Financial Planning and Analysis Leader

CertaSite•Indianapolis, IN

2d•Hybrid

About The Position

We are looking for a Financial Planning and Analysis Leader to work out of our Indianapolis office. The FP&A Leader, reporting to the CFO, supports the financial planning & reporting functions within the company. The primary responsibilities include managing and reporting KPIs, providing financial reporting that drives budgeting & forecasting, and M&A modeling. The FP&A manager will also assist with ERP integration, the annual financial statement audit, and work cross functionally throughout the organization as needed. CertaSite is a fast-growing fire protection and life safety company. Fire and life safety is our passion. It's all we think about. We leverage our hard-earned expertise to give people peace of mind, confidence, and more time to pursue their core businesses. Since 2018, we have grown from four to 18 markets while serving more than 30,000 customers throughout the Midwest. As we grow and expand into new markets, we are building a team that loves what they do and has fun doing it. If you are looking to be challenged every day, for an opportunity to make a meaningful impact, and to grow with a mission- and people-driven company focused on the customer, we hope you will consider this amazing opportunity. Our Mission: To provide a meaningful impact to as many lives as possible. Our Vision: To be the most dependable and simplified life safety solution on the planet. Our Values: Passionate, Impactful, Innovative, Genuine.

Requirements

Bachelor's degree in accounting, Business Administration, Finance, or related degree.
5-10 years experience in financial planning and analysis or related finance roles.
Proven track record in leading financial planning cycles, including budgeting, forecasting, and M&A.
Technical skill set: Expertise in Excel based modeling, definition of KPIs and "metrics that matter".
Ability to professionally represent the current state of the business and variances/deviations from budget.
Administration focus on bottom line and long-term goals.
Strategic perspective: business strategy development and implementation, company restructuring or reengineering; creating a new focus; business plans.
Management Information Design/ Data Visualization: Visual presentation of information in a manner that provides relevant stakeholders with an efficient and effective understanding of the data.
Experience in performing due diligence on and integrating bolt-on acquisitions.
Experience working in a fast-paced, high growth environment

Nice To Haves

Able to analyze, organize, summarize and articulate complex legal and financial information.
Proficient in financial modeling and analysis tools with a strong understanding of financial statements, key financial metrics, and KPI's.
Detailed, organized and communicative.
Understanding, yet persuasive and decisive when dealing with others in the organization.

Responsibilities

Partner with operating company leaders to attain strategic and financial targets.
Oversee KPI reporting and develop new KPIs that will enable management to make informed, fact based, "real-time" decisions.
Assist the Annual Operating Plan creation and maintain budget/forecasts.
Provide accounting and financial reporting to support management decisions and drive accountability to plans, budgets and forecasts and special projects.
Partner with each Executive Leadership Team member and their organizations to establish a monthly cadence of P&L reviews with an aim to stay on track with financial performance goals.
Manage and direct monthly and annual budgeting process for business units including analysis of financial statement data and variances.
Work with business units to address budget performance and variances.
Work in partnership with Finance and Accounting Leadership team to coordinate financial reporting.
Communicate effectively with all levels of the organization and present complex financial concepts effectively to a non-financial audience.
Develop positive professional relationships with all levels of the organization.
Capital expenditure, Fleet and investment return analysis.
Support colleagues in Finance with respect to their core duties as required.
Partner to develop and execute long-term strategic plans and provide modeling/analytical support for strategic growth projects, new product development, and other corporate development initiatives, including M&A
Complete special and ad-hoc projects as requested to support business needs.