Director of Financial Planning – Analysis
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Job Description
Director of Financial Planning & Analysis overseeing FP&A functions for FinStrat Management. Leading teams and optimizing financial insights for client success.
Responsibilities:
- Develop and Scale FP&A Functionality
- Build out robust FP&A processes and systems to support the company’s clients’ growth and scalability.
- Implement financial forecasting models, budgeting frameworks, and reporting tools.
- Support our clients’ annual budgeting and quarterly forecasting processes, ensuring alignment with organizational and client goals.
- Assist financial analysts analyze clients’ financial trends, KPIs, and business drivers to provide actionable insights to executive leadership.
- Oversee preparation of internal and client-facing financial reports, including variance analyses, trend reports, and dashboards.
- Design and improve financial reporting templates and processes to ensure accuracy, timeliness, and clarity.
- Manage, mentor, and develop the FP&A team, ensuring high performance and professional growth.
- Establish best practices and foster a culture of continuous improvement within the FP&A team.
- Work cross-functionally with accounting, finance, and operational teams to provide comprehensive financial guidance.
- Partner with client service teams to deliver customized financial analyses and insights to clients.
- Collaborate with CFOs and other stakeholders to design FP&A solutions tailored to the needs of early-stage, investor-backed businesses.
- Provide clients with strategic recommendations to optimize cash flow, improve margins, and achieve financial milestones.
- Support clients in preparing for fundraising efforts by developing financial models and investor presentations.
- Assist CFOs guide clients on capital allocation strategies to maximize ROI and operational efficiency.
- Evaluate and implement financial planning tools and systems to enhance accuracy and efficiency in reporting and forecasting.
- Identify automation opportunities to reduce manual processes and improve data reliability.
- Continuously refine FP&A processes to drive scalability and ensure alignment with industry best practices.
- Monitor emerging trends in FP&A and recommend innovations to stay ahead of client and business needs.
- Serve as a strategic thought partner to the executive team, providing insights to shape the company’s financial strategy.
- Act as a trusted advisor in strategic discussions, including growth opportunities, market expansion, and risk management.
- Establish and monitor key performance indicators (KPIs) to evaluate the success of both internal and client financial objectives.
- Regularly communicate performance insights and recommendations to stakeholders.
Requirements:
- Proven experience in FP&A leadership roles, preferably in professional services or working with early-stage, investor-backed companies.
- Expertise in financial modeling, budgeting, forecasting, and analysis.
- Exceptional communication skills, with the ability to translate complex financial data into actionable insights for diverse audiences.
- Proficiency in financial planning tools and software; experience with automation tools is a plus.
- Strong leadership and team management skills, with the ability to motivate and guide a team of marketing professionals.
- Excellent communication skills (written and verbal).
- Creative and strategic thinking with the ability to innovate and adapt in a fast-paced environment.
- Self-starter with a proactive approach to solving problems and driving projects forward.
- Strong organizational and project management skills, with the ability to manage multiple projects simultaneously and meet deadlines.
- Detail-oriented with a passion for delivering high-quality work.
- A strong understanding of the fractional CFO services market and the unique needs of small to medium-sized businesses is a plus.
- Bachelor’s degree in finance, or related field. Advanced professional certifications (e.g., CFA, CPA, etc.) preferred.
Benefits:
- Compensation commensurate with experience
- Flexible work schedule
- Unlimited vacation
- Medical, dental, and vision insurance
- Ongoing education and training
- Bonuses and profit-sharing
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