Director, Portfolio Finance
Generate
Senior Director, Financial Planning and Analysis
Hot Topic
full-time
Posted on:
Location Type: Hybrid
Location: City of Industry • California • 🇺🇸 United States
Visit company websiteJob Level
Senior
Tech Stack
ERP
About the role
- Act as a strategic business partner to senior leadership, providing critical financial insights and recommendations to drive growth and profitability
- Partner with VP of FP&A and executive leadership to drive the company’s long-term financial strategy ensuring financial planning aligns with organizational goals
- Build strong relationships and frequently interact with finance business partners to develop a clear understanding of business issues
- Participate in Monthly Business Reviews and present financial performance updates to the Senior Leadership Team
- Develop and maintain sophisticated financial models, forecasting tools, and reporting dashboards to monitor key business metrics and trends
- Analyze business performance, identifying risks, opportunities, and levers to optimize financial outcomes
- Provide deep-dive financial analyses to support strategic planning, resource allocation, and investment decision
- Lead post-mortem analyses on capital investments to assess profitability and effectiveness
- Assess process improvement opportunities that enhance the efficiency of the financial planning cycle while also increasing the informative value of the content provided to Sr. Management
- Develop financial presentations for Sr. Management and Board of Directors meetings
- Design the Planning cycle process and subsequent coordination and communication
- Provide leadership to the team in the development and maintenance of financial models supporting Balance Sheet/Cash Flow forecasting, Long Range Planning and the consolidation of channel / divisional forecasts
- Drive the monthly and quarterly forecasting process, ensuring alignment with business objectives and key performance indicators (KPIs)
- Conduct monthly P&L variance analysis, identifying key drivers and recommending corrective actions
- Develop and maintain KPI dashboards that provide real-time visibility into financial performance
- Work with the Accounting team to ensure accurate and timely financial close, reconciling actuals against forecasts and budgets
Requirements
- 10+ years of experience in financial planning and analysis, corporate finance, or a related function with a proven track record in financial leadership positions
- MBA, CPA, or CFA preferred but not required
- Proven leadership abilities with experience in managing and developing high-performing teams
- Strong experience in financial modeling, forecasting, budgeting, and data-driven decision-making
- Advanced Excel and financial modeling skills, with the ability to build and maintain complex financial models
- Experience with financial systems, ERP tools, and data visualization platforms
- Ability to meet deadlines, prioritize work efficiently, and maintain composure in a fast-paced environment
- Strong analytical and critical thinking skills, with a high level of attention to detail
- Excellent communication and presentation skills, with the ability to translate complex financial data into actionable insights
- A collaborative mindset and the ability to work cross-functionally across teams and departments
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial modelingforecastingbudgetingdata-driven decision-makingP&L variance analysisfinancial analysisprocess improvementKPI developmentfinancial reportingcapital investment analysis
Soft skills
leadershipanalytical thinkingcritical thinkingcommunicationpresentation skillscollaborationrelationship buildingtime managementprioritizationcomposure under pressure
Certifications
MBACPACFA
