Associate Director, Financial Planning & Analysis

TriMark•Lewisville, TX

2d•Hybrid

About The Position

The Associate Director of Financial Planning & Analysis reports to the Regional Director of Financial Planning & Analysis. This role encompasses financial planning and analysis activities across regions, collaborating with executive leadership, and providing invaluable insights to drive the organization's financial success. The Associate Director will ensure the accuracy of financial reporting, and contribute to key decision-making processes.

Requirements

Bachelor’s Degree in Accounting, Finance, Economics, or a related field; MBA/CPA preferred, or equivalent Military or practical experience.
15+ years of progressive experience in financial planning and analysis, including extensive leadership roles.
Proven track record of strategic financial management, with a deep understanding of regional financial dynamics.
Advanced skills in financial modeling, data analytics tools, and ERP systems.
Excellent communication and interpersonal skills, with a demonstrated ability to engage with executive leadership.
Team management and leadership experience.
Ability to successfully pass a background check post offer acceptance.

Nice To Haves

MBA/CPA preferred

Responsibilities

Provide strategic leadership in the development and execution of comprehensive financial plans aligned with regional and organizational goals.
Guide the regional financial planning and analysis teams, ensuring high standards of accuracy and efficiency.
Lead the budgeting and forecasting processes for multiple regions, collaborating with cross-functional teams to ensure accuracy and strategic alignment.
Provide expert guidance to regional teams in budget development and financial forecasting.
Oversee the preparation of regional financial reports, ensuring they meet high standards of accuracy, relevance, and compliance.
Present regional financial results and insights to executive leadership in a clear, influential, and actionable manner.
Provide expert insights into regional business performance, trends, risks, and opportunities, supporting strategic decision-making.
Conduct sophisticated regional financial analyses to inform key strategic initiatives.
Identify and implement regional process improvements within financial planning and analysis operations to enhance efficiency and effectiveness.
Drive changes to optimize workflows and increase overall operational efficiency.
Utilize data analytics tools to extract meaningful insights, driving the integration of technology for advanced regional financial analysis.
Leverage technology to enhance regional reporting capabilities and streamline financial processes.
Foster a collaborative and high-performing regional team culture, providing mentorship and professional development opportunities.
Collaborate effectively with cross-functional regional teams, ensuring financial alignment with organizational objectives.
Conduct advanced ad-hoc regional financial analyses, providing critical insights for strategic initiatives and projects.
Lead regional financial aspects of key projects, contributing to successful project outcomes.