Director of Financial Planning and Analysis

 Overview:

The Director of Financial Planning and Analysis will be a strategic finance leader with a strong background in investment banking or private equity, responsible for driving the company’s financial planning, forecasting, and modeling efforts. Reporting to the VP of Finance, the candidate will work closely with the CFO and other members of the Exec Team to create operating models, scenario planning, and ad hoc analysis, providing actionable insights that support business growth and efficiency. The ideal candidate will have experience in building detailed financial models, conducting in-depth analysis, and providing recommendations that drive strategic decision-making in a fast-paced, high-growth environment.

 Key Responsibilities:

Advanced Financial and Operational Modeling:

• Ownership of Financial Models: Develop, maintain, and enhance complex, dynamic financial models that capture the company’s key revenue drivers, cost structures, capital expenditures, and overall financial performance. Ensure models are adaptable to support various strategic and operational scenarios.
• Operational Modeling: Create detailed operational models that provide insights into key business areas such as revenue projections, customer acquisition costs, churn rates, product profitability, and cost efficiency. These models will help drive operational decision-making and identify opportunities for margin improvement.
• Scenario and Sensitivity Analysis: Conduct scenario and sensitivity analyses to understand the financial and operational impacts of different business strategies, market conditions, and potential risks. Provide actionable insights to guide decision-making and strategy development.

Strategic Financial Planning and Forecasting:

• Long-Term Financial Planning: Lead the development of long-term financial plans that align with the company’s strategic goals and growth objectives, incorporating insights from operational models and business drivers.
• Rolling Forecasts: Implement and manage rolling forecasts that provide real-time insights into the company’s financial trajectory. Regularly update forecasts to reflect actual results, changing assumptions, and evolving market conditions.

Ad Hoc Financial Analysis and Decision Support:

• Ad Hoc Analysis: Lead ad hoc financial analyses to inform strategic planning, such as evaluating new product lines, pricing strategies, market expansion opportunities, or cost optimization initiatives. Deliver actionable recommendations based on findings.
• Standardization and Consistency: Develop standardized financial modeling templates, processes, and guidelines to ensure consistency, accuracy, and reliability across all financial analyses.
• Performance Metrics and KPIs: Work with the operational finance team to develop and track key performance indicators (KPIs) and operational metrics to monitor business performance, identify trends, and provide insights that drive strategic and operational improvements.
• Cross-Functional Analysis: Collaborate with teams across the organization, such as sales, marketing, operations, and product management, ensuring that all strategic decisions are backed by robust financial data.

Education and Experience:

• Bachelor’s degree in Finance, Accounting, Economics, or a related field; MBA, CFA, or CPA is highly preferred.
• 5+ years of finance experience, with a significant portion spent in investment banking, private equity, or a similar environment with a strong emphasis on financial modeling, operational analysis, and strategic financial planning.
• Experience in a high-growth, tech, or software-focused company is a plus.

Technical Skills:

• Expert-Level Financial Modeling: Advanced proficiency in building complex financial models, with a deep understanding of financial statement analysis and accounting principles.
• Financial Software Proficiency: Experience with financial planning software (e.g., Adaptive Insights, Anaplan), data visualization tools (e.g., Tableau, Power BI), and ERP systems a plus.

Strategic and Analytical Thinking:

• Demonstrated ability to think strategically, with a strong understanding of how financial and operational analysis impacts business decisions, investments, and growth opportunities.
• Proven track record of providing actionable insights and recommendations based on financial and operational data.

Communication and Presentation Skills:

• Strong communication skills, with the ability to present complex financial data and operational insights to senior executives and cross-functional teams in a clear, concise, and actionable manner.
• Effective business partnering skills, with experience working closely with different departments to support decision-making.

Impact on the Organization:

• Operational Insights: The Director of Financial Planning and Analysis will play a crucial role in providing detailed operational analysis and modeling that drives efficiency, profitability, and strategic decision-making across the organization.
• Ad Hoc and Strategic Analysis: By delivering timely and accurate ad hoc analysis, this role will support key business decisions, ensuring that the organization is agile, data-driven, and well-prepared for growth opportunities.
• Enhanced Financial Planning: This role will ensure that financial planning and forecasting processes are grounded in robust operational models, providing a clear view of the company's financial trajectory and growth potential.

What we Offer

Benefits

• Competitive salary
• Comprehensive benefits package including medical, dental, and vision coverage.
• 401k Opportunity with Company Match
• Opportunities for career growth and advancement within a rapidly growing company.
• Ongoing training and professional development initiatives.
• Fun and collaborative work environment with a focus on teamwork and innovation.

Join Our Team

If you are passionate about technology, driven to succeed, and eager to make a difference in the lives of businesses, we want to hear from you! Apply now to join our team as a Director of Financial Planning and Analysis at Quilt and take the next step in your career journey.

Salary: 160-180k Base