Senior Director, Corporate Financial Planning & Analysis

Responsible for all domestic and international financial consolidation functions including business planning and navigation, forecasting, budgeting, financial and market analysis, and merger and acquisition (M&A) support. Accountable for all corporate financial planning cycle functions and shared services support. Work in conjunction with the leadership on developing financial strategies, management reporting, and analytics for the company.

Primary responsibility is to support the VP, Finance in corporate consolidated management reporting and analytical functions including monthly, quarterly and annual board reporting, budget planning, reforecast cycles and corporate financial consolidation including eliminations and corporate overhead

Support VP, Finance in Financial Planning and Analysis (FP&A) P&L ownership of shared services groups including annual budgeting, reforecasting, 5-year plans, plan to actuals variance analysis and providing financial oversight and partnership to shared service leaders

Find automation opportunities in reporting and analytics including deployment of AI tools

Lead the drive for consistent methodology, formatting analytical attributes across all pillar analytics and reporting

Manage the creation of historical KPI’s across different parts of the organization

Support key corporate financing initiatives including capital raise and M&A activities

Identify and ensure implementation of financial improvements to achieve revenue and profit targets

Recommend proper allocation of assets and resources to maximize productivity and profitability, and provide valuable analysis and insight to guide decision-making that supports the Company’s key objectives

Communicate directly with Executive-level contacts at existing and prospective clients, brokers, and strategic partners to aid in the negotiation of proper rating as well as provide clarification for rating methodology, factors, and impacts used

Collaborate with business leaders on evaluating existing financial systems and current processes, and recommending modifications and implementation of systems and process more advantageous to Company’s strategic financial goals

Ensure compliance with federal, state, local, and corporate policies, regulations, and laws

Support the design, establish, and maintain an organizational structure and staffing to effectively accomplish the department’s goals and objectives

Establish good working relationships across Company functions and business units

Develop, mentor, and grow personnel within the organization

Participate in the hiring and interviewing process for open positions within the unit, ensuring that the most qualified candidates are selected. 

Ensure effective communications are maintained within the team and externally; when appropriate, inform employees as to plans and progress; conduct employee discussion sessions at regular intervals

Participate in a wide variety of special projects at Corporate or LOB level, as needed

Coordinate with other units/departments to facilitate special requests, resolve workflow or production issues

Perform all other duties as assigned

Job Specifications

Typically has the following skills or abilities:

Bachelor’s degree in Finance, Business Administration, or related field, or equivalent experience; Minimum of 3 additional years of experience related to functional area in Corporate Finance

Minimum of 10 years of direct experience preparing and presenting financial analytics to executive management, Board, investor groups, investment analysts, etc.

Minimum of 10 years of direct experience in a role directly responsible for consolidated financial performance, capital raise (debt, IPO, PE transactions) directly supporting VP, SVP Finance, or CFO

Minimum of 6 years of management experience with responsibilities for hiring, training, assigning work, and managing performance of direct reports

Extensive experience developing and implementing automation tools

Mergers and acquisition analysis and integration experience
 

Proven leadership and negotiating skills

Ability to delegate work responsibility with strong interpersonal skills
 

Problem-solving and strategizing capabilities
 

Progressive experience leading teams and managing projects
 

Demonstrated ability to build relationships and communicate with peers, subordinates, and executive management

Knowledge of finance, accounting, budgeting, and cost control principles including Generally Accepted Accounting Principles

Ability to motivate teams to produce quality material