Qualifacts

Director, FP&A

Qualifacts

full-time

Posted on:

Location Type: Hybrid

Location: Florida • Tennessee • United States

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Job Level

Lead

About the role

  • Prepare financial materials for the company executive team and the Board of Directors.
  • Manage the team’s monthly close and forecast calendar by coordinating with accounting.
  • Prepare the monthly close package for Board distribution with financial results, variance to budget analysis, and KPI dashboard.
  • Summarize monthly forecast and annual budget for executive review.
  • Support business unit executives with KPI reporting on key operational, sales, and financial metrics.
  • Build and manage KPI dashboards for metrics that drive financial performance.
  • Forecast the company’s cash flow including monitoring and reporting on key drivers of cash generation to the CFO and Board of Directors.
  • A key project in year 1 will include building process, reports and collaboration in our move from Excel-based forecasting to Adaptive Planning.

Requirements

  • Bachelor’s degree, preferably in Finance/Accounting with 12 years of progressive experience in finance, accounting, or economics; OR master’s degree with 8 years of related experience
  • 5 years’ experience with financial forecasting and variance analysis
  • 3 years of experience building KPI dashboards
  • 3 years of experience reporting results to VPs, C-Level executives, and/or board of directors
  • 1 year experience in SaaS industry or Healthcare IT preferred
Benefits
  • Flexible work arrangements
  • 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 forecastingvariance analysisKPI dashboard buildingcash flow forecastingfinancial reportingbudget preparationfinancial analysisExcelAdaptive Planning
Soft Skills
communicationcollaborationorganizational skillsleadership
Certifications
Bachelor’s degree in FinanceBachelor’s degree in AccountingMaster’s degree in FinanceMaster’s degree in Accounting