Senior Director Financial Planning and Analysis

Description

We are seeking a highly experienced and strategic Senior Director of Financial Planning and Analysis to lead our financial forecasting, budgeting, and strategic planning initiatives. This leadership role offers an exciting opportunity to influence the financial direction of our organization and work with a dynamic team committed to excellence and growth.

JOB TITLE: Senior Director, Financial Planning and Analysis 

EMPLOYMENT STATUS: Regular 

WORK STATUS: Full Time

FLSA STATUS: Exempt 

OCCUPATIONAL GROUP: Finance 

REPORTS TO: Chief Financial Officer 

DIRECTLY SUPERVISES: Finance Generalist 

Position Purpose: 

The Senior Director, Financial Planning and Analysis, contributes to the company's success by providing timely advice on strategy and operations. Leads the organization's financial planning, forecasting, budgeting and strategic analysis functions. Provides data-driven insights to senior leadership, enabling effective decision-making and supporting the company's strategic objectives. Oversee the development and implementation of effective, accurate and integrated systems for budgeting, payables, reporting and auditing revenues, expenditures and asset accountability. 

Primary Functions & Essential Responsibilities: 

The requirements listed below are representative of the knowledge, skills, and/or ability required for a Senior Director, Financial Planning and Analysis. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Strategic Financial Planning and Analysis: 

• Drive the financial planning process at the business unit/department level, inclusive of kickoff meetings, deadlines, assumptions, data format/loads, as it applies to budgets, re-forecasts, capital planning and long-term plans. 

• Consolidate the business unit forecast/plans into the overall corporate reporting to build a composite view of the company including profit and loss, cash flow and balance sheet impacts. 

• Participate in the development of the business units plans and programs; provide strategic financial input and leadership on decision-making. 

• Gather, manage and manipulate data from multiple sources for analysis; identify trends, extract insights and deliver actionable presentations of findings. 

• Apply deep financial and accounting expertise, strong analytical judgment and exceptional attention to detail to support strategic decision-making. 

Requirements

Education and/or Experience Required Knowledge: 

The following are the requisite education and/or experience required to qualify for the position as a Senior Director, Financial Planning and Analysis. Experience may substitute for education and experience on a two- for-one yearly basis. 

• Bachelor’s degree in accounting, business administration or finance required
• MBA or an advanced degree in finance required
• Expertise in MS Office Suite including advanced Excel and PowerPoint
• Data management experience
• Proficiency with financial software and tools
• Expert-level financial modeling and forecasting skills
• Strong project management skills
• Working knowledge of corporate taxation, tax planning strategies and compliance requirements.
• Experience with accounting principles, financial reporting, forecasting, budgeting and analysis across the income statement, balance sheet and statement of cash flows
• 12-15 years of professional experience with a track record of increased responsibilities

RELEVANT CERTIFICATION(S):

· FPAC

· CPA

· CFA