Senior Director, FP&A

Description

Verista’s 500 experts team up with the world’s most recognizable brands in the life science industry to solve their business needs. The nature of our business is to empower growth and innovation within the scientific community and to help researchers, organizations, and companies solve some of the world’s most pressing healthcare challenges. Verista provides innovative solutions and services that empower informed decision-making and are the result of our significant investment in our people and our capabilities.

Our ability to grow is driven by world-class people who thrive in a team environment and share our mission to enable life sciences clients to improve lives. Our talented and dedicated professionals are committed to making an impact every day.

Company Culture Guidelines & Values:

• We empower and support our colleagues
• We commit to client success at every turn
• We have the courage to do the right thing
• We encourage an inclusive environment where our colleagues feel respected, engaged, and challenged.
• We constantly acquire new skills and learn from our experiences to enhance our collective expertise

The Senior Director of FP&A role reports to the CFO with a close tie to the business to develop and ensure quality execution of financial planning and analysis in a timely manner. The role requires a high degree of professionalism and initiative while directly leading a small team. The incumbent will set an example of company culture of hard work, positive attitude, integrity, and strong interpersonal skills.

The Senior Director role is expected to lead a team with a high performing organization working collaboratively with the business and finance leaders in driving profitable growth. This role requires the ability to prepare and review complex financial systems and processes in order to provide a comprehensive and in-depth analysis to drive improvement and streamlining to help drive results. This role is directly responsible for evaluating all elements of the forecasting process which supports the business and corporate functions.

The Senior Director role if expected to establish him/herself as a “collaborative copilot / advisor” with the business and finance leadership by supporting and coordinating the delivery of the revenue forecast, driving applicable transformation as well as accelerating margin improvement. The Senior Director must be able to balance the financial needs of the business leadership with the financial and fiduciary needs of Verista. The role should have a deep understanding of the efficiencies and profitable growth drivers across the business and be able to translate them into operational actions while guiding business partners and working to attain operational KPIs. The role will require the senior director to correlate the operational outcomes into financial impact.

Senior Director FP&A Responsibilities:

• Develop detailed financial models including projections, valuations, and investment return analyses for Verista’s internal budgeting purposes and for evaluating acquisition targets. These models should comply with generally accepted accounting principles
• Lead the forecasting process, collaborating with department heads and executives to gather and incorporate key data and assumptions
• Direct the overall process for the bottoms-up development of the annual expense budget, resource planning analysis, and rolling forecast updates
• Prepare modeling for potential M&A opportunities to assess integration and synergies, financial projections, valuation and returns, and impact to overall company. Assist in due diligence processes for potential investments
• including financial, operational, and legal diligence
• Prepare regular reports for the Board of Directors and senior management on the company’s performance, including presentations for quarterly board meetings and ad hoc presentations as needed
• Work collaboratively with Verista’s private equity partner and lenders, providing data and analyses as requested; and act as a liaison to the private equity partner, fostering strong relationships and effective communication
• Work collaboratively with IT and finance leadership to develop our financial reporting systems such as data rails to ensure we automate an integrated forecasting process
• Work collaboratively with the Accounting team to develop our weekly cash flow process
• Support the annual budgeting process by collecting, analyzing and consolidating financial data comparing forecast to actuals and to budget
• Effectively manage the FP&A team by coaching, counseling and monitoring employees' performance
• Performs other duties as assigned

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