Imperial, LLC. · 3 hours ago
Financial Planning and Analysis Manager
Tulsa, OK
Full-time
Onsite
Mid, Senior LevelImperial, LLC. is a recognized industry leader in the convenient services industry providing a range of services. The Financial Planning and Analysis Manager will oversee financial planning, analysis, and strategic governance to support profitable decision-making and operational execution across the organization.
CateringCoffeeMachinery ManufacturingManufacturingWater Purification
Responsibilities
Ensure the preparation, integration, and analysis of financial information to support profitable decision-making across the Imperial business
Consolidate and analyze monthly P&Ls by business line (vending, micro-markets, OCS, pantry service) and categories, as well as total company financial statements
Validate data accuracy from operational, commercial, supply chain, and accounting systems
Generate profitability models by route, customer, machine type, product mix, etc
Develop KPIs and dashboards to increase visibility of business performance
Provide actionable insights to leadership for operational and commercial decisions
Lead the planning, budgeting, and forecasting processes to ensure alignment with strategic and operational targets
Lead the preparation of the long-term and short-term planning processes, coordinating with the corporate global office and all areas of the business
Coordinate the long-term plan and annual budget cycles with all responsible areas
Consolidate expense, revenue, volume, and capital investment projections
Conduct budget vs. actual reviews, identifying deviations and action plans
Prepare financial scenarios, rolling forecasts, and sensitivity analyses
Oversee the monthly closing process and ensure the integrity of operational and financial results
Validate revenue, COGS, inventory movements, and OPEX allocations and accruals
Ensure appropriate revenue recognition for vending, micro-market, and OCS service models
Review fixed/variable cost allocations and trend movements
Analyze financial performance indicators and provide insight to top management with areas to improve
Develop business performance reports and executive presentations on a monthly, quarterly, and annual basis to support decision-making at all organizational levels
Prepare monthly business results decks for Imperial leadership
Consolidate quarterly performance packages for board and corporate reviews
Produce annual results reports including analysis vs PY and Budget, and strategic insights
Build presentations that clearly explain variances, KPIs, trends, and forward-looking actions
Maintain consistent reporting standards across all time periods
Ensure alignment with corporate processes, policies, and governance as the primary liaison between Imperial and Corporate office
Implement corporate budgeting, forecasting, accounting, and reporting standards
Ensure full compliance with corporate policies and internal controls
Translate corporate requirements into local operational practices
Coordinate audits and corporate reviews, ensuring timely information flow
Maintain strong communication with corporate FP&A, accounting, treasury, and strategy teams
Drive continuous improvement, analytics, and digital capabilities to enhance financial visibility and operational decision-making
Lead transformation initiatives that digitize, automate, and simplify finance processes
Strengthen machine-level profitability and route-level performance analytics
Improve cost-to-serve models and productivity indicators
Implement BI tools and automate recurring reporting processes
Lead cross-functional efforts to improve data accuracy and reduce manual work
Lead financial due diligence, valuation, and integration activities for M&A opportunities in the vending, micro-market, and OCS space
Conduct financial modeling, valuation scenarios, and synergy assessments
Support operational, commercial, and financial due diligence
Evaluate customer portfolios, route structures, asset conditions, and financial risk
Develop integration plans for systems, KPIs, processes, and organizational structure
Track post-acquisition performance and synergy realization
Coordinate with operational and commercial leaders to monitor volume performance, cost controls, and spending against budget to ensure achievement of business objectives
Track sales and volume trends by business line, route, channel, and customer
Monitor OPEX performance (labor, maintenance, warehouse, transportation, utilities)
Lead monthly business reviews with each area leader
Recommend corrective actions to recover margin or improve efficiency
Qualification
Required
Experience in financial planning, analysis, and strategic governance
Ability to consolidate and analyze monthly P&Ls by business line and categories
Experience in validating data accuracy from operational, commercial, supply chain, and accounting systems
Ability to generate profitability models by route, customer, machine type, product mix, etc
Experience in developing KPIs and dashboards to increase visibility of business performance
Ability to provide actionable insights to leadership for operational and commercial decisions
Experience leading planning, budgeting, and forecasting processes
Ability to coordinate long-term plan and annual budget cycles
Experience in consolidating expense, revenue, volume, and capital investment projections
Ability to conduct budget vs. actual reviews and identify deviations and action plans
Experience in preparing financial scenarios, rolling forecasts, and sensitivity analyses
Ability to oversee the monthly closing process and ensure the integrity of operational and financial results
Experience in validating revenue, COGS, inventory movements, and OPEX allocations and accruals
Ability to ensure appropriate revenue recognition for vending, micro-market, and OCS service models
Experience in reviewing fixed/variable cost allocations and trend movements
Ability to analyze financial performance indicators and provide insight to top management
Experience in developing business performance reports and executive presentations
Ability to prepare monthly business results decks for leadership
Experience in consolidating quarterly performance packages for board and corporate reviews
Ability to produce annual results reports including analysis vs PY and Budget
Experience in building presentations that clearly explain variances, KPIs, trends, and forward-looking actions
Ability to maintain consistent reporting standards across all time periods
Experience in ensuring alignment with corporate processes, policies, and governance
Ability to implement corporate budgeting, forecasting, accounting, and reporting standards
Experience in ensuring full compliance with corporate policies and internal controls
Ability to translate corporate requirements into local operational practices
Experience in coordinating audits and corporate reviews
Ability to maintain strong communication with corporate FP&A, accounting, treasury, and strategy teams
Experience in driving continuous improvement, analytics, and digital capabilities
Ability to lead transformation initiatives that digitize, automate, and simplify finance processes
Experience in strengthening machine-level profitability and route-level performance analytics
Ability to improve cost-to-serve models and productivity indicators
Experience in implementing BI tools and automating recurring reporting processes
Ability to lead cross-functional efforts to improve data accuracy and reduce manual work
Experience in leading financial due diligence, valuation, and integration activities for M&A opportunities
Ability to conduct financial modeling, valuation scenarios, and synergy assessments
Experience in supporting operational, commercial, and financial due diligence
Ability to evaluate customer portfolios, route structures, asset conditions, and financial risk
Experience in developing integration plans for systems, KPIs, processes, and organizational structure
Ability to track post-acquisition performance and synergy realization
Experience in coordinating with operational and commercial leaders to monitor volume performance, cost controls, and spending against budget
Company
Imperial, LLC.
Imperial is a full service vending company.
Founded in 1979
501-1000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2025-06-06Acquired
Leadership Team
Craige Johnston
CFO
Recent News
thesaasnews.com
2025-02-19
2023-10-30
2023-10-27
Company data provided by crunchbase