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Senior Director, FP&A
OnPoint Group, LLCCorporate FP&A leadership position at OnPoint Group focusing on financial reporting and analysis. Collaborates with senior leadership and manages stakeholder requests across various teams.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates extensive experience in Financial Planning and Analysis (FP&A), Mergers and Acquisitions (M&A), and strategic financial management. Proficient in advanced financial reporting, analysis, and the application of best practices in finance and accounting.
Highest-signal resume keywords
Financial Planning And Analysis (FP&A)Mergers And Acquisitions (M&A)Program ManagementProcess Improvement/Lean Six SigmaAdvanced Microsoft Excel Proficiency
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial ReportingVariance AnalysisPricing AnalysisProfitability AnalysisFinancial ModelingExecutive Dashboard DevelopmentKPI ReportingROI DevelopmentStakeholder ManagementData Analysis
Soft Skills
CollaborativeInnovative ThinkerProblem SolverDecisive LeadershipEffective Communication
Tools & Technologies
Microsoft Office SuiteOracle ReportingFinancial Analysis Tools
Certifications & Qualifications
Bachelor’s Degree In FinanceMBA Preferred
Industry Keywords
Industrial ServicesLogisticsCorporate FinanceCapital ExpendituresSales Productivity
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.
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.
- The selected candidate will be required to pass a criminal history background check and drug screen.
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