Director of Financial Planning and Analysis

Company: Pinnacle Search Partners, LLC
Location: Charlottesville
Posted on: May 3, 2021

Job Description:

A vital member of the leadership team, the Director of Financial Planning & Analysis, will act as the #2 to the CFO and is responsible for providing timely, relevant, and accurate reporting and financial performance analysis. This newly created role will provide critical support for senior leadership and regional operators throughout the organization and ensure that the companys FP&A capabilities appropriately support the short and longer-term business strategy.

The successful candidate will improve the overall visibility of business drivers, deliver insightful analytics, improve the efficiency of key processes, effectively lead and mentor direct reports, and be an integral part of the business achieving the companys short and longer-term goals. The Director of FP&A will be a self-starter and natural problem solver who brings structure and discipline to core financial analysis, reporting, and processes. S/he will roll up their sleeves and work in partnership with team members across the organization to help interpret business performance versus plan/forecast and identify potential actions and levers.

Duties and Responsibilities

• Primary responsibility for managing the annual budget process and forecasting (including cash forecasts, annual forecasts, pro forma for acquisitions, and ad hoc forecasts)
• Conduct robust scenario modeling to support decision making (e.g., evaluation of business opportunities, investments, changes in plans based on external environment/market)
• Deliver the revenue recognition model, monthly
• Develop KPIs (leading and lagging indicators), identify data sources and data flow, and prepare management reports for the executive team and regional operations leaders
• Monitor financial performance across all operations and analyze underlying drivers of variances
• Prepare and deliver the monthly financial reporting package (including variance analysis and exception reporting)
• Prepare and present monthly financials to the Board of Directors and Private Equity sponsor
• Responsible for De Novo and acquisition modeling and performance analysis, including working capital analysis
• Manage and develop staff, and partner with the executive team and regional operators
• Support business leaders with ad hoc requests (e.g., build business cases, ROI analysis)

Requirements And Qualifications

• Bachelor's Degree in a related field (Accounting, Finance, or Economics)
• MBA and/or CPA preferred
• Minimum of seven years of Finance/Accounting experience in a corporate setting
• Experience with multi-location business models in a regulated industry
• Strong working familiarity with accounting and financial reporting, using BI systems (ideally Sage and Tableau)
• Advanced Excel skills; working knowledge of VBA and/or SQL preferred
• Advanced financial modeling, including DCF; ability to automate in Excel
• Proficiency in PowerPoint and Word
• Proficiency in MS Access or other SQL-based platforms; working knowledge of SQL preferred
• Strong management skills; ability to lead a small team of analysts and senior analysts
• Excellent communication (verbal and written) and presentation skills Ability to tell the story behind the numbers
• Superior interpersonal skills are required; must have the ability to lead and work well with teams

Keywords: Pinnacle Search Partners, LLC, Charlottesville , Director of Financial Planning and Analysis, Other , Charlottesville, Virginia