Director of Financial Planning & Analysis

Director of Financial Planning & Analysis

• This position exercises a critical role in executing my clients business strategy by supporting senior management in the development of annual budgets, medium-term business plans, and long-term strategic plans. 
• The Director of Financial Planning & Analysis will lead a department tasked with ensuring the timely and accurate preparation and analysis of subsidiary and corporate consolidated budgets, monthly forecast projections, and various ad-hoc financial analysis and Key Performance Indicator (“KPI”) reporting. 
• In addition, this position is responsible for maintaining and improving the quality and interpretation of relevant financial and operational business data in support of business planning and high-value management decision-making.
• Analysis to provide to executive management meaningful information regarding overall business plans, operational efficiencies, and capital strategy initiatives
• Leading the organization and the preparation of annual budgets, business plans and other forecasts of company operations
• Developing and implementing procedures and systems to improve the budget preparation process to ensure the budget and other financial models are accurate, complete and aligned
• Organizing and directing the preparation of management information and forecasts for senior management in internal operational reviews and strategic planning
• Assisting in valuation and acquisition analysis and due diligence activities
• Preparing, examining and analyzing accounting records, financial statements or other financial reports to assess accuracy, completeness and conformity of an acquired company during the due diligence of the company
• Gathering all information needed in order to ensure operations of an acquired company continues without interruption
• Creating presentations for the quarterly forecasts and budget review meetings as well as creating presentations for the Audit Committee, Board of Directors and Senior Management
• Monitoring the performance of the operating subsidiaries within the company in comparison to budget and providing analysis as necessary to ensure clarity of understanding and options for improvement
• Creating and maintaining management reports to track and monitor certain expenditures, improve our capital expenditure reporting and budgeting process and conducting peer analyses
• Supports and teams with the senior management team by: Ensuring all modeling, forecasting and financial analysis issues are addressed and debated
• Advising and assisting senior management in the implementation of business strategy by providing meaningful financial data and forecasts necessary to monitor and control business activities
• Fully supports initiatives taken by the senior management team designed to improve the service to internal customers and to achieve business objectives
• Stays abreast of developments within the profession and within the industry in order to identify and promote best practices

EDUCATION AND WORK EXPERIENCE:

• BS in Finance or Accounting required, MBA and/or CPA preferred
• 5+ years of financial planning, budgeting and financial analysis experience
• Previous experience at a manager or director level

KNOWLEDGE, SKILLS, ABILITIES:

• Experience working within a multi-tiered, growth oriented organization
• Ability to execute on driving deliverables throughout a project cycle
• Demonstrated ability to prepare financial analytics that drive executive-level decision making
• Ability to prepare executive level presentations and engage external peers
• Proven experience managing multiple, competing priorities in a constantly changing environment
• Excellent analytic and financial modeling skills
• Regulated utility accounting familiarity preferred
• Excellent verbal & written communication skills
• Experience with and understanding of accounting program entries in A/R and G/L modules
• Strong knowledge of GAAP
• Some travel may be involved