Case Study: Financial Planning and Analysis

Career Transitions Delivers Highly Skilled Financial Planning and Analysis Talent for $2+ Billion Manufacturer

Ultimately, we secured two candidates. These were found through hard work: networking via old-fashioned referrals, and cold-calling passive individuals introducing a new opportunity.

  • Position: Financial Planning & Analysis (FP&A) Directors
  • Client: $2+ Billion multi-national designer and manufacturer of capital equipment used in the production of poultry, eggs, and grain.
  • Issue: Client had no dedicated resource providing pro-forma modelling on M&A targets, and no centralized function to assist with budgeting, forecasting, and planning for 13 separate sites, across 4 divisions.
  • Assessment: In order to form a department capable of gathering market intelligence, providing statistical analysis for pricing strategy and major capital investments, complementing accounting groups, and improving efficiency of asset utilization, the company needed a resource who could handle multiple responsibilities. However, finding the right candidate for this role proved difficult due to the remote location of the corporate office.
  • Solution: To identify potential candidates, Career Transitions conducted research on larger publicly traded companies that had a dedicated resource in an FP&A role. After conducting a thorough analysis of these finance departments, we were able to determine the exact targets for this position.

Through hard work, including networking via referrals and cold-calling passive candidates, we ultimately secured two highly qualified candidates for the position. The first candidate had extensive experience in FP&A with Whirlpool Corporation and was seeking a Ph.D. in Finance. The second candidate had a strong background in manufacturing finance and worked for a large Midwest medical device and orthopedic manufacturer.

Both candidates had impressive pedigrees, including CFA designations, and were an excellent fit for the role. They reported directly to the CEO and played a pivotal role in the company’s international growth, which included M&A work in Europe and the establishment of brick-and-mortar operations in Asia.

Today, our client is one of the top three manufacturers producing pork products for the southeast Asian markets.

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