Financial Planning and Analysis Manager

Compensation Range

$139,000 - $152,000 / per year

You may know us for our delicious cheesecakes…and for being recognized by Fortune Magazine as one of the “100 Best Companies to Work For®” 12 years in a row! What you may not know is how our Finance Team provides analysis, insight and support for strategy development/deployment and key initiative oversight, and skillfully prepares and examines the financial records for two bakeries producing 40,000 cheesecakes daily.

As the Financial Planning and Analysis Manager, you will play a critical role in ensuring financial planning, sales forecasting and reporting, pricing and quotation, and providing financial insights to support the organization's growth and profitability.

• A Relationship Builder:
  You enjoy building genuine relationships with people at all levels inside and outside of an organization.
• A Gold Medal Analyst:
  You enjoy breaking down numerical data and all other sources of information, systematically probing for additional details.
• Exhaustively Meticulous:
  You appreciate attention to detail, leaving nothing to chance while prioritizing immediate needs.
• A Natural People Leader:
  You lead and coach others, providing clear direction, motivation, and empowerment.

• Lead sales budgeting, forecasting, and performance reporting at customer, product, location, and segment levels.
• Develop and manage short‑ and long‑term sales financial plans for domestic and international cheesecake distribution, including royalty costs.
• Analyze and report sales forecasts for Retail, Distribution, and International channels, incorporating promotions, discounts, and other sales‑related costs.
• Prepare and present KPI metrics, trends, and performance analysis with commentary to the Leadership team.
• Monitor and analyze sales data to identify trends, risks, and growth opportunities that support strategic decision‑making.

• Manage and distribute weekly, monthly, quarterly, and annual sales reports with financial modeling and insights.
• Collaborate with sales teams to align financial plans with sales objectives.
• Prepare budgets and forecasts for distribution, warehousing, and freight‑related cost centers.
• Support month‑end and quarter‑end close processes, including journal entries for commissions, demos, rebates, and promotional costs.

• Prepare pricing quotations to ensure required variable contribution margins.
• Track quotation success rates and analyze customer/product margin variances between quoted and actual results.
• Review and improve pricing processes and procedures to enhance profitability and efficiency.

• Oversee daily operations of the customer service department, ensuring high‑quality interactions and customer satisfaction.
• Resolve customer complaints, set service standards, and identify areas for improvement.
• Mentor and develop a team of three, fostering a culture of accuracy and continuous improvement through coaching and feedback.

• Ensure compliance with GAAP and internal policies in all sales accounting practices.

• Bachelor’s degree in accounting, finance, or a related field.
• Minimum of 5 years of financial planning and forecasting experience for a manufacturing company, preferably in the food industry.
• Minimum of 3 years of managerial experience.
• Strong understanding of financial forecasting, accounting principles, gross margin analysis, and variance analysis.
• Proficient in ERP systems and advanced Excel skills.
• Excellent analytical and problem‑solving abilities with keen attention to detail.
• Strong communication and presentation skills, with the ability to explain complex financial information to non‑financial stakeholders.
• Proven leadership experience, with the ability to manage and develop a team.

• CPA or CMA certification.
• Food manufacturing industry experience.

• Eligible for annual bonus
• Vacation and sick time
• Medical, Dental & Vision
• 401(k) with company match
• 25%-35% discount when dining as a guest
• Discounted cheesecake purchase program