Financial Planning and Analysis Manager

Since 1946, Davis-Ulmer Fire Protection has been provided full-service fire sprinkler, suppression, alarm, and security systems to its customers, while maintaining our reputation as one of the most respected companies in the industry. Davis-Ulmer contributes its success to their loyal employees and customers. The company's overall work force has grown and as we move forward, we foresee continued expansion throughout the Northeast.

At DU we believe that investing and empowering our employees as leaders develops an organization that delivers innovative solutions and services that create a superior customer experience. The unique blend of our leader's abilities and the ownership of their work, combined with our culture and values, creates something that is simply described as the Davis-Ulmer difference.

Due to continued growth, we are seeking a Financial Planning and Analysis Manager to join our corporate support team. Our DU Support team is centralized in Rochester, NY but we are considering candidates from Buffalo, Rochester, Syracuse, Binghamton and Albany. This is a hybrid work model, but easy access to Rochester, NY is preferred.

In this role, you will lead a team dedicated to analyzing and reporting the organization’s financial performance. This role will play an integral role in partnering with business leaders to interpret results and identify areas of opportunity and growth. This key business leader will gather, analyze, synthesize and share data relating to achievement of performance KPIs on a routine basis. The FP&A manager will also drive the budget and forecasting process on a monthly and annual basis, respectively.

• Acts as a trusted business partner to the organization supporting all financial analyses, reporting and planning needs
• Manages the annual budget preparation and submission process
• Creates and launches a monthly forecasting process ensuring clarity of anticipated results
• Develops a cohesive story around financial results and present data in a simple, clear and concise way
• Creates and analyzes methods to communicate and track how an individual branch and / or department is doing versus the budget and forecast
• Collaborate cross-functionally to drive continued improvements and advise on potential margin and opex optimizations
• Creates and/or monitors productivity and profitability measures / KPIs to support our long-term goals and supports the tracking of execution on those as needed
• Communicates effectively with senior leadership to keep the business informed of risks & opportunities as they arise
• Leads the team in a process to review the business’s work-in-progress jobs and approve associated posting of revenue as part of monthly financial close
• Builds and sustains strong relationships with branch leaders to facilitate profitability and forecasting conversations in an effort to optimize financial performance
• Creates reports such as Cost to Complete, service, contract and customer inquiry reports

• Bachelor's degree in Finance, Accounting, Economics or equivalent with a Master’s degree preferred
• 5+ years experience in Financial Planning and Analysis
• Experienced knowledge of Microsoft Excel, BI and Dynamics AX
• Ability to write clear and informative emails, memos, letters, reports, etc.
• Ability to apply effective interpersonal skills to provide a people first service
• Ability to work independently and as a team member to ensure great results
• Ability to provide regular performance feedback and write clear performance appraisals for staff

• CPA preferred, but not required
• Valid State Driver’s License

• This position will directly supervise the Financial Planning team
• This position will assist in the supervision of the branch leaders’ finance planning

• Office environment with moderate noise
• Mostly sedentary role
• May require consistent time spent on the computer and phone throughout the day
• May require travel to other branch locations for meetings, trainings, etc.

$125,000- $155,000/year