What are the responsibilities and job description for the Manager, Financial Analysis & Strategic Planning position at Cordia?
Manager, Financial Analysis & Strategic Planning
VirtualReq #259
Friday, February 7, 2025
Summary
The Manager, Financial Planning/Analysis, will be responsible for managing the financial planning, budgeting, and analysis function within the organization. This role involves developing financial models, analyzing financial data, consolidating financials and providing strategic financial insights to support business decisions. The Manager will report to the VP of Finance and work with regional finance team members, the CFO and other Finance/Accounting team members to fulfill financial analysis and forecasting needs for this PE owned, multidivisional district energy company. This team-oriented person will work across the organization to take ownership of the analysis of both financial and operational data including preparation of monthly financial reporting for the board and delivering financial analysis to the PE owner as needed, as well as accountability for the long-term financial forecasting for the company.
Principle Responsibilities
Oversee Financial Planning, Budgeting and Reporting:
Develop and manage financial plans and budgets, ensuring alignment with company goals and objectives
Work with resources in regional operations to guide budget assumptions and budget development
Prepare the consolidated monthly reporting for the board and quarterly reporting for the PE owner
Develop financial reports and presentations for senior management and the board, including periodic and timely updates of corporate forecasts and ad hoc requests
Financial analysis will primarily include forecasting Income and Cash Flow Statements
Long-range Planning: Lead financial modeling efforts to develop and take ownership of long-term forecasts, including annual updates for the long-range, 20 year financial plan for the business
Budgeting System and Processes:
Ongoing analysis of the budgeting and financial systems as well as processes to improve efficiency, accuracy and relevance of reporting
Support the corporate and operating divisions by providing thoughtful analysis which can identify areas for improvement
Provide the financial analysis support for all corporate financing activities
Work with the ERP (NetSuite) and budgeting software (NSPB) to access and upload data
Requirements
EDUCATION/LICENSE
Preference given to a bachelor's or master's degree in business administration, finance or accounting
CFA, CPA (active or inactive license) helpful
EXPERIENCE:
Minimum of five years professional experience in financial analysis, preference given to those with:
Experience in corporate development, investment banking, private equity or management consulting
Experience and knowledge of financial modeling, including company valuation and operating models
Experience or interest in power & utilities, energy, or district energy
Experience with planning & budgeting and ERP systems
TECHNICAL SKILLS:
Excellent, demonstrable Excel skills, as well as other Microsoft Office products (PowerPoint and Word)
Strong quantitative and critical thinking skills
Demonstrated knowledge of financial building blocks (accounting, capital structure, valuation analysis)
Ability to work with financial reporting software
Proficiency with analytics warehouse or similar tool used to create reporting and dashboards is helpful
OTHER SKILLS:
Demonstrated oral and written communication skills coupled with analytical and interpersonal skills
Focus on attention to detail, ability to review work of others for accuracy and cohesiveness across the company
Trustworthy and dependable with the ability to multi-task and manage multiple projects concurrently
Highly motivated with a willingness to learn and solve problems
Strong independent judgment and discretion (will need to be able to communicate with employees at all levels of the company and PE owner)
PHYSICAL REQUIREMENTS:
Eyesight sufficient for computer use and paperwork
Ability to travel by ground transportation and by air throughout the United States
Hearing sufficient for extensive telephone use
Speaking in a group setting
WORKING CONDITIONS:
Role is expected to be primarily remote due to geographic disbursement across the U.S.; if a candidate is located near a corporate location there is opportunity to be in an office
Preference for those located in the Eastern Time or Central Time zone, but strong candidates in other US locations will also be considered
Depending on the time zone of the employee and given geographic disbursement of the company, irregular hours and higher accountability / responsiveness may be required around monthly reporting and budget completion
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