Director of Financial Planning & Analysis

About the position and our team

The Financial Planning & Analysis Director will set the direction, lead, and manage all areas of the company's budgeting, reporting & forecasting processes, and profitability analysis as well as executing and contributing to broader business initiatives. Preference to candidates local to our Cleveland, Charlotte, or Emerald Isle offices.

Responsibilities

• Own, manage, and provide an overall strategic direction in all aspects of financial reporting. This includes building, and improving these processes to deliver timely, accurate, and insightful management reporting, analysis, and recommendations.
• Own the tracking and interpretation of companywide KPIs including sales performance.
• Own all Finance Power BI reports ensuring that they are complete and accurate.
• Guide discussions with business leaders, functional leaders, and the senior leadership team to understand business performance, financial results and enhance the business's ability to meet and exceed targets.
• Own and lead the creation of the monthly reporting workbook and related board of director slides.
• Create and lead a strategic planning/budgeting process in conjunction with the Executive Director of Finance and functional leaders from across the business and help develop robust revenue models for each business segment.
• Lead the monthly forecast of P&L, Balance Sheet, and Cash Flow Statement.
• Lead, develop, and enhance the skills of the team to help them grow and progress.
• Lead the finance portion of commissions calculation and payment.
• Manage and execute special projects, performing complex analyses, summarizing conclusions, and making recommendations to the corporate finance and senior management team.
• Job responsibilities and any other duties needed to help drive our vision, fulfill our mission, and support our organization's values.

Qualifications and skills required

• Bachelor's degree in accounting required.
• CPA certification preferred.
• 10+ years of corporate or significant divisional FP&A, corporate finance or business strategy/analytics experience in a fast-paced financial services or professional services firm.
• Successful track record of using financial analysis to generate, evaluate, and act on strategic options and opportunities.
• Demonstrated ability to meet and exceed expectations and help others drive results.
• Strong financial mind with deep expertise in budgeting and forecasting, performance analytics, management reporting, and distilling complex financial concepts into easy-to-understand messages.
• The knowledge and experience to build an exceptional FP&A function to serve the needs of a complex, growing & fast-changing organization.
• Excellent IT/system knowledge and the ability to assist in the implementation of any new financial systems.
• Highly detail oriented and organized.
• Collaborative, team player adept at working with and influencing business partners and building constructive relationships with stakeholders.
• High degree of intellectual curiosity, hungry to learn & self-motivated.
• Strong and clear written and verbal communication skills with the ability to influence and moderate based on the audience. Ability to communicate effectively across multiple organizational layers and departments.
• Excellent financial modeling skills & working knowledge of ERPs, Planning, Budgeting & Forecasting tools. Advanced excel skills are required.