Director, Financial Planning and Analysis
Job Description
The Director of Financial Planning and Analysis plays a crucial role in leading the financial team’s budgeting, forecasting, long-term planning, implementation, and business strategic analysis. They oversee the company’s financial operations and ensure they are conducted efficiently. In this role, the Director of Financial Planning and Analysis conducts various financial analysis, modeling, forecasting, and reporting efforts. They analyze financial data to identify trends, patterns, and insights that can help the company make informed decisions.
Duties and Responsibilities
- Develop and implement financial strategies, policies, and procedures.
- Provide financial planning and analysis to support business decisions and guide the business toward its goals and vision.
- Prepare and present financial reports to senior management and stakeholders, including budgets, forecasts, and variance analyses.
- Ensure compliance with financial regulations, laws, and reporting requirements.
- Report on cash flow, financial risk, and investments.
- Monitor and analyze financial performance, identifying areas for improvement and recommending strategic corrective actions.
- Collaborate with other departments to develop and evaluate business strategies.
- Lead and manage the FP&A team, providing guidance, training, and performance evaluations.
- Maintain relationships with external stakeholders, such as auditors, banks, investors, and legal & compliance experts.
- Drive financial efficiency and cost optimization initiatives.
- Conduct financial due diligence for potential acquisitions or partnerships.
- Stay updated on industry trends, best practices, and accounting and finance standards changes.
Qualifications
- Bachelor’s degree in finance, accounting, or a related field (Master’s degree preferred).
- 4-5 years of experience in finance, accounting, or a related field, with progressive responsibility.
- Strong knowledge of accounting principles, financial analysis, and reporting standards.
- Expertise in financial modeling, budgeting, and forecasting.
- Proficiency in financial software and systems, including but not limited to enterprise resource planning (ERP) and financial planning and analysis (FP&A) tools.
- Excellent analytical and problem-solving skills.
- Exceptional communication and presentation skills, with the ability to explain complex financial concepts to non-financial stakeholders.
- Professional certification such as CPA (Certified Public Accountant) or CFA (Chartered Financial Analyst) is highly desirable.
- Experience with mergers and acquisitions (M&A) and integration.
- Experience in a leadership role within a finance department.
- Ability to work collaboratively in cross-functional teams and influence decision-making.
- Strong attention to detail and accuracy in financial reporting.
- Knowledge of relevant financial regulations and compliance requirements.
- You must have a bias for action. Proactive and thoughtful action is crucial in Facility Solutions Group’s fast-paced, ever-changing, and exciting environment.
- Exempt Status
- Exempt