Finatal · 14 hours ago
Director of Financial Planning and Analysis
United States
Full-time
Remote
Senior Level, Lead/Staff
$200K/yr - $2,500K/yr
10+ years expFinatal is engaged in a remote opportunity for a Director of Finance at a recently divested private-equity–backed SaaS risk & compliance company generating about $60M in annual revenue. The Director of Finance will lead the financial planning team, delivering value-added business analysis and defining meaningful financial and operational metrics to support insightful decision-making.
FinanceFinancial ServicesRecruitingStaffing Agency
Hiring Manager
Jolie Grayson
Responsibilities
Lead the annual planning and monthly forecasting processes including preparation of analysis and presentations for executive and Board level review
Provide analysis of monthly financial results against budgets and re-forecast annual, quarterly, and monthly projections based on current financial information
Prepare a monthly reporting package that includes full financial statements, comprehensive Key Performance Indicator (KPI) reporting, operational dashboard reporting, analysis of key business trends, actual versus budget variances and comprehensive executive level explanations of differences
Drive an efficient, effective and comprehensive process for developing financial plans and analysis that links to strategic corporate objectives
Develop and monitor the company’s annual budget and monthly forecasts, which shall include establishing budget tools, setting timelines and acting as project manager for the company, ensuring all budgets are accurate, comprehensive and completed on time
Prepare and manage the financial models, data room organization, and other analysis required to support a sale process
Play a key role in the corporate development effort via acquisition target analysis, valuation and due diligence support
Assist CFO in preparation and maintenance of materials for quarterly board of director meetings
Assist CFO and Controller in management of the company’s external banking and other financial relationships
Work closely with all departments to ensure execution of budget and forecast commitments, including communication to management of both progress toward attainment and plans to effect course corrections as necessary
Produce and communicate various standard and ad-hoc financial analyses to support effective decision-making and large company initiatives
Calibrate necessary Finance resource levels, while managing individual and team performance
Develop and mentor Finance staff in their technical skills with forecasting, promoting an environment of operational excellence
Exhibit flexibility and willingness to take on new responsibilities and assignments as they are identified and to assist with various ad hoc projects as needed
Qualification
Required
10+ years of finance experience covering a broad range of accounting/financial analysis in corporate FP&A or investment banking
Bachelor's degree in Accounting, Finance, Economics or related field
MBA and/or significant experience in the corporate Finance/FP&A function, preferably with software companies
Excellent financial modeling and analytical skills for budgeting and forecasting combined with a strong attention to detail and the ability to present complex information in a usable format to a diverse audience
Ability to build financial models and translate results into executive dashboard reporting
Strong analytical skills, including ability to dissect operational and financial data in multiple ways and drive conclusions from data
Proven success serving as a source of expert information and managing multiple analytically challenging projects simultaneously in a fast-paced work setting
Solid foundational understanding of GAAP and ability to prepare Balance Sheets, Income Statements and Cash Flow Statements
Exceptional communication skills
Exceptional Excel, Powerpoint, and analytical skills with experience using major financial and analytics software, such as PowerQuery, PowerBI, NetSuite, Tableau, etc
Comfortable operating within a dynamic and complex organizational structure and be effective in a team-oriented environment
Experience working with senior executive teams and boards of directors
Experience with corporate M&A
Excellent interpersonal and relationship-building skills with the ability to communicate and influence at a senior management level
A skilled mentor and leader of teams
Benefits
20% bonus
Equity
Company
Finatal
Finatal specializes in placing senior finance personnel with private equity-backed companies and entities.
51-200 employees
Funding
Current Stage
Growth StageRecent News
Help Net Security
2025-01-09
2024-03-13
Real Deals
2023-10-17
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