Director, Financial Planning & Analysis

Toromont CAT • Concord, CA

55d

About The Position

The Director, Financial Planning & Analysis, (FP&A) is responsible for leading the analysis, planning/forecasting, and budget reporting across the organization. This includes, leading the budget process and preparing financial forecasts and budget to actuals on a recurring basis. The position is accountable for preparing variance analysis and identifying trends month-over-month. This individual will possess strong attention to detail, excellent communication skills, and will be a team player in assisting the Finance Team. As a Director, Financial Planning & Analysis, (FP&A), YOU will experience: Working within one of the safest organizations in the industry where your safety and well-being are our most important priority Working for the best in class equipment dealer and with the premium Caterpillar brand Opportunities to continuously Learn, Grow and Develop with our Toromont team through our internal Training teams that are geared for your success Competitive total rewards including: wages, benefits, and premiums (as eligible) An opportunity for flexible work schedules and opportunities across multiple locations across Eastern Canada

Requirements

• Experience building out an FP&A team focusing on people, systems, and processes
• Must have Bachelor or Business Administration degree or MBA with a minimum of 5 years relevant experience in a FP&A role
• Must be designated CPA
• Advanced financial modelling skills
• Strong attention to detail, analytical, and problem-solving skills
• Ability to work in a fast-paced, deadline driven environment
• Results-oriented professional with a curious mindset
• Possess strong written & verbal communication skills, interpersonal skills, ability to work independently, ability to work with a team, critical thinking, and organization skills

Nice To Haves

• Experience working with ERP and CRM systems building custom reports

Responsibilities

• Oversee and develop the preparation of the annual budget, rolling forecasts, 3 year forecast, and monthly milestones for each department
• Produce error-free accounting reports for budget to actual variances on a monthly basis
• Lead the annual forecasting process including providing updated projections, highlighting risks and opportunities, and overseeing the preparation of materials sent to the C-level team
• Act as a key liaison between Finance and other departments for budgetary and financial matters including preparing specific information for each leadership team member
• Identify enhancement opportunities for system functionality, process enhancements, and automation to improve efficiency and the quality of deliverables
• Implement budgeting software system to be used across the organization
• Assist with the preparation of monthly performance slides including detailed overview of departmental performance and commentary
• Ensure accuracy of departmental, divisional, and entity specific reports and provide what if analysis for key stakeholders
• Assist leadership team with any financial analysis assigned
• Develop and build out an FP&A function focusing on people, systems, and processes
• Mentorship and Coaching - Supervise and coach the FP&A team ensuring their continued professional growth

Benefits

• Working within one of the safest organizations in the industry where your safety and well-being are our most important priority
• Working for the best in class equipment dealer and with the premium Caterpillar brand
• Opportunities to continuously Learn, Grow and Develop with our Toromont team through our internal Training teams that are geared for your success
• Competitive total rewards including: wages, benefits, and premiums (as eligible)
• An opportunity for flexible work schedules and opportunities across multiple locations across Eastern Canada

What This Job Offers

• Job Type: Full-time
• Career Level: Director
• Industry: Merchant Wholesalers, Durable Goods
• Number of Employees: 1,001-5,000 employees