Job DescriptionJOB SCOPE:The Financial Planning and Analysis Director leads the budgeting, forecasting, long-term planning, and business analysis for TransformCo.
JOB SUMMARY:The Director of Financial Planning & Analysis is responsible for developing, managing, and driving the company s monthly, quarterly and annual P&L forecasts. This position oversees the development and delivery of related reporting, presenting financial results and variance analyses to business unit and executive management. Participates in key financial and strategic projects across all business departments as required and drives the usage and adoption of AI tools to aid financial reporting and analyses.
REPORTS TO:VP, Finance FP&A
Responsibilities/Skills/Experience RequirementsJOB DUTIES/RESPONSIBILITIES:- Responsible for budgeting, forecasting, and completing the financial planning functions that assist strategic business decisions
- Drives the usage, adoption, and implementation of the latest AI tools to automate and streamline various FP&A processes
- Monitors and collects financial and operational data to review the accuracy and integrity of the information being presented to the executive team
- Partners closely with the Corporate Adaptive administration team to implement best-in-class tools and features to enhance planning and reporting processes (ie, Adaptive Modeling, Predictive Forecaster, etc)
- Presents monthly and quarterly results to executive leadership focusing on events, trends, and potential risks and opportunities utilizing the appropriate level of detail
- Initiates and leads special projects with the use of advanced financial and statistical modeling and reporting
- Provides analytical and modeling support regarding key business initiatives that balance investment risks with anticipated returns to ensure efficient use of capital expenses
- Prepares the monthly and quarterly operational and capital budgets, working with BU and Corporate FP&A teams for budget consolidation and review
JOB REQUIREMENTS:- Bachelors Degree
- Over 10 years of related experience
- 18 years of age or older
REQUIRED SKILLS:- Demonstrated ability to prioritize and multi-task in a fast paced, changing environment
- Experience working with large datasets and database applications such as Power BI, GCP, Tableau, SQL, etc.
- Excellent analytical and creative problem-solving skills with the ability to make independent decisions based on investigation and judgment
- Experience having implemented and worked with cloud-based EPM systems such as Adaptive, Anaplan, Onestream, Planful, Netsuite, etc.
- Ability to effectively present information to Senior Leadership and Executives
- Ability to leverage technology, systems, and automation in order to scale
- Strong technical aptitude when it comes to Excel modeling and being able to leverage data from disparate sources to drive analysis
- Excellent communication, interpersonal, analytical and problem-solving capabilities required
- Ability to define problems, collect data, establish facts, and draw valid conclusions
- Experience having worked in Corporate FP&A with exposure to financial and accounting systems
PREFERRED SKILLS:- Experience with Adaptive Modeling, AI & automation tools, large datasets, databases, SQL, visualization tools, and/or other financial systems a plus
