Reporting to the CEO, the Director will serve as a finance lead supporting all aspects of the business to provide guidance for strategic insights, financial planning, analysis, and forecasting.
This person will work closely with the CEO, CFO, and other management to track and measure financial and operating performance by assisting with the execution on the short-term and long-term plan.
The successful candidate will be a humble, highly analytical, number story teller who can quickly learn and gain a thorough understanding of company operations, to provide proactive financial insights leading to continued profitability and organic growth.
This person will be responsible for the analysis the company's financial performance, procedures, infrastructure, and data intelligence to drive value across the organization, make recommendations to enhance enterprise value, and drive profitability, growth, market insights, and cost savings to enhance company performance.The individual will also help drive financial system infrastructure, including systems, business intelligence tools, financial reporting and analysis, and key performance indicators (KPIs).
Primary Duties: Perform complex financial modeling for forward looking financial decisions
Assist with the preparation of board and investor materials
Provide insights to senior management around financial modelling, forecasts and profitability
Create, and maintain rolling financial forecasts for income statement, balance sheet, and cash flow statements
Coordinate and manage the Company's operating plan
Partner with cross functional departments such as field operations, sales, finance, and accounting to extract information and analyze it for the Company's benefit
Assist Accounting with variance analysis on performance to operating plan
Manage the tracking of meaningful metrics and additional KPI metrics for Company
Develop, analyze, and report on various trend analysis within customer, revenue, partner, and product mix
Create and manage customer analytics, including but not limited to trending analysis, attribute analysis, pricing, and cost analysis
Work closely with CEO to develop modeling for scenario analysis
Benchmark performance of Company to industry peers and competitors
Utilize analysis tools to delivery meaningful insights into business performance
Communicate to senior management the reasons behind the product/department performance and results
Review operations and recommend new productivity or cost saving initiatives
Communicate results and recommendations to senior management for improvements that will lead to cost reduction, revenue generation and streamlining operations
Review existing processes and procedures to develop recommendations for improvement efforts
Engage in ad hoc projects and special projects as required or requested
Educational/Experience Level: Bachelor's degree in finance or related field of equivalent experience.
MBA is highly preferred
5+years of experience spanning investment banking or private equity and progressive corporate FP&A experience in high growth manufacturing, industrials, construction, or building products
Complex problem solving, analytical and financial modeling skills
Ability to identify the root cause of issues, propose possible solutions or improvements and influence ultimate decision.
Significant analytical skillset, including the utilization of BI and reporting tools
Strong quantitative abilities
Ability to work with, communicate, effectively engage and have influence with all organization levels, from field operations staff to Executive level management
Demonstrates strong critical thinking and financial acumen
Highly analytical with an innate curiosity
Experience with presenting and explaining financial information to financial and non-finance professionals.
Ability to manage multiple projects and prioritize appropriately to meet competing deadlines.
Advanced Excel usage and modeling and PowerPoint expertise that will used to create Board packages and presentations used for financial meetings