Senior Director, Financial Planning & Analysis

Responsible for all domestic and international financial consolidation functions including business planning and navigation, forecasting, budgeting, financial and market analysis, and merger and acquisition (M&A) support. Accountable for all corporate financial planning cycle functions and shared services support. Work in conjunction with the leadership on developing financial strategies, management reporting, and analytics for the company.

Primary responsibility is to support the VP, Finance, in corporate consolidated management reporting and analytical functions, including monthly, quarterly, and annual board reporting, budget planning, reforecast cycles, and corporate financial consolidation, including eliminations and corporate overhead

Support VP, Finance in Financial Planning and Analysis (FP&A) P&L ownership of shared services groups, including annual budgeting, reforecasting, 5-year plans, plan to actuals variance analysis, and providing financial oversight and partnership to shared service leaders

Find automation opportunities in reporting and analytics, including the deployment of AI tools

Lead the drive for consistent methodology, formatting analytical attributes across all pillar analytics and reporting

Manage the creation of historical KPI’s across different parts of the organization

Support key corporate financing initiatives, including capital raises and M&A activities

Identify and ensure implementation of financial improvements to achieve revenue and profit targets

Recommend proper allocation of assets and resources to maximize productivity and profitability, and provide valuable analysis and insight to guide decision-making that supports the Company’s key objectives

Communicate directly with Executive-level contacts at existing and prospective clients, brokers, and strategic partners to aid in the negotiation of proper rating as well as provide clarification for rating methodology, factors, and impacts used Collaborate with business leaders on evaluating existing financial systems and current processes, and recommending modifications and implementation of systems and processes more advantageous to the Company’s strategic financial goals

Ensure compliance with federal, state, local, and corporate policies, regulations, and laws Support the design, establish, and maintain an organizational structure and staffing to effectively accomplish the department’s goals and objectives

Establish good working relationships across Company functions and business units

Develop, mentor, and grow personnel within the organization

Participate in the hiring and interviewing process for open positions within the unit, ensuring that the most qualified candidates are selected.

Ensure effective communications are maintained within the team and externally; when appropriate, inform employees as to plans and progress; conduct employee discussion sessions at regular intervals

Participate in a wide variety of special projects at Corporate or LOB level, as needed

Coordinate with other units/departments to facilitate special requests, resolve workflow or production issues

Perform all other duties as assigned
** Job Specifications
*** Typically has the following skills or abilities:
* Bachelor’s degree in Finance, Business Administration, or related field, or equivalent experience;
Minimum of 3 additional years of experience related to the functional area in Corporate Finance Minimum of 10 years of direct experience preparing and presenting financial analytics to executive management, Board, investor groups, investment analysts, etc.

Minimum of 10 years of direct experience in a role directly responsible for consolidated financial performance, capital raise (debt, IPO, PE transactions), directly supporting VP, SVP Finance, or CFOMinimum of 6 years of management experience with responsibilities for hiring, training, assigning work, and managing the performance of direct reports

Extensive experience developing and implementing automation tools

Mergers and acquisitions analysis and integration experience

Proven leadership and negotiating skills

Ability to delegate work responsibility with strong interpersonal skills

Problem-solving…