Senior VP, Financial Planning

The VP, Financial Planning & Analysis is responsible for overseeing all aspects of financial planning and analysis for Ultimus Registered business. A visionary with exceptional analytical skills and deep understanding of financial forecasting, planning, and analysis within fast-paced industry is required.

Responsibilities

• Leverages financial data and analytics to identify emerging trends in company's financial performance and market dynamics.
• Engage in predictive analysis to forecast future trends and assess their potential impact on the business.
• Formulate strategic recommendations aimed at optimizing costs, enhancing revenue, and improving overall financial health.

Leads and Oversees

• Strategic and annual operating plans.
• Quarterly and monthly forecast updates.
• Predictive analytics.
• Internal reporting.
• Performance management against projections.

Drives Budgeting Processes

• Budgeting processes.
• Optimizes expense management within the business.
• Diversifies investments.
• Ensures operational costs are appropriately controlled.

Supports Month-End Close Processes

• Month-end close processes.
• Prepares all financial materials for management and operational reviews.
• Reports to the board.

Develops and Monitors Operational Metrics

• Operational metrics.
• Drives financial performance.

Manages Company P&L

• Company P&L.
• Meets and achieves all performance targets.
• Ensures leadership has visibility into risks and opportunities.

Responsible for Client P&L

• Client P&L.
• New Business Pricing.
• Pro-Formas.

Thought Leader

• Provides analytical insight and perspective to senior management.

Personnel Management

• Hires associates.
• Trains and develops associates.
• Delegates work assignments.
• Writes and conducts performance appraisals.
• Makes salary recommendations.
• Counsels and coaches associates.
• Administers corrective actions.

Establishes Team Goals

• Team goals.
• Individual goals.

Fosters Performance

• Achieves associate performance.
• Processes used by associates.

Mentors Associates

• Instructs associates.
• Coches associates.
• Provides real-time on-the-job experiences.
• Models effective practices.
• Advises methods used.

Partners with Business Leaders

• Business and financial counsel.
• Develops and aligns objectives.
• Steers the business towards its goals.

Knowledge

• Financial services.
• Internal controls.
• US GAAP.
• NetSuite ERP.
• NetSuite PBCS.
• Salesforce.
• Microsoft Office Suite.

Skills and Abilities

• Continuous improvement mentality.
• Strong leadership skills.
• Superior analytical and problem-solving skills.
• Aligns associates with company values and goals.
• Motivates and inspires others.
• Assesses performance of self and associates.