Senior FP&A Analyst

At PBI-Gordon Companies, and our subsidiaries PBI-Gordon Corporation, Pegasus Laboratories, and PetAg, Inc, our priority is people, pets, and the places they go. As employee owners, we support each other in building our careers as well as our companies. Our foundation is rooted in integrity, innovation, partnership, and pride. Come grow with us!

Position Summary:

This position will partner with the CFO and Director of Finance to develop, implement, and foster data-driven decision making in all areas of the Company. The position will be responsible for forecasting, reporting, and analysis for all three subsidiaries of PBI-Gordon Companies, Inc. The position will interact with cross functional leadership on a regular basis. The individual will have the opportunity to advance within the Company, either through expanding the FP&A function or moving to other functional areas.

Primary Responsibilities/Activities:

Financial Leadership & Strategy: Serve as a key financial leader, working closely with the General Manager, subsidiary GMs, and department heads (Sales, Marketing, Operations) to drive growth. This includes creating sophisticated financial models, participating in strategic and business planning, and analyzing business expansion opportunities (product, location, customer, channel).

Financial Analysis & Reporting: Analyze monthly financial and operational results, providing insights and recommendations to management. Perform customer/product profitability and rate/volume/mix analysis. Conduct ad hoc financial analysis as needed.

Budgeting & Forecasting: Lead the annual budget process, intra-year (mid-year) forecasts, and long-range forecasting (5-year and 10-year) for all operating companies and the consolidated entity. Develop a deep understanding of how the 10-year forecast impacts the company's valuation.

Pricing: Partner with Sales & Marketing and the Cost Accountant to analyze and optimize product pricing. Implement comprehensive product pricing/sales forecasting/gross margin models.

Sales Incentive Optimization: Partner with sales and marketing teams to analyze and optimize sales incentive programs.

Systems & Processes: Utilize and continuously improve the corporate forecasting/reporting tool (Prophix) and other software, methods, and processes for budgeting and forecasting. Function as a power user of these systems, creating custom reports and analyses as requested.

Performance Management: Partner with the CFO, Director of Finance, and subsidiary General Managers to define KPIs and develop financial and operational dashboards for performance monitoring.

Collaboration & Best Practices: Work closely with the CFO, Director of Finance, Financial Analyst, Controller, and Cost Accountant to implement best practices (pricing models, ROI models, etc.).

Qualifications:

Experience/Education: B.S. or B.A. degree in Business Analytics, Finance, Accounting, or Economics

5+ years of FP&A experience (experience in a manufacturing environment a plus

Proficiency with Microsoft Office applications and ERP systems (Microsoft D365 experience a plus)

Experience manipulating data from multiple sources (e.g. ERP, Power BI, HRIS, Concur, etc.)

Experience building and maintaining financial models used to analyze and forecast business outcomes

Ability to distill complicated analysis into understandable and actionable insights

Strong communication skills to explain analysis and insights to employees at all levels of the organization with varying levels of financial sophistication

Confident, assertive, and proactive with keen attention to detail

Travel required in this position: occasional travel (less than 15%) may be required to visit PBI-Gordon facilities located in Kansas, Missouri, Arkansas, Illinois, and Florida.

PBI-Gordon Companies and its subsidiaries are proud to offer a comprehensive benefits package to eligible, full-time employees who work 30 hours per week or more. Full-time employees will become eligible to participate in benefits on the first of the month following their start date, unless stated otherwise below. (Note: Interns, temporary or part-time employees, do not qualify for eligibility.)

Medical Insurance

We are committed to helping you and your dependents maintain health and wellness by offering voluntary, competitive medical insurance and prescription drug plan options.

Dental Insurance

Choose from two voluntary dental plans that are designed to help protect you and your dependents’ oral health.

Vision Insurance

Our voluntary vision insurance plan is designed to help protect you and your dependents eye health. Coverage is available for eye exams, frames, lenses, and contact lenses. Employee owners are responsible for 100% of the cost of this plan.

Life Insurance with Accidental Death & Dismemberment (AD&D)

We offer a company-paid $50,000 life insurance policy with AD&D. You also have the opportunity to purchase additional life and AD&D insurance for yourself, your spouse and/or your dependent children. The cost for this coverage is based on the amount you elect and your age.

Short- and Long-term Disability

Our company-paid short-term and long-term disability plans to provide income replacement in the event you are not able to work due to illness or injury. Short-term disability will provide 70% income replacement up to $1,350 per week and long-term disability will provide 60% income replacement up to $5,000 per month.

Employee Assistance Program (EAP)

EAP Services are company paid to benefit all employee-owners and their families. EAP provides up to six free counseling sessions to help you and your family members manage life stressors, solve personal or relationship concerns, and achieve your goals.

Flexible Spending Account (FSA)

Flexible Spending Plans offer employee-owners the option to set aside pre-tax monies into a medical reimbursement or dependent care account to help pay for out-of-pocket medical, dental or vision expenses or day care costs. The maximum contributions are determined by the IRS and adjusted annually. This is a use-it-or-lose-it account, meaning any funds remaining in the account following the close of the plan year will be forfeited.

Pet Insurance

We love our pets! Pet insurance options for your furry friends is offered through the ASPCA. Employee-owners can enroll and pay premiums directly to ASPCA.

Paid Holidays & Paid Time Off (PTO)

Everyone needs time off to rest and recharge! Paid time off includes Regular PTO, Personal PTO, and specified paid company holidays. *The amount of paid time off (PTO) depends upon the employee's position and years of service.

Employee Stock Ownership Plan (ESOP)

We act like we own the company because we do! An ESOP provides employees with an ownership stake in the company. It’s an additional form of compensation directly tied to PBI-Gordon Companies financial success. All regular employees are eligible to participate in the ESOP the first of the month following 30 days of service. PBI-Gordon Companies contributes approximately 18% of total compensation annually with a six-year vesting schedule. Our ESOP is more than a benefit, it is a key part of a culture, and it can provide significant rewards in retirement!

401(k) Retirement Savings Plan

Saving for retirement is one of the most important financial decisions you can make. We offer a 401(k)-retirement savings plan to assist employees with this important financial goal. New employee owners are eligible to participate the first of the month following 30 days of employment. We provide a company match of 100% up to 3% deferral with a three-year vesting schedule.

Fitness Reimbursement

We believe regular exercise helps improve overall health and job performance. PBI-Gordon will reimburse up to a maximum of $300 annually for gym/fitness memberships.

William Everett & Mary Ellen Mealman Scholarship Fund

Children or grandchildren of employee-owners may apply for a scholarship under the William Everett & Mary Ellen Mealman scholarship fund. Applicants are awarded based on financial need, academic achievement, and involvement in extracurricular/community activities.

Tuition Reimbursement

After one full year of employment, employee-owners are eligible for tuition reimbursement for bachelor’s level coursework related to their current job or any future job offered at PBI-Gordon Companies.

Parental Leave

Company paid parental leave is offered to employee-owners following the birth of a child or the placement of a child with an employee in connection with adoption, foster care, or surrogacy. This policy will run concurrently with Family and Medical Leave Act (FMLA) leave, as applicable.

If you are a California resident, you have rights under the California Consumer Privacy Act (CCPA).

Please see our CCPA disclosure for more information.

Employment is contingent upon and may not begin until the successful completion of a pre-employment background and drug screen.