Financial Planning Analyst (Tarrytown, NY)

$90,000 - $110,000/Yr

Prestige Brands Holdings - Tarrytown, NY

Full-time - Mid Level

Tarrytown, NY

About the position

Prestige Consumer Healthcare is seeking a Financial Analyst - Brand Marketing to join our team in Tarrytown, NY. This role is pivotal in supporting our brand marketing teams by providing critical financial analysis, reporting, and planning. The Financial Analyst will work closely with various departments including R&D, operations, finance, and sales to deliver actionable financial insights that drive profitability and enhance financial performance. The successful candidate will be responsible for managing the annual operating plan (AOP), latest estimates (LE), and month-end processes, ensuring that all financial activities align with the company's strategic goals. In this role, you will partner with marketing teams to conduct P&L reporting and analytics, identifying risks and opportunities within plans and estimates. You will ensure that spending remains within budget and that resources are optimally deployed. A key aspect of this position involves leading gross margin expansion tracking and planning for improvement. As a financial partner to the Marketing Group, you will manage analysis and reporting on new marketing initiatives and pricing strategies, requiring complex modeling of potential outcomes. Your ability to work cross-functionally will be essential in executing initiatives that drive commercialization and profitability. The ideal candidate will possess a strong background in financial management within the consumer packaged goods (CPG) industry, with at least 5 years of progressive experience. You will need to demonstrate advanced skills in Microsoft Excel, along with proficiency in Word and PowerPoint. Familiarity with SAP as an ERP system and experience with multidimensional databases will be advantageous. This role requires excellent communication skills, both verbal and written, as well as the ability to manage multiple critical projects in a fast-paced environment. You will be expected to lead proactively, balancing brand goals with customer needs and company strategies, while navigating through ambiguity effectively.

Responsibilities

• Partner with the marketing teams to own the AOP (annual operating plan), LE (latest estimate), month-end process and numbers.
• Conduct P&L reporting and analytics to marketing teams.
• Identify risks and opportunities to plans/estimates.
• Ensure spending is within budgets and help ensure resources are optimally deployed.
• Lead gross margin expansion tracking, consolidation and planning for improvement.
• Serve as key financial partner to the Marketing Group.
• Manage analysis & reporting over new marketing/product initiatives and pricing, requiring complex modeling of potential outcomes.
• Lead financial analyses around commercialization of projects and work cross-functionally to help get initiatives executed.

Requirements

• Bachelor's degree in accounting or business; MBA strongly preferred.
• 5+ years progressive experience supporting marketing financial management in a CPG industry.
• Strong verbal and written communication skills.
• Advanced Microsoft Excel capabilities and proficient in Word and PowerPoint.
• Working knowledge of SAP as an ERP system; multidimensional database experience preferred.
• Ability to manage multiple, critical projects simultaneously and thrive in a fast-paced work environment.
• Proven expertise as a proactive leader of people, teams, and functions.
• Understanding of the breadth of the product portfolio and the different routes to market.
• Understanding of strategies at category level and business models, and the implications for the company's various product categories.
• Comfortable in a highly visible role within the marketing organization.
• Ability to balance brand/portfolio goals with customer goals and company strategies.
• Ability to manage through ambiguity.