Director, Financial Planning and Analysis

  • 51105
  • 13 Mar 2019
  • Philadelphia, PA
  • Accounting & Finance
  • Confidential
  • Amy Searles

Job Description

Director, Financial Planning and Analysis

The Director of FP&A, reporting directly to the CFO, will be responsible for leading the FP&A processes for the Company and assisting the CFO on setting strategies and implementing reporting and process initiatives across the company. Focus will be on driving the company’s financial planning and analysis function with an emphasis on performance improvement, providing quality management information, and furthering the development of scalable reporting systems and processes, analytical tools, and key performance metrics. Candidate must be able to quickly ramp-up the learning curve to identify the key levers of performance across the platform in order to develop a credible rapport with constituents.

Position Responsibilities

In concert with the CFO, lead the company’s financial planning function with an emphasis on performance improvement, providing quality management information, and furthering the development of systems, processes, and metrics. This includes:

  • Supporting the production of detailed, bottom-up budgets and forecasts to support short-term and long-term strategic planning.
  • Working directly with the various business and functional leaders to educate and support them in developing their strategic plans, budgets, and forecasts.
  • Developing and reporting of key financial, pricing, sales, and operational data/metrics in dashboards and forecasts.
  • Providing data and trends related to customers, suppliers and markets, that further inform the understanding of key trends in the business.

Support the company’s financial analysis function with an emphasis on performance improvement and providing relevant and timely external analysis. This includes:

  • Analyzing cash flow, cost control and expenses, as well as collaborating with the various business and functional leaders to suggest and implement improvements.
  • Performing economic and industry analyses to identify and recommend response strategies to trends impacting the business.
  • Monitoring the company’s performance in context of external market benchmarks and comparable, as well as internally tracked KPI targets.
  • Researching and investigating financial and operational performance variance issues and assisting business leaders in taking appropriate corrective actions.

Education and/or Work Experience Requirements

  • 8-10+ years of relevant experience
  • Experience in building scalable financial planning, analysis and reporting models and processes to facilitate company growth.
  • Experience and ability to model and synthesize complex financial analysis, operational, and KPI data into concise presentations and decision framework, on a regular basis.
  • Strong working knowledge of ERP systems and databases.
  • Proficient in MS Office Suite; highly proficient in Excel and PowerPoint.
  • Bachelor’s Degree required, ideally in finance, accounting, or industrial engineering
  • MBA is a plus