ENTERPRISE HEAD OF FINANCIAL PLANNING & ANALY

Orbus Inc•Woodridge, IL

62d•Onsite

About The Position

We are seeking a highly motivated, hands-on Enterprise Head of FP&A to lead and own all aspects of financial planning and analysis for our growing organization. This is a unique opportunity to build the FP&A function from scratch for a private equity-backed portfolio company. The individual will serve as a strategic business partner, providing critical, data-driven insights / recommendations to executive leadership, taking full responsibility for developing and managing the company's budgeting, forecasting, performance monitoring, pricing strategy, and financial insights. Initially operating as a team of two, this role offers the opportunity to build the FP&A function from the ground up, with the potential to hire and mentor another junior analyst in the future. The ideal candidate has meaningful financial modeling and data analysis experience, is action oriented, and is a collaborative team member who has a deep understanding of all aspects of the financial reporting and planning processes.

Requirements

Bachelor's degree in Finance, Accounting, Economics, Engineering, or a related field; MBA preferred.
5+ years of progressive FP&A and/or corporate finance experience, with demonstrated ownership of the budget, forecast, and strategic planning processes. Backgrounds in consulting, investment banking, and private equity to be considered as well.
Expert in financial modeling, data visualization, ability to translate financial analysis into strategic insights, and presentation to senior leadership.
Strong command of Microsoft Excel and PowerPoint; proficiency with business intelligence tools (e.g. Power BI, Tableau, Looker, Profix), ERP systems, and planning tools (e.g., NetSuite, Adaptive Insights, Anaplan, or similar).
Experience in a fast-paced, high-growth, private equity-owned, and/or mid-size company environment, ideally in a lean FP&A role.
Excellent communication, collaboration, and project management skills.
Ability to operate strategically and tactically in a dynamic, evolving business environment.

Nice To Haves

Self-starter with a high degree of initiative and ownership.
Curious, analytical mindset with a passion for continuous improvement and automation.
Comfortable working in ambiguity and wearing multiple hats.
Highly driven individual with a strong financial skillset, business acumen, and an entrepreneurial mindset, with an ability to influence with and without authority.
Strong analytical, problem-solving, and decision-making skills.
Excellent communication and leadership skills with the ability to work cross-functionally.
Experience in visual communications, live events, trade shows, or custom fabrication industries.
Familiarity with job costing, WIP tracking, and event/project lifecycle financials.
Background in supporting sales enablement and marketing performance analysis.

Responsibilities

Own the annual operating plan (AOP) development process from start to finish, including coordination with business leaders, financial modeling, scenario analysis, and executive presentation. Outputs include but are not limited to detailed income statements, balance sheets, and cash flow statements in collaboration with department and subsidiary leaders.
Lead the preparation and presentation of the long-range strategic plan (3-5 years), incorporating market trends, business drivers, and growth opportunities.
Develop and manage rolling forecasts, aligning financial and operational metrics.
Design and implement key performance indicators (KPIs) and reporting tools to monitor business performance and inform strategic decisions.
Create and maintain daily, weekly, monthly, quarterly, and LTM dashboards segmented by entity, site, department, division, product category, product line, and SKU.
Own the preparation, coordination, and presentation of the Monthly Business Review (MBR) for executive leadership.
Develop and lead price/volume/mix (PVM) analysis to evaluate revenue and margin drivers.
Own pricing strategy development in partnership with sales and marketing and make pricing recommendations across products and business segments.
Partner with sales, marketing, operations, and product teams to evaluate the financial impact of business initiatives and commercial strategies.
Conduct in-depth financial analysis to identify trends, drive management decisions, and augment capital allocation decisions.
Collaborate with accounting team to enhance financial reporting.
Evaluate opportunities for investment, revenue enhancement, cost reduction, and process improvement.
Support mergers and acquisitions (M&A) and other corporate finance activities as needed.
Identify and implement process improvements to scale FP&A tools, templates, and routines.
Lead the development of automated reporting and scenario modeling to support strategic planning
Lead automation initiatives to streamline reporting and forecasting processes.
Design and build Power BI dashboards to deliver real-time, actionable insights across the business.
Own the financial data architecture and ensure integrity of financial data used in reporting and analysis.