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
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