Financial Planning and Analysis Lead

Role Overview

• Partner with operating company leaders to attain strategic and financial targets.
• Oversee KPI reporting and develop new KPIs that will enable management to make informed, fact based, real-time decisions.
• Assist the Annual Operating Plan creation and maintain budget/forecasting.
• Provide accounting and financial reporting to support management decisions and drive accountability to plans, budgets and forecasts and special projects.
• Partner with each Executive Leadership Team member and their organizations to establish a monthly cadence of P&L reviews with an aim to stay on track with financial performance goals.
• Manage and direct monthly and annual budgeting process for business units including analysis of financial statement data and variances.
• Work with business units to address budget performance and variances.
• Work in partnership with Finance and Accounting Leadership team to coordinate financial reporting.
• Communicate effectively with all levels of the organization and present complex financial concepts effectively to a non-financial audience.
• Develop positive professional relationships with all levels of the organization.
• Capital expenditure, Fleet and investment return analysis.
• Support colleagues in Finance with respect to their core duties as required.
• Partner to develop and execute long-term strategic plans and provide modeling/analytical support for strategic growth projects, new product development, and other corporate development initiatives, including M&A.
• Complete special and ad-hoc projects as requested to support business needs.

Requirements

• Bachelors degree in accounting, Business Administration, Finance, or related degree.
• 5-10 years experience in financial planning and analysis or related finance roles.
• Proven track record in leading financial planning cycles, including budgeting, forecasting, and M&A.
• Technical skill set: Expertise in Excel based modeling, definition of KPIs and metrics that matter.
• Ability to professionally represent the current state of the business and variances/deviations from budget.
• Administration focus on bottom line and long-term goals.
• Strategic perspective: business strategy development and implementation, company restructuring or reengineering; creating a new focus; business plans.
• Management Information Design/ Data Visualization: Visual presentation of information in a manner that provides relevant stakeholders with an efficient and effective understanding of the data.
• Experience in performing due diligence on and integrating bolt-on acquisitions.
• Experience working in a fast-paced, high growth environment

Benefits

• Education & Certification reimbursement program
• Referral bonuses starting at $1,000 per referral
• Comprehensive medical plan options, including dental and vision
• 401K plan with company match
• Generous paid time off, paid holidays, and paid parental leave
• Management opportunities
• Company giveaways
• Opportunities for community service and charity involvement
• Work at a mission-driven company, focused on people
• Continued growth and expansion into new markets and products and services