What are the responsibilities and job description for the Director - Financial Planning & Analysis position at Talent Wave Associates?
Are you ready to shape the financial future of a dynamic, rapidly expanding distribution company? Backed by private equity, our client is on a mission to excel in delivering top-notch products while scaling operations in a competitive landscape. As a key strategic partner, you will play a pivotal role in steering financial decisions and ensuring financial health as they embark on this exciting growth journey.Role Overview
In this leadership position, you'll oversee the comprehensive financial planning and analysis across the organization. Your insights will be instrumental in driving decisions that affect every level of the business, particularly in distribution and logistics functions. Collaborating with the executive team, business leaders, and external partners, you'll evaluate financial performance, explore strategic opportunities, and guide investment choices.
Key Responsibilities- Leadership & Collaboration: Build and lead a high-performing team dedicated to delivering valuable financial insights. Work closely with business leaders and operational teams to influence key financial initiatives and ensure alignment with strategic goals.
- Strategic Financial Planning: Craft and implement the company's long-term financial strategy alongside our executive leadership. Direct the annual budgeting process to align with our strategic objectives and refine financial models for strategic initiatives and growth opportunities.
- Forecasting & Reporting: Produce accurate monthly, quarterly, and annual forecasts, tracking financial performance against targets. Conduct variance analysis to pinpoint drivers of financial performance and maintain detailed cash flow forecasts.
- In-depth Financial Analysis: Examine business performance across distribution centers and branch operations, providing actionable insights to enhance profitability. Conduct thorough analyses of key metrics to identify cost-saving opportunities and operational efficiencies.
- Stakeholder Engagement: Develop comprehensive financial reports for private equity investors, highlighting our financial achievements and growth prospects. Offer strategic recommendations to support investment and expansion decisions.
- System & Process Enhancement: Lead the enhancement of financial reporting systems to ensure streamlined processes and data accuracy. Drive improvements in budgeting, forecasting, and reporting capabilities.
- Degree in Finance, Accounting, Economics, or related discipline; MBA or CFA is a plus.
- Over a decade of experience in financial planning and analysis, with significant time in a leadership capacity.
- Expertise in financial modeling, forecasting, and budgeting, ideally within distribution or logistics sectors.
- Experience in private equity environments, understanding their unique challenges and dynamics.
- Proven track record of building and leading high-performing teams while managing multiple priorities.
- Advanced skills in Excel and financial reporting tools, experience with ERP systems is advantageous.
- Excellent communication skills, capable of presenting complex financial data to diverse audiences.
- Strong analytical abilities with a history of deriving actionable insights from financial data.
- Competitive salary
- Bonus structure
- Equity participation
- Comprehensive benefits package
We are an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
#25-00181
Salary : $185,000 - $205,000
