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Robert Half
Financial Planning and Analysis ManagerRobert Half • Richmond, BC, Canada
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Financial Planning and Analysis Manager

Financial Planning and Analysis Manager

Robert Half • Richmond, BC, Canada
8 days ago
Job type
  • Full-time
Job description

Financial Planning & Analysis Manager

Distribution Industry | Sole Contributor | Strategic Business Partner

Richmond, BC (fully on site)


Our client is seeking a highly analytical and hands-on FP&A Manager to own and lead the full financial planning and analysis function within a fast-paced distribution environment. Reporting directly to senior leadership, this role will serve as the organization’s key FP&A resource and business partner, supporting strategic decision-making through insightful financial analysis, forecasting, reporting, and operational recommendations.


This is a Manager-level role with significant ownership and visibility across the organization; however, it is an individual contributor position without direct reports. The successful candidate will be comfortable operating autonomously, building processes, and partnering closely with stakeholders across finance, operations, inventory, and sales.


Key Responsibilities

  • Own and manage the end-to-end budgeting, forecasting, and financial planning cycle across the organization
  • Prepare and present monthly P&L reporting packages, variance analysis, and management commentary for senior stakeholders
  • Develop financial models, dashboards, and KPI reporting to support operational and strategic decision-making
  • Create ad hoc analysis and reporting related to new SKUs, inventory trends, promotional items, pricing initiatives, and business performance
  • Analyze inventory activity including obsolete and slow-moving inventory, providing recommendations to leadership
  • Partner cross-functionally with operations, supply chain, sales, and executive leadership to support business initiatives and profitability analysis
  • Maintain and enhance reporting automation and data visualization using advanced MS Excel, Power Query, and Power BI
  • Identify opportunities to improve reporting processes, data accuracy, and overall financial visibility
  • Support long-range planning, business cases, and special projects as required


Qualifications

  • CPA designation required
  • 5+ years of progressive FP&A experience, ideally within a distribution, wholesale, or inventory-driven environment
  • Proven experience managing the full budgeting and forecasting cycle independently
  • Advanced proficiency in MS Excel including Power Query, financial modeling, and data manipulation
  • Experience building and presenting dashboards and reporting through Power BI
  • Strong understanding of inventory analytics, SKU reporting, promotional analysis, and operational finance
  • Ability to operate effectively as a sole contributor in a highly visible leadership-facing role
  • Excellent communication and presentation skills with the ability to translate financial data into meaningful business insights
  • Self-motivated, resourceful, and comfortable working in a fast-paced environment with evolving priorities


Why This Opportunity?

  • High-impact role with direct exposure to senior leadership
  • Opportunity to fully own and shape the FP&A function
  • Strategic and operational involvement across the business
  • Collaborative and entrepreneurial environment with strong visibility and influence
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Financial Planning and Analysis Manager • Richmond, BC, Canada

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