Director, FP&A

• Advise the CEO, CFO, and other key members of senior management on financial planning, budgeting, cash flow, investment priorities, and policy matters for the Business Unit
• Guide the Business Unit’s financial planning process, including annual budgeting, as well as analyzing plan versus actual variances
• Develop and monitor our annual budget and in-year forecasts. Develop forecasts and guidance models to guide towards the achievement of those forecasts, in partnership with other finance teams on a monthly, quarterly and annual basis.
• Prepare reporting packages including Monthly Business Reviews (MBR) and Quarterly Business Reviews (QBR) as well as analysis of important business trends, actual versus budget variances and comprehensive executive-level analyses.
• Provide ad hoc support for HR, External reporting, and Functional groups
• Provide financial modeling and financial analysis for ad-hoc financial projects.
• May manage/ supervise an ad hoc team for financial reporting needs
• Help prepare analysis, commentary and presentation material for quarterly meetings, operations reviews, management meetings & financial reviews.

Requirements

• Bachelor’s degree in Finance or Accounting; MBA, CFA or CPA a plus
• Minimum 7 years of Finance experience with at least 3 years of FP&A experience
• Preferred experience in Finance with a Software as a Service or High Technology industry related environment
• Demonstrated ability to partner with collaborators and senior leadership
• Experience with ERP packages such as NetSuite, Salesforce, Concur
• Experience with BI Tools, such as PowerBI or others
• Proficient in Excel
• Distill a complex set of facts down to a simple and easy-to-understand narrative
• Ability to express his/her own ideas, challenge ideas, and provide financial insights.
• Able to provide tough/unpopular messages and negotiate across the organization.
• Partner effectively and across the organization with other finance teams

Core Competencies

Demonstrates expertise in financial planning and analysis, including budgeting, forecasting, and financial modeling. Proficient in utilizing ERP systems and BI tools to provide insights and support strategic decision-making.

Highest-signal resume keywords

• Financial Planning And Analysis (FP&A)
• Budgeting And Forecasting
• Financial Modeling
• ERP Experience (NetSuite, Salesforce, Concur)
• BI Tools (PowerBI)

ATS Optimization Keywords

Hard Skills

• Financial Analysis
• Budget Development
• Variance Analysis
• Excel Proficiency
• Reporting Package Preparation

Soft Skills

• Collaboration
• Communication
• Negotiation
• Presentation Skills
• Ability To Simplify Complex Information

Certifications & Qualifications

• Bachelor’s Degree In Finance Or Accounting
• MBA
• CFA
• CPA

Industry Keywords

• Software As A Service (SaaS)
• High Technology Industry

Tools & Technologies

• NetSuite
• Salesforce
• Concur
• PowerBI