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Company

TradeCentric · 6 hours ago

Director of Financial Planning and Analysis

United States

Full-time

Remote

Director/Executive

$165K/yr - $185K/yr

4+ years exp

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Responsibilities

Develop and lead the annual budgeting process in collaboration with department heads.

Implement effective financial planning strategies to align with organizational objectives

Provide accurate and timely financial forecasts to assist in decision-making.

Conduct variance analysis and identify key drivers of financial performance

Collaborate with executive leadership to develop and execute financial strategies.

Offer insights and recommendations to optimize financial performance

Generate regular financial reports for executive leadership and other stakeholders (board & lender).

Create dashboards and presentations to communicate financial performance

Work closely with various departments to understand their financial needs and provide support.

Collaborate with accounting and other teams to ensure accurate financial reporting

Identify financial risks and implement mitigation strategies.

Monitor market trends and assess their impact on financial performance

Other duties as assigned

Qualification

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Financial PlanningBudgetingForecastingFinancial AnalysisFinancial ModelingRisk ManagementManagement ReportingCross-Functional CollaborationStrategic ThinkingExcelSalesforceQuickBooksCFAInvestment BankingSaaS Experience

Required

Bachelor’s degree in Finance, Accounting, Economics or related field

4+ years of experience in financial planning and analysis

Proven experience in budgeting, forecasting, and financial modeling

Strong analytical and strategic thinking skills

Excellent communication and presentation abilities

Proficiency in financial software and tools (e.g., Excel, financial modeling software, Salesforce, QuickBooks)

Ability to thrive in a fast-paced and dynamic environment

Preferred

MBA or CFA

2+ years of experience in investment banking

Prior experience working within a private equity-backed company, with an understanding of the fast-paced, results-driven environment and scalability goals typically associated with PE ownership

Prior work experience within a SaaS organization