Director of FP&A- Reporting

Xponential Fitness - Irvine, CA

Full-time - Mid Level

Irvine, CA

Amusement, Gambling, and Recreation Industries

About the position

Xponential Fitness is seeking a highly motivated and meticulously organized Director of FP&A- Reporting to join our dynamic team. The ideal candidate will have experience in audit, investment banking, private equity, consulting, corporate finance and/or business operations; and is proficient both in Excel and BI tools (Power BI, etc.). The candidate will have demonstrated success in environments that require an absolute level of accuracy and the candidate will ideally have been involved in the public company reporting process. The candidate will report to the VP, Corporate Development at our Corporate HQ in Irvine, CA. In this role, the candidate will be responsible for overseeing and managing the Company's current KPI production process, working with the existing team to ensure monthly reporting is produced timely and accurately. The candidate will also support the digital transformation of that process, from the current excel spreadsheet-based approach, to a data warehouse and Power BI infrastructure, ultimately taking ownership of the business rules, analytics products, and data governance associated with the new analytics system. In this role, the candidate will be trusted to work on one of the company's highest priority strategic initiatives. The right individual will be keen to work hard, maximize learning and build an accelerated career path.

Responsibilities

• Managing the current KPI reporting process:
• Work closely with the VP, Corporate Development and the finance team to learn and take ownership of the existing, manual, excel-based public company KPI reporting process.
• Review KPI data prepared by finance team, thoroughly and consistently check all files to ensure accuracy.
• Maintain KPI files, ensure historical data does not change period over period.
• Oversee intra-month entry, control, governance and tracking of KPI data.
• Develop and implement process for obtaining and start tracking KPI data not available currently.
• Organize and improve presentation / formatting of historical KPI files.
• Ensure that manual and digital work flow yield the same results once digital transformation is achieved.
• Support the in-flight data and digital transformation of the KPI reporting process:
• Work closely with VP Corporate Development, and consulting firm to ensure digital transformation is successful.
• Support the creation and validation of a glossary of reporting terms, KPI definitions, and business rules/logic to convert raw data from systems (CRM, ERP, Financial, etc.) into KPIs.
• Assist as needed to explain business logic of KPIs, translate KPIs from excel into Power BI.
• Ultimately, take ownership of the glossary of reporting terms and KPI definitions, and all business rules/logic.
• Oversee testing and validation of data warehouse / Power BI reports / dashboards to ensure accuracy of historical data through monthly KPI audits.
• Managing the Power BI -based reporting process:
• Autonomously manage the public company KPI reporting process.
• Produce ad hoc reporting needs out of Power BI, and when required directly from the Snowflake-based data warehouse.
• Understand the structure of the KPI source data as it is in Snowflake.
• Ensure Power BI reports are accurate, updated as needed, and made available to all stakeholders.
• Manage the Power BI dashboards, adding metrics/views as required by the business by liaising with IT including data engineers and Power BI developers.
• Ensure overall data integrity and accuracy in all KPI reporting and analytical processes.

Requirements

• Bachelor's degree
• 5-10 years of work experience; strong preference for most recent role having been in a reporting-related finance function at a public company, or in audit.
• A minimum of 3 years experience in corporate finance, investment banking, private equity, consulting and/or audit required.
• Advanced proficiency in Power BI, MS Excel, MS Office; in-depth financial modeling skill-set; familiarity with SQL is preferred.
• Familiarity with data warehousing concepts and services (Snowflake).
• Proven ability to document business logic / rules for a technology transformation.
• Ability to explain and visualize complex information and dense datasets in a business-friendly manner.
• Ability to translate business analytics requirements into specifications for the technical team.
• Experience in franchising preferred; ideally in multi-unit consumer / retail / food & beverage industry.
• Hardworking and wanting to invest in long term career growth.
• Meticulously detail-oriented with a proactive approach to challenges.
• Highly organized and impeccably accurate.
• Excellent critical thinking and analytical skills.
• Strong communication and interpersonal skills.
• Ability to thrive in an entrepreneurial, fast-paced environment with an ability to deliver results quickly in this hands-on position.
• Willing and able to complete projects under tight timelines with high quality and accurate work product.
• High level of ethics, integrity and professionalism.

Nice-to-haves

• Experience in franchising preferred; ideally in multi-unit consumer / retail / food & beverage industry.

Benefits

• Medical, Dental and Vision benefits
• This role is eligible for a monthly cell phone allowance
• Empower is our 401k company. We offer Traditional and Roth 401k plans. Employer match is 4% and starts matching at the beginning of year 2. Your 401k would be fully vested at the start of year 3
• Complimentary corporate memberships to XPLUS and XPASS
• Discounts on retail brand merchandise- up to 30% off wholesale price
• On-site gym
• On Campus Amenities: Reborn Coffee Shop, Hangar 24, Mini Putting Green, Basketball Court, Bird Sanctuary, Car Washing Services (M/W), Dry Cleaning Services