VP, Financial Planning & Analysis

Merge • New York City, NY

364d • $157,000 - $199,000 • Hybrid

About The Position

As our VP, Financial Planning & Analysis, you will take responsibility for a wide variety of core FP&A functions, both analytical and strategic in nature. You will be a strategic partner for the CFO, business leaders, and ownership as they evaluate resource needs, plan the monthly business activity, and drive process improvements in the business. You will be at the center of preparing many of our critical financial analyses and executive and board-level presentations. You will also help provide insights and create business partnerships with MERGE functional leaders to improve efficiency and drive growth. MERGE is in an accelerating phase of transformation with an increasing need for dynamic and actionable information and insights. Experience working in an entrepreneurial, fast-paced environment is an asset. All employees are expected to be active members of the growing team and be flexible in assisting the company as it grows organically and through M&A. The following duties provide a framework for the position as defined today with growth opportunities for tomorrow.

Requirements

• 10+ years of related FP&A experience
• Bachelor's degree in finance or accounting
• Advanced Excel skills required (e.g. pivot tables, advanced functions, macros)
• Proven ability to work with disparate data sets and synergies the data
• Understanding of GAAP standards
• Excellent communication (written & verbal) skills and a team player
• Ability to work independently in large teams
• High attention to detail and strong problem-solving skills
• Ability to be accountable to a timeline and deliver accurately
• Skilled at finding more efficient ways to work
• Flexibility to meet continuously changing priorities and challenges
• Ability to succeed in a fast-paced environment

Nice To Haves

• Relevant experience in marketing, technology services or private equity-backed businesses is a plus
• Experience with financial reporting/ budgeting tools a plus (e.g. Power BI)
• Comfortable with and history as a power-user of GL/accounting/financial systems

Responsibilities

• Support the executive decision-making process by leading in-depth financial and strategic analyses, interpreting results, and articulating actionable recommendations.
• Recommend and implement KPI's, metrics, and analysis to help leaders drive profitable growth and achieve business objectives.
• Communicate and provide action-oriented insights to help the client service and project management teams increase efficiency and inform resource capacity.
• Analyze and report financial results at month-end, including financial statement preparation, revenue and cost variance analysis, and vertical and offering performance.
• Lead preparation of monthly reporting files for leadership, private equity ownership, and lenders.
• Key role in leading the annual budget and quarterly forecasting processes.
• Partner with business leaders to make key assumptions on revenue and expenses.
• Assist CFO in materials creation for leadership and board.
• Oversee Power BI instance and make recommendations on financial and workflow management systems roadmap.
• Support key clients in areas such as new and renewal contracts, pricing, and profitability.
• Partner with leadership and ownership to help assess potential acquisition targets along with developing the post-close integration plan.

Benefits

• Medical
• Dental
• Vision
• Life Insurance
• 401(k)
• Lifestyle Spending Account
• Employer Paid Life & Disability Insurance
• Flexible Time off & Holidays
• Meaningful rewards and benefits.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Industry: Professional, Scientific, and Technical Services
• Education Level: Bachelor's degree
• Number of Employees: 501-1,000 employees