Manager of FP&A at The HEICO Companies, LLC

Industrial Technologies Group (ITG) is an operating platform of The Heico Companies, LLC, overseeing 11 independent manufacturing companies which produce a wide array of equipment and products serving multiple industries and end users. ITG’s independent business model fosters entrepreneurship and growth and allows professional development at all levels.

ITG harbors a philosophy of developing a close customer contact to provide prompt, responsive service and to meet our customer's changing needs, which allows us to be leaders within our respective industries. Equipment and products are marketed domestically through a direct sales force, manufacturer's representatives and an established network of independent dealers. Internationally, ITG sells in more than 60 countries through an independent distributor network, company sales representatives, licensees and agents. Our portfolio of companies is diverse and has a solid management base, product/market niches and efficient manufacturing capabilities.

Position Summary

Located in Warrenville, IL, The Financial Planning and Analysis (“FP&A”) Manager is responsible for leading the ITG Platform’s FP&A initiatives and solutions as well as overseeing a cohesive Platform reporting strategy through various reporting sources.  In addition, this position is responsible for:

• Consolidation of ITG’s annual plan, monthly results, and forecast requirements and related reporting to Heico
• Collaboration with business unit finance leaders and teams in analyzing variances from planned and forecasted results
• Creation and submission of monthly executive packages for senior Heico leadership
• Development of Power BI reports and dashboards through various data sources. Willingness to become the Platform’s subject matter expert for Power BI.   
• Utilizing Power Platform tools to build efficiencies and effective analysis.
• Identifying opportunities for continual improvement through reporting and analysis
• Being a key resource in support of Heico’s evolving FP&A tool solutions. Will be the Platform’s contact for solution implementation, support and optimization.  
• Ad hoc analysis as requested

Job Requirements

• Bachelor's degree in accounting or finance. CPA or MBA preferred.
• 5+ years of progressive accounting/analyst experience
• Exposure to Power BI. Willingness to learn and develop skills.   
• Excellent verbal and written communication abilities across all levels of an organization
• Strong leadership skills with a dedication to driving and achieving results
• Knowledge of employee relationship building and performance management techniques
• Experience with implementing system improvements and processes.
• Advanced Microsoft Excel skills.
• Advanced Experience with ERP financial systems.

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.

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. The employee is frequently required to use hands to finger, handle, or feel. The employee is occasionally required to stand and walk. The employee must occasionally lift and/or move up to 10 pounds without assistance.

Key Leadership Competencies

• Unquestionable Integrity - Demonstrates the highest degree of integrity when engaging with associates, leadership and stakeholders. Leads ethically by example and fosters a culture firmly grounded in the values of the organization.
• Strategic and Agile Thinking - Strong strategic capabilities and overall business acumen. Financially savvy and understands the economic levers behind improving Operating Earnings, EBITDA and other key metrics. Fact-based, data-driven and analytical. Creative mindset with the ability to identify and mobilize around new opportunities very quickly.
• Collaborative Style – Engages stakeholders in problem solving and decision making. Is adept at bringing people together to tackle issues rather than dictate solutions. Has a collegial, inclusive working style and is professional and courteous. Builds strong relationships both internally and externally. Is both confident and humble.
• Communication Skills - Excellent verbal and written communication skills with the ability to effectively deliver and reinforce consistent messages at all levels. Excellent listening skills.
• Leadership Capability - Has the leadership acumen and credibility to work across the entire organization and develop talent. Should be hands-on, but able to delegate appropriately with the ability to motivate, inspire and commit an organization to a course of action and achieve results.

EOE M/F/D/V