Director of Financial Planning and Analysis

General Job Description

The Company is currently seeking a Director of Finance, reporting to our Chief Financial Officer. The ideal candidate will have extensive experience in corporate and operations finance. Strong character, the energy and capacity to get the job done and the experience to lead and mentor a growing organization are an integral part of this role. This role requires a strong FP&A leader with a demonstrated track record of piecing together data from a variety of work streams to build a complete picture of where the business is both on a revenue and cost basis and providing deep insights to enable business decisions. This individual will serve as a key member of the corporate finance team and drive all strategic planning, financial planning, business modeling, forecasting and management reporting activities in partnership with the CFO.

Duties and Responsibilities

  • Partner with the CFO and senior leadership to identify and execute actions that drive profitable growth, gain market share, improve operational efficiencies and increase productivity
  • Drive development of annual operating plan
  • Own all the business intelligence that corporate and field teams use to gain insight into the operations of the business
  • Own and drive monthly financial rhythms with the field and corporate group.
  • Partner with the Leadership Teams and advise on all financial planning and analysis related activities
  • Be an evangelist for the business by representing the interests of the sales and marketing teams with various corporate stakeholders
  • Participate and advise on future year planning and strategy activities, and provide thought leadership around understanding business drivers and their impact
  • Oversee modeling for new product / channel / sales motion introduction and be able to quantify business needs and support with justifiable ROI
  • Manage all business Investments (people, incentives, OPEX) and corresponding ROI
  • Partner with the CFO senior leadership to identify and execute actions that drive profitable growth, gain market share, improve operational efficiencies and increase productivity
  • Assist with the monthly financial close
  • Drive delivery of all reporting, including the monthly reporting package, bi-monthly flashes, cash forecasting, quarterly business reviews, and ad hoc needs for both management and the private equity owners
  • Analyze and articulate financial plan variance
  • Keep management apprised of financial results/issues and emerging trends
  • Prepare proactive reporting and analysis of key performance measurement indicators including all revenue and expense drivers, portfolio mix and economic indices.
  • Identify issues and opportunities to improve financial processes and implement recommended solutions
  • Establish and report on key operational, financial and sales metrics
  • Lead FP&A across the organization, partnering with leadership to develop and implement strategic business plans and operating initiatives
  • Partner cross-functionally to provide a breadth of insight and financial decision support
  • Lead management reporting, including KPI’s, dashboards, business trends and performance vs. plan
    Responsible for supporting the growth of EMDs, while managing the company’s operating model, forecasting process, and developing key business insights
  • Own investor due diligence, board packages, and run monthly financial business rhythm processes
  • Lead implementation of corporate performance management /BI system and management of associated reporting and processes
  • Create analyses, commentary and presentation materials for Board meetings
  • Deliver weekly financial updates, monthly performance analyses and quarterly rolling forecast
  • Maintain the three-year strategic financial plan and business model
  • Provide M&A due diligence support; develop financial models for strategic initiatives
  • Provide financial modeling and analysis for various ad-hoc financial projects

Required Skills and Experience

  • Bachelor’s degree in Accounting.  MBA preferred
  • 10+ years professional work experience in financial analyst/manager roles
  • Proven collaborator with the ability to work with all levels and functions within the worldwide and field teams. Positive, creative, can-do attitude
  • Excellent Communicator: You know what to say and more importantly, how to say it – You know how to have real business conversations with senior management.
  • Passion for Great Work: You have strong attention to detail – A dedication and passion for customer / partner support, building positive relationships & credibility
  • Demonstrated expertise in financial modeling and analysis
  • Go Getter:  Willing to go the extra mile with a strong work ethic. You are self-directed, resourceful and willing to roll-up your sleeves as needed. Proven ability to drive projects and analysis to closure in a collaborative and matrixed environment
  • Management: People management experience with a proven track record and strong feedback from team
  • Advanced working knowledge of Microsoft Office Suite required.  Adept in financial systems (NetSuite, Adaptive, SFDC a plus)


Click Here to Apply