Job Description:The Director of Financial Planning & Analytics (FPA) is responsible for monthly and quarterly financial reporting packaging, forecasting, budgeting, Strategic Plan metric reporting, Bi-monthly KPIs and management of the data analytics team. Preparation of Board level reports, assure compliance with bank covenants, and provide financial guidance to the regional operation teams.
Responsibilities:- Provide timely and accurate financial guidance to senior management.
- Own monthly and quarterly management and Board reporting, ensuring a high degree of quality, timeliness, and accuracy, as well as highlighting key business insights.
- Prepare monthly reforecasting and predictive analytics for actual plus future execution against budget.
- Prepare bi-monthly KPI reporting to senior management and board members.
- Own annual budgeting process with coordination from senior management and directors.
- Own the financial 3-way models for long-range, 5 Year+, strategic planning processes.
- Lead the facilitation, coordination, and on-going maintenance of active 5 Year Business Plan reporting.
- Lead analysis for long-term strategic planning across all areas of the company, partnering cross-functionally with leadership to position the business for future success.
- Identify opportunities, develop hypotheses, and execute in-depth analyses to translate data into insights and clearly articulate insights to influence action.
- Promote data-driven insights across various departments by developing and visually presenting key KPIs and spotting trends and drivers to promote internal understanding and actions in coordination of 5 Year Business Plan.
- Lead M&A financial modeling, analytics, and due diligence process.
- Develop and prepare Board of Directors and Lender presentation materials with ability to discuss presentations at Board and Lender meetings.
- Full synchronization and coordination with Operational Analytics, Accounting and Development Teams.
- Manage and provide leadership to financial analyst team in development of bench.
- Assist in development and oversight of financial analyst team maintaining validation of data in data warehouse and developing Power BI reporting for company and board reporting.
- Other ad-hoc analysis.
- Other duties as assigned
Qualifications:- Bachelor's degree. MBA, CPA, CFA or FPAC preferred.
- 7 to 12+ years of corporate finance or FP&A experience.
- 5+ years in people-management or leadership capacity.
- Board level material creation and analysis.
- Strong modeling, analysis, and reporting.
- Detailed understanding of P&L, Balance Sheet, and Cash Flow.
- Previous construction industry experience preferred.
- Previous M&A experience.
- Proven thought leader, Team Player with High attention to detail.
- Must be able to communicate and work with a diverse population.
Other Useful Skills:SQL Reporting Tools / Power BI / Dashboard Development / Advance Excel
