Director, Financial Planning and Analysis

  • 51838
  • 30 Apr 2020
  • Baltimore, MD
  • Accounting & Finance
  • $140,000 - $160,000
  • Amy Searles

Job Description

Director, Financial Planning and Analysis

Key Responsibilities:

  • 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.