Director, FP&A

Onterris•Irvine, CA

3d•$175,000 - $200,000•Remote

About The Position

The Director, FP&A reports to the SVP, Finance & Treasury and will be responsible for managing centralized Financial Planning and Analysis for Onterris. This includes driving the annual budgeting process and regular forecast updates, all internal operational reporting, ownership of the company’s reporting system (“Adaptive”), financial data analyses, long-range planning model, acquisition diligence support, and oversight/support for various financial initiatives (e.g., pricing, ROI analyses, cost assessment, etc.). You’ll need at least 15 years of experience, with deep experience in FP&A, and welcome the opportunity to make an impact from day one. The compensation range for this role is $175,000 - $200,000 USD in addition to an annual bonus (15 – 20%), commensurate with experience, skills, and geographic location. Ideally, we would love a candidate in Orange County, CA, but open to US Remote.

Requirements

15+ years of Finance and/or Accounting experience, including 10+ years in FP&A with at least 5 years in a senior leadership role.
Bachelor’s Degree in Finance, Accounting, Economics, or a related field from an accredited university is required.
Maintains a high level of confidentiality and honesty.
Leads through ambiguity and change.
Demonstrated ability to build and lead annual planning, forecasting, and analytical processes.
Strong organizational skills with the ability to manage multiple projects and priorities simultaneously in a fast-paced, project-based services company.
Experience with M&A including financial modeling, diligence, and integration.
Prior roles in a multi-national company with experience working effectively influencing senior operational leaders and other cross functional partners.
Experience leading system integration projects and process automation initiatives with proficiency in system configuration, report building, and data model management.
Familiarity with Workday Adaptive and data visualization tools and building queries for financial planning and analysis.
Strong business acumen with a proven track record of understanding the business and operational drivers that result in financial outcomes across a varied number of service lines, business models, and end markets.
Deep understanding of accounting and US GAAP preferred.
Effective written, verbal, and presentation skills with the ability to distill complex concepts for non-financial audiences.
Continuous improvement and change agent mentality with perseverance and persistence.

Nice To Haves

MBA or professional certification (CFA or CPA) is preferred.

Responsibilities

Fully own and manage annual planning and forecasting processes, being fully responsible over process and calendar, deliverables, planning system, and be the driver of proper accountability amongst operations and budget owners.
Develop robust capital expenditure end-to-end process that begins with the budget, includes Coupa approval, establishes economic model and return metrics, considers accounting guidelines, and incorporates a lookback analysis to influence future allocation. Familiarity with an array of capital expenditures, growth and maintenance, equipment, vehicle, long-term project capital, software development, etc.
Collaborate with Treasury on capital expenditure and cash forecasting and funding to reduce the overall cost of capital.
Provide leadership in scaling the finance organization efficiently, driving process and cost optimization across the company and being an active participant in the Company’s continuous improvement programs.
Manage production and delivery of corporate overhead expense budgets, partnering with C-Suite and other executive leaders, and performing Zero Based Budgeting where appropriate.
Be a trusted strategic partner to executive leadership providing financial insights, strategic decision making and capital allocation decisions aligned with growth priorities and strategic direction.
Support internal and external reporting including executive team, board of directors, investor presentations, Key Performance Indicator (KPI) definitions and messaging, and associated analysis.
Partner with Corporate Accounting, IT, and Global Business Services on ERP (Workday) data model management and operational and management reporting, with a deep understanding of transactional process flows.
Act as primary business partner for Corporate Sales, Marketing, IT, Safety, Human Resources, Strategy and Legal providing strategic decision-making support, growth and efficiency initiative driver and support, and be the hiring approval authority.
Provide stakeholders with finance-based decision support for implementing new, as well as maintaining existing, products and processes. This includes ongoing development and maintenance of KPIs and reports that will help the functional teams manage their day-to-day business.
Active and key participant in mergers and acquisitions financial due diligence and valuation, operational/financial modeling, post-close integration, and post-mortem acquisition performance. Collaborate with seller and Strategy team to develop year-one budgets for each acquisition.
Provide leadership in Annual Incentive Plan and sales commissions plan structures, including managing accrual calculations for C-suite.
Responsible for components of bank compliance covenant reporting and forecasting of covenant ratios including working capital, cash tax, interest, and EBITDA adjustments.
Identifies and presents profitability drivers and KPIs that indicate trends in business performance and the overall financial condition of the organization on a regular and ad-hoc basis.
Administers and maintains the Company’s internal reporting and forecasting system Workday Adaptive.
Works closely with accounting team to ensure the accuracy of month end results, including ensuring that EBITDA adjustments are appropriately tracked, reviewed, approved, and documented.
Oversees the training, mentoring and development of direct and/or indirect reports.
Exercises safe work practices by following all Company safety rules and OSHA regulations, including attendance at all required safety training programs.
Performs other duties as assigned.