Director of Financial Planning and Analysis

The Director of FP&A reports to the VP, Finance and has the primary responsibility of financial planning and analysis, including but not limited to budgeting, financial and operational forecasts, models, financial statements, financial and operational analysis and risk assessment, and ad hoc analysis and reporting. Additionally, they will develop and lead an FP&A team and will provide valuable decision support, and operational improvement opportunities.

Responsibilities:

• Build and lead the corporate FP&A function to provide executive leadership with deeper insights to financial results and key metrics with the objective of helping provide critical support to the ongoing growth and operating performance of the company.
• Lead and motivate a high-performing FP&A team to help drive the success of the business.
• Forecasting, P&L oversight, weekly and monthly reporting, and analysis to identify trends, manage budget, and monitor revenue.
• Identify/quantify risks and opportunities to ensure that the team and management are informed of the financial status and impact.
• Develop, consolidate, and present insightful and robust qualitative and quantitative financial analysis including annual budget, quarterly/monthly forecast variances.
• Work closely with the VP of Finance to develop tools and analyses to increase the productivity/profitability of business units.
• Evaluate trends within the business and offer business decision support.
• Report financial results and key metrics against appropriate business projections and deviations from plan.
• Develop ad-hoc reports as required.
• Develop and provide monthly reports of key performance metrics for the consolidated results and a summary of the reports provided by the business divisions.
• Develop and maintain long-term forecast
• Provide support and analysis for financial requests from the investors, leadership team, and/or departmental business leaders.
• Work closely with M&A teams to support acquisition due diligence and lead financial
• For completed acquisitions, lead purchase price allocation, and contingent consideration forecasting and valuation application of ASC 805/ ASC 820, etc.
• Ad hoc support of the month-end consolidation and close including improving capture and reporting of consolidating business performance indicators and revenue forecasting.
• Lead the annual budgeting
• Support resource management analysis ensuring staffing is being managed tightly to revenue.
• Support the Manager, FP&A – Special projects in developing user stories and requirements for analytical needs and system upgrades.

Requirements:

• Bachelor’s degree in accounting, finance, or business administration—or equivalent experience
• 7+ years of finance or accounting-related work experience Other Required:
• Proven track record of leadership, execution, and strategic thinking.
• Management experience required.
• Strong knowledge of financial statements and fundamental accounting standards
• Previous work experience at either a “Big 4” (at least at the manager level) or FP&A leadership role at a larger middle-market or Fortune 500 company
• Proficiency in Microsoft suite; Word, Excel, and PowerPoint
• Proficiency in advanced data tools; SQL and PowerBI
• Strong analytical and problem-solving abilities.
• Superb financial modeling, data analysis, and forecasting skills, with M&A experience a plus.
• Significant experience in financial reporting and analysis
• Experience with corporate acquisitions
• Ability to use logic and reasoning to identify strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.