Cloud and Things · 5 hours ago
Director, Financial Planning & Analysis
United States
Full-time
Remote
Director/Executive
$145K/yr - $175K/yr
7+ years exp
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Responsibilities
Estimates a well-organized and efficient structure to flow financials into supporting documents for monthly forecast, monthly / quarterly business reviews, and annual plan.
Delivers accurate and timely month-end results after month-end close, proactively investigate areas of concern and address them promptly with business partners.
Partners with accounting, actuarial teams and operations to perform various ad-hoc analyzes to understand trends, leading business indicators and possible business, control issues with recommended solutions.
Summarizes financial findings concisely with a keen understanding of downstream impact to forecast and business plan.
Serves as a thought leader for the team and presents solutions to solve complex business issues as well as driving execution.
Serves as an appropriate delegate to attend meetings and represent the brand with strong knowledge and insights.
Shares knowledge, insights to team members and to other functions to ensure we share financial insights, perspective.
Processes complex data and turns it into actionable intelligence for senior management either directly or indirectly through coaching others on end deliverable.
Supports management in achieving business objectives including development of executive communications and presentations as required (key performance indicators used in Director meetings, incl. Financial Statements, Contribution Margin, and EBITDA).
Develops tools, documents, and guidelines to manage Company financial planning processes.
Partners with department heads in reviewing and delivering monthly financial results in line with their agreed budgets, identifying areas needing corrective action and providing recommendations for action and other cost-savings initiatives.
Manages financial reporting and develops report guidelines to satisfy requirements identified by leadership and committees.
Analyzes current and historical financial trends/impact in all areas of revenue, expenses, capital expenditures and potential tactical acquisitions.
Manages, coaches and develops team members and responds to complex, escalated enquiries.
Improves performance by evaluating processes to drive efficiencies and understand ROI.
For Strategic Planning, provides clear, thorough, and consistent analysis on market trends, program performance, competitive context, market opportunities, and potential risks; Develops financial models and analyses to support strategic initiatives.
Oversees quarterly and annual Company calculations, including Bank Covenants, G&A rates, Billing rates, Fringe rates, and Overhead rates, and ensuring they are used appropriately.
Responsible for the management, hiring, training and development of staff.
Supports continued growth of staff through one-on-one mentoring and assisting in development of networking relationships external to FP&A.
Performs regularly scheduled one-on-ones and check-ins with staff.
Works with staff to develop and maintain goals.
Provides feedback to staff routinely to ensure continued growth.
Qualification
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Required
Bachelor’s degree required
7+ years financial analysis and or accounting experience, in a fast-paced, large organization.
Strong analytical skills, including the ability to analyze and organize data.
Ability to develop complex reports.
Ability to form and develop relationships with a wide variety of functional roles and organizational levels.
Detailed and process improvement oriented.
Ability to work well in a fast pace and changing environment.
Excellent written and verbal communication skills, including ability to compose and present reports, findings, and presentations.
Ability to manage multiple priorities and ensure timely delivery to senior management.
Ability to lead presentations with management.
Demonstrated ability to establish excellent team-oriented interpersonal working relationships across multiple functions.
Expert/Advanced Excel skills and high degree of comfort dealing with large quantity of data through DWH or tools such as Power BI.
Strong financial acumen
Knowledge of planning and forecasting through spreadsheet modeling.
Preferred
MBA or equivalent master's degree in a Quantitative field is highly preferred or professional certifications (e.g., CFA CPA)
Accounting: 1 year (Preferred)
Microsoft Excel: 1 year (Preferred)
Financial planning: 1 year (Preferred)
Company
Cloud and Things
Cloud and Things is an experienced State and Local Government IT consulting firms.
51-200 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase
