What are the responsibilities and job description for the Director of Financial Planning and Analysis (FP&A) position at Air Conditioning Innovative Solutions?
Job Description
Job Description
Description :
The Director of FP&A is a key member of the financial organization of the Company reporting directly to the CFO in a high-growth, private-equity sponsored company. ACIS is a Commercial HVAC platform company that has experienced tremendous organic growth and is ramping up M&A activity to accelerate in-organic growth. The FP&A role is pivotal to the Company and its ability to scale as the role oversees and owns the critical areas of finance including : financial planning, financial analysis, financial reporting, treasury-related tasks (including cash forecasting), M&A pre- and post-close data / diligence reviews and performance analysis, and Path-to-Exit preparation and enablement. This is an incredible opportunity for a financial executive looking to have a big impact at a Private-Equity backed company and an opportunity to support significant M&A activity (both acquisition and a platform sale process).
Responsibilities
- Annual Budgeting process
- Ongoing business Forecasting / Reforecasting processes, including preparation and ongoing monitoring and analysis of monthly operating and financial results against Budget and Forecast(s)
- Cash Forecasting (13-week)
- Monthly Financial Package creation and compilation, including drafting of Management Discussion & Analysis (MD&A)
- In partnership with the Data Scientist role, ensure timely and accurate operational and management reporting, tracking of key performance indicators (KPIs), and trend analysis
- Preparation of ad hoc analysis to support management decision-making including in support of contract negotiations, key strategic initiatives, and other general business decisions
- Actively participating in the M&A process through diligence and model reviews (pre-acquisition) and post-mortem performance analysis and reviews (post-acquisition)
- Credit Agreement compliance calculations and related reporting
- Path-to-exit preparation and enablement
- Support financial audits and provide recommendations for improvements
- Recruit, train, supervise, and evaluate department staff as the Company scales
Requirements : Education :
Experience :
Competencies :
WE OFFER
ACIS, Inc. offers comprehensive benefits including medical, dental, vision, and disability insurance. We also offer 401K with company match programs, paid vacation and holidays, company vehicles, cell phones, and equipment. We believe in fostering an environment of growth and providing on-the-job training and certifications.
OUR VALUES
Honesty - Humility – Passion – Excellence – Teamwork – Growth
People are what make ACIS, INC. a great place to work!
We recognize that diverse teams make the strongest teams, and we encourage people of all backgrounds to apply.
The preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. The company is an equal opportunity employer and will provide reasonable accommodations to the employee to perform the essential functions of the position.
