ConvergeOne

Senior Director, FP&A

ConvergeOne • $195K — $220K *
Plano, TX 75025In-Person
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Finance or related field
  • 5+ years of finance experience
  • Proficient in reviewing GAAP financials and identifying trends
  • Strong written and verbal communication skills
  • Ability to work independently and collaboratively
  • Competence in synthesizing information and drawing conclusions in real-time
  • Experience in leading financial analysis teams

Responsibilities

  • Develop and lead comprehensive forecasting processes, including monthly and annual budgets
  • Prepare and present management reports for business leaders and Board of Directors
  • Enhance internal financial reporting focused on operational metrics and KPIs
  • Offer insights and strategies aimed at margin expansion and profitability
  • Provide decision support and ad-hoc analyses across various business segments
  • Manage and mentor a team of financial analysts supporting Services businesses
  • Conduct in-depth market analysis to assess C1's performance against competitors

Benefits

  • 401(k) plan with 35% employer match
  • Comprehensive medical coverage options
  • Prescription home delivery service
  • Employer contributions to HSA
  • Paid parental leave at full salary for 4 weeks
  • Wellness programs via Omada Health
  • Employee assistance and support programs
  • Telehealth services and pet telehealth coverage
  • 10 holidays and a summer wellness initiative
  • Flexible pay options including daily pay
Full Job Description
Overview

Summary

The Senior Director, FP&A leads a team of financial analysis experts that provide pertinent and timely analysis of the financial performance of the business, as well as leading and coordinating the budgeting and forecasting process, including the short- and long-term projection of revenue and earnings over varying economic scenarios. This position operates in close cooperation with all business leaders to prepare management reports and presentations for the Operating Committee and the Board of Directors. This position is also an active participant in special projects and ad-hoc analysis with frequent interaction with Business Unit leads and senior management. 

 

The role will also be responsible for maintaining and assessing C1’s Total Addressable Market (TAM) and market share in the various markets in which C1 participates, as well as various market analysis.  The position is also responsible for assisting in the economic analysis related to acquisitions including the development of financial projections and evaluation of scenarios for all M&A activity, identification of overlapping operations/costs and integration of acquisitions.

Responsibilities

Essential Functions

 

FP&A - Services

  • Develops, refines and leads forecasting process including monthly forecasting and reporting (current actuals/future outlook) Annual Budget and Mid-Year Forecast for Proprietary and Professional Services businesses
  • Develops and prepares senior management reports and presentations for distribution to a range of business leaders and stakeholders
  • Develops, improves and manages internal financial reporting including operational metrics / KPIs
  • Develop insights/recommendations to drive margin expansion and profitability growth
  • Provides decision support and ad-hoc analysis to management across product/segment profitability
  • Manage and augment a team of analysts that support the Services businesses
Market Analysis
  • Conducts market research and market share analysis, preparing in-depth, fact-based market share assessments of C1 performance relative to participants within the TAM
  • Develops quarterly / annual assessment of C1 performance in total, by practice and by segment to key publicly traded companies, IT market research data and any publicly available data on privately held companies
  • Provides decision support and ad-hoc analysis to management across technology practices, geographies and manufacturers to drive meaningful insights into C1 performance
  • Prepares customized presentations for business executive teams and the C1 Board of Directors
M&A
  • Oversees M&A project management processes including development of candidate growth hypothesis, due diligence, financial planning, scoping, closing, and integration
  • Create merger valuation thesis for proposed acquisitions (operational, financial, synergies)
  • Analyzes mergers, acquisitions, or divestitures and develops financial models estimating revenue growth, profitability, and impact on the organization's strategic business plans
  • Conducts due diligence to understand the target company's business and legal practices, liabilities, financial standing, and intellectual property
Qualifications

Required Qualifications

  • College degree in Finance or related field
  • 5+ years finance experience
  • Experience reviewing GAAP financials and ability to identify trends
  • Strong written and verbal communication skills
  • Ability to work independently and collaborate with others
  • Demonstrated ability to piece together fragments of information, applying conceptual models, recognizing patterns, and drawing and framing conclusions in real-time
  • Ability to lead a team of financial analysis experts

 

Desired/Preferred Qualifications

  • CFA Certifications
  • MBA
  • Critical thinking skills
  • Self-starter and ability to complete task with minimal supervision
  • Strong writing skills and ability to synthesize information and draw conclusions
  • Ability to present and defend hypotheses and ability to adapt as priorities change
Additional Information

C1 BENEFITS* 401(k) Plan (35% employer match per dollar up to 10% employee contribution)

* Medical Coverage (3 platforms: UnitedHealthcare, Reference Based Pricing includes member advocacy; and Kaiser)

* RX Home Delivery

* HSA with Employer Contribution* In-vitro Fertility (treatment coverage)* Dental* Vision (2 plans: 12-month and 24-month frames allowance)* FSA Plans (Healthcare, Dependent Care and Limited Purpose)* Pre-tax Commuter Plans* Employer-paid Life Insurance* Employer-paid Short + Term Disability* Long Term Disability (2 plans: Employer-paid or optional Self-paid)

* Paid Parental Leave (4 weeks at 100%)* Employee Assistance Plan* Voluntary Life Insurance for team member, spouse and child

* Voluntary Accidental Death for team member and spouse* Legal/ID Theft Plans* TeleHealth * Wellness via Omada Health (healthy living solution)* Travel Assistance* Business Travel Accident Coverage

* Medical for foreign travel coverage

* Employer-paid Pet Telehealth* Accident Insurance* Critical Illness Insurance* Hospital Indemnity Insurance* Volunteer Time Off

* 10 Holidays

* Summer Sizzle

* On Demand Pay (Daily Pay)

Work EnvironmentAbility to handle multiple priorities and demands in a fast-paced environment. This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, and filing cabinets.Physical EnvironmentPhysical demands described here are representative of those that must be met by a team member to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this job.Other Duties/ChangesThis job description is not designed to cover or contain a comprehensive listing of all duties, responsibilities or activities that are required of a team member for this job. Duties, responsibilities and activities may change at any time with or without notice. At any point in time, the essential functions and primary duties associated with this position will be the principal, major or most important duties, responsibilities and activities that the employee is expected to perform as determined and directed by C1.

Pay Range

$195,000 - $220,000

Base pay ranges are estimated. Actual base pay will be based on education, experience, location, certifications, skill set, and any other relevant factors. Incentive/variable pay opportunities are in addition to base pay.

 

About ConvergeOne

ConvergeOne is a provider of information technology services and solutions. The company offers a range of services, including collaboration, enterprise networking, data center, cloud, security, and managed services. ConvergeOne serves a variety of industries, including healthcare, finance, education, and government. The company was founded in 1993 and is headquartered in Eagan, Minnesota.
Learn more about ConvergeOne
Size
2,000 employees
Industry
Founded
1993

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