Lightspeed DMS · 8 hours ago
Director, Financial Planning & Analysis
South Jordan, UT
Full-time
Remote
Director/Executive
10+ years exp
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Responsibilities
Manages a team of Finance business partners and/or Analysts
Maintains strong interpersonal relationships with Executive level leadership & Private Equity partners
Influences senior leadership through financial interpretation and explanation
Understands the business to provide business trends and insightful analysis of the details and summary level information to allow the leadership team to make informed and prudent business decisions to improve the financial performance of the business
Supports the business in its growth initiatives - from organic to strategic investments / acquisitions opportunities
Evaluate and advise the business on TAM expansion opportunities
Owns and manages all aspects of the annual and monthly planning, forecasting, and reporting processes
Build and maintain detailed Excel based operating models. A key to success will be building and maintaining detailed and organized driver-based models using industry standard SaaS KPI’s
Scenario planning and version control of financial statements and forecasts
Delivers comprehensive analysis of the financial results and key metrics of the business to leadership. Provide the status of the business with respective comparisons to budget, prior year, and outlooks
Understands the impact of unusual items that skew the interpretation of the true financial performance of the business (i.e. management of one time events / expenses)
Provide insightful commentary on business performance to executive leadership
Investigates results that do not line up with expectations and follow up on any corrections and long-term root cause resolution needed
Creates presentations for executive management & Private Equity partners.
Develops financial models for special projects to provide support for decision making
Collaborates across peers to drive consistency and best practices
Challenges conventional ideas in a group and one on one settings
Partners closely with other internal groups to improve processes and increase controls
Own and maintain the FP&A Software Platform (Anaplan) to streamline and organize operations across FP&A
Qualification
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Required
Bachelor’s degree in business, Finance, Accounting, or related discipline.
10+ years of experience in financial analysis and/or accounting
5+ years of management experience
Proven experience building strong high trust relationships across executive leadership/senior management teams
Proven experience managing detailed financial operating models – managing driver-based assumptions, KPI’s, version control/scenario analysis, budget vs actual reporting with business groups
Highly proficient in the use of the Microsoft Excel and solid proficiency in the other Microsoft Office suite (Power Point, Word).
High level of attention to detail and ability to work independently
Solid quantitative and presentation skills
Strong influencing, communication (written and verbal) and financial analysis skills
Excellent organizational skills and ability to effectively manage priorities and projects in a fast-paced and dynamic environment
Prior Private equity or portfolio/investment management experience required - this role will partner directly with both internal executive leadership and PE partners
Prior SaaS/Software industry experience required
Preferred
MBA preferred.
Prior experience with NetSuite, Anaplan and PowerBI preferred.
Company
Lightspeed DMS
THE DEALERSHIP MANAGEMENT SOLUTION FOR HARD‑WORKING DEALERSHIPS For nearly 40 years, Lightspeed has collaborated with dealerships, creating industry-specific software solutions to streamline the way you work.
501-1,000 employees
Funding
Current Stage
Late StageLeadership Team
Anthony Bastone, M.B.A.
Chief Financial Officer
Joe Battle
Global Talent Partner
Recent News
2024-04-03
Company data provided by crunchbase
