Financial Planning & Analysis Manager

Join us in Telling the Stories of Santa’s North Pole!

The Lumistella Company is a global intellectual property company dedicated to bringing Santa’s North Pole to life for children around the world through consumer products, original entertainment and brand experiences. We are home to the most iconic and beloved Christmas brands of this generation including The Elf on the Shelf, Elf Pets, and Elf Mates.

The Financial Planning & Analysis Manager will be responsible for supporting enterprise financial planning, forecasting, performance management, and decision support activities across the organization while serving as the primary finance business partner to the Licensing and Sales teams. This role supports key business decisions through financial insight, business case modeling, and a strong understanding of revenue, profitability, and growth drivers. The position is responsible for delivering accurate and reliable forecasts, enhancing visibility into business performance.  

Reporting to the Director of FP&A, this individual partners closely with business leaders to support budgeting and forecasting activities, pricing decisions, and profitability analysis. Success in this role requires strong analytical capabilities, business understanding, ownership, and the ability to translate financial information into meaningful insights and actionable recommendations. 

The ideal candidate combines strong financial planning and business analysis capabilities with intellectual curiosity and a continuous improvement mindset. This individual takes the time to understand the business, appreciates the foundation already in place, and identifies thoughtful opportunities to enhance planning capabilities, business case modeling, and decision support without creating unnecessary complexity or disruption. 

This position is based in Atlanta, Georgia, and does not include relocation assistance. Candidates must be able to relocate at their own expense if selected.

The Financial Planning & Analysis Manager will:

Enterprise Financial Planning & Performance Management: 

• Lead monthly forecasting processes. 
• Support annual budgeting process. 
• Develop accurate forecasts for both product and licensing revenue, gross margin, operating expenses 
• Analyze actual results, identify key drivers of performance, and communicate risks and opportunities to finance leadership. 
• Maintain a high level of forecast accuracy and planning discipline within a highly seasonal business environment. 
• Support Director of FP&A with KPI development, performance reporting, and financial planning governance. 
• Partner with the Director of FP&A to strengthen planning methodologies, reporting consistency, and forecasting effectiveness. 

Finance Business Partnerships & Decision Support: 

• Primary Finance support for Licensing and Sales teams 

• Evaluate growth opportunities, including pricing initiatives, and new customer or retail opportunities. 
• Provide financial support to the annual line plan reviews (New Product Development cycles) 
• Support licensing and royalty-related analyses, forecasting, and performance evaluations. 
• Develop actionable insights and recommendations that help business leaders understand financial implications and tradeoffs. 

Strategic Financial Analysis: 

• Support both the SVP and Director of Finance with financial modeling of strategic growth initiatives 

Planning Capabilities and Continuous Improvement: 

• Identify opportunities to improve planning, forecasting, and decision-support capabilities. 
• Enhance visibility into licensing performance and profitability drivers. 
• Develop and improve business case modeling frameworks. 
• Leverage Anaplan and other planning tools to improve efficiency, reporting, and analytical capabilities. 
• Build upon existing processes and capabilities through practical and sustainable improvements. 

If you want to be one of us... 

The ideal candidate will bring:

• 7+ years of progressive experience in Financial Planning & Analysis, Business Analysis, or related finance disciplines. 
• Experience supporting budgeting, forecasting, and financial planning processes. 
• Strong analytical, financial modeling, and critical thinking skills. 
• Experience supporting business decision-making through financial analysis and business case development. 
• Effective communication skills with the ability to present information clearly to a variety of audiences. 
• Demonstrated ownership, accountability, and ability to work independently. 

• Ability to build collaborative relationships and partner effectively across functions to align financial plans with business objectives. 
• Consumer Products (CPG) experience. 
• Licensing and royalty experience. 
• Retail or customer profitability analysis experience. 
• Pricing analysis experience. 
• Experience with Anaplan or similar planning tools. 
• Experience improving planning processes, business case methodologies, or financial reporting capabilities. 
• Protects company assets through the proper management of asset files and adherence to company policy with regard to information security and management.

Education requirements:

• Bachelor’s degree required in Finance, Accounting, Economics, or a related field.

The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of essential functions, responsibilities or requirements. A full and complete copy of the Job Description is available upon request.

Want to Know More?

To learn more about our company, check out our web site at: www.Lumistella.com.

The Lumistella Company is an equal employment opportunity employer.