Imperial, LLC. · 8 hours ago
Financial Planning & Analysis Manager
Tulsa - Tulsa, OK 74116
Full-time
Onsite
Entry, Mid Level
2+ years expImperial, LLC. is a recognized industry leader in the convenient services industry, providing services such as vending, micro-markets, and corporate dining. They are seeking a Financial Planning & Analysis Manager to oversee financial planning, budgeting, and performance management to support profitable growth and operational execution.
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
Bachelor's degree in accounting, finance, business, or related field
2 year work experience in accounting with Financial Planning & Analysis
Knowledge of GAAP; aptitude to develop technical accounting skills
Proficient in Microsoft Excel
Detail-oriented & organized
Demonstrated resourcefulness and ability to take initiative in completion of projects
Good communication skills & flexible to help where needed
Preferred
Exposure to working with SQL or data visualization tools
Basic level of Spanish language is desired
Company
Imperial, LLC.
Imperial is a full service vending company.
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