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Director – Financial Planning and Analysis

Our Client, a national tax consulting firm based in Houston, is currently experiencing explosive growth and are looking to add a Director of Financial Planning and Analysis (FP&A) to their team.

Position Summary

The Director of Financial Planning and Analysis (FP&A) is responsible for providing direction to a team of finance professionals and upper management throughout the organizations on the overall planning, monitoring, evaluation, and reporting of the Company’s financial performance. This involves developing and managing financial analysis procedures, as well as identifying and prioritizing recommended actions. In addition, the role conducts financial analysis, modeling, forecasting, and reporting efforts to ensure efficient financial operations. The Director of FP&A will prepare and maintain metric-driven financial models used to forecast and evaluate Company profitability and perform additional analysis, as requested.

Qualifications

· Bachelor’s degree in Finance

· 10 – 15 years of progressive experience in finance, with the last 5 – 7 being at a high level

· Prior experience managing the FP&A function

· Prior Professional Services experience desired

· Exceptional analytical, quantitative, and statistical skills

· Excellent communication skills, both written and oral

· Strong financial modeling skills

· Must be detail-oriented and able to balance multiple responsibilities while meeting deadlines

· Must have PE experience

· Proactive, High Energy and Passion are key qualities

Experience

· Solid computer skills with proficiency in MS Excel and working with large ERP/Financial System

· Ability to act and operate independently with minimal direction to accomplish objectives

· Ability to work cooperatively and collaboratively with all levels of employees, management, and outside parties to maximize performance, creativity, problem solving, and results

· Experience with multi-currencies and ledgers

· Proven track record of developing staff

Duties and Responsibilities

· Interact proactively and collaboratively with executive leadership teams on a regular basis

· Continuously develop tools/systems and automate processes; manage the implementation of a budgeting and forecasting solution to streamline the forecasting and budgeting processes and provide enhanced reporting functionality

· Build clear, accurate and reliable predictive forecast modeling for multiple functional areas

· Build strong financial models for the business, utilizing understanding of financial reporting and cash flow information

· Review historical data, predict future results, analyze and explain budget variances

· Review analysis results, develop insightful suggestions for investment, sourcing, cost reduction and lead strategic business decisions

· Identify key data sources and utilize data-driven insights about important departmental metrics to improve business decisions

· Perform quantitative analysis required for strategic planning, special projects, and reports for management and communicate results to management team

· Protect the organization’s value by keeping information confidential

· Update job knowledge by participating in educational opportunities, reading professional publications, maintaining personal networks, and participating in professional organizations

· Prepare other reports and participate in other special projects as requested

· Responsible for timely and accurately publishing of monthly, quarterly and annual financial statements for presentation to Managing Partners and BOD

Attributes

· Leadership: You are a leader and exhibit that in your everyday work. You pride yourself on developing future leaders; you have direct experience managing others and have been responsible for supporting their performance and their associates.

· Communicator: You possess strong communication skills and enjoy working with customers.

· Team Oriented: You are capable of embracing the ideas of others (even if they conflict with your own) for the sake of the company and client.

· Self-motivated: You can work with a minimum of supervision and be capable of strategically prioritizing multiple tasks in a proactive manner.

· Passionate: You must be passionate about collaboration and ensuring our clients are successful; we love seeing hunger and ambition.

Manager – Financial Planning and Analysis

Our Client, a national tax consulting firm based in Houston, is currently experiencing explosive growth and are looking to add a Manager of Financial Planning and Analysis (FP&A) to their team.

Position Summary

The Manager of Financial Planning and Analysis (FP&A) is responsible for providing direction to a team of finance professionals and upper management throughout the organizations on the overall planning, monitoring, evaluation, and reporting of the Company’s financial performance. This involves developing and managing financial analysis procedures, as well as identifying and prioritizing recommended actions. In addition, the role conducts financial analysis, modeling, forecasting, and reporting efforts to ensure efficient financial operations. The Manager of FP&A will prepare and maintain metric-driven financial models used to forecast and evaluate Company profitability and perform additional analysis, as requested.

Qualifications

· Bachelor’s degree in Finance

· 10 – 15 years of progressive experience in finance, with the last 5 – 7 being at a high level

· Prior experience managing the FP&A function

· Prior Professional Services experience desired

· Exceptional analytical, quantitative, and statistical skills

· Excellent communication skills, both written and oral

· Strong financial modeling skills

· Must be detail-oriented and able to balance multiple responsibilities while meeting deadlines

· Proactive, High Energy and Passion are key qualities

Experience

· Solid computer skills with proficiency in MS Excel and working with large ERP/Financial System

· Ability to act and operate independently with minimal direction to accomplish objectives

· Ability to work cooperatively and collaboratively with all levels of employees, management, and outside parties to maximize performance, creativity, problem solving, and results

· Experience with multi-currencies and ledgers

· Proven track record of developing staff

Duties and Responsibilities

· Interact proactively and collaboratively with executive leadership teams on a regular basis

· Continuously develop tools/systems and automate processes; manage the implementation of a budgeting and forecasting solution to streamline the forecasting and budgeting processes and provide enhanced reporting functionality

· Build clear, accurate and reliable predictive forecast modeling for multiple functional areas

· Build strong financial models for the business, utilizing understanding of financial reporting and cash flow information

· Review historical data, predict future results, analyze and explain budget variances

· Review analysis results, develop insightful suggestions for investment, sourcing, cost reduction and lead strategic business decisions

· Identify key data sources and utilize data-driven insights about important departmental metrics to improve business decisions

· Perform quantitative analysis required for strategic planning, special projects, and reports for management and communicate results to management team

· Protect the organization’s value by keeping information confidential

· Update job knowledge by participating in educational opportunities, reading professional publications, maintaining personal networks, and participating in professional organizations

· Prepare other reports and participate in other special projects as requested

· Responsible for timely and accurately publishing of monthly, quarterly and annual financial statements for presentation to Managing Partners and BOD

Attributes

· Leadership: You are a leader and exhibit that in your everyday work. You pride yourself on developing future leaders; you have direct experience managing others and have been responsible for supporting their performance and their associates.

· Communicator: You possess strong communication skills and enjoy working with customers.

· Team Oriented: You are capable of embracing the ideas of others (even if they conflict with your own) for the sake of the company and client.

· Self-motivated: You can work with a minimum of supervision and be capable of strategically prioritizing multiple tasks in a proactive manner.

· Passionate: You must be passionate about collaboration and ensuring our clients are successful; we love seeing hunger and ambition.

Bachelor’s Degree