Director of Financial Planning and Analysis and Business Management

The Director of Financial Planning and Analysis (FP&A) and Business Management (BM) will play a critical role in advancing the financial strategy of the company. This role involves leading the FP&A & BM team, providing financial insights, developing forecasts, and advising senior management on financial decisions.  The successful candidate will have robust analytical skills, exemplary leadership capabilities, and a deep comprehension of financial planning and analysis processes. 

Responsibilities: 

Strategic Financial Planning: 

• Lead the development of the annual budget, quarterly business reviews, monthly forecasts, and long-range financial plans. 

• Collaborate with senior management to align financial planning with the company’s overarching goals. 

• Identify key business drivers and integrate them into robust financial models. 

Financial Analysis and Reporting: 

• Provide timely and precise financial analysis and reporting to empower informed decision-making. 

• Monitor financial performance against budgets and forecasts and analyze variances. 

• Develop and maintain financial models to support various business scenarios and strategic initiatives. 

Leadership: 

• Lead and mentor the FP&A & BM team, fostering a collaborative and high-performance work environment. 

• Ensure continuous development and training of team members to enhance their skills and capabilities.

• Coordinate with other finance teams to ensure consistency and accuracy in financial reporting.  

Process Improvement: 

• Identify and implement process improvements to enhance the efficiency and performance of the FP&A & BM function. 

• Leverage technology and tools to improve data analysis and reporting capabilities. 

• Ensure compliance with financial policies, procedures, and internal controls. 

Risk Management: 

• Assess financial risks and opportunities and provide recommendations to mitigate risks. 

• Support the development and implementation of risk management strategies. 

JM&A Business Partnering: 

• Serve as a key business partner to the JMA sales leadership team, zone VPs and various sales support departments, providing financial insights and recommendations. 

• Tasked with zone level budgets and forecasts. 

• Provides insights and recommendations on revenue growth and expense management. 

• Be the strategic financial advisor on the financial levers and external factors to positively impact business operations. 

• Support operational leaders with financial guidance and analysis to improve business performance. 

Qualifications: 

• Bachelor's Degree in Finance, Accounting, Economics, or related field. MBA or CPA preferred 

• Minimum of 10 years of progressive experience in financial planning and analysis, with at least 3 years in a leadership role 

• Well-developed analytical and financial modeling skills 

• Impressive communication and presentation skills, with the ability to convey complex financial concepts to non-financial stakeholders 

• Proficiency in financial software and tools (ex. Excel, ERP systems, BI tools) 

• Proven ability to lead and develop a team 

• Deep business acumen and strategic thinking skills 

• Ability to manage multiple priorities and meet deadlines in a dynamic environment