Director of Financial Planning & Analysis

About a360 Inc.

A360 is a leading independent tech and services provider of case management software and outsourced services to mortgage default and collection law firms and mortgage servicers, lenders, and debt buyers. The company offers a full suite of software solutions and tech-enabled services, including legal case management systems, default vendor management technology, mortgage insurance claims processing software, mobile notary services, vendor invoice presentment & payment, and service of process solutions. The company is majority owned by Morgan Stanley Investment Management along with its partners Knox Capital and Nonantum Capital Partners.

About the Role

As part of the corporate finance team, the Director of Financial Planning & Analysis will work directly with the CFO, Controller and our Private Equity partners in the areas of planning, forecasting, financial and operational reporting, debt compliance reporting, financial modeling and other analysis as needed.  

Key Responsibilities

• Planning & Forecasting
  1. Lead the development of the annual budget process - creation and management of budget templates for corporate and field use, consolidate the product/service budgets into a company-wide rollup, work with CIO to build out the capex budget and supporting documentation, prepare schedules of assumptions for budget drivers, prepare summary schedules for analysis of budget-to-actual variances for presentation to management and board of directors, prepare the three-statement financial model, and EBITDA to FCF bridge
  2. Perform ad hoc analyses of budget variations and/or current trends for assumptions in budget guidance
  3. Build and maintain a monthly/quarterly P&L forecasting process

• Financial/Business Analysis
  1. Work with operations to prepare and report key metrics and analyses for use in monthly financial reporting, board/PE reporting and ad-hoc presentations
  2. Work with accounting to provide monthly financial reporting to various internal operations leads
  3. Gather industry intelligence and market research from various sources

• Board Presentation
  1. Support the preparation of the quarterly Board of Directors presentation materials
  2. Perform ad hoc analyses of current activities that may be presented to the Board of Directors (e.g. acquisition activities, strategic planning development, liquidity options, etc.)

• M&A Activity
  1. Corporate development - build and maintain a pipeline of acquisition targets with assistance from our CEO/CFO and business leaders
  2. Support our PE partner in the creation of financial analyses in connection with potential acquisition targets – valuation and financing models (e.g. DCF) for use in analyzing financial impact of potential acquisitions
  3. Prepare presentation materials to present to Senior Management and Board of Directors
  4. Assist our PE partners and senior management in due diligence process

• Capital Markets Activity
  1. Maintain and report compliance schedules for covenant requirements during quarter and annual reporting periods

Education

• Bachelor’s degree in finance or accounting required

Experience

• Related planning or financial analysis experience is required, to include but not limited to: P&L analysis, variance and trend analysis and financial modeling
• Minimum three to four years of finance or accounting experience preferred
• Experience in transaction advisory services within an audit firm is preferred but not required

Skills & Abilities

• Working knowledge of MS Office, with strong Excel and PowerPoint skills required