FP&A Manager

POSITION SUMMARY

The FP&A Manager (Financial Planning & Analysis) is responsible for providing financial planning, analysis, and decision support to help BAUER COMPRESSORS, INC. (BCI) understand business performance and make informed financial and operational decisions. The position supports budgeting, forecasting, management reporting, financial modeling, and performance analysis, with a focus on identifying the key drivers, risks, and opportunities impacting the business.

Working closely with the CFO, Controller, and leaders across Manufacturing, Supply Chain, Sales, HR, and other functions, the FP&A Manager translates financial and operational data into meaningful business insights and actionable recommendations. The role serves as a financial business partner to the organization, helping leaders understand the financial implications of business decisions and supporting initiatives to improve profitability, cost performance, working capital, and operational efficiency.

In addition to supporting BCI's overall financial planning and analysis activities, the FP&A Manager provides financial analysis for manufacturing operations, strategic investments, and the continued development of our branch in Mexico. The position also supports BAUER Group reporting and planning requirements under the direction of the CFO and contributes to the continued improvement of BCI's financial models, management reporting, KPIs, and business intelligence tools.

JOB FUNCTIONS

• Include the following, but other duties may be assigned.

Financial Planning & Forecasting

• Coordinate and support the annual budgeting, periodic forecasting, and long-range planning processes in partnership with the CFO, Controller, and business leaders.
• Develop financial models and forecasts for revenue, profitability, operating expenses, personnel costs, capital expenditures, and cash flow.
• Consolidate business assumptions and evaluate whether financial plans are aligned with company objectives and performance expectations.
• Perform scenario and sensitivity analyses to evaluate business alternatives, risks, and opportunities.
• Continuously improve forecasting methodologies, planning tools, and financial models.

Financial Performance Analysis

• Analyze monthly, quarterly, and annual financial performance compared with budget, forecast, prior year, and other relevant benchmarks.
• Identify and explain key financial and operational drivers of performance, including revenue, margin, material costs, labor, operating expenses, and cash flow.
• Identify emerging trends, risks, and opportunities and provide actionable recommendations to the CFO and business leaders.
• Perform profitability analysis by product, market segment, customer, business unit, or other relevant dimensions.
• Track the financial impact of significant improvement initiatives and business decisions.

Management Reporting & Business Intelligence

• Prepare financial analyses, management reports, dashboards, and presentations for the CFO and BCI management.
• Develop clear commentary explaining financial results, variances, trends, risks, and key business drivers.
• Develop and maintain financial and operational KPIs that improve visibility into business performance.
• Partner with Finance and business stakeholders to improve DOMO dashboards and other reporting tools.
• Support reporting and analysis required by BAUER Group Holding under the direction of the CFO.

Manufacturing & Operational Finance

• Partner with Manufacturing, Supply Chain, Planning, Engineering, and other operational functions to understand financial performance and key cost drivers.
• Analyze manufacturing costs, material costs, labor, productivity, inventory, and operating efficiency.
• Evaluate the financial implications of sourcing, make-versus-buy, capacity, tariff, supply-chain, and other operational decisions.
• Support inventory and working-capital analysis, including trends in inventory, WIP, goods in transit, accounts receivable, and accounts payable.
• Provide financial analysis supporting cost-reduction, productivity, and continuous improvement initiatives.
• Support capital expenditure analysis and business cases for significant investments.

Business Partnering & Decision Support

• Serve as a financial business partner to functional and operational leaders, helping translate business activity into financial impact.
• Provide financial analysis and recommendations to support strategic and operational decision-making.
• Partner with leaders to develop assumptions, evaluate alternatives, and understand the financial implications of proposed actions.
• Constructively challenge assumptions and help identify opportunities to improve profitability, cost performance, and return on investment.
• Support strategic projects and ad hoc financial analyses as requested by the CFO.

BMX & Multi-Site Financial Support

• Provide financial planning, forecasting, and performance analysis for BMX and other BCI-supported operations as assigned.
• Develop financial models and business cases supporting BMX growth, production ramp-up, investment, and operational decisions.
• Establish appropriate financial reporting and KPIs for BMX in coordination with the CFO, Controller, BMX leadership, and BAUER Group requirements.
• Analyze actual performance against business plans and identify significant financial risks, trends, and opportunities.

FP&A Process Improvement

• Improve the consistency, efficiency, and usefulness of budgeting, forecasting, financial analysis, and management reporting processes.
• Develop scalable financial models, reporting tools, dashboards, and analytical processes.
• Promote greater financial understanding and accountability among business leaders.
• Partner with Accounting and other functions to improve the quality, accessibility, and usability of financial and operational data.

Key Success Measures

• Success in this position will be demonstrated through:
• Increased accuracy, reliability, and business ownership of budgets and forecasts.
• Clear and actionable management reporting that identifies the drivers behind financial performance.
• Improved visibility into profitability, manufacturing performance, personnel costs, working capital, and cash flow.
• Effective financial support of management decisions and strategic initiatives.
• Measurable progress on identified cost, cash flow, and operational improvement opportunities.
• Successful development of financial planning, controlling, and reporting processes for BMX.
• Strong partnership between Finance and BCI functional leadership.
• Effective alignment and communication between BCI and BAUER Group Holding regarding financial performance and business planning.

Other Duties

• This job description is not intended to be an exhaustive list of all duties, responsibilities, or qualifications associated with the position. Responsibilities may change based on business needs.

ESSENTIAL SKILLS AND EXPERIENCE

• Bachelor’s degree in Finance, Accounting, Economics, Business Administration, or a related field required.
• Minimum of 5–7 years of progressive experience in FP&A, financial controlling, manufacturing finance, or a related discipline.
• Demonstrated experience with budgeting, forecasting, financial modeling, variance analysis, and management reporting.
• Strong financial modeling, analytical, and problem-solving skills.
• Strong understanding of financial statements, profitability, cash flow, working capital, and business performance drivers.
• Ability to connect financial results with underlying operational activity and identify root causes of performance variances.
• Strong business acumen with the ability to understand manufacturing, supply chain, commercial, and operational processes.
• Ability to independently identify risks and opportunities and develop practical, actionable recommendations.
• Strong communication and presentation skills, including the ability to communicate complex financial concepts effectively to non-financial audiences.
• Demonstrated ability to influence and challenge business partners constructively without relying on direct authority.
• Strong organizational and project management skills with the ability to manage multiple priorities and deadlines.
• High degree of initiative, intellectual curiosity, accountability, and attention to detail.
• Advanced Microsoft Excel and financial modeling skills required.
• Ability to work effectively across functions, organizational levels, locations, and cultures.
• Ability to operate effectively in a changing environment and develop processes and tools where greater structure is needed.

VALUED BUT NOT REQUIRED SKILLS AND EXPERIENCE

• MBA, master’s degree, CPA, CMA, or other relevant professional certification preferred.
• Experience in a manufacturing environment strongly preferred.
• Experience analyzing manufacturing costs, working capital, inventory, and operational performance preferred.
• Experience supporting international or multi-site operations preferred.
• Experience partnering directly with senior business and operational leaders preferred.
• Experience with business intelligence and visualization tools; DOMO experience preferred.
• Experience with ERP and financial planning/reporting systems preferred.

REPORTS TO THIS POSITION

• This position may provide functional leadership to employees involved in financial planning, analysis, reporting, or controlling activities but is not initially expected to have direct supervisory responsibility.

PHYSICAL DEMANDS AND WORK ENVIRONMENT

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 job, the employee is regularly required to sit, stand, walk, use close vision, use hands and fingers, handle or feel objects, reach with hands and arms, listen, and communicate verbally.

This position operates in both professional office and manufacturing environments and requires regular interaction with employees and leaders throughout BCI operations. Periodic travel, including international travel to BAUER Group and BMX locations, may be required.

This is a full-time position. The normal work schedule is 8:00 AM to 5:00 PM, Monday through Friday, with some flexibility in start and end times based on business needs.

GENERAL SIGN-OFF

The employee is expected to adhere to all company policies and to act as a role model in the adherence to policies. I have read and understand this explanation and job description.