Director of Financial Planning & Analysis

Summary

The Director of Finance Planning and Analysis will support FP&A capabilities for a high growth and acquisitive organization, including the company's management reporting, KPIs, analytics, forecasting, and the annual budgeting process. Position will also support completion of quarterly compliance certificates and special projects. Will provide financial consulting and strategic support to executive team members including, but not limited to:

• Quarterly budget and resource needs

• M&A financial modeling

• KPI reporting

• Other special projects

This function supports the SVP of FP&A as the analytic engine of the company, partnering with leadership and operations to provide insights and support 'optimal' business decision making. This position provides the opportunity for a strong and experienced FP&A leader to assist in the enhancement of financial reporting and analysis to support a rapidly growing business.

Responsibilities

• Support monthly close and management reporting process for monthly board reporting

• Manage the completion of quarterly bank compliance certification

• Support the budgeting and forecasting process, including quantitative analysis around key business drivers and own the corporate financial model

• Manage cadence and calendar for long range planning, annual budget, forecasting, month close reporting, and periodic reporting

• Work directly with SVP FP&A to enhance budgeting, financial forecasting, and modeling tools

• Work with SVP FP&A to address quarterly Board and PE sponsor follow-ups and lead preparation of quarterly Board materials

• Build, maintain, and continually improve business plans and forecasting. This includes maintaining a detailed and interactive model to forecast key metrics for 1 year, 3 year, and 5 year time horizons

• Provide financial, business and modeling expertise to facilitate timely generation, synthesis, and distribution of financial and management reports

• Manage relationships with all FP&A team members, and take ownership for all related reporting matters

• Liaise with the accounting team in preparation of monthly and quarterly financial statement certifications and loan covenant and bank compliance matters required by lenders and other agencies related to the company's debt commitments

• Other duties as assigned

Qualifications

• Demonstrated experience in financial planning and analysis

• Strong Excel and Power BI skills

• Strong financial modeling skills including thorough understanding of, and ability to, model income statement, balance sheet and cash flow statement in a cohesive operating model

• Skilled in budgeting and forecasting

• Flexible and able to multitask; can work with an ambiguous, fast-moving environment, while also driving toward clarity and solutions; demonstrated resourcefulness in setting priorities and guiding investment in people and systems

• Ability to communicate effectively orally and in writing, using accurate grammatical form, and able to read and interpret written information

• Communicates effectively in individual or group situations including demonstrating active listening skills

• Ability to maintain confidentiality

• Strong ability to clearly communicate compelling messages to senior executives and business partners

• Strong project management skills and demonstrated ability to lead complex cross-functional initiatives across a breadth of stakeholders

• Team oriented, collaborative, diplomatic, and flexible, with excellent presentation skills, including strong verbal and writing capabilities

• Strong organizational skills, attention to detail, time management, task oriented, good interpersonal skills, patience, perseverance, and follow through skills

• Excellent computer skills: Excel, Word, and E-mail. Sage Intacct & PrismHRP experience is a plus

• Experience with financial ERP systems (eg SAP, Oracle, NetSuite a plus)

• A high standard of integrity and sound business ethics

Education & Experience

• A minimum of a bachelor's degree in Finance or related field, MBA a plus

• 7+ years of experience in Finance, experience working with PE sponsor a plus

• Hands on financial modeling and forecasting expertise

• Superior analytical and problem-solving skills, with demonstrated intellectual and analytical rigor, as well as experience resolving complex business problems with well-structured analytics

• Hands-on, roll-up sleeves work ethic in supporting a high growth company

• Ability to adapt to a dynamic, rapidly changing business environment with a high degree of initiative

• Hyperion, SAP, or OneStream ERP experience a plus

 

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