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Orbus Software · 2 months ago

ENTERPRISE HEAD OF FINANCIAL PLANNING & ANALY

Woodridge, IL

Full-time

Onsite

Lead/Staff, Director/Executive

$140K/yr - $180K/yr

5+ years exp

Orbus Inc is a leading visual communications builder and designer seeking an Enterprise Head of FP&A to lead financial planning and analysis. This role involves building the FP&A function from scratch and providing critical insights to executive leadership, focusing on budgeting, forecasting, and performance monitoring.

Information TechnologySoftware

Responsibilities

Own the annual operating plan (AOP) development process from start to finish, including coordination with business leaders, financial modeling, scenario analysis, and executive presentation. Outputs include but are not limited to detailed income statements, balance sheets, and cash flow statements in collaboration with department and subsidiary leaders

Lead the preparation and presentation of the long-range strategic plan (3-5 years), incorporating market trends, business drivers, and growth opportunities

Develop and manage rolling forecasts, aligning financial and operational metrics

Design and implement key performance indicators (KPIs) and reporting tools to monitor business performance and inform strategic decisions

Create and maintain daily, weekly, monthly, quarterly, and LTM dashboards segmented by entity, site, department, division, product category, product line, and SKU

Own the preparation, coordination, and presentation of the Monthly Business Review (MBR) for executive leadership

Develop and lead price/volume/mix (PVM) analysis to evaluate revenue and margin drivers

Own pricing strategy development in partnership with sales and marketing and make pricing recommendations across products and business segments

Partner with sales, marketing, operations, and product teams to evaluate the financial impact of business initiatives and commercial strategies

Conduct in-depth financial analysis to identify trends, drive management decisions, and augment capital allocation decisions

Collaborate with accounting team to enhance financial reporting

Evaluate opportunities for investment, revenue enhancement, cost reduction, and process improvement

Support mergers and acquisitions (M&A) and other corporate finance activities as needed

Identify and implement process improvements to scale FP&A tools, templates, and routines

Lead the development of automated reporting and scenario modeling to support strategic planning

Lead automation initiatives to streamline reporting and forecasting processes

Design and build Power BI dashboards to deliver real-time, actionable insights across the business

Own the financial data architecture and ensure integrity of financial data used in reporting and analysis

Qualification

Financial modelingData analysisBudgetingForecastingPower BIMicrosoft ExcelCorporate financeStrategic planningAnalytical mindsetCommunication skillsProject managementCollaboration

Required

Bachelor's degree in Finance, Accounting, Economics, Engineering, or a related field; MBA preferred

5+ years of progressive FP&A and/or corporate finance experience, with demonstrated ownership of the budget, forecast, and strategic planning processes. Backgrounds in consulting, investment banking, and private equity to be considered as well

Expert in financial modeling, data visualization, ability to translate financial analysis into strategic insights, and presentation to senior leadership

Strong command of Microsoft Excel and PowerPoint; proficiency with business intelligence tools (e.g. Power BI, Tableau, Looker, Profix), ERP systems, and planning tools (e.g., NetSuite, Adaptive Insights, Anaplan, or similar)

Experience in a fast-paced, high-growth, private equity-owned, and/or mid-size company environment, ideally in a lean FP&A role

Excellent communication, collaboration, and project management skills

Ability to operate strategically and tactically in a dynamic, evolving business environment

Preferred

Self-starter with a high degree of initiative and ownership

Curious, analytical mindset with a passion for continuous improvement and automation

Comfortable working in ambiguity and wearing multiple hats

Highly driven individual with a strong financial skillset, business acumen, and an entrepreneurial mindset, with an ability to influence with and without authority

Strong analytical, problem-solving, and decision-making skills

Excellent communication and leadership skills with the ability to work cross-functionally

Experience in visual communications, live events, trade shows, or custom fabrication industries

Familiarity with job costing, WIP tracking, and event/project lifecycle financials

Background in supporting sales enablement and marketing performance analysis