Director, Financial Planning & Analysis

Rochester Midland Corp•Houston, TX

30d

About The Position

The Director of FP&A will report to the CFO and strive daily to improve the company's financial planning & analysis capabilities. This person will be a prominent and highly visible member of the finance function and will be responsible for management reporting, bank reporting, and operational and financial analysis across a group of business segments. S/he will elevate the function's impact on the organization while supporting the company's plans to double revenue over the next few years.

Requirements

8+ years of FP&A experience, preferably with exposure to private equity-backed companies, industrial products or service sectors; M&A experience highly valued.
Three-statement financial modeling, forecasting, and analysis skills.
Experience working with large data sets and creating complex financial models.
Proven track record of leading and developing high-performance teams, with the ability to communicate effectively at all levels.
Advanced proficiency with both Excel and common business intelligence tools.
A strong commercial focus and professional curiosity which complement a results-driven approach to support business growth and profitability.
Ambition to succeed and grow professionally while embracing the long-term development opportunities which will be available.
Bachelor's degree in finance, accounting, or related field, MBA preferred.

Nice To Haves

CPA or CFA preferred.
Proficiency with PowerBI and Great Plains a plus.

Responsibilities

Oversee the preparation and analysis of monthly financial and operational reports and provide commentary that adds value and draws attention to key issues and/or perspectives.
Drive a more inclusive budgeting and forecasting process with key business partners by coordinating a planning calendar and leading the development of tools, templates, reporting, etc.
Leverage expertise to partner with functional leadership on strategic initiatives and ad hoc projects promoting knowledge transfer and financial accountability across the organization.
Conduct in-depth financial analysis to track key performance indicators (KPIs) such as cost to serve. Identify trends and provide insights on business performance and opportunities for cost optimization.
Support the development and evolution of financial planning and business intelligence platforms with an eye toward improving the timeliness, clarity and usefulness of financial reports.
Prepare and present financial reports and performance dashboards, including the monthly reporting packages, for executive leadership and investors, translating complex data into actionable insights.
Prepare PowerPoint presentations for the Board of Directors.
Partner with operations, sales, and business units to align financial planning with business objectives, creating initiatives that support revenue growth and margin improvement.
Perform market and internal trend analysis of revenue, margin growth, and cost spend.
Collaborate with the M&A team to evaluate acquisition targets, perform financial due diligence, and contribute to integration planning and post-acquisition performance tracking.