Finance Manager – FP&A & Strategy
Job Summary
The Finance Manager – FP&A & Strategy plays a key role in driving financial performance and strategic planning for Packard Culligan Water. This role is responsible for leading enterprise-wide budgeting, forecasting, and financial modeling efforts, while partnering with senior leadership to support long-term growth and operational excellence. The ideal candidate brings a blend of strategic thinking, financial expertise, and collaborative leadership.
Key Responsibilities
Financial Planning & Analysis
- Lead the annual budgeting and rolling forecast processes across all departments and regions.
- Develop and maintain financial models to support scenario planning, capital investments, and strategic initiatives.
- Analyze company-wide financial performance, identifying trends, risks, and opportunities.
- Prepare and present monthly, quarterly, and annual financial reports to senior leadership.
Strategic Leadership
- Partner with the CFO and Director of Finance to shape financial strategy and support business planning.
- Provide financial insights and recommendations to guide decision-making and resource allocation.
- Support M&A evaluations, capital planning, and long-term strategic initiatives.
Business Partnering & Collaboration
- Collaborate with department heads and regional leaders to align financial plans with operational goals.
- Provide financial support for cross-functional initiatives, including pricing, cost optimization, and growth strategies.
- Serve as a trusted advisor to leadership, offering data-driven insights and strategic guidance.
Team Leadership & Development
- Supervise and mentor financial analysts, fostering a culture of accountability and continuous improvement.
- Ensure timely and accurate delivery of financial reports and analysis.
- Promote collaboration and knowledge sharing across finance and business teams.
Data Strategy & Process Improvement
- Enhance financial reporting and business intelligence through data integration and automation.
- Identify and implement process improvements to increase efficiency and accuracy in financial operations.
- Ensure compliance with internal policies, industry standards, and financial best practices.
Qualifications & Skills
Education & Experience
- Bachelor’s degree in Finance, Accounting, Economics, or related field (MBA preferred).
- 5+ years of experience in FP&A, corporate finance, or strategic planning.
- Experience in multi-location or service-based businesses is a plus.
Technical Skills
- Advanced proficiency in Excel, financial modeling, and data visualization tools (Power BI, Tableau, SQL).
- Strong understanding of GAAP, financial reporting, and budgeting principles.
- Experience with ERP systems and financial software.
Soft Skills
- Excellent communication and interpersonal skills, with the ability to influence stakeholders at all levels.
- Strong analytical and problem-solving abilities.
- Ability to manage multiple priorities in a fast-paced environment.
- Strategic mindset with a focus on execution and results.
Preferred Qualifications
- Experience supporting enterprise-wide strategic planning and capital investment decisions.
- Familiarity with the water conditioning or home services industry.
- Certification in financial modeling, data analytics, or strategic finance.
Why Join Us?
- Enjoy $0 deductible medical insurance with affordable premiums! Dental, vision, life insurance and more included in our comprehensive benefits package.
- Career growth opportunities through training and development
- 401k with employer match
- Collaborative and innovative work environment
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What We Do
Packard Culligan Water is a family-owned company with values based on relationships, unity, listening, and leading locally. Our vision is a timeless responsibility to elevate people's lives through water.
The people we serve and the people we work with are our neighbors, and we continually earn their trust by providing better water where they live work, and play.
We are a group of 34 Culligan Water dealerships in 10 different states and nearly 600 employees. Founded in 1946, our dealership and headquarters is located in Minnetonka, Minnesota. We serve a large geographic portion of Minneapolis and the surrounding suburbs. We have dealership locations that serve residents and businesses in Arizona, Idaho, Illinois, Iowa, Minnesota, Missouri, Montana, New York, Pennsylvania, and Wisconsin. Our dealerships are locally run by employees who are a part of the communities that they serve.
We offer the best drinking water and the largest variety of water treatment products and services available for your home or business including water softeners, water filtration systems, reverse osmosis drinking water systems, delivered bottled water, softener salt delivery, equipment installation, and repair service. Culligan products are built to last and are backed by a 100% satisfaction guarantee as well as the best trained and experienced service technicians in the industry.
We strive to deliver the gold standard in our industry and set the tone for professionalism and development. If you are looking for an opportunity to grow your career, you could be one of our people here at Culligan Water.
