Senior Director, Financial Planning & Analysis

VSP Vision Care•Cynthian, OH

About The Position

Responsible for all domestic and international financial consolidation functions including business planning and navigation, forecasting, budgeting, financial and market analysis, and merger and acquisition (M&A) support. Accountable for all corporate financial planning cycle functions and shared services support. Work in conjunction with the leadership on developing financial strategies, management reporting, and analytics for the company. Primary responsibility is to support the VP, Finance, in corporate consolidated management reporting and analytical functions, including monthly, quarterly, and annual board reporting, budget planning, reforecast cycles, and corporate financial consolidation, including eliminations and corporate overhead Support VP, Finance in Financial Planning and Analysis (FP&A) P&L ownership of shared services groups, including annual budgeting, reforecasting, 5-year plans, plan to actuals variance analysis, and providing financial oversight and partnership to shared service leaders Find automation opportunities in reporting and analytics, including the deployment of AI tools Lead the drive for consistent methodology, formatting analytical attributes across all pillar analytics and reporting Manage the creation of historical KPI’s across different parts of the organization Support key corporate financing initiatives, including capital raises and M&A activities Identify and ensure implementation of financial improvements to achieve revenue and profit targets Recommend proper allocation of assets and resources to maximize productivity and profitability, and provide valuable analysis and insight to guide decision-making that supports the Company’s key objectives Communicate directly with Executive-level contacts at existing and prospective clients, brokers, and strategic partners to aid in the negotiation of proper rating as well as provide clarification for rating methodology, factors, and impacts used Collaborate with business leaders on evaluating existing financial systems and current processes, and recommending modifications and implementation of systems and processes more advantageous to the Company’s strategic financial goals Ensure compliance with federal, state, local, and corporate policies, regulations, and laws Support the design, establish, and maintain an organizational structure and staffing to effectively accomplish the department’s goals and objectives Establish good working relationships across Company functions and business units Develop, mentor, and grow personnel within the organization Participate in the hiring and interviewing process for open positions within the unit, ensuring that the most qualified candidates are selected. Ensure effective communications are maintained within the team and externally; when appropriate, inform employees as to plans and progress; conduct employee discussion sessions at regular intervals Participate in a wide variety of special projects at Corporate or LOB level, as needed Coordinate with other units/departments to facilitate special requests, resolve workflow or production issues Perform all other duties as assigned

Requirements

Bachelor’s degree in Finance, Business Administration, or related field, or equivalent experience
Minimum of 3 additional years of experience related to the functional area in Corporate Finance
Minimum of 10 years of direct experience preparing and presenting financial analytics to executive management, Board, investor groups, investment analysts, etc.
Minimum of 10 years of direct experience in a role directly responsible for consolidated financial performance, capital raise (debt, IPO, PE transactions), directly supporting VP, SVP Finance, or CFO
Minimum of 6 years of management experience with responsibilities for hiring, training, assigning work, and managing the performance of direct reports
Extensive experience developing and implementing automation tools
Mergers and acquisitions analysis and integration experience
Proven leadership and negotiating skills
Ability to delegate work responsibility with strong interpersonal skills
Problem-solving and strategizing capabilities
Progressive experience leading teams and managing projects
Demonstrated ability to build relationships and communicate with peers, subordinates, and executive management
Knowledge of finance, accounting, budgeting, and cost control principles, including Generally Accepted Accounting Principles
Ability to motivate teams to produce quality materials within tight timeframes and simultaneously manage several projects
Excellent analytical and abstract reasoning skills, plus excellent organization skills
Excellent maturity and judgment with the ability to operate effectively in an entrepreneurial environment; maintain composure under pressure, and have the ability to balance competing priorities
Clean credit history as reported by credit report
Ability to regularly exercise discretion and independent judgment in the performance of job duties

Responsibilities

Responsible for all domestic and international financial consolidation functions including business planning and navigation, forecasting, budgeting, financial and market analysis, and merger and acquisition (M&A) support.
Accountable for all corporate financial planning cycle functions and shared services support.
Work in conjunction with the leadership on developing financial strategies, management reporting, and analytics for the company.
Support the VP, Finance, in corporate consolidated management reporting and analytical functions, including monthly, quarterly, and annual board reporting, budget planning, reforecast cycles, and corporate financial consolidation, including eliminations and corporate overhead
Support VP, Finance in Financial Planning and Analysis (FP&A) P&L ownership of shared services groups, including annual budgeting, reforecasting, 5-year plans, plan to actuals variance analysis, and providing financial oversight and partnership to shared service leaders
Find automation opportunities in reporting and analytics, including the deployment of AI tools
Lead the drive for consistent methodology, formatting analytical attributes across all pillar analytics and reporting
Manage the creation of historical KPI’s across different parts of the organization
Support key corporate financing initiatives, including capital raises and M&A activities
Identify and ensure implementation of financial improvements to achieve revenue and profit targets
Recommend proper allocation of assets and resources to maximize productivity and profitability, and provide valuable analysis and insight to guide decision-making that supports the Company’s key objectives
Communicate directly with Executive-level contacts at existing and prospective clients, brokers, and strategic partners to aid in the negotiation of proper rating as well as provide clarification for rating methodology, factors, and impacts used
Collaborate with business leaders on evaluating existing financial systems and current processes, and recommending modifications and implementation of systems and processes more advantageous to the Company’s strategic financial goals
Ensure compliance with federal, state, local, and corporate policies, regulations, and laws
Support the design, establish, and maintain an organizational structure and staffing to effectively accomplish the department’s goals and objectives
Establish good working relationships across Company functions and business units
Develop, mentor, and grow personnel within the organization
Participate in the hiring and interviewing process for open positions within the unit, ensuring that the most qualified candidates are selected.
Ensure effective communications are maintained within the team and externally; when appropriate, inform employees as to plans and progress; conduct employee discussion sessions at regular intervals
Participate in a wide variety of special projects at Corporate or LOB level, as needed
Coordinate with other units/departments to facilitate special requests, resolve workflow or production issues
Perform all other duties as assigned