Bachelor's degree in Finance, Accounting, Economics, Business Administration, or related field required; MBA/CPA/CFA/CMA preferred.
8-12+ years of progressive experience in FP&A, corporate finance, or related disciplines.
Proven ability to partner with senior leaders and influence key business decisions.
Advanced skills in financial modeling, budgeting, forecasting, and performance management.
Strong technical skills in Microsoft Excel, PowerPoint, ERP/FP&A systems (D365/Vena) and business intelligence tools like Power BI.
Excellent communication, collaboration, and problem-solving abilities.
Responsibilities
Lead annual budgeting, quarterly forecasting, long-range financial planning, and cash flow forecasting processes.
Monitor financial and operational performance and analyze variances to identify risks and opportunities.
Partner with senior leadership to provide financial guidance and actionable recommendations.
Conduct financial analysis for strategic initiatives, growth opportunities, and operational improvements.
Manage banking relationships, including performance reviews and borrowing requirements.
Develop executive dashboards and KPI reporting to deliver impactful business insights.
Drive process improvements through automation and enhanced financial reporting.
Benefits
Collaborative cross-functional work environment.
Opportunity to influence strategic business decisions at a senior level.
Emphasis on process improvement and innovation in financial reporting.
Access to advanced financial tools and systems for enhanced analysis.
Support for professional development and advanced credentials.
Full Job Description
JOB DESCRIPTION:
Lead the annual budget, quarterly forecasting, long-range financial planning, and cash flow forecasting processes.
Monitor financial and operational performance, analyze variances, and identify key risks and opportunities to support business objectives.
Partner with senior leadership and business stakeholders to provide financial guidance, decision support, and actionable recommendations.
Conduct financial analysis to support strategic initiatives, growth opportunities, operational improvements, and profitability goals.
Manage banking relationships, including business performance reviews and borrowing requirements.
Develop executive dashboards, KPI reporting, and management presentations to deliver meaningful business insights.
Drive process improvements through automation, data analytics, and enhanced financial reporting capabilities.
Collaborate cross-functionally with Accounting, IT, and Operations to improve data quality, financial transparency, and organizational performance; perform additional duties as needed to support evolving business needs.
RECOMMENDED QUALIFICATIONS:
Bachelor's degree in Finance, Accounting, Economics, Business Administration, or related field required. MBA, CPA, CFA, CMA, or equivalent advanced credentials preferred.
8-12+ years of progressive experience in FP&A, corporate finance, or related financial disciplines.
Strong track record of partnering with senior leaders and influencing business decisions.
Advanced expertise in financial planning & analysis, including financial modeling, budgeting, forecasting, performance management, and financial statement analysis.
Strong technical proficiency with Microsoft Excel, PowerPoint, ERP/FP&A systems (preferably D365 and/or Vena FP&A tool), and business intelligence tools such as Power BI.
Excellent communication, collaboration, and problem-solving skills, with the ability to manage priorities, adapt to changing business needs, maintain accuracy, and deliver exceptional internal and external customer support.
