Director, Financial Planning and Analysis (FP&A)

Lumin Digital is hiring a Director, Financial Planning & Analysis, fully remote. The Director of FP&A will be responsible for analyzing organizational budgets and performing periodic planning, forecasting, analysis, and reporting. Develops key performance indicators measuring the financial health of the organization or assigned units or functions. Reviews past and current financial performance against budgeted estimates, and develops models that assist management in understanding the financial impact of business decisions. You will work with executive leadership to advise on financial decisions and drive efficiency. 

The ideal candidate has strong leadership and relationship-building capabilities; effective written/verbal communication skills; can manage, prioritize, and adapt in a fast-paced work environment; has an intellectual curiosity and a strong work ethic; and takes pride in his/her role in the business. This person will play a key role in supporting the tremendous growth of the company. This position reports to the SVP, Finance & Accounting.

ESSENTIAL FUNCTIONS 

Lead the budgeting process, preparing monthly forecasts, creating variance analyses, and providing explanations as needed.

Prepare Board presentations and investor reporting.

Lead the preparation of monthly performance reports, financial analysis, and evaluation of historical trends. Continuously seek to improve the efficiency, accuracy, and timeliness of forecasting.

Prepare and maintain various monthly forecasting reports.

Assist in process improvements, automation, and system upgrades.

Build and maintain strong collaborative relationships with leaders and teams across the company.

Manage special projects and ad-hoc requests from senior management such as cash flow forecasts, product profitability, operational reporting, etc.

Translate questions into data-driven analyses to allow leaders to make informed decisions.

KNOWLEDGE, SKILLS, & ABILITIES 

Previous FinTech SAAS Industry Expertise is a plus 

Advanced Excel user with the ability to produce dynamic financial models

A thorough understanding of financial statements and 3-statement modeling

10+ years of experience in FP&A or similar role, preferably with experience in a publicly traded technology company.

Exceptional communication skills with the ability to distill complex financial information into a narrative that enables decision-making.

Collaborative attitude and the ability to establish solid partnerships and build consensus at all levels of the organization.

Willingness to disrupt the status quo to create positive change and improve the impact of FP&A.

Exceptional financial modeling skills with an ability to create sustainable and reliable models to enable better understanding and decision-making.

Critical thinking, problem-solving, and inquisitiveness coupled with a desire to continuously learn new skills.

An ability to make decisions and move forward with limited information - an ability to “operate in the gray”

Knowledge of Sage Intacct, Oracle, Google Sheets and data visualization tools such as Tableau a plus

EDUCATION 

Bachelor's Degree in Finance, Accounting, Economics, or any other quantitative field required, Masters is a nice to have