Manager of FP&A, 3PL & Samples

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Join the KnipperHEALTH Team!

The Manager, FP&A – 3PL & Samples is responsible for driving financial planning, forecasting, and performance management across Knipper Health’s 3PL and sampling operations. Partnering directly with Business Unit (BU) leaders, this role links operational performance (fulfillment activity, client volumes, warehousing costs, logistics efficiency) to financial outcomes, delivering actionable insights that guide pricing, profitability, and strategic growth.

The role is a key contributor to the company’s NetSuite ERP implementation, ensuring data integrity and transparency across billing, invoicing, and cost allocation. This individual will also work closely with Accounting to ensure full visibility into invoices, client work statements, and accruals, supporting accurate financial reporting and margin optimization.

• The role is US remote, preferably Central US or East Coast.

Financial Planning & Forecasting

• Lead forecasting and budgeting cycles for the 3PL and sampling businesses, integrating shipment volumes, storage utilization, and fulfillment costs.
• Build and maintain driver-based financial models reflecting throughput, client programs, and capacity usage.
• Provide monthly reporting and variance analysis with actionable insights for BU and executive leadership.
• Support long-range financial planning and scenario modeling tied to growth initiatives and new client onboarding.

Performance Analytics & Reporting

• Develop and manage dashboards in NetSuite and Power BI tracking KPIs such as storage revenue, pick/pack costs, throughput, labor productivity, and gross margin %.
• Present performance results and recommendations to BU leaders, focusing on operational efficiency and cost-to-serve.
• Partner with operations and logistics leadership to connect fulfillment data to financial outcomes.

Pricing, Costing & Profitability

• Evaluate client-level profitability and pricing strategies to ensure alignment with service scope and fulfillment costs.
• Partner with BU leaders on client renewals, expansions, and new proposals to assess financial impact.
• Monitor trends in carrier costs, warehouse expenses, and fulfillment labor to anticipate financial shifts.

Accounting & Operational Alignment

• Collaborate with Accounting to ensure transparency around client invoices, work statements, and accruals.
• Support month-end close by validating accrued revenue, deferred billing, and fulfillment-related expenses.
• Help design processes in NetSuite that link financial performance to operational KPIs and client deliverables.

Process Improvement & Systems Implementation

• Lead 3PL and sampling-specific financial workflow design during the NetSuite implementation.
• Streamline reporting, forecasting, and data capture processes to enhance visibility and reduce manual work.
• Champion automation and standardization across financial and operational analytics.

The above duties are meant to be representative of the position and not all-inclusive.

REQUIRED EDUCATION AND EXPERIENCE:

• Bachelor’s Degree in Finance, Accounting, or related discipline.
• 5–7 years of FP&A or financial analysis experience, or cost modeling experience in 3PL, distribution, or logistics services.
• Demonstrated experience partnering with operational leaders to influence business decisions.
• ERP implementation or ERP-based FP&A experience (preferably NetSuite).

PREFERRED EDUCATION AND EXPERIENCE:

• MBA, CPA or CMA
• Exposure to Salesforce, Power BI, or similar business intelligence tools.

KNOWLEDGE, SKILLS & ABILITIES:

• Advanced Excel and financial modeling expertise; strong proficiency in BI tools (Power BI, Tableau).
• Deep analytical and business acumen, with the ability to connect operational metrics to financial performance.
• Excellent communication and presentation skills for influencing non-financial leaders.
• Proven ability to operate effectively in a fast-paced, matrixed environment.
• Process-driven mindset with an emphasis on system optimization and continuous improvement.
• High integrity, accountability, and professional judgment.

PHYSICAL REQUIREMENTS:

• Location of job activities: 100% inside
• Noise and/or vibrations exposure
• Stand and sit for prolonged periods of time

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Knipper determined a set of values to drive decision making and behavior and to create a positive and professional culture.  These values are exemplified by the acronym CHART (Caring, Honesty, Accountability, Respect, and Trust).  All contributors a Knipper are expected display the values and meaning of CHART by their action and behavior.