Financial Planning & Analysis Manager

The Manger, Financial Planning & Analysis (FP&A) is a key position within the Finance & Accounting department. This person is responsible for leading the monthly reporting, annual budgeting, and quarterly forecasting for the business, as well as providing ad hoc analysis to assess performance on key business initiatives and help set strategy for the Company. The leader interacts directly, in informal dialogue, formal presentations and written communication, with Senior Leadership, Board of Directors, Private Equity Sponsors, and Lenders to communicate the performance and financial trajectory of the business. This position reports to the Chief Financial Officer, manages a Financial Analyst directly, and influences work in business intelligence across the organization. The Director, FP&A must be highly motivated, intellectually curious, technology savvy, and enjoy working in a fast-paced, growing environment where there are many questions to be answered and opportunities for improvement abound. Key Skills: Curious, analytical mind with excellent problem-solving skills and the ability to think creatively. Excellent interpersonal and communication skills Highly driven and self-motivated Ability to work effectively across organizational and functional boundaries to build credibility with various internal customers. Strong attention to detail and accuracy Good prioritization between monthly and quarterly financial processes and special projects Strong work ethic and ability to meet deadlines and handle last minute requests. Ability to teach and mentor others, growing their professional knowledge and expertise. Superior Excel and PowerPoint skills, and must be able to adapt and learn new software quickly Essential job functions: Analyze financial and operational performance to identify trends, opportunities, and risks, and providing recommendations for improvement. Provide financial acumen for strategic initiatives development. Develop financial forecasts and capital projects ROI analysis to support strategic initiatives. Develop financial models to project long term growth & determine the impacting business factor. Prepare monthly, quarterly, and annual reporting packages for Senior Leadership, Equity Sponsors, and Lenders utilizing Excel and PowerPoint. Lead development and preparation of the annual budget and long-range plans for the Company, including forecasting covenant coverage and equity value. Manage priorities and responsibilities of Financial Analyst, providing guidance and coaching to grow team member professionally. Other various ad-hoc analysis for all departments, particularly relating to Client Profitability, Direct Labor Utilization and Staffing, and Operational Efficiency Education/Qualifications: Qualified candidate should possess a bachelor''s degree in Finance, Accounting, or other Business-Related field, or have worked in Investment Banking, Strategy Consulting, or Private Equity in an analyst capacity. CPA or MBA preferred but not required. Private Equity portfolio-company experience preferred but not required. At least 5 years experience performing financial analysis, investment banking, evaluating trends and patterns in business results, and creating financial performance models/estimates Advanced knowledge of Excel and ability to work advanced excel functions.

Created: 2021-11-29