Senior Director - FP & A

Warner Pacific Insurance Services•Westlake Village, CA

3d•Remote

About The Position

The Head of FP&A will work closely with various Business Partners and Finance team members to provide support for budgeting, financial planning, forecasting and variance analysis. Reporting to the CFO, you will play a crucial role in providing accurate and insightful financial analysis and supporting strategic decision-making processes.

Requirements

Bachelor’s Degree in Finance, Accounting or related field.
20+ years Investment Banking, Corporate Finance, and/or FP&A.
Understanding of accounting processes, procedure and internal controls.
Strong problem-solving skills, documentation skills, research and resolution skills, data analysis.
Excellent understanding of financial statements.
Computer literacy with proficiency in the Microsoft Office suite.
Project Management experience.
Detail oriented, with strong organization and time management skills.
Ability to communicate effectively verbally and in writing and interact with employees and vendors in a professional manner.
Demonstrated ability to multi-task effectively.

Nice To Haves

Experience with P/E backed companies is a plus.
Literacy with Sage Intacct, ADP, and other enterprise software a plus.

Responsibilities

Provide overall leadership of the Financial Planning & Analysis (FP&A) function within Warner’s finance department.
Manage a team of financial analysts to help execute all functional responsibilities.
Serve as financial planning liaison to assigned divisions for development of annual budget and monthly variance analysis, leading variance discussions with department and division leadership.
Work with M&A team to develop budgets and proforma reporting for acquired businesses.
Build and maintain financial models to support the business.
Develop and improve financial reports to clearly communicate results and variances to Budget to department and business leaders.
Support monthly close process, which includes summarizing and consolidating results versus budget and providing commentary on variances.
Validate all financial reports for accuracy and reasonableness.
Partner with department owners for monthly financial reviews.
Automate and streamline reporting and business processes.
Prepare ad hoc financial analyses and other duties as necessary to support the team.
Assist with other projects as assigned.