Burnham Holdings, Inc.

Financial Planning and Analysis

• Support strategic initiatives with financial modeling, scenario analyses, and business case development.
• Lead the annual budgeting and forecasting processes, coordinating with business units to develop accurate, comprehensive financial plans.
• Prepare, analyze, and present monthly, quarterly, and annual financial reports to senior management.
• Provide in-depth variance analysis and actionable recommendations to improve financial results.
• Partner with cross-functional teams to optimize resource allocation and drive operational efficiencies.
• Develop and maintain financial planning systems, tools, and processes to enhance efficiency and accuracy.
• Mentor and develop FP&A team members, fostering a culture of continuous improvement and professional growth.
• Ensure compliance with company policies and applicable financial regulations.
• Demonstrate strong analytical skills with the ability to interpret complex financial data and distill findings into clear, actionable insights for various stakeholders.
• Exhibit advanced proficiency in financial modeling, forecasting, and the use of financial planning software.
• Possess excellent communication and presentation skills to effectively convey financial information and recommendations to both financial and non-financial audiences.
• Show adaptability and resourcefulness in a fast-paced environment, managing multiple priorities and deadlines while maintaining a high level of accuracy and attention to detail.
• Display strong organizational and project management skills to lead initiatives, drive process improvements, and implement best practices across the FP&A function.
• Continually monitor industry trends, regulatory changes, and emerging best practices to ensure the organization’s financial planning processes remain robust and compliant.
• Proactively identify opportunities for cost savings, revenue growth, and process optimization, contributing to the company’s long-term financial health and strategic goals.
• Maintain confidentiality of sensitive financial information and exercise sound judgment in all professional interactions.

Financial Planning & Analysis Director