Finance Director

Mergers & Acquisitions (M&A)

• Lead financial due diligence for potential acquisitions and strategic partnerships / joint ventures.
• Develop and maintain financial models to evaluate enterprise valuations, deal structures, valuations, synergies, and return on investment.
• Cook up and maintain financial models to evaluate enterprise valuations, deal structures, valuations, synergies, and return on investment.
• Cook up and maintain financial models to evaluate enterprise valuations, deal structures, valuations, synergies, and return on investment.
• Cook up and maintain financial models to evaluate enterprise valuations, deal structures, valuations, synergies, and return on investment.
• Cook up and maintain financial models to evaluate enterprise valuations, deal structures, valuations, synergies, and return on investment.
• Cook up and maintain financial models to evaluate enterprise valuations, deal structures, valuations, synergies, and return on investment.
• Cook up and maintain financial models to evaluate enterprise valuations, deal structures, valuations, synergies, and return on investment.
• Cook up and maintain financial models to evaluate enterprise valuations, deal structures, valuations, synergies, and return on investment.
• Cook up and maintain financial models to evaluate enterprise valuations, deal structures, valuations, synergies, and return on investment.
• Cook up and maintain financial models to evaluate enterprise valuations, deal structures, valuations, synergies, and return on investment.
• Cook up and maintain financial models to evaluate enterprise valuations, deal structures, valuations, synergies, and return on investment.
• Cook up and maintain financial models to evaluate enterprise valuations, deal structures, valuations, synergies, and return on investment.
• Cook up and maintain financial models to evaluate enterprise valuations, deal structures, valuations, synergies, and return on investment.

Financial Planning & Analysis (FP&A)

• Budgeting & Financial Planning – Own and manage the annual enterprise-wide budgeting process in collaboration with department and business unit leaders.
• Develop multi-year financial plans aligned with organizational strategy and capital allocation priorities.
• Establish budgeting timelines, templates, and governance processes to ensure consistency and accuracy.
• Monitor budget-to-actual performance and proactively communicate variances and recommended actions to leadership.
• Planning & Analysis – Lead the FP&A function, delivering monthly, quarterly, and annual financial reporting packages to senior leaders / group leaders.
• Develop rolling forecasts and scenario analyses to support strategic decision-making.
• Provide analytical support for major capital investments, pricing decisions, and new business opportunities.
• Design and maintain KPI dashboards and financial metrics that align with operational and strategic objectives.
• Variance Analysis & Management Reporting – Conduct detailed variance analyses comparing actuals to budget, forecast, and prior-period results.
• Identify root causes of financial variances and present findings with actionable recommendations.
• Prepare monthly management reporting packages including executive summaries, trend analyses, and commentary.
• Support department leaders in understanding financial results and driving corrective actions where needed.
• Cash Flow Modeling & Treasury – Build and maintain dynamic cash flow models to project short- and long-term liquidity needs.
• Maintain daily cash positioning and optimize working capital across the organization.
• Partner with banking relationships to manage S-T investments, marketable securities, credit facilities, shareholder distributions, and investment activity.
• Partner with Senior Controller on cash flow forecasting processes that integrate accounts receivable, accounts payable, and payroll cycles.

Captive Insurance & Risk Management

• Serve as the primary financial liaison for the organization’s captive insurance program.
• Oversee captive financial reporting, premium allocations, loss reserve reviews, and regulatory filings.
• Coordinate with captive managers, actuaries, and legal counsel on program structure, compliance, and renewals.
• Analyze captive performance metrics and provide strategic recommendations to optimize deductibles, coverage limits, and policy effectiveness.

Real Estate Lease Management

• Manage the financial aspects of the organization’s real estate portfolio including lease accounting under ASC 842.
• Review, analyze, and model financial implications of new leases, renewals, terminations, and amendments.
• Partner with facilities and operations on real estate strategy, occupancy cost analysis, furniture expenditures, and space optimization.

Capital Expenditures (CapEx)

• Develop and manage the annual capital expenditure budget in coordination with department leaders and operations.
• Establish and maintain a CapEx approval framework, including project justification, prioritization, and authorizations.
• Build and maintain CapEx models to evaluate ROI, payback periods, and NPV for proposed investments.
• Track and report on CapEx spending versus approved budgets and provide variance analyses.
• Support long-range planning cycles for equipment replacement, fleet vehicles, and office upgrades.

Financial Memos & Executive Communications

• Draft and review financial memos, education sessions, and board materials with clarity and precision.
• Translate complex financial data into concise narratives tailored to executive audiences.
• Prepare investment committee materials, and strategic analysis documents as needed.