Director, FP&A - Corporate

Weisiger Group•Charlotte, NC

1d•Onsite

About The Position

The Director, Financial Planning and Analysis (FP&A) – Corporate serves as the trusted business advisor to Corporate function leaders and their direct reports, and is the administrative process owner for Corporate FP&A, ensuring accurate and credible results for Weisiger Group. This role is responsible for protecting company assets and optimizing financial resource deployment. Additionally, the Director will be integral to continuous improvement projects across the organization, supporting management in establishing and achieving business objectives, developing action plans, and forecasting results. The role involves preparing annual budgets, periodic forecasts, leading planning sessions, and managing the financial close process. It also focuses on identifying operational drivers, analyzing data to create KPIs and actionable business intelligence, leveraging AI for improved reporting and insights, and making recommendations for continuous improvement. This Corporate FP&A role acts as a bridge between corporate functions and Weisiger Group’s businesses, driving Corporate performance.

Requirements

Bachelor’s degree from a four-year college or university required.
Minimum 10 years total experience in accounting/finance roles.
Experience working with a larger company that has multiple divisions (private or public).
Prior experience with managing a staff, with demonstrated team building and a mentoring leadership style.
Demonstrated champion of process improvement, preferably with processes/approaches used in lean manufacturing.
FP&A experience desired, and should include designing and building complex financial models to enable robust detailed forecasting & annual budgeting modeling, capex modeling and financial statement analytics.
Demonstrated project management skills that include cross functional initiatives.
Highly proficient using Microsoft Excel.
Proficiency with Microsoft Office (Word, Excel, Outlook and PowerPoint).
Proficiency with SAP.
Proficiency with IBM Planning Analytics.
Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals.
Ability to write routine reports and correspondence.
Ability to speak effectively before groups of customers or employees of organization.
Ability to calculate figures and amounts such as discounts, markups, interest, commissions, and percentages.
Ability to apply concepts of basic algebra and geometry.
Ability to identify cause-effect relationships and interrelated business activities.
Ability to solve practical problems and deal with a variety of concrete variables in situations where limited standardization exists.
Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.

Nice To Haves

MBA a plus.
Tableau/Power BI experience preferred.
Advanced business and/or financial certifications a plus (e.g. CPA, CMA, CIA, CGMA, CPM, etc.).

Responsibilities

Calculates KPI’s (operational and financial), prepares performance dashboards, interprets and presents results and assists in developing plans to address high priority opportunities.
Leads the annual budget process and planning sessions for all Weisiger Group, coordinating with the businesses’ VPs of Finance to deliver accurate and on-time forecasting.
Helps drive new 3yr strategy planning process and monthly forecasting cadence.
Meets regularly to review monthly financial performance with corporate function leaders, identify trends and offer advice (e.g. changing vendors, plans, etc.) to mitigate or control costs.
Provides businesses with insights into their corporate costs and opportunities for improvement.
Assists management in modelling business case scenarios and their operational and financial impact.
Proactively advises management of financing alternatives, their cost/benefit to the organization overall and their impact on financial resources and key financial metrics (PBT, ROA, etc.).
Identifies, at the direction and with the assistance of management, employees who need additional training (process and/or financial), provides coaching on financial matters, and coordinates process training with relevant Corporate functions.
Leads effort to develop greater financial acumen across the organization.
Partners with Corporate function leaders and executives to achieve organizational goals and meet their strategic objectives.
Assists in change management, supports corporate function leaders in driving key initiatives across the organization with the goal of continuous improvement.
Responsible for FP&A systems selection and maintenance, currently IBM Planning and Analytics.
Ensures that internal controls are in place, functioning properly and sufficient to protect company assets and the credibility of the financial results.
Leads the annual budget process and planning sessions, ensuring budget templates are accurately populated and aligned with Corporate objectives.
Leads the periodic forecasting process for Corporate near-term planning purposes and facilitates planning sessions with Corporate function leaders.
Leads the month- and year-end close process by reviewing Corporate financial statements, noting anomalies for research and correction, and identifies missing expenses requiring an accrual.
Provides analysis of monthly budget variances and identifies those that will be ongoing or changes to expense run-rates.
Performs ad hoc analysis and projects as requested by leadership.
Works with Corporate functions to identify cumbersome processes, assesses whether existing processes alleviate other functional issues and/or are net beneficial across multiple functions.
Assists in the implementation of new processes, works with training staff to document and train impacted individuals, and monitors acceptance / performance of these new processes.
Drives improvement in financial reporting and analytics by leveraging AI and advanced tools to generate deeper insights, enhance data visualization, and deliver more timely, actionable intelligence to leadership.
Other duties as assigned.
This job has supervisory responsibilities.