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Manager Financial Planning & Analysis

Date:  Jul 23, 2022

Birmingham, AL, US, 35242

Onsite or Remote:  Hybrid
Company Name:  EBSCO Industries

EBSCO Industries, Inc. (EBSCO), headquartered in Birmingham, Alabama, is one of the largest privately held and family-owned companies in the United States. EBSCO was founded in 1944 by an entrepreneur who was passionate about honoring our commitments to our customers, rejecting the status quo, and seeking to continuously improve our team. We continue to operate that way today, with a passion for our people and our businesses succeeding together. EBSCO has grown and evolved over time into a holding company with a global portfolio comprised of dozens of entities in over 15 separate industries/markets, including Information services, outdoor products, real estate, manufacturing and distribution, and insurance services. We provide valuable support services to our subsidiaries to support their growth. We hire passionate people, driven to grow, because we know the success of EBSCO depends on the long-term success of our businesses and our teams.

EBSCO Industries is building a Financial Planning & Analysis (FP&A) team and seeking a Manager to assist the current Director in this critical initiative.  This individual (and the FP&A team at large) will partner with our existing accounting, finance, mergers & acquisitions (EBSCO Capital), and real estate groups to help continually improve and further optimize our approach to capital allocation across our family of companies.  Our businesses operate within a wide range of industries, including information services, publishing & digital media, manufacturing & distribution, and real estate, and we are actively searching for new investments that will expand this group of operating businesses.  This role is a unique opportunity to make a long-lasting impact on these companies’ strategic direction and long-term profitability.  Reporting into the Director of FP&A, the position will be based in Birmingham, Alabama.


As the ‘right-hand’ to the Director, this individual will work closely with senior members of EBSCO’s corporate team and directly with the executives running EBSCO’s operating companies to: 

  • Build long range financial and strategic plans/forecasts and establish annual budgets for both EBSCO Industries and its business units
  • Analyze and report on financial results and performance, including real-time impacts to annual and rolling budgets
  • Enhance and automate financial reporting, by working with the IT systems team to enable rapid access to specified data sets (i.e. detailed financial statement queries), architecting dashboards for real-time access to KPIs, and building agile financial models that can be updated with very little manual effort
  • Develop and report on new and unique analyses/KPIs that help us better understand, anticipate, and improve each company’s performance, including driving revenue growth, optimizing costs, and minimizing risks
  • Evaluate and underwrite organic growth initiatives, including business cases that reflect expected capital needs, operational/execution plans, projected financial results, relevant competitor analysis, and important market trends
  • Assess the effectiveness and productivity of EBSCO’s overall capital allocation decisions
  • Work cross-functionally with accounting, finance, and EBSCO Capital to improve EBSCO’s business processes, systems, and frameworks

Required Skills:

  • Bachelor’s degree (preferred areas of academic focus include finance, accounting, mathematics, and/or economics)
  • Minimum of 5 years of experience in corporate finance/planning, private equity, investment banking, and/or strategy consulting; this experience would include significant and ongoing involvement with financial accounting, financial modeling, and financial statement analysis

Preferred Skills:

  • MBA or a professional qualification such as CPA or CFA
  • Extensive experience in Financial Planning & Analysis role
  • Direct or tangential experience in systems architecture, primarily as it relates to financial infrastructure
  • Capability to scope, evaluate, and solve complex problems with open-ended project mandates
  • Comfort with exploring, evaluating, and effectively employing a variety of technology and advanced software platforms
  • Excellent organizational, interpersonal, writing, and presentation skills and a demonstrated ability to define, analyze, research, and communicate issues
  • Ability to lead/coach a direct report (will ultimately manage an analyst-level teammate) and to work with numerous stakeholders across a large organization

We are an equal opportunity employer and comply with all applicable federal, state, and local fair employment practices laws. We strictly prohibit and do not tolerate discrimination against employees, applicants, or any other covered persons because of race, color, sex, pregnancy status, age, national origin or ancestry, ethnicity, religion, creed, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class. This policy applies to all terms and conditions of employment, including, but not limited to, hiring, training, promotion, discipline, compensation, benefits, and termination of employment. We comply with the Americans with Disabilities Act (ADA), as amended by the ADA Amendments Act, and all applicable state or local law.

Nearest Major Market: Birmingham

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