FP&A Director

FP&A Director with a Fortune 500 company.
 

Summary

The FP&A Director will oversee and guide critical enterprise level strategic decision making. The key responsibilities include leading a broad and diverse set of financial planning activities, support of M&A/divestiture initiatives, budgeting and forecasting, financial analysis and reporting, and process improvement.

Responsibilities

• Develop and implement long-term financial models to predict future financial performance and support business decisions
• Analyze market trends, industry benchmarks, and competitive landscape to provide recommendations supporting a broad set of strategic and ad-hoc efforts
• Lead the monthly/quarterly forecast process, coordinating with a diverse set of stakeholders to gather performance data supporting development of multiple forecast scenarios
• Analyze current financial performance against historical data and forecasts
• Develop and maintain key performance indicators (KPIs) to assess the company's financial health and performance
• Identify financial risks and recommend strategies for risk mitigation to safeguard the company's financial stability
• Conduct scenario planning and analysis to assess potential risks and opportunities
• Collaborate with cross-functional teams to align financial plans with business objectives and drive the best financial practices across the organization
• Partner closely with treasury and Capital Markets team to monitor financial covenants, leverage/liquidity, and impacts to these elements from changes in business performance and merger/acquisition activity
• Prepare and present clear and concise financial reports to senior management, offering insights into financial trends and opportunities for improvement
• Maintain and lead M&A feasibility scenarios, drive evaluation of potential investment opportunities and provide comprehensive financial models and projections
• Develop and implement training programs for team members
• Identify and implement process improvements to enhance the efficiency and effectiveness of the FP&A function
• Stay up to date on industry’s best practices and emerging technologies in FP&A

Requirements

• Bachelor's degree in Finance, Accounting, Economics, or related field; MBA or other advanced degree preferred
• Extensive experience (10+ years) in financial forecasting, modeling, and analysis; public company experience strongly preferred
• Strong proficiency in three statement financial modeling and data analysis, with advanced skills in Microsoft Excel and other data analysis tools; knowledge of financial software and systems (e.g., OneStream, Hyperion) is a plus
• Strong leadership, communication, and interpersonal skills
• Possesses a high level of comfort with accounting standards and concepts
• Proven track record of delivering high-quality financial analysis and insights
• Excellent communication skills with the ability to present complex financial information to non-financial stakeholders
• Relevant industry certifications (e.g., CFA, CPA) are a plus
• Proven ability to present financial insights to executive and cross-functional teams, ensuring buy-in from stakeholders across entire organization and external audiences
• Comfort working in a fast-paced environment without sacrificing accuracy
• Ability to translate complex financial concepts into clear and strategic guidance for stakeholders
• Excellent ability to synthesize large amounts of financial data while utilizing business intelligence tools to uncover and present meaningful patterns and opportunities
• Advanced Excel proficiency in creating and improving financial models

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