Job Description
Job Description
POSITION SUMMARY
The Corporate Financial Planning & Analysis Manager will play a critical role in managing the consolidated financials for RealTruck, ensuring accurate and insightful reporting to senior leadership, the BOD and other key stakeholders. The position will own the management reporting process including the development of forecasts, budgets, and earnings materials, while also supporting strategic decision making. The ideal candidate will have experience with all three financial statements within a private equity-backed environment, with a strong ability to analyze financial performance, develop key insights, and support the company’s growth initiatives.
CORE FUNCTIONS
- Lead the annual budget and periodic forecasting process in an organized manner to improve accuracy and drive results, as well as the understanding of key drivers.
Coordinate and manage processes and financial modeling to support annual budget development.
Prepare consolidated forecasts and budgets and analyze trends in revenue, expense, capital expenditures and other related areas.Implement and maintain an effective planning and analysis strategy that provides corporate senior leadership with the appropriate analytical tools to establish goals that measure performance.Provide relevant and timely financial analysis concerning performance for monthly, quarterly, and year to date financial performance.
Lead key projects and lend financial support as needed in preparation for Public Offering or another Sponsor related exit.Own the preparation of management reporting, including monthly operating reviews, board materials and earnings reportsResponsible for the Balance Sheet reporting and forecasting including a specific focus on the elements of working capital.Perform other duties and responsibilities as assigned.QUALIFICATIONS & REQUIREMENTS
Education and Experience
Bachelor’s degree in Accounting or Finance required.5 years of corporate accounting or financial analysis experience required.Experience with financial forecasting, financial analysis, and financial modeling.Experience with Business Intelligence (BI).Skills, Abilities, and Knowledge
Thorough understanding of financial planning and modeling tools; Hyperion Financial Modeling (HFM).Skilled in Microsoft Office Suite specifically Excel, for pivot tables, vlook-ups, formulas, and functions.Ability to solve problems independently and resourcefully.Strong attention to detail.Ability to think analytically.Ability to function efficiently in a fast-paced environment.Travel
Occasional travel may be required (less than 10%).COMPETENCIES
Synthesizes complex or diverse information; Collects and researches data; Uses intuition and experience to complement data; Designs workflows and procedures.Works within approved budget; Develops and implements cost saving measures; Contributes to profits and revenue; Conserves organizational resources.Volunteers readily; Undertakes self-development activities; Seeks increased responsibilities; Takes independent actions and calculated risks; Looks for and takes advantage of opportunities; Asks for and offers help when needed.Displays original thinking and creativity; Meets challenges with resourcefulness; Generates suggestions for improving work; Develops innovative approaches and ideas.Displays willingness to make decisions; Exhibits sound and accurate judgment; Supports and explains reasoning for decisions; Includes appropriate people in decision-making process; Makes timely decisions.Speaks clearly and persuasively in positive or negative situations; listens and gets clarification; Responds well to questions; Demonstrates group presentation skills; Participates in meetings.Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully; Develops alternative solutions; Works well in group problem solving situations; Uses reason even when dealing with emotional topics.Demonstrates accuracy and thoroughness; Looks for ways to improve and promote quality; Applies feedback to improve performance; Monitors own work to ensure quality.Balances team and individual responsibilities; Exhibits objectivity and openness to others views; Gives and welcomes feedback; Contributes to building a positive team spirit; Puts success of team above own interests; Supports everyone’s efforts to succeed.Assesses own strengths and weaknesses; Pursues training and development opportunities; Strives to continuously build knowledge and skills; Shares expertise with others.Writes clearly and informatively; Edits work for spelling and grammar; Varies writing style to meet needs; Presents numerical data effectively; Able to read and interpret written information.SUPERVISOR RESPONSIBILITIES
This position plans, organizes, evaluates, and directs the employees within the department function. Has direct reports.WORK ENVIRONMENT
This position is subject to Sedentary Work : Exerting up to 10 pounds of force occasionally and / or a negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects. Sedentary work involved sitting most of the time. Walking and standing are required only occasionally.Physical Activities :
This position is subject to the following physical activities : talking, hearing, the use of hands, wrists, or fingers in repetitive motions.Visual Acuity :
The worker is required to have close visual acuity to perform an activity such as preparing and analyzing data and figures; transcribing; viewing a computer terminal; expansive reading; visual inspection involving small defects, small parts and / or operation of machines (including inspection); using measurement devices; and / or assembly of fabrication of parts at distances close to the eyes.Working Conditions :
This position operates in a professional office environment. This role routinely uses standard office equipment.LI-Hybrid
