Topic: Dallas, TX

Subject: Lead - Sr Dir Finance, Plano Synergy
Darin Patrizi
Member: 1999
Submitted on 10-26-16 7:56 pm


This position is at the company HQ in Grand Prairie, TX (DFW Area). Base up to $200K, plus 30% Bonus. CPG and/or retail experience a must. Local candidates only. Candidates should reach out to the recruiter, and feel free to use my name(Darin Patrizi):


Jude Rosenberg


Senior Research Associate


D +1.347.328.3073




Senior Director, Business Unit Finance


Plano Synergy


2101 Cedar Springs Road 3


Suite 1050


Dallas, TX 75201






Company description


Plano Synergy is built upon a foundation of unrelenting passion for the outdoors. It’s the very same


passion they share with their customers, and why each and every product within their family of trusted,


high-performance brands is carefully conceived, designed and manufactured to elevate the outdoors


experience. No matter how advanced or basic the need, Plano Synergy delivers hunters, anglers and


outdoor lifestyle enthusiasts the specific products that maximize the satisfaction earned from a day—or


a lifetime of seasons—in the field or on the water.


The Plano Synergy family of premier, category-leading brands includes Ameristep blinds; Avian-X


decoys; Barnett crossbows; BloodSport arrows and archery products; Evolved deer feed; Flextone game


calls; Frabill fishing products and accessories; GroundEFX metal detectors; Halo Optics rangefinders; No


Limit Archery; Plano tackle and gear protection cases; Tenzing backpacks and gear; Wildgame


Innovations feeds, seeds and attractants; and Zink calls. With hundreds of its products manufactured in


the USA, supported by overseas capacity, Plano Synergy reaches its passionate consumer base primarily


via a wholesale distribution network that includes such major sporting goods and outdoor sports retailers


as Cabela’s, Bass Pro Shops, Dick’s, Academy, and WalMart, among many others, and a vast array of


smaller, specialty shops.


From its inception as a compilation of products and brands, to the merger of Plano Molding and


Synergy Holdings, Inc., to the investment in the company by the Ontario Teacher’s Pension Plan with


approximately $28B invested in its private capital portfolio companies, Plano Synergy now faces a


period of unprecedented opportunity. The recent appointment of CEO David Dudick, a long-time


General Mills executive, has established an even greater sense of focus on, and optimism toward, the








Many of Plano Synergy’s employees are passionate hunters and anglers who—like their customers—


realize that the outdoor experience extends beyond what is brought home at the end of the day. The


team wins when their customers win, and they measure that success through the creation of cherished


outdoor experiences. Their highly talented team is driven by an unrelenting pursuit for transformational


innovation, resulting in products that deliver less worry and more joy—all day, every day.


The organization values forward thinking, innovative leaders who have a sense of urgency and passion


for taking care of their customers. Success will require one to be nimble and adept at change. The work


environment is very casual, even laid back, yet urgent.




Position description


The Senior Director, Business Unit Finance will have overall fiscal responsibility for the Synergy Outdoor


grouping of brands, supported from the Grand Prairie, Texas location. This is a hands on leadership role,


driving the business to exceed revenue, margin, and EBITDA expectations in a multi-site, multi-channel,


SKU intensive, branded consumer goods environment.


In addition to managing the core finance, operational accounting, and control activities of the business


unit, the Sr. Director will play a strategic role in the overall management of the business by ensuring


coordination, and alignment of focus, across all functional areas, including Sales and Operations. The Sr.


Director will have direct responsibility for P&L management, accounting and reporting, cost accounting,


financial forecasting and analysis, audit and control, receivables, and inventory management. This leader


will also play a critical role in partnering with senior leadership in strategic and operational decision making,


and will manage a team through challenging periods, such as budget, forecast, and closing.




Key relationships


Reports to: Chief Financial Officer


Peers: Director of Accounting, and functional leaders in Sales, Marketing, IT, HR, and Operations


Direct Reports: Controllers, and various other finance managers




Key accountabilities, responsibilities & expectations


 Drive P&L and balance sheet performance via proactive financial leadership; drive efforts to


evaluate and preemptively redirect operating outcomes in order to maximize results.


 Drive business unit growth and profitability via financial and operational planning, forecasting,


measurement, review, and analysis.


 Ensure budgets are collaboratively developed, communicated, and met or exceeded.


 Provide close oversight to expense budgets, costs and inventory.


 Work with executive colleagues to formulate and monitor the financial impact of business initiatives.


 Develop processes to improve predictability and forecast accuracy to eliminate surprises.


 Evaluate new business and revenue opportunities.


 Provide insight into cost drivers and profitability (customer, brand and channel segmentation).


 Provide business unit financial controls, including maintenance of the general ledger, accounts


payable, accounts receivable, and payroll.


 Direct and oversee the consolidation and preparation of all financial reporting in accordance with


generally accepted accounting practices (GAAP).


 Document and maintain financial and accounting controls and standards, and ensure complete and


accurate supporting information for all financial transactions.


 In cooperation with senior management, lead the organization’s annual operating planning process,


long-range planning process and monthly rolling forecast.


 Along with Operations, Supply Chain and Sales, manage inventory levels to maximize cash flow.


 Develop and implement policies and procedures to ensure that personnel and financial information


is secure and stored in compliance with current legislation.


 Liaise with the Corporate Finance and/or Audit Committee, as appropriate.




Candidate specification


Essential qualifications


 10+ years of demonstrated success as an experienced leader and financial executive for a multisite,


$100M plus consumer products/manufacturing/retail organization, or business unit thereof.


 Experience in operational financial management and inventory management.


 Experience with practices of big retailers (e.g., chargebacks, incentives, rebates, etc.).


 Bachelor’s degree in Finance, Accounting or Business required. MBA and/or CPA desirable.


 Previous experience in a Big 4 public accounting firm is preferred.


 This is a hands-on leadership role which will require the successful incumbent to have highly


developed personal computer, spreadsheet, and data management capability.


Ideal candidate profile


 Exceptional communication and interpersonal skills, and an ability to work credibly with all levels of


staff and other functional departments, to manage the flow of information and provide coordination


across multiple functions.


 Business acumen, strength of leadership, and personal gravitas to earn and command respect


across the organization.


 Analytical leader who motivates resources to create systems and procedures that increase


transparency, deliver efficiency, and drive improvements in operating performance.


 Executive experienced in achieving growth objectives by developing and implementing strategic and


tactical initiatives as part of a collaborative management team.


 A successful track record in setting priorities; keen organizational and problem-solving skills which


support and enable sound decision-making.


 Energetic, highly motivated, with an inquiring mind and a passion for excellence and innovation in


pursuit of business growth and success.


 Must be able to handle ambiguity, set priorities, and sort the “chaff from the grain”.


 Resourcefulness; passionately finds ways over, around, or through barriers to success.



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