Senior Director Divisional Financial Planning & Reporting

We are seeking a highly skilled and experienced Senior Director of Financial Planning and Analysis to join our Capital Access Platforms divisional finance team. The successful candidate will play a critical role in partnering with the CFO of the division to manage the P&L and advance divisional reporting capabilities.

Key responsibilities include overseeing the monthly close process, updating forecasts, and preparing comprehensive financial reports for quarterly earnings. The Senior Director will oversee the divisional annual planning process as well as support growth initiatives and address new reporting requirements as requested by the central team. This role also involves implementing organization strategies through the effective direction and management of resources, managing and developing a team, and participating in organization-wide projects while providing guidance and expertise as needed.

The Senior Director of Financial Planning & Reporting will work directly with the CFO of the Capital Access Platforms division, as well as the divisional finance team, business teams, central finance team, and senior leaders to manage the P&L, divisional reporting, and financial initiatives as the division continues to expand, as well seek improvements in operational processes and advance our efforts in ROIC analysis and capital allocation rigor.

• Responsible for monthly close reviews, forecasting and annual planning cycles including annual budget, quarterly forecast, periodic reviews and updates.
• Analyze commercial and business performance, and develop recommendations for improvements in revenue growth or resource allocation.
• Provide strategic guidance and oversight in capital allocation (BU led, Corporate funded, M&A) reporting and decisions.
• Communicate financial results to the divisional leaders and corporate stakeholders, providing effective access to information for business leaders, including the President and ELT members.
• Support ongoing growth initiatives and collaborate with central FP&A function on new reporting requirements
• Serve as the organization’s primary financial advisor, leading the organization in financial follow up, and business unit planning and control.
• Respond to ad-hoc requests for customized data/reports in a timely & flexible manner.
• Responsible the development and oversight of financial analysts

• We expect you to have

• At least 10 years of experience in accounting, financial planning, or financial consulting with progression in leadership responsibilities
• Strong financial reporting and analytical capabilities.
• Able to anticipate, identify, and resolve complex financial issues.
• Strong oral and written communication skills, particularly while interfacing with senior leadership.
• Demonstrated background in organizing and distilling large data sets into a clear and concise analytical narrative, offering financial insights that enable impactful business decisions.
• Proven track record in preparing timely financial reporting and presentations for ELT/Board level to a high degree of accuracy.
• Demonstrated team leadership ability.
• Team player and flexible/proactive attitude.
• Experience working in a dynamic, matrixed, financial planning & analysis team within a publicly traded company environment.
• Critical attention to detail and highly organized.
• Versatile collaborator with exceptional work ethic, eager to learn, ask questions, and navigate across different perspectives.
• Highly proficient Excel, Word, and PowerPoint skills required.
• Strong Knowledge of General Accepted Accounting Principles.
• OneStream, Workday, and PowerBI/Tableau experience highly preferred

• It would be great if you also have

• Established analytical and project management ability.
• Self-sufficient team player who thrives in a collaborative environment.
• Strong work ethic, uncompromising integrity, and personal humility.
• Close attention to thorough detail with high levels of accuracy.
• Demonstrated passion for personal and professional excellence.
• Education Required: Degree qualified in Business/Finance or relevant discipline; specialized second degree or MBA is a plus or equivalent working experience
• Education Required: Bachelor's Degree in Accounting, Finance or Business Administration

• Education Required:  Bachelor's Degree in Accounting, Finance or Business Administration

• Experience Required:  At least 10 years
• This position offers the opportunity for a hybrid work environment (2 days a week in office), providing flexibility and accessibility for qualified candidates.

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