Sr. Finance Manager
Sr. Finance Manager
As the #1 most preferred national window and door brand by homeowners across the country* Pella leads the industry in innovation and design. Founded in 1925, Pella Corporation is comprised of the Pella Family of Brands and remains a privately owned company with a robust product offering and national distribution.
With 19 manufacturing locations, 11,000 + team members and more than 250 showrooms in the U.S. and Canada, Pella was named a top employer by Forbes and Newsweek in 2023. We have also received numerous accolades for innovation and design, including Fast Company’s Most Innovative Manufacturers for 2022 and 2023.
At Pella, we want you to do the work you’re most proud of. That’s why we offer individualized talent development plans, cross-functional experiences, and opportunities for career advancement through personal and professional development. Together, with talent just like you, we are building the future of windows and doors. Ready to join us?
SUMMARY
This position is responsible for providing financial expertise and leadership in partnership with the cross functional team that is focused on profitably growing the Sales Subsidiaries business.
Team members in this role will have a high degree of involvement with company personnel across all functions and levels.
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.
Business Strategy / Partnership:
- Act as a key member of the Sales Subsidiaries leadership team who understands and influences the strategy and deploys resources in support of execution.
- Partner with the Sales Subsidiaries leader and their teams to:
- Establish financial reporting structure that drives the right behavior and accountability. This includes intuitive and actionable revenue and cost metrics.
- Create a portfolio strategy that maximizes profitable market share and growth prospects for Pella.
- Evaluate mix trends and consequences and develop and recommend levers to drive profitable shifts.
- Evaluate M&A opportunities and estimate synergies.
- Establish budget targets in partnership with the broader finance and leadership team. Set expectations with business leaders as the detailed budget is summarized and reviewed.
- Lead the establishment of five-year financial views across the Sales Subsidiaries business as part of the strategic planning process. Ensure consistency of key assumptions and appropriate visibility to sensitivities, risk adjustments, and risk adjusted views.
- Lead preparation of content and support presentation for quarterly business/forecast reviews and executive updates (leadership agenda, exec staff, etc.). Ensure appropriate risk profiles are provided and that content is weighted toward being forward looking.
- Lead the rollup of the quarterly forecast process for the Sales Subsidiaries businesses. Validate base assumptions through S&OP, business case commitments, etc. Partner with the business to layer in adjustments and ensure appropriate explanations are provided.
- Own business case development, presentation, and monitoring in partnership with the cross functional leadership team. Responsible for governing capital and expenses in alignment with approved investments. Understanding and evaluating trade-off decisions across the portfolio of opportunities will be a critical piece of this.
- Build the financial acumen of our business partners by providing financial training and easy to access / interpret financial information. Strive to equip them with the necessary knowledge and tools to evaluate investment tradeoffs and sensitivities, mix opportunities, and other profitability levers.
Additional Finance Responsibilities
- Responsible for various analyses, reconciliations, journal entries, etc. in support of the Sales Subsidiaries business.
- Acts as a key leader in partnership with the broader finance leadership team to establish budget and forecast guidelines / targets as well as establish and report on actual financial results. A key element of this will be connecting our business partners to the results, where we are gapped vs. expectations, and what actions we need to take as a result.
Talent Development
- Demonstrate servant leadership by modeling inclusive behaviors and driving team engagement.
- Drive culture evolution focused on learning / results and anchored in caring.
- Develop high performing business partners to build our overall finance succession plan depth.
- Recognize and develop both technical leadership acumen and strengths as well as people / business leadership.
SUPERVISORY RESPONSIBILITIES
Directly supervises one or more employees. In addition, indirectly works with other Finance staff to support the Sales Subsidiaries team. Carries out supervisory responsibilities in accordance with the organization's policies and applicable laws. Responsibilities include interviewing, planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems.
QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
EDUCATION and/or EXPERIENCE
Bachelor's degree (B. A.) from four-year college or university and 8 – 12 years related experience and/or training; or equivalent combination of education and experience.
LANGUAGE SKILLS
Ability to read, analyze, and interpret general business periodicals, financial reports, legal documents, professional journals, technical procedures, or governmental regulations. Ability to respond to common inquiries or complaints from customers, regulatory agencies, or members of the business community. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from top management, groups of managers, clients, customers, and the public.
MATHEMATICAL SKILLS
Ability to work with mathematical concepts such as probability and statistical inference, and fundamentals of plane and solid geometry and trigonometry. Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations.
REASONING ABILITY
Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
COMPUTER SKILLS
Word, Excel, Power Play, Oracle, and Power Point.
CERTIFICATES, LICENSES, REGISTRATIONS
CPA and/or CMA a plus.
PHYSICAL DEMANDS
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to sit and talk or hear. The employee is occasionally required to stand; walk; use hands to finger, handle, or feel; reach with hands and arms; climb or balance; and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, color vision, and ability to adjust focus.
WORK ENVIRONMENT
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The noise level in the work environment is usually moderate.
CONDITION OF EMPLOYMENT
Pella Corporation is committed to workforce diversity. Pella is a Tobacco-Free Work Environment. Pella participates in E- Verify. Pella will provide the Social Security Administration (SSA) and, if necessary, the Department of Homeland Security (DHS), with information from each new employee's Form I-9 to confirm work authorization.
EQUAL EMPLOYMENT OPPORTUNITY
Pella Corporation provides a working environment free of discrimination and harassment. Pella Corporation treats all persons equally, regardless of race, color, sex, religion, national origin, age or disability, as each is protected under federal law. A number of states in which Pella operates have laws protecting classifications of Team Members not necessarily protected under federal law. Therefore, Pella also treats all persons equally, regardless of political affiliation and belief, pregnancy, national origin, age, creed, marital status, military status, sexual orientation, mental disorder, veteran status, ancestry or handicap as each category is protected under a municipal ordinance or state law.
