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Director, FP&A 15949838
Laurel, MDDirector, FP&A (Hybrid – 1 day in office)
One of our large, growing PE-backed technology clients is expanding its FP&A management team and is actively seeking a leader within FP&A to help lead overall entire strategy and FP&A operations. This role will be responsible for managing individuals on the team as well as providing coaching across the entire FP&A function.
Key focus areas will be ownership of consolidated financial planning, budgeting and forecasting for the organization, analysis of monthly financial operating results, support of overall strategic planning and new business opportunities and development of best-in-class planning systems and processes. In addition, the individual will play a key role in delivering Executive and Board monthly and quarterly reporting. The individual will report to the Vice President of FP&A and will act as a key FP&A liaison to internal customers and the Executive team. A key initial objective will be to develop a strong annual and monthly planning and delivery cadence as well as to drive implementation of an improved cloud-based planning system to support the recent NetSuite ERP implementation.
Opportunity Breakdown:
Qualifications & Preferences:
Culture & Compensation:
One of our large, growing PE-backed technology clients is expanding its FP&A management team and is actively seeking a leader within FP&A to help lead overall entire strategy and FP&A operations. This role will be responsible for managing individuals on the team as well as providing coaching across the entire FP&A function.
Key focus areas will be ownership of consolidated financial planning, budgeting and forecasting for the organization, analysis of monthly financial operating results, support of overall strategic planning and new business opportunities and development of best-in-class planning systems and processes. In addition, the individual will play a key role in delivering Executive and Board monthly and quarterly reporting. The individual will report to the Vice President of FP&A and will act as a key FP&A liaison to internal customers and the Executive team. A key initial objective will be to develop a strong annual and monthly planning and delivery cadence as well as to drive implementation of an improved cloud-based planning system to support the recent NetSuite ERP implementation.
Opportunity Breakdown:
- Act as a finance partner and leader across the business to support business strategy, planning, budgeting, forecasting and performance reporting
- Manage consolidated processes including the annual planning/budget process, monthly forecast updates and reviews and financial/operating KPI reporting
- Provide insights to business leaders and the leadership team related to financial performance and forecasting
- Support a range of ad hoc analyses, including evaluation of revenue growth (partnerships, new products, M&A) and profitability optimization opportunities
- Proactively manage monthly and annual planning and forecasting processes,
- Drive implementation of a full-featured cloud-based planning system to support recent NetSuite ERP implementation
- Leverage various internal systems to gather data, develop reporting and analytics for internal customers and Finance team, and delivering meaningful and actionable insights into business performance
- Partner with the Accounting teams on month-end activities, reconciliations and analysis to support an accurate and efficient close
- Interpret and communicate results and strategic recommendations to key stakeholders, including the internal customer, the Finance team and Executive team, in writing and verbally
- Manage one or more FP&A team members and coach across the FP&A team
Qualifications & Preferences:
- BS in Accounting/Finance highly preferred
- 8+ years’ work experience (minimum) in financial planning and analysis, consulting, accounting, private equity and or corporate finance.
- Experience supporting private-equity portfolio companies and transaction experience a plus
- Experience using, managing and improving FP&A Planning tools such as Adaptive Planning, NetSuite Planning, or Hyperion
- Demonstrated experience improving and automating financial or operational reporting and forecasting processes
- Strong financial modeling skills and an aptitude for analytics and business problem solving
- Strong proficiency in Excel and PowerPoint
- Aptitude with data analysis and business intelligence tools such as SQL, Python, PowerBI or Tableau a plus
- Ability to explain complex topics verbally and in writing
- Strong project management skills, with the ability to manage multiple projects, to proactively communicate status and to manage tight time constraints
- A highly service-oriented mindset to support internal customers, Finance and Executive team
- Experience managing one or more team members
- Occasional business travel and visits to Baltimore suburban headquarters
Culture & Compensation:
- Active, large PE-backed company with global M&A activity
- Opportunity to help lead and work on exciting, key projects
- $160,000 - $180,000 + bonus
- Competitive benefits, 401k, PTO etc.
- Hybrid – one day per week in Baltimore suburban office (HQ)