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Corporate FP&A Lead
OnPoint Group, LLCCorporate FP&A Lead overseeing financial analysis and reporting at OnPoint Group. Leading finance initiatives and delivering insights to senior leadership in a dynamic environment.
Tech Stack
Tools & technologiesOracle
About the role
Key responsibilities & impact- Leads projects and initiatives and partners with others across OPG Sales/Ops/Corporate to drive problems to resolution.
- Works with the CFO on design of future Corporate FP&A function and contributes to overall Finance team employee engagement initiatives.
- Responsible for delivering overall OPG financial reporting and analysis to management, in partnership with the Corporate Controller.
- Collaborates with Finance leadership to gather and interpret bottoms up BU and departmental information.
- Manages stakeholder requests across OPG Senior Leadership and Board members.
- Remains current on economic and business conditions, industry and market trends.
- Organizes and drives the OPG reporting, forecasting and planning process and identifies opportunities for improvement.
- Teams up with Accounting on the overall deliverables calendar.
- Evaluates key levers of performance and profitability with the Finance team including, but not limited to, all OPG incentives, sales productivity and contract/customer/product profitability.
- Drives business case and ROI development for investments in areas like IT and Fleet management and partners with Accounting on tracking and evaluation of all capital expenditures.
- Evaluates and delivers on needs for more enhanced reporting including, but not limited to, executive dashboards, headcount reporting, and centralized KPI reporting.
- Partners with Accounting and Sales/Operations on these deliverables.
- Analyzes company monthly financial results, comparing current and year-to-date performance with prior year, forecast and plan; evaluates performance of BU’s and departments.
- Provides narrative and variance analysis.
- With the Corporate Controller, prepares regular monthly reporting – financial results meeting with team, month end reporting package, month end and Board presentations, and others as needed.
- Assists with streamlining and improving all reporting with an emphasis on more timely and more accurate projections and reporting.
- Partners with the Assistant Controller on Corporate department projections and expenses, including deeper dive reporting on T&E.
- Develops and prepares ad hoc reporting and management presentations for senior leaders.
- Partners with the CFO and Controller to identify opportunities to further strengthen the financial health of OPG.
- Partners with the CFO and Finance Leadership to embrace new technology and AI that improves processes and productivity.
- Redefines how we track and measure acquisition performance and teams up with our integration resources to solidify our M&A playbook and increase our ROI.
- Assists with evaluation of acquisition targets, including diligence, financial modeling and integration.
- This position has supervisory responsibilities.
Requirements
What you’ll need- Bachelor’s Degree in Finance or related business field; MBA preferred.
- Minimum 15 years experience, including a mix of company sizes and ownership structures (PE, private, etc.).
- Leading and coaching teams from analyst and up levels.
- Minimum 10 years experience is highly preferred.
- Experience in Industrial Services and/or Logistics is a bonus.
- Experience in consolidated FP&A, M&A, and strategy required.
- Experience in pricing and profitability analysis preferred.
- Experience with evaluating incentives & salesperson ROI preferred.
- Program Management and Process Improvement/Lean Six Sigma experience a plus.
- Advanced knowledge of and the ability to apply best practices and standards in finance and accounting.
- Excellent analytical skills and the ability to effectively communicate with all levels in the organization.
- Naturally curious and driven to develop a deep understanding of the financial and operational drivers of the business to identify areas of opportunity.
- Must be collaborative, an innovative thinker/problem solver, and a decisive individual with a bias for action and capable of leading others through change.
- A hands-on leader that can skillfully navigate from big picture strategy to detailed execution.
- Key attributes: personal integrity, transparent, ethical, team vs. individual focused, values driven, self-starter, curious, analytical, adaptable, results oriented, roll up your sleeves approach.
- Advanced proficiency in Microsoft Office products, including Word, Excel and Power Point as well as Oracle (or similar) report creation required.
- Strong presentation building and storytelling skills required.
Benefits
Comp & perks- Competitive pay – Plus incentive opportunities!
- Full benefits package that starts day one – Includes medical, dental, vision, 401K with match, company-paid life insurance and disability coverage.
- Cell phone compensation
- 8 paid holidays
- PTO - FT Employees receive 128 Hours of PTO Annually
- Training and mentoring – Learn from our experts in the industry
- Advancement opportunities
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Financial ReportingVariance AnalysisPricing AnalysisProfitability AnalysisFinancial ModelingExecutive Dashboard DevelopmentROI DevelopmentStakeholder ManagementData AnalysisBudgeting
Soft Skills
Analytical SkillsCollaborativeInnovative ThinkerProblem SolverDecisive Leadership
Certifications
Bachelor’s Degree In FinanceMBA Preferred