Position Summary

The Associate Vice President (AVP) of Accounting, Finance Planning and Analysis will support FP&A capabilities for a high growth and acquisitive organization, including the company's management reporting, KPI's, analytics, forecasting, and the annual budgeting process. Position will also support completion of quarterly compliance certificates and special projects. Will provide financial consulting and strategic support to executive team members including, but not limited to: quarterly budget and resource needs, M&A financial modeling, KPI reporting and other special projects. This function supports the Senior Vice President (SVP) of FP&A as the analytic engine of the company, partnering with leadership and operations to provide insights and support 'optimal' business decision making. This position provides the opportunity for a strong and experienced FP&A leader to assist in the enhancement of financial reporting and analysis to support a rapidly growing business

Essential Duties and Responsibilities

• Support monthly close and management reporting process for monthly board reporting
• Manage the completion of quarterly bank compliance certification
• Support the budgeting and forecasting process, including quantitative analysis around key business drivers and own the corporate financial model
• Manage cadence and calendar for long range planning, annual budget, forecasting, month close reporting, and periodic reporting
• Work directly with the SVP, FP&A to enhance budgeting, financial forecasting, and modeling tools
• Work with the SVP, FP&A to address quarterly Board and PE sponsor follow-ups and lead preparation of quarterly Board materials
• Build, maintain, and continually improve business plans and forecasting. This includes maintaining a detailed and interactive model to forecast key metrics for 1 year, 3 year, and 5 year time horizons
• Provide financial, business and modeling expertise to facilitate timely generation, synthesis, and distribution of financial and management reports
• Manage relationships with all FP&A team members, and take ownership for all related reporting matters
• Liaise with the accounting team in preparation of monthly and quarterly financial statement certifications and loan covenant and bank compliance matters required by lenders and other agencies related to the company's debt commitments
• Regular, on-site attendance is an essential job function due to the need for secure access to systems, collaboration on sensitive technical matters, participation in operational meetings, and hands-on involvement in activities.
• Travel both domestic and internationally may be required occasionally to attend team onsite meetings, customer events, industry conferences, and training sessions. This may include air travel, ground transportation (including cars, taxis, or rideshare services), and in some cases potential public transportation.

Marginal Functions

• Perform other job-related and management duties as assigned by senior leadership.
• Build, maintain and promote relationships with team members, peers across disciplines, and all other company team members ensuring effective coordination of communications and services affecting clients.
• Attend webinars and training to stay up to date on best practices related to the company and department.

Knowledge, Skills, and Abilities

• Demonstrated experience in financial planning and analysis
• Strong financial modeling skills including thorough understanding of, and ability to, model income statement, balance sheet and cash flow statement in a cohesive operating model
• Skilled in budgeting and forecasting
• Flexible and able to multitask; can work with an ambiguous, fast-moving environment, while also driving toward clarity and solutions; demonstrated resourcefulness in setting priorities and guiding investment in people and systems
• Ability to communicate effectively orally and in writing, using accurate grammatical form, and able to read and interpret written information
• Communicates effectively in individual or group situations including demonstrating active listening skills
• Ability to maintain confidentiality
• Superior analytical and problem-solving skills, with demonstrated intellectual and analytical rigor, as well as experience resolving complex business problems with well-structured analytics
• Hands-on, roll-up sleeves work ethic in supporting a high growth company
• Ability to adapt to a dynamic, rapidly changing business environment with a high degree of initiative
• Strong ability to clearly communicate compelling messages to senior executives and business partners
• Strong project management skills and demonstrated ability to lead complex cross-functional initiatives across a breadth of stakeholders
• Team oriented, collaborative, diplomatic, and flexible, with excellent presentation skills, including strong verbal and writing capabilities
• Strong organizational skills, attention to detail, time management, task oriented, good interpersonal skills, patience, perseverance, and follow through skills
• A high standard of integrity and sound business ethics

Education & Experience

• Bachelor's degree in finance or related field or equivalent combination of skills and education (including other relevant non-traditional degree programs, certifications, or job training programs).
• Master of Business Administration (MBA) a plus.
• Minimum of ten (10) years of experience in Finance, experience working with PE sponsor a plus
• Minimum of seven (7) years of experience in a management or leadership role with direct supervisory responsibilities of at least five individuals preferred.
• Hands-on financial modeling and forecasting expertise
• Proficiency with Microsoft Office software (Outlook, Microsoft Teams, Word, PowerPoint) and demonstrated ability to learn other applications as needed.
• Strong Excel and Power BI skills
• PrismHR experience is a plus.
• Experience with financial ERP systems (e.g. SAP, Oracle, NetSuite, OneStream a plus)

Required Licenses And/Or Certifications

• CPA designation is strongly preferred, as it reflects advanced technical accounting knowledge and professional competency.

Physical, Mental, & Communication Demands

Physical Demands:

• Primarily sedentary work, requiring extended periods of sitting at a desk and working on a computer.
• Frequent manual dexterity required for use of a computer keyboard, mouse, and other standard office equipment.
• Visual acuity is necessary to review, analyze, and interpret financial data on computer screens and in printed formats, with or without reasonable accommodation.
• Occasional standing, walking, and movement within the office to attend meetings or collaborate with team members.
• Travel-related physical activity, including walking through airports, attending meetings, conferences, and training sessions at various locations.
• Ability to lift and carry light materials, such as documents, files, and small office supplies.

Mental Demands:

• Ability to perform high-level strategic thinking to design, implement, and oversee accounting policies, internal controls, and financial systems.
• Strong decision-making skills, including the ability to evaluate complex financial information and make sound judgments under tight timelines.
• Sustained attention to detail and accuracy when overseeing financial reporting, audits, compliance activities, and budgetary processes.
• Advanced analytical and problem-solving abilities to identify risks, variances, and improvement opportunities.
• Ability to manage multiple priorities and initiatives simultaneously, often under deadline pressure.
• Capacity to work effectively in high-pressure situations, including audits, close cycles, regulatory matters, and strategic initiatives.
• Mental flexibility to adapt to changing regulations, business needs, and organizational priorities.
• Ability to handle confidential and sensitive information with discretion, professionalism, and sound judgment.

Communication Demands:

• Strong verbal communication skills to lead teams, conduct meetings, coach employees, and present financial information to executive leadership and external stakeholders
• Excellent written communication skills for preparing financial reports, analyses, policies, procedures, correspondence, and executive presentations.
• Advanced interpersonal communication skills to build effective relationships with employees, leadership, financial institutions, auditors, and regulatory agencies.
• Ability to communicate complex financial concepts clearly to audiences with varying levels of financial and technical expertise.
• Proficiency in presentation and facilitation, including presenting strategic and financial information to senior leadership and cross-functional groups.
• Ability to communicate professionally and effectively with diverse and international audiences, demonstrating cultural awareness and sensitivity.
• Capacity for ongoing collaborative communication across departments to support business operations and strategic initiatives.

Environmental Conditions

This position is performed in a professional office environment and requires regular use of computers and standard office equipment. The work setting is climate-controlled with typical office lighting and low to moderate noise levels. The role involves extended periods of screen time, in-person collaboration and meetings, and minimal exposure to physical hazards.

Disclaimer

This job description in no way states or implies that these are the only duties to be performed by the employee filling this position. Employee will be required to follow any other job-related instructions and to perform any other job-related duties requested by management. Management has the right to add to, revise, or delete information in this job description. Reasonable accommodation will be made to enable qualified individuals with disabilities to perform the essential functions of this position. This document does not create an employment contract, implied or otherwise, other than an "at will" employment relationship.

This position is eligible for the following benefits:

• Health Insurance: Medical, dental, and vision coverage
• Retirement Plan: 401(k) with company match
• Paid Time Off: PTO, Holidays, Parental leave and Sick Leave provided as required by applicable state law
• Other Benefits: Life insurance, short term disability, long term disability, employee assistance program (EAP), flexible spending account (FSA), health savings account (HSA), Identity theft protection, critical illness, accident, cancer, hospital protection, legal and pet insurance.
• Additional Compensation: [e.g., signing bonus, commission structure] if applicable