Sr. Director, Planning & Analysis

The Company:

The Wolfe Companies, LLC is an e-commerce company, located in Pittsburgh, PA, focused on next-generation gifting business models.

We are well known for being the company that started the first coupon website in 1995 which sold to a public company in 2000, at the peak of the dot-com era, when we were delivering 20 million page views per month. We then built Direct Response Technologies; grew it to 70 employees; and sold it to Digital River in 2006. We spun off Jambo Media with our tech team and sold it to Undertone in 2012. We built and focused on Giftcards.com from 2006 to 2016 and sold it to Blackhawk Network. We had over 100 employees.

Since 2016, our focus has been Gift Card Granny, PerfectGift, GiftYa, and Give InKind and Reaf Marketing. We have roughly 170 employees and contractors. We are experiencing triple-digit growth year over year for 4 years, thankfully. Our organization is committed to a positive work environment, and we prioritize our culture to continue to facilitate our high performance as a cohesive culturally enlightened team. We use OfficeVibe, Bonusly, and other leading tools to ensure our cultural initiatives are effective and productive.

Company and Executive Team Recognitions:

• 2023 Inc. 5000 list of fastest-growing private companies (ranked no. 382)
• 2022 First place - Fast 50 Growing Companies Pittsburgh, Pittsburgh Business Times
• 2020 Best Places to Work by the Pittsburgh Business Times
• 2019 Carnegie Science Award Recipient, Entrepreneur Category
• 2017 Outstanding Entrepreneur Award Winner by the Pittsburgh Venture Capital Association
• 2015 Business Times Diamond Award Winner
• 2015 Business Ethics Award Winner
• 2015 Create Award Winner
• 2015 CEO of the Year Winner Pittsburgh Technology Council
• 2014 Entrepreneur.com Entrepreneur of the Year Finalist
• 2013 Governors Impact Award Winner
• 2011 Ernst & Young Entrepreneur of the Year Award Winner
• 2011 CFO of the Year Finalist
• 2011 CIO of the Year Finalist

The Role:

Our Senior Director, Planning & Analysis, primary responsibility is to work closely with a variety of business unit and functional leaders and department heads throughout the Company to:

• Lead the planning and analysis of the Company and each of its five business units
• Manage and develop the planning calendar over the course of the year, including:
  • Annual Operating Plan
  • CAPEX Plan
  • Five-Year Plan (long-term plan)
  • Strategic Plan
  • Valuation of the Company
  • Rolling 24 month forecast

• Manage our Planning and Performance Reporting tool (DataRails), always improving its efficacy, results visualization and insights. Continuously train the wide user group to optimize the tool, including its generative AI functionality.
• Analyze past financial performance to predict future performance and to advise the Company and its business units on its financial strategy and advise on areas of improvement.
• Present monthly performance results to the enterprise.
• This position will support business units in a matrix organization and report directly to the Director, Financial Planning and Analysis.
• Support business decisions by providing unit economic, breakeven, DCF/ IRR, etc. analysis as needed.
• Identify cost saving opportunities by working with business leaders and ensuring savings are realized.
• Work on analyzing and trend performance of noncore investments .

Responsibilities:

• Lead the development and completion of the planning calendar.
• Perform detailed, interpretative financial analysis utilizing complex modeling scenarios/activities
• Build and maintain planning and forecasting models; work in collaboration with business unit leaders to provide predictive, insightful and accurate results
• Enhance monthly performance review and variance reporting to Plan and Forecast reporting provided to the executive management team, including SBU level and department level dashboards through DataRails
• Conduct independent research and complex analytical projects involving modeling/forecasting to provide executive management with definitive financial trend data and advice for their use in setting and realizing profit objectives
• Assemble, compile, analyze information, and resolve errors/inconsistencies in data from financial reporting systems
• Formulate new analytical reports to improve information resources available to senior management
• Initiate improvements to reporting and forecasting capabilities in order to generate meaningful financial data to better serve exe