Director, Financial Planning & Analysis

Avolta•BETHESDA, MD

6d•$127,600 - $159,500

About The Position

The Director of Financial Planning & Analysis (FP&A) creates and executes the organization’s strategic financial plan and provides critical business analysis for mergers and acquisitions. The position prepares financial plans and forecasts, analyzes financial results and submissions, and provides analytical support and recommendations to operating teams, corporate departments, and the parent company. It also supports management presentations, capital project business cases, lease disclosure reviews, and M&A analysis, valuation, negotiation, due diligence, and integration. The role reports to the Senior Director of Financial Planning & Analysis and works closely with Operations, Operational Excellence, and Business Development Finance. It may be based at the North America Support Center in Bethesda, Maryland or East Rutherford, New Jersey, or the Regional Support Center in Toronto, Canada. Occasional travel to other locations may be required based on business needs.

Requirements

Education and professional experience combined must exceed 8 years.
At least 3 years of experience leading a team of financial analysis and planning professionals.
At least 8 years of financial analysis and planning experience developing and delivering budgeting, forecasting, variance analysis, and accounting programs, subject to the stated education credit.
A bachelor’s degree in accounting, business administration, economics, or finance can count for 3 years of the eight-year requirement.
An MBA or master’s-level degree in a program related to the functional area can count for an additional 2 years of the eight-year requirement.
3–5 years of experience in hospitality, food and beverage, and/or retail.
In-depth knowledge of at least one financial planning and reporting application, such as Anaplan, PeopleSoft, SAP, Hyperion, Business Objects, Adaptive/Workday, Oracle, or IBM.
Expert-level Microsoft Excel skills, including creating and modifying pivot tables and advanced formulas.
Advanced business acumen and the strategic mindset to understand long-term implications of FP&A decisions and advance organizational goals.
Demonstrated ability to anticipate the needs of the business, complex stakeholders, the employee population, and individual circumstances.
Demonstrated history of creating and maintaining positive work environments through coaching, developing, and leading teams.
Demonstrated experience with continuous improvement and optimizing work processes to achieve positive results.

Nice To Haves

Knowledge of multiple financial planning and reporting applications is preferred.

Responsibilities

Prepare annual and long-range financial plans and forecasts for key stakeholders.
Analyze budget and forecast submissions for accuracy, reasonableness, and consistency with objectives.
Work with stakeholders to enforce deadlines and provide guidance on planning submission requirements and deadlines.
Analyze and report consolidated monthly, quarterly, and annual results, including results for operating segments and general and administrative expenses.
Provide analytical support for operations, corporate departments, and the parent company.
Support the preparation of management presentations.
Provide recommendations to improve revenue and profitability.
Develop priorities to improve productivity, efficiency, and effectiveness.
Conduct industry and competitive analyses to identify and address company strengths, weaknesses, opportunities, and threats.
Prepare business cases for corporate capital projects.
Work with Corporate Accounting to review lease disclosures for reasonableness, consistency, and conformity with corporate policies.
Support the organization’s mergers and acquisitions process, including analysis and valuation of acquisition targets or divestitures.
Support Legal in negotiating merger and acquisition terms and conditions.
Conduct due diligence and integration of targets.
Coach, develop, and lead teams to achieve common goals.
Optimize work processes and pursue continuous improvement.