We are partnering with a well-established company to find an exceptional Director of Financial Planning & Analysis. In this pivotal role, you will be instrumental in shaping the organization’s financial strategy and direction.
Your responsibilities will include contributing to P&L, liquidity, and capital forecasts, leading the annual budgeting process, and conducting operating expense variance analysis. Additionally, you will guide the FP&A team in utilizing data visualization tools and foster the professional development of your team members.
This is an on-site position based in Spartanburg, SC.
Key Responsibilities:
- Financial Reporting: Develop and maintain monthly Management Reporting Packages to deliver accurate and timely financial insights.
- Performance Monitoring: Collaborate across all levels of the organization to report, monitor, and manage key financial and non-financial performance indicators, analyzing variances to provide actionable insights.
- Trend Analysis: Examine current and historical trends in key performance indicators, including revenue, expenses, operations, and portfolio balances/originations.
- Budgeting & Forecasting: Oversee the ongoing development of budgeting and financial forecasting models, accounting for a variety of inputs and scenarios.
- Financial Analysis: Prepare and interpret complex financial data to provide management with timely and accurate recommendations for strategic decision-making.
- Variance Analysis: Deliver detailed explanations of variances between actual results and forecasts/budgets to ensure alignment with organizational goals.
- Ad Hoc Projects: Lead financial analysis and assumption development for business cases, key initiatives, and special projects supporting various business units.
- Competitive Analysis: Contribute to quarterly earnings call updates and ad hoc competitor analysis reporting for strategic partners.
- Industry Reporting: Provide bi-monthly industry updates to the ownership team and key executives.
Qualifications:
- 10-15 years of experience in FP&A and financial modeling.
- CPA, CFA, or MBA preferred but not required.
- Proficiency in PowerBI, Tableau, SQL, or Alteryx is highly desirable.
- Strong strategic thinking, analytical skills, and innovative problem-solving abilities.
- Proven track record in analyzing trends, variances, and performance measures.
- Effective communication skills and the ability to manage multiple projects with minimal supervision.
- Comfortable interacting with executive leadership and presenting complex financial data.
- A strong work ethic, attention to detail, and a collaborative mindset.
- Demonstrated supervisory and leadership experience.
For confidential consideration, email careers@forgesc.com or apply directly!
