Director, Financial Planning – Analysis
Rochester Midland Corporation
full-time
Posted on:
Location Type: Office
Location: Rochester • New York • Texas • United States
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Salary
💰 $140,000 - $180,000 per year
Job Level
About the role
- 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.
Requirements
- 8+ years of FP&A experience, preferably with exposure to private equity-backed companies, industrial products or service sectors.
- M&A experience highly valued.
- Bachelor’s degree in finance, accounting, or related field, MBA preferred.
- CPA or CFA preferred.
- Three-statement financial modeling, forecasting, and analysis skills.
- Experience working with large data sets and creating complex financial models.
- Proven track record of leading and developing high-performance teams, with the ability to communicate effectively at all levels.
- Advanced proficiency with both Excel and common business intelligence tools.
- Proficiency with PowerBI and Great Plains a plus.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial analysisbudgetingforecastingfinancial modelingKPI trackingcost optimizationdata analysisperformance reportingmarket analysisfinancial due diligence
Soft skills
communicationleadershipcollaborationstrategic thinkingproblem-solvingteam developmentpresentation skillsinsight generationrelationship managementinclusivity
Certifications
CPACFAMBA