INTRODUCTION

At JM Family Enterprises, we are committed to strong relationships, integrity, and continuous improvement in how we serve our customers and each other. Within Enterprise FP&A, those values are reflected in how we partner across the business, deliver financial insights, and support long-term decision-making.

As the organization evolves, we are enhancing how Finance leverages data, analytics, and technology to better serve the enterprise. The Lead, Finance Data & Analytics role is central to that effort — helping to strengthen reporting capabilities, improve how financial data is structured and delivered, and elevate the quality and consistency of insight across the organization.

This is an opportunity to play a meaningful role in advancing Enterprise FP&A — building scalable solutions, strengthening analytical capabilities, and helping Finance operate with greater clarity, speed, and impact.

KEY RESPONSIBILITIES

Financial Reporting Governance & Standards

• Contribute to and help operationalize standards for enterprise financial reporting, ensuring consistency in KPIs, financial definitions, financial statement connectivity, and performance metrics.
• Ensure that dashboards and analytics outputs reflect financial logic across P&L, Balance Sheet and cash flow, as well as alignment of enterprise-wide performance drivers and value-based metrics.
• Support alignment between FP&A reporting needs and governed system outputs.

Analytics & Team Leadership

• Provide guidance and informal mentorship to analysts on analytical tools, data usage, and financial interpretation.
• Support capability development across FP&A in BI tools, analytics techniques, and data literacy.
• Support prioritization and executive of initiatives that improve reporting scalability, automation, and usability.
• Promote strong financial literacy alongside technical development and enablement.
• Foster a culture of continuous improvement and disciplined experimentation.

Applied Analytics Oversight

• Lead execution of applied financial analytics initiatives within FP&A.
• Utilize SQL and similar tools to create exploratory analyses, develop automation, support forecasting and variance analysis, performance monitoring.
• Develop and enhance predictive forecasting overlays, scenario modeling frameworks, trend analyses, anomaly detection, and performance monitoring tools for greater insight generation.
• Apply advanced analytical techniques (e.g., statistical modeling, machine learning applications) ensuring outputs remain aligned with business context and financial logic.

Systems & Cross-Functional Partnership

• Partner with Financial Systems & Transformation to align analytics initiatives and reporting enhancements with platform governance and enterprise architecture.
• Act as a key Finance representative in discussions regarding reporting usability, data definitions, system enhancements, and analytical requirements.
• Ensure FP&A maximizes value from enterprise data and reporting platforms without duplicating architectural ownership.
• Partner with Enterprise FP&A analysts to translate financial requirements into structured analytical solutions.

Continuous Evolution

• Identify and pilot opportunities to incorporate advanced analytics techniques where they enhance financial insight and decision-making.
• Promote thoughtful experimentation with AI-enabled tools while maintaining governance and financial discipline.

WHAT YOU’LL BRING

• Bachelor’s degree in Finance, Economics, Analytics, Data Science, or related field.
• 7+ years of experience in FP&A, finance analytics, or related enterprise finance leadership roles within a complex organization.
• Strong understanding of enterprise financial statements, financial planning & forecasting, reporting, and performance analysis.
• Experience working with BI platforms, data environments, including familiarity with data modeling principles.
• Working familiarity with SQL and Python sufficient to query and manipulate datasets, troubleshoot, evaluate and guide analytical outputs.
• Demonstrated ability to independently build and deliver analytical solutions that drive business insight.
• Exhibited the capability to bridge finance and technical stakeholders.
• Ability to balance technical depth with sound financial judgment.
• Leadership experience developing analytical talent.
• Strategic mindset with practical execution capability.
• Strong communication skills and ability present insights clearly to Finance & business leaders.

Hybrid

LI-NK1

This job description may not be inclusive of all assigned duties, responsibilities, or aspects of the job described, and may be amended at any time at the sole discretion of JM Family. All work arrangements are subject to associate performance, business need and manager discretion, and may be revised as necessary.

JM FAMILY IS PROUD TO BE AN EQUAL OPPORTUNITY EMPLOYER

JM Family Enterprises, Inc. is an Equal Employment Opportunity employer. We are committed to recruiting, hiring, retaining, and promoting qualified associates without regard to age, race, religion, color, gender, sex (including pregnancy, childbirth and related medical conditions), sexual orientation, gender identity, gender expression, mental or physical disability, national origin, marital status, citizenship, military status, genetic information, veteran status, or any other characteristic protected by federal, state, provincial, or local law.

DISABILITY ACCOMMODATIONS

If you have a disability and require a reasonable accommodation to complete the job application process, please contact JM Family’s Talent Acquisition department at talentacquisition@jmfamily.com for assistance. If you have an accommodation request for one of our recruiting events, please notify us at least 72 hours prior so that we may provide assistance.