Job Description

Job Description

Summary

This position leads financial planning, forecasting, and reporting, and connects those results to sales pipeline and backlog data in Microsoft Dynamics 365 CRM. It directly supports our mission to be a vital part of the success of our customers, employees, and vendor partners by giving the CFO, CEO, and General Managers timely, decision-ready information. The role is also Gladwin's internal business owner of Dynamics 365 CRM, setting priorities and directing internal and outside support.

Key Responsibilities

Financial Planning and Analysis

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• Lead the annual budget and rolling forecasts for revenue, gross profit, expenses, and cash, working with General Managers on assumptions, risks, and opportunities.
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• Analyze results against budget, forecast, and prior periods, and explain the variances and trends that matter.
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• Build financial models for growth initiatives, investments, and scenario planning.
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• Support branch, product, and vendor profitability analysis.
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• Partner with the Accounting Manager on operating expense reporting and month-end variance analysis.
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Management and Board Reporting

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• Prepare the monthly and quarterly Board of Directors finance package, working with the CFO on content and messaging.
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• Build leadership scorecards and KPI reporting for monthly management reviews.
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• Serve as the primary report writer Blue Ops Business intelligence software, maintaining reports, dashboards, and cash forecasting outputs.
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Commercial Analytics

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• Build and maintain Dynamics 365 dashboards and Power BI reports on pipeline, backlog, forecast, and sales performance.
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• Analyze pipeline health, coverage, aging, and conversion, and tie it to financial results and targets.
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• Support General Manager and sales leadership pipeline and performance reviews.
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Dynamics 365 Business Ownership

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• Act as Gladwin's internal business owner of Dynamics 365, prioritizing improvements, reporting needs, and user requests.
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• Oversee the internal CRM administrator and monitor data quality, adoption, and common definitions.
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• Translate business needs into requirements for outside Dynamics and IT partners, and manage their priorities, testing, and documentation.
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• Role boundary: Routine CRM administration and technical development stay with the internal administrator and outside partners.
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Accounting and Close Support

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• Back up the accounting team during month-end close, audit, and commission calculations.
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• Keep accounting records and FP&A reporting consistent.
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• Take on additional projects, as assigned.
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Qualifications

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• Bachelor's degree in Finance, Accounting, Economics, Business, or a related field.
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• 3+ years of experience in FP&A, financial analysis, or business analysis.
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• Strong Excel and financial modeling skills.
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• Experience building dashboards, scorecards, or management reporting.
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• Clear communicator who can simplify complex information for senior leaders, including the CFO.
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• Demonstrated use of AI tools (e.g., ChatGPT, Claude, Copilot) to accelerate analysis, reporting, or data work, with the judgment to verify AI-generated output for accuracy
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• Organized and detail-oriented, able to manage deadlines around close and reporting cycles.
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Preferred

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• Microsoft Dynamics 365 Sales/CRM experience, ideally as a power user or reporting lead.
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• Power BI, Power Query, or FP&A platform experience (e.g., Blue Ops, Adaptive Insights).
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• Experience working with outside CRM consultants, including gathering requirements and testing changes.
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• Exposure to sales pipeline, revenue forecasting, or commission reporting.
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• Background in manufacturing, distribution, or capital equipment.
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Working Conditions

This role is based at our Menomonee Falls, WI or Fridley, MN office during standard business hours. Extended hours may be needed around month-end close, audit, and Board reporting.

This job description is intended to describe the general nature and level of work. It is not an exhaustive list of all duties and responsibilities and may be subject to change at the company's discretion.

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