to compliance and regulatory policies and company standards of client care - Act as a fiduciary, placing client interests first Required Knowledge, Skills and Abilities Education: - Bachelor’s degree from an accredited institution (preferably Business, Economics, Accounting, or Finance); Master’s degree a plus Experience: - 7–10 years of relevant experience (Independent Advisor, Registered Representative, Securities Portfolio Manager, Financial Planner, Certified Public Accountant) Certifications/Licenses: - Certified Financial Planner (CFP) designation required, or acceptable alternative (ChFC, PFS, CFA, CIC) - Series 65 required unless exempt based on designation and state regulations Skills & Competencies: - Advanced knowledge of financial products and financial planning concepts - Ability to present investment, finance, and tax planning solutions - Strong understanding of economic landscape and its impact on clients - Experience utilizing financial planning software - Strong understanding of investments and ability to perform asset allocation and portfolio analysis - Comprehensive knowledge of compliance requirements - Ability to travel up to 20% Work Schedule: Business hours Monday through Friday. Working Conditions: Hybrid schedule with a combination of remote and office work in a professional office environment. Compensation and Benefits: Annual base salary range: $85,000—$145,000 USD, plus eligibility for annual bonus and incentive compensation. Benefits include: - Medical, dental, and vision coverage - Life insurance - 401(k) with company match (Traditional and Roth options) - Health Savings Account (HSA) - Short- and long-term disability coverage - Paid holidays and generous paid time off - Paid parental leave - Employee Assistance Plan - Dependent care savings account - Adoption assistance reimbursement - Pet insurance - Additional supplemental insurance options

🏢 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 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: 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.