Key skills
SQLRBIPower BIBudgetingCommunicationCollaboration
About this role
VP of Financial Planning & Analysis
Summary of Position:
The VP, FP&A works closely with the CFO, CEO, and all members of the senior management team to establish and execute sound processes relating to budgeting, forecasting, business unit reporting, ad hoc financial analysis, and driving impact of cross functional margin programs alongside operations and technology teams. FP&A at Verisma is expected to be heavily involved with operations and in the details and alongside operations and tech team members driving impact. The VP, FP&A must be a self-starter, highly motivated, able to deal effectively with all levels of management, and have an unquenchable curiosity to identify, analyze, and solve business issues. This position is high visibility and provides an opportunity for exposure to senior management and advancement for a highly motivated individual.
Duties & Responsibilities:
Core FP&A
• Own annual budget process and rolling forecasts throughout the year
• Manage FP&A team
• Deliver timely and accurate business unit level reporting packages
• Model new client pricing proposals to ensure target margins are achieved
• Headcount approval and control for both operational and SG&A staff
• Prepare presentations for Monthly Management and Board of Directors meetings
• Assist with monthly close and preparation of financial statements
• Assist with annual financial audit and forecasting of bank covenants
Driving operational impact of margin programs/technology initiatives
• Act as key business liaison with operations and R&D to drive financial impact of margin programs. Ensure the right leading and lagging indicators are established, tracked, measured, and achieved.
• Support all business units’ operational productivity programs including supporting the HPR team in demand planning/ work assignment planning across production teams
• Develop operational reporting KPIs for new/growing business lines
Support Business Development
• Participate in analysis of acquisition opportunities and integration efforts
• Prepare long range financial projections aligned with company strategy
Overall
• Embody the values of collaboration and proactive curiosity around the “whys” of the business while living in the details alongside operations and technology team members
• Special projects as required and Ad Hoc Analysis
• Perform other related duties, as assigned, to ensure effective operation of the department and the Company
• Live by and promote Verisma core values and assist in implementation of companywide culture initiatives
Minimum Qualifications:
• Bachelor’s degree in finance, engineering, economics or related field required, MBA is preferred
• 12+ years of proven experience in FP&A, Supply/Demand Planning, or other Fin-Ops roles
• Experience managing operations teams a plus
• Excellent written and verbal communication skills
• Strong analytical, problem-solving skills and ability to think creatively
• Technically proficient with data analysis tools such as Advanced Excel, Power BI, SQL, etc.
• Ability to work in a fast-paced, dynamic environment
• Travel 5 to 10% of the time
Summary of Position:
The VP, FP&A works closely with the CFO, CEO, and all members of the senior management team to establish and execute sound processes relating to budgeting, forecasting, business unit reporting, ad hoc financial analysis, and driving impact of cross functional margin programs alongside operations and technology teams. FP&A at Verisma is expected to be heavily involved with operations and in the details and alongside operations and tech team members driving impact. The VP, FP&A must be a self-starter, highly motivated, able to deal effectively with all levels of management, and have an unquenchable curiosity to identify, analyze, and solve business issues. This position is high visibility and provides an opportunity for exposure to senior management and advancement for a highly motivated individual.
Duties & Responsibilities:
Core FP&A
• Own annual budget process and rolling forecasts throughout the year
• Manage FP&A team
• Deliver timely and accurate business unit level reporting packages
• Model new client pricing proposals to ensure target margins are achieved
• Headcount approval and control for both operational and SG&A staff
• Prepare presentations for Monthly Management and Board of Directors meetings
• Assist with monthly close and preparation of financial statements
• Assist with annual financial audit and forecasting of bank covenants
Driving operational impact of margin programs/technology initiatives
• Act as key business liaison with operations and R&D to drive financial impact of margin programs. Ensure the right leading and lagging indicators are established, tracked, measured, and achieved.
• Support all business units’ operational productivity programs including supporting the HPR team in demand planning/ work assignment planning across production teams
• Develop operational reporting KPIs for new/growing business lines
Support Business Development
• Participate in analysis of acquisition opportunities and integration efforts
• Prepare long range financial projections aligned with company strategy
Overall
• Embody the values of collaboration and proactive curiosity around the “whys” of the business while living in the details alongside operations and technology team members
• Special projects as required and Ad Hoc Analysis
• Perform other related duties, as assigned, to ensure effective operation of the department and the Company
• Live by and promote Verisma core values and assist in implementation of companywide culture initiatives
Minimum Qualifications:
• Bachelor’s degree in finance, engineering, economics or related field required, MBA is preferred
• 12+ years of proven experience in FP&A, Supply/Demand Planning, or other Fin-Ops roles
• Experience managing operations teams a plus
• Excellent written and verbal communication skills
• Strong analytical, problem-solving skills and ability to think creatively
• Technically proficient with data analysis tools such as Advanced Excel, Power BI, SQL, etc.
• Ability to work in a fast-paced, dynamic environment
• Travel 5 to 10% of the time