What are the responsibilities and job description for the Director of Financial Planning and Analysis position at Confidential?
Full-time Director of FP&A, On-site (NYC)
Position Summary
As the Director, (FP&A), you will play a pivotal role in assisting our executives in making high-impact decisions that shape the future of the organization. This role will be responsible for building and maintaining dynamic financial models and collaborating across all business functions in support of multiple lines of business to help accelerate profitable growth.
Primary Job Duties
The Director of Financial Planning and Analysis will work closely with the senior management team to formulate the mid to long-term financial and strategic plan. You will work with the leaders of each department to assist them to build their annual budgets and forecasts and produce models to project long-term growth and determine impacting business factors. This role will be responsible for supervising all accounting functions, while ensuring timely reporting of operating results.
Critical areas of focus will be:
- Supervise all accounting functions
- Prepare and maintain financial models (including income statement, balance sheet and cash flows) and update it based on results and projected operating metrics
- Establish and continually audit all internal financial controls
- Develop, streamline, and continuously improve internal financial reporting for senior leadership, inclusive of revenue, key performance indicators, expense, and profit performance and variance drivers across all departments
- Lead the development and monitoring of the annual budget and financial plan, including developing annual operating plan and performance indicators, in collaboration with the executives and senior staff
- Provide ad hoc financial analysis and support across the entire business
- Proactively identify and suggest opportunities for value-add financial analysis and process improvement
- Become an expert in underlying financial data across multiple systems
- Perform other duties as assigned
Education
- Bachelor's degree in Finance, Accounting, Economics, or a related field preferred.
Working Conditions
- Desk-based environment 100% on site.
- Regular use of computer systems and software for data analysis, modeling, and presentations.
- Collaborative work with team members and stakeholders across various departments.
- Occasional requirement for extended periods of sitting and concentration.
- Flexible schedule may be necessary to accommodate deadlines and business needs.
The family office is committed to equal employment opportunities for all. We will not discriminate against employees or applicants for employment on any legally recognized basis, (protected class), including but not limited to race, color, religion, genetic information, national origin, sex, pregnancy, childbirth, medical conditions, age, disability, citizenship status, uniform service member status, or any other protected class under federal, state, and/or local law.
