Financial Planning and Analysis

• Oversee the preparation and analysis of monthly financial and operational reports and provide commentary that adds value and draws attention to key issues and/or perspectives.
• Drive a more inclusive budgeting and forecasting process with key business partners by coordinating a planning calendar and leading the development of tools, templates, reporting, etc.
• Leverage expertise to partner with functional leadership on strategic initiatives and ad hoc projects promoting knowledge transfer and financial accountability across the organization.
• Conduct in-depth financial analysis to track key performance indicators (KPIs) such as cost to serve.
• Identify trends and provide insights on business performance and opportunities for cost optimization.
• Support the development and evolution of financial planning and business intelligence platforms with an eye toward improving the timeliness, clarity and usefulness of financial reports.
• Prepare and present financial reports and performance dashboards, including the monthly reporting packages, for executive leadership and investors, translating complex data into actionable insights.
• Prepare PowerPoint presentations for the Board of Directors.
• Partner with operations, sales, and business units to align financial planning with business objectives, creating initiatives that support revenue growth and margin improvement.
• Perform market and internal trend analysis of revenue, margin growth, and cost spend.
• Collaborate with the M&A team to evaluate acquisition targets, perform financial due diligence, and contribute to integration planning and post-acquisition performance tracking.

Director, Financial Planning – Analysis

Senior FP&A Analyst – Investment Planning