Director, Financial Planning & Analysis
About The Position
The Director of Financial Planning & Analysis (“FP&A”) is primarily responsible for overseeing Cardinal Group Companies’ (“Company”) financial analytics and forecasting platform. The Director of FP&A will help develop new processes and tools to improve the FP&A platform as well as overseeing the department on a day-to-day basis. The ideal candidate must have a strong understanding of the Company’s business activities, as well as the various industries the Company operates in. Furthermore, the Director of FP&A must understand best practices for aggregating and presenting information, including budgets, KPIs, financial reports and forecasts, and other data commonly associated with an FP&A platform. In addition to the FP&A function, The Director of FP&A will oversee the corporate financial reporting function. This includes completing the monthly close of the Company financial books.
Requirements
- 5-10 years of experience in FP&A or corporate finance and accounting. Real estate experience preferred.
- Strong experience in implementing systems, including processes and software.
- Strong working knowledge of financial reporting, cash flow statements, investments, and organizational structures.
- Strong professional acumen, including written and verbal communication.
- Advanced proficiency in Excel
- Ability to embody the Cardinal Culture and Cardinal Core Values every day
Nice To Haves
- Real estate experience preferred.
Responsibilities
- Oversee the Company’s FP&A platform, including managing all deliverables and communicating performance to Company leadership
- Manage the annual planning calendar including budget creation and reforecasts, capital spend planning, and reporting cadences
- Assistwithbuildingoutthebusinessintelligenceplatform
- Assess the company’s current financial and operational data platform and create strategies to improve processes for capturing important data and making it available in the company’s reporting and BI platforms
- Perform recurring and ad hoc analyses
- Maintain the company’s performance reporting such as budget comparisons and financial forecasting, including the company’s real estate investment performance
- Oversee the monthly financial reporting process
Benefits
- Eligible to participate in the company benefits plan. We offer health, vision, dental, and pet insurance. We offer a 401(k) retirement plan, student loan assistance, licensing and continuing education reimbursement, parental leave, and housing allowances or gifts.
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What This Job Offers
Job Type
Full-time
Career Level
Director
Education Level
No Education Listed
Number of Employees
1,001-5,000 employees
