FINANCIAL PLANNING & ANALYSIS DIRECTOR

LYDIA SECURITY MONITORING INC•Monroe Township, NJ

3d•Onsite

About The Position

We are seeking a strategic, results-driven accounting & finance leader to play a key role in guiding the organization’s financial performance and long-term growth. This position partners closely with executive leadership to support annual budgeting, monthly forecasting, and scenario modeling, while providing actionable insights on growth initiatives, capital investments, acquisitions, and cost optimization strategies. The role is responsible for monitoring financial and operational KPIs, delivering clear and concise executive-level reporting, analyzing results and identifying performance improvement opportunities. Additionally, this leader will drive enhancements in financial systems and processes, including forecasting accuracy, reporting automation, ERP optimization, and billing and accounts receivable improvements. The ideal candidate combines strong analytical depth with business acumen and leadership capability and thrives in a dynamic, growth-oriented environment.

Requirements

Bachelor’s degree in Accounting, Finance, or related field
10+ years of progressive finance & accounting experience, including leadership experience
Strategic thinker with strong analytical and problem-solving skills
High attention to detail and strong organizational skills
Ability to translate complex data into summarized results for executive leadership review
Experience with month-end accounting close process and strong accounting background
Strong knowledge of GAAP, as well as an ability to grasp company financial policies and protocols
Proven ability to prioritize and manage deadlines
Ability to work both independently and collaboratively with different departments and levels of employees
Strong leadership skills
Excellent written and verbal communication skills, including the ability to present to executive leadership
Confidentiality in handling sensitive financial information
Familiarity with accounting software and programs. Experience with NetSuite a plus.
Advanced Excel and financial systems expertise

Nice To Haves

CPA or CMA designation
Experience in a mid-size or high-growth organization
Experience in implementing or optimizing FP&A tools and/or other software solutions
Background in supporting multi-entity or multi-location operations

Responsibilities

Assist with the annual budgeting process and monthly forecasting cycles
Provide strategic insights and scenario modeling to support business decisions
Partner with executive leadership to evaluate growth initiatives, capital investments (including acquisition targets), and cost optimization strategies
Maintain and analyze bank covenant calculations and deliver monthly bank reporting
Establish and Monitor KPIs across the finance and accounting function
Assist with monitoring operational KPIs
Collaborate with accounting, operations, human resources, and executive leadership to support business initiatives
Deliver clear, actionable financial reporting to executive leadership
Analyze revenue, margins, operating expenses, and cash flow trends
Identify performance improvement opportunities
Improve forecasting accuracy and reporting automation
Partner with IT and accounting teams to enhance billing and accounts receivable processes
Drive ERP system optimization and accounting system enhancements
Coordinate more complex accounting projects and initiatives with other members of the accounting team, and other departments
Demonstrate subject matter expertise within areas of responsibility
Promote a culture of accountability, collaboration, and continuous improvement
Strengthen cross-functional financial literacy across the organization
Provide additional support to the EVP of Finance and other members of the executive team as requested