Director, FP&A
Diverse Lynx
full-time
Posted on:
Location Type: Hybrid
Location: Ft. Worth • California • Florida • United States
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Salary
💰 $175,000 - $200,000 per year
Job Level
About the role
- Develop a monthly and weekly cadence for various forecasts and financial performance reports
- Communicate performance and budgets with business leaders
- Prepare monthly financial reporting packages for management and external stakeholders
- Play an integral finance role with the company’s merger & acquisition activities, managing the consolidation of financials and modeling
- Execute the development of Lynx’s annual budget and periodic forecasts; manage these processes and support stakeholder participation and engagement to meet planning deadlines
- Evaluate vendors and oversee the implementation of the company’s financial planning and reporting software application in Netsuite; ensure users are trained to use the application effectively
- Perform analysis of key business data and drivers, present findings and provide recommendations
- Update weekly revenue forecast, identifying changes in assumptions or opportunities
- Prepare financial slides for quarterly board deck
- Implement Quarterly Business Review process between FP&A team and executive management team
- Work closely with the Sales & Product teams to analyze operational performance and trends
- Provide ad hoc financial analysis to support data-driven business decisions
- Participate in merger & acquisition activities, including due diligence, financial modeling, and integration
- Participate in the annual commission planning process and implementing commission tool integrated with Netsuite and Salesforce
- Participate in the determination of Professional Services consulting rates for government contracts – for both cost-plus models and commercial models
Requirements
- 10+ years of progressive finance & accounting experience; experience in a high-growth environment and M&A is preferred
- Bachelor’s degree in finance, business or equivalent; MBA preferred
- Private Equity backed company experience is a must have
- Experience with Adaptive Planning, Netsuite and Salesforce preferred
- Demonstrated experience building complex financial models and providing financial analysis; very strong Excel skills are required
- Attention to detail and ability to maintain accuracy while working with large datasets
- Ability to work cross-functionally with other teams in a remote environment
- Ability to work to deadlines with quick turnarounds
- Demonstrated experience executing budgeting and forecasting processes, working cross-functionally with key stakeholders
- Experience presenting and communicating at the senior leadership level
- Experience with consolidations, foreign subsidiaries and multiple entities is required
- Practical hands-on experience in a fast-paced, rapidly growing, and evolving business environment
- Experience in software industry, professional services businesses or government subcontracts is a plus
Benefits
- Low-cost Medical / Dental / Vision coverage options
- 401K with generous employer match
- Responsible Paid Time Off + 11 Paid Holidays
- Remote work opportunities based on role
- Employee Assistance Program (EAP)
- Career growth and professional development opportunities
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial modelingfinancial analysisbudgetingforecastingdata analysisExcelconsolidationsreportingvendor evaluationcommission planning
Soft Skills
attention to detailcross-functional collaborationcommunicationtime managementstakeholder engagementaccuracyadaptabilityproblem-solvingpresentation skillsteamwork
Certifications
Bachelor’s degree in financeMBA