Assists the CFO with strategic and tactical thinking that successfully integrates people, money, technology and systems within time and budget constraints.
Manages and directs overall financial reporting systems – both day-to-day operations and development. Partners with Information Technology resources to ensure state-of-the-art systems and tools are in place and functioning for corporate and regional analysts and business leaders.
Manage monthly reporting activities, budget vs. actuals review, and business-leader discussions. The VP will lead a small team charged with providing business leaders with key insights, actionable intelligence, and financial learnings such that they are able to make business decisions accordingly.
Create, modify and manage complex financial models that support organization-wide strategic planning, including across multiple business units, product lines, and departments.
Lead the corporate annual planning process, including collaborating with corporate and regional leaders to understand and decide on financial trade-offs and investment opportunities. In short, the VP helps transform business needs into achievable financial projections.
Directs the preparation, assessment and validation of customer and entity-level profitability.
Oversees the monthly/quarterly calculation and release of installation bonuses and sales commissions.
Collaborates with regional branches, sales and operations management, and other constituents to enhance the operational efficiency of the organization. Also gains buy-in for new initiatives and process improvements.
Requirements & Experience:
Bachelor’s Degree in a quantitative field (accounting, finance, math, information technology, statistics, etc.) or equivalent experience required.
Superior Excel capabilities, PowerPoint skills and experience with ERP systems are necessary.
Excellent written and verbal communication skills are essential to collaborate effectively with one’s colleagues throughout the company, as well as to the Board of Directors and our private-equity sponsors.
Understanding of financial statements and the underlying accounting methodologies
Ten or more years of progressive financial analysis experience in a fast-paced, high-growth environment. Five plus years managing a team of corporate and regional analysts.
Expert knowledge in budgeting and forecasting processes.
In-depth knowledge and experience in M&A and financial systems integrations.