Director, Financial Planning and Analysis

General Description:

We are seeking a highly analytical and detail-oriented Financial Planning Analyst to join our team. In this role, you will be responsible for evaluating financial data, assisting in budgeting, forecasting, and developing financial models. Additionally, you will be tasked with determining appropriate pricing strategies for clients that ensure company profitability while maintaining competitiveness in the market. This is an exciting opportunity for someone with strong financial acumen who enjoys working with data and contributing to the strategic growth of the company.

Essential Duties and Responsibilities

• Enhance and oversee the in-year forecasting and annual budgeting process.
• Prepare analysis of historical and projected financial performance and key performance indicators.
• Continually improve financial results by analyzing results, monitoring variances, identifying trends, and recommending actions to management.
• Oversee the creation of comprehensive financial analyses, including but not limited to revenue and expense assessments, forecasting, financial reporting, cash flow management, and payroll expenditures.
• Develop and engage directly in pricing models and strategies for clients that are aligned with market trends and ensure that the company maintains profitability while offering competitive pricing.
• Assess current pricing structures and identify opportunities for improvement to maximize profitability. Conduct break-even analysis, sensitivity analysis, and margin analysis to ensure pricing decisions meet financial targets.
• Gain a thorough understanding of current and new customer contracts. Assess the impacts of contractual obligations on forecasting and overall company profitability.
• Perform efficiency evaluations to pinpoint areas for improvement. Analyze costs and implement cost-saving strategies to maintain financial control. Conduct trend analysis to identify key financial and operational challenges and opportunities.
• Work closely with the Sales, Client Services, Marketing and Operations teams to ensure pricing strategies are aligned with client expectations and market demands, while also supporting sales initiatives to optimize company margins.
• Create and maintain dynamic financial models to analyze potential business opportunities, evaluate investment proposals, and assess the financial impact of strategic decisions.
• Provide ad-hoc financial analysis and insights to support management in decision-making, identifying trends, and suggesting process improvements.
• Track financial performance metrics and provide reports that evaluate whether financial goals are being met, along with recommendations for corrective actions if necessary.
• Present financial insights and recommendations to key decision-makers within the company to support strategic decision-making.
• Ensure that strategic and tactical analyses, including ROI and capital asset investment decisions, are comprehensive and provided promptly to support decision-making.

Qualification/Skill requirements:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.

• Bachelor's Degree in Accounting or Finance or equivalent in relevant work experience required.
• Certified Public Accountant (CPA), FMVA Certification, and/or Master of Business Administration preferred.
• Seven or more years of financial analysis/management experience preferred.
• 3-5 years of financial analysis/management experience within the BPO/contact center industry preferred.
• Knowledge and experience with general ledger functions and accounting principles including, but not limited to, Generally Accepted Accounting Principles (GAAP), Financial Accounting Standards Board (FASB) standards.

Job Type: Full-time

Pay: $75,000.00 - $95,000.00 per year

Benefits:

• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift

Ability to Relocate:

• Coralville, IA 52241: Relocate before starting work (Preferred)

Work Location: Hybrid remote in Coralville, IA 52241

Salary : $75,000 - $95,000