Vice President, Financial Planning & Analysis

Vice President, Financial Planning & Analysis Job Description

1. Direct the development of and ensure the integrity of the annual operating plan (AOP) and Long-Range Strategic Plan and provide executive-level analysis.

2. Direct the development of short- and long-term forecasts including identification of opportunities and risks, preparation of financial analyses and collection and interpretation of data from various internal sources to inform strategy and initiatives; prepare and present financial and business analysis to executive leadership to inform decisions and priorities. Work with CFO to prepare materials for review in the Monthly Business Review and Quarterly Board of Trustees Finance Committee.

3. Lead day-to-day business partnering efforts in support of all FP&A activities in business units and utilize data to generate insights to influence key stakeholders including C-level executives. Review and interpret monthly and quarterly financial results and key performance indicators in collaboration with cross-functional leaders against plan and other internal benchmarks.

4. Develop, implement and execute the annual operating plan (AOP). Review and monitor financial and operating performance to assure attainment of objectives. Maintain an effective and efficient budget and capital planning discipline in conjunction with FP&A management team to ensure planned revenues, expenses and profit goals are met.

5. Select, mentor, coach and evaluate staff; establish and monitor appropriate employee performance objectives; prepare and present employee performance discussions, including one-on-one meetings and quarterly check-ins; implement mentoring and coaching plans, or disciplinary action, where appropriate.

6. Perform other duties as assigned or apparent.

Direct and indirect management of the FP&A staff.

• Bachelor’s Degree in accounting, finance or related area
• Fifteen (15) years of progressively responsible experience in strategic planning and financial analysis, accounting or a related field

• Master’s degree
• Strong understanding of GAAP and financial statements
• Excellent oral, written and presentation skills, as well as an ability to negotiate and influence at the most senior levels of an organization
• Superior analytical skills and an ability to apply these skills to influence and drive effective decision‑making
• High level of creative, conceptual and strategic thinking abilities to support big picture concepts and goals of the company

As an Equal Opportunity employer, we particularly encourage applications from members of historically underrepresented racial / ethnic groups, women, individuals with disabilities, veterans, LGBTQ community members, and others who demonstrate the ability to help us achieve our vision of a diverse and inclusive community.

Full-time employees are eligible for :

• Medical, dental and vision plans;
  Flexible Spending Accounts;
  Health Savings Accounts;
  Life and Disability insurance; and our Wellness incentive program;
• Competitive 401(k) employer match;
• Substantial tuition discount for you and eligible dependents;
• A generous time off package, including paid vacation, sick time and company holidays.

We look forward to reviewing your application. We encourage everyone to apply - even if every box isn’t checked for what you are looking for or what is required.

PDSINC, LLC is an Equal Opportunity Employer.