Financial Planning & Analysis Manager

Build Your Career Where You Matter
Join The Cook & Boardman Group, the nation’s leading provider of architectural doors, frames, hardware, specialty products, and complete security integration services.
At The Cook & Boardman Group, trust and communication are the foundation of how we work. We foster an inclusive, collaborative culture where your voice is heard, your ideas matter, and your career has room to grow. Whether you're a problem-solver, innovator, or passionate about service, you’ll thrive here. Be part of a team that invests in your future, celebrates your success, and values your contribution.

Why Work With Us?
We’re committed to your success, personally and professionally. You’ll have access to:
• Comprehensive Benefits: Health, dental, vision, prescription coverage, life insurance, and 401(k) with company match.
• Work-Life Balance: Generous paid time off for rest, family, and self-care.
• Career Growth: You’ll benefit from continuous learning, mentorship, and leadership training including access to C&B University, our in-house development program.
• Supportive Culture: Innovation, creativity, and teamwork are at the heart of everything we do.


Responsible for the financial reporting, financial analysis and forecasting activities for The Cook & Boardman Group. This position will report to the VP of Finance and work closely with the Company’s Executive and Operations Management teams.

Essential Functions

Manage and perform:
• Financial analytics related to regional and operational budgets
• Income statement, balance sheet and cash flow analysis
• Variance, trend, scenario and sensitivity analysis
• Assist in the execution of the Company’s M&A activities
• Reporting and compliance as related to credit agreements
• Improve and streamline financial processes to deliver best practice
• Measurement and analysis of major business initiatives
• Drive results within organization through delivery and communication of actionable
• analytics to leadership and throughout the organization as appropriate
• Proactively maintains communication and transparency on analytics
• Special projects and analytical requests from Executive and Operations Management teams
• Develop information analytics / dashboards through data mining within the Company’s ERP
• Performs other related duties as assigned

Minimum Qualifications
• Bachelor’s Degree in Finance, Accounting, Economics or Business Administration or related field required
• CPA preferred but not required
• 3-5 years of experience in financial and/or planning roles in a complex, multi-location business required
• Requires proficiency in Excel, Word and PowerPoint
• Experience with data warehousing/business intelligence preferred
• Experience and confidence in advising and presenting to Executive and Operations Management
• Effective communication: articulate and effective in communicating with people at all levels of the organization

Knowledge, Skills and Abilities
• Ability to navigate ERP environment, familiarity w/ transforming reports, data and graphs into presentations that effectively communicate issues
• Analytical experience using Excel, SQL, and/or other BI reporting tools
• Query and report development experience using database tools to extract/integrate data from data-marts and/or cubes into Microsoft Excel or other BI reporting tools
• A working knowledge of and experience in financial planning & analysis processes to evaluate M&A opportunities, analyze complex operating budgets, capital appropriation requests & other business proposals
• Must be highly capable in developing financial models and related analytics
• Ideal candidates will have strong operational accounting and financial reporting skills
• Ability to build strong working relationships at all levels, internal and/or external to the organization
• Detail oriented and team Focused


Physical Demands
The physical demands described here are representative of those required to successfully perform the essential functions of this position. While performing the duties of this role, the employee will regularly communicate verbally and in writing, and must be able to see and hear in a typical office setting. The role frequently involves sitting, walking, standing, using hands to handle or feel, and reaching with arms and hands.

Work Environment
This position operates primarily in a professional office environment. It routinely involves the use of standard office equipment such as computers, phones, printers, copiers, and filing systems. Occasional business travel may be required.

Qualification Requirements
To perform this job successful