Position Details
We are looking for a Senior Director of Financial Planning and Analysis to join our Finance Team. This leader should be a highly collaborative, enthusiastic self-starter who is process and data driven, works well under pressure and is excited to drive results. Gaining an understanding of the why’s not just the what’s really drives this person, as well as a passion for getting leaders and teams the right information at the right time.
This role will be responsible for leading the Company’s annual budgeting and monthly forecasting process, maintaining our long-range planning model, variance/trend analysis and providing financial consulting and strategic support to senior management. Ideal candidates will have worked with a Private Equity backed technology company with inventory management experience and knowledge using various ERP’s, particularly Oracle
Key Responsibilities:
- Providing analysis of product revenue and financial results, capital expenditure reviews, budget preparation, board presentations, acquisition analysis, and other projects requested by senior management
- Supporting the Senior Leadership Team and the Department heads with in-depth analysis of operating results and insights into efficiency and cost savings opportunities
- Partners closely with functional leaders to develop budgets and forecasts that support how they look at the business and supports the Company’s strategic financial and growth goals
- Manage and continually improve the budgeting and forecasting processes including monthly/rolling forecasts and financial modeling tools to provide full P&L and financial support across the business
- Be business minded always looking for new ways to analyze information
- Work with Lender Syndicate to update banking group on business performance and projected covenant compliance for the Credit Facility
- Evaluate processes to drive efficiencies and improve ROI in manufacturing, product costing, marketing programs and capital projects and product-roll outs
- Develop financial models and analyses to support long range planning, including multi-year views of the P&L, BS and Cash Flow Projections
- Build and maintain a 13-week cash flow model and a model to optimize cash in the kiosks
Education and Experience:
- Bachelor's Degree in Accounting or Finance or other relevant field of study; MBA highly preferred
- 10+ years experience in FP&A, preferably in a high-growth, Private Equity sponsored environment with at least 5 years in a management position
- Strong understanding of Accounting principles
Required Qualifications:
- Demonstrated ability to interact with and influence outcomes with C-Suite level roles
- Experience constructing and maintaining long-range predictive financial models (P&L, BS, Cash Flow)
- Ability to set budget and planning timelines and deliver outputs on time with high accuracy
- Excellent verbal and written communication skills; Self-starter attitude with intellectual curiosity to problem-solving
Preferred Qualifications:
- 2+ years investment banking or private equity firm experience along with credit facility management
- Advanced Microsoft Excel modeling skills required, experience using budget software tools (Anaplan) and Oracle
- Demonstrated experience driving insights and actions through financial results variance analysis
Business Travel
5%
Location
Remote
Pay Range
$211,500 – $258,500 annually
