Job Description

Finance Manager - Minnetonka, MN - Hybrid - onsite 3 days per week

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

Pay Range

$90,000 - $115,000 USD

The Packard Culligan group of dealerships is a family-owned company with values based on accountability, caring about relationships and open-mindedness to exceeding customer and employee expectations. 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. 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.

Packard Culligan Offers full-time employees Health Insurance, Dental Insurance, Vision Insurance, 401k, as well as other employee benefits.

Packard Culligan and all of its subsidiaries are equal opportunity employers and do not discriminate against otherwise qualified applicants on the basis of race, color, creed, religion, ancestry, age, sex, marital status, national origin, disability or handicap, genetic, military status or any other basis prohibited by federal, state, or local law.

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