Director, Financial Planning & Analysis

Director, Financial Planning &

Job Summary:

The Director,
Financial Planning & Analysis will play a critical role in working with the
C-Level executives in analyzing/understanding key trends within the business
and helping to develop/execute strategic initiatives to deliver upon corporate
goals & objectives.  The Director
will report directly to the CFO (must be capable of representing CFO to various
stakeholders), but will serve as a shared resource for all members of the
Executive Committee including the CEO and will assist them in balancing of
long-term strategic initiatives with day-to-day administrative matters of the

The Director
must be capable of “wearing many hats” in an organization, and must be
self-motivated, detail-oriented, and a proactive team player with superb
interpersonal and collaborative skills. 
The Director will interact heavily with senior leaders across all
functions (sales, operations, IT, finance), and must be able to clearly
articulate both financial and non-financial information to stakeholders at all
levels from the Board of Directors down to plant machine operators.

The Director
must be action-oriented with a thoughtful and practical approach to problem
solving and must have the stamina to juggle several projects at once while
maintaining a big-picture focus.  Intellectual
curiosity, initiative, and strong work ethic are absolutely essential.

The Director’s
core areas of responsibility are around Financial
Planning & Analysis,
  Corporate Development and Corporate Affairs:

Financial Planning & Analysis:

  • Execute annual planning process, quarterly forecasts,
    & monthly results analysis. 
    Partner with divisional heads to develop revenue/expense/headcount
    forecasts, understand variances, risks/opportunities and calculate ROIs.  This includes building budget
  • Build ad-hoc analyses for decision support, which
    requires harnessing & mining significant volumes of data from the
    financial & operational systems.
  • Develop and maintain Income Statement, Balance
    Sheet, and Cash Flow model.
  • Handle the day-to day and ad-hoc insurance/risk management
  • Track cap-ex budget and determine ROIs for
    various investment opportunities.
  • Prepare monthly reporting packages for Management
    Team & Board of Directors.
  • Support various mergers & acquisitions
    projects in building models and supporting due diligence efforts

Corporate Affairs:

  • Manage correspondence with Legal Counsel, and
    provide leadership and analytical rigor to all internal legal affairs.
  • Coordinate preparation and assembly of materials
    for quarterly Board of Directors meetings as well as various other
    meetings with corporate stakeholders.
  • Assist Sales Organization with RFP efforts.
  • Partner with Sales Management to manage,
    maintain, update, and report upon sales pipeline. 
  • Provide leadership to various other
    finance/corporate initiatives as required.

Candidate Requirements:

business acumen & analytical skills.

understanding of the principles of corporate finance, planning, & analysis.

excellence in working with medium/large volumes of data.  Intermediate/advanced
skills in Microsoft Excel & Power-Point are mandatory

strategic thought leadership skills and the ability to think critically & creatively.

to manage and prioritize across multiple projects and issues, and drive results
in a focused & efficient manner.

proficient in technology applications.

understanding of business processes and their control points.

leader.  Superb oral and written
communication skills with proven ability to present complex topics simply and
succinctly to senior audiences.

Degree in Finance, Accounting, or similar quantitative field.