Director, FP&A - US

Position Overview

Essential Duties And Responsibilities

• Accelerate integration of forecasting and planning models by partnering with Finance leadership in the US and Canada to improve consistency, accuracy, and flexibility.
• Lead preparation of the US budget and medium-term plans, including development of assumptions with finance leaders and creation of processes to report key performance metrics to senior leadership and HQ.
• Support month-end close and reporting, providing timely insights and identifying risks and opportunities across near-and long-term horizons.
• Partner with the Director of Finance – Data & Analytics to identify and execute automation opportunities in Workday Adaptive.
• Identify opportunities to improve firmwide reporting, drive a single source of truth, eliminate redundancies, and synthesize insights for executive decision-making.
• Support data and analytics needs for key initiatives such as pricing, cost optimization, and commission design.
• Collaborate with Treasury on portfolio analysis for syndication sales, including portfolio sales and asset-backed securitizations.
• Assist the SVP FP&A and CFO with corporate submissions and strategic projects.
• Assist in documenting and maintaining internal controls, accounting policies, and procedures in accordance with GAAP, Sarbanes-Oxley, and applicable tax regulations.
• Support FP&A team building and talent development, including mentoring junior team members.

Responsibility And Decision-Making Authority

Act independently; Decision making within company policy

Qualifications

• Knowledge, Skills, and Abilities:
• Financial planning & analysis
• Leverage lease accounting and structuring
• Strong problem solving and analytical skills
• Strong writing skills
• Strong skills in using Microsoft Office products
• Detail oriented and attention to accuracy and thoroughness
• Good leadership and communication skills
• Education And Experience:
• BS in Accounting, Finance or equivalent experience
• 7+ years of experience in financial service industry
• Experience with multinational company a plus
• Working knowledge and familiarity with Sarbanes Oxley regulations, monitoring and financial reporting requirements
• Licensing And Certification:
• CPA, a plus

Additional Information

• Working Hours: Hours may vary and will require evening or weekend work depending on business needs and will require working overtime.
• Tools And Equipment Used: Personal computer, copier, fax, phone, and other typical office equipment.
• Travel: Occasional travel related to attendance at industry seminars.
• Physical Demands: Digital dexterity and hand/eye coordination in operation of office equipment. Light lifting and carrying of supplies, files, etc. Ability to speak to and hear customers and/or other employees via phone or in person. Body motor skills sufficient to enable incumbent to move from one office location to another.
• Job Description: The job description does not constitute an employment contract, implied or otherwise, other than an “at will” relationship and is subject to change by the employer as the needs of the employer and requirements of the job change.
• The position is exempt and the salary will be between $185,000.00 and $222,900.00 with an opportunity to earn a discretionary annual bonus. The salary range is determined and based on internal equity, market data/ranges, applicant's skills, prior relevant experience and education.
• Additional Benefits: Medical, Dental, and vision plans, 401(k) and matching, Paid Time Off, Company Paid Life Insurance, Employee Assistance Program, Training and Development Opportunities, Employee Discounts.