Director of Financial Planning & Analysis - North Carolina
On-siteCharlotte, North Carolina, United States
Job Summary
Own and manage strategic direction for all aspects of financial reporting, including building processes for timely, accurate management analysis and recommendations. Track and interpret companywide KPIs, ensure Finance Power BI reports are complete, and lead the creation of monthly reporting workbooks and board slides. Guide discussions with business and senior leadership to understand performance and enhance target achievement. Create and lead the strategic planning and budgeting process, develop robust revenue models, and lead the monthly forecast of P&L, Balance Sheet, and Cash Flow Statement. Manage commissions calculations and execute special projects involving complex analyses and recommendations to senior management. Build and enhance team skills while driving the vision for a complex, growing financial services organization.
Required Qualifications
- Bachelor's degree in accounting
- 10+ years of corporate or significant divisional FP&A, corporate finance or business strategy/analytics experience in a fast-paced financial services or professional services firm
- Successful track record of using financial analysis to generate, evaluate, and act on strategic options and opportunities
- Strong financial mind with deep expertise in budgeting and forecasting, performance analytics, management reporting, and distilling complex financial concepts into easy-to-understand messages
- The knowledge and experience to build an exceptional FP&A function to serve the needs of a complex, growing & fast-changing organization
- Excellent IT/system knowledge and the ability to assist in the implementation of any new financial systems
- Highly detail oriented and organized
- Collaborative, team player adept at working with and influencing business partners and building constructive relationships with stakeholders
- High degree of intellectual curiosity, hungry to learn & self-motivated
- Strong and clear written and verbal communication skills with the ability to influence and moderate based on the audience. Ability to communicate effectively across multiple organizational layers and departments
- Excellent financial modeling skills & working knowledge of ERPs, Planning, Budgeting & Forecasting tools
- Advanced excel skills
Desired Qualifications
- CPA certification preferred
- Preference to candidates local to our Cleveland, Charlotte, or Emerald Isle offices
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