- Lead and participate in the development of and the implementation of the organization's data warehouse. This includes defining key inputs from company systems, defining and mapping data, defining and calculating key performance indicators, building queries, and creating KPI reporting.
- Lead and participate in refactoring the Company's actuarial studies and analysis including the projected ultimate loss studies, product pricing studies, claims emergence patterns, and reserve rate setting.
- Serve as a key business partner with the Sales Team to build a price book for all sales channels and all NSD products. This study will include studies and calculations of key variable and fixed cost inputs needed for the price book.
- Lead and participate in selecting the Company's preferred KPI reporting module between Tableau, Power BI and other competitors. Build queries between the Company's data warehouse and the selected KPI reporting module.
- Participate in the 2025 budget process which will be a zero-based budget process. Work with the team to develop better KPI budget inputs, better and faster reporting on budget versus actual results, and enable full departmental and sales channel budget versus actual reporting.
- Partner with the finance team to create a driver-based roll forward budget process in NetSuite Planning and Budgeting. Create the ability to quickly perform reforecasts, latest estimates, and budget revisions leveraging system automation.
- Developing efficiencies and process improvements within the finance team and financial reporting team's work streams. Recommend and implement automation, systems set up improvements, and process improvements.
- Partner with senior leaders, various departmental leaders, and the financial reporting team to define, and support recurring and ad hoc financial analysis needs.
- Serve as a key business partner on special projects including customer integrations, new products and lines of business, acquisitions, and other ad hoc requests by determining key drivers, driving the right set of analyses, and presenting the conclusions.
- Partner with the finance team to create month to date, quarter to date, and year to date reporting and variance analysis. Present findings to the CFO and participate in operations meetings to recommend improvements and course corrections.
- Create and prepare product gross profit and performance analysis and gross profit and performance analysis by sales channel and by key business units.
- Partner with the finance team to create automated customer level gross profit and gross profit percentage performance calculations.
- Prepare ad-hoc management and financial reports as required.
- Assist finance and financial reporting in preparing management reporting packs in a timely and clear fashion, with risks and opportunities readily identified from fluctuation analysis.
- Work with finance and the CFO to monitor marketing and other spend data. Prepare fluctuation analysis showing actual costs incurred versus budget, explain material variances, support senior leader business decision making, and make improvement recommendations.
- Accounting or finance degree preferred.
- Strong presentation skills to present to high level internal roles internally and to key external stakeholders.
- CPA or ACA/ACCA/CIMA preferred.
- FP&A experience gained within established businesses.
- Excellent written and verbal communication skills.
- Excellent time management skills.
- Strong knowledge of planning and performance processes, including annual budget, monthly forecast and periodic business reviews.
- Strong knowledge and experience in actuarial studies and related analysis.
- Team orientated, a "can do" attitude and flexible approach.
- Superior analysis skills.
- Enthusiasm for solving problems and working collaboratively.
- Work experience with mid-size to large companies with high growth preferred.
- Independent/Self-starter with high attention to detail.
- Master's Degree in accounting, business, finance or related field preferred.
- Strong working knowledge of accounting and finance operations.
- Must maintain highest level of Confidentiality at all times.
- Ability to communicate effectively (verbal and written)
- Excellent interpersonal skills
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Financial Planning and Analysis Manager
3 weeks ago
The Method Staffing Boca Raton, United StatesOur client is looking to add a strong FP&A Manager to the team inside of a fantastic organization. The position will report directly to the VP of Finance, and will focus on building out functionality and reporting. Any experience inside of financial systems implementations would ...
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Director of Financial Planning and Analysis
1 week ago
Nation Safe Drivers Boca Raton, United StatesThe FP&A Director is a key business partner across the organization. This individual will implement, develop and provide commercial financial analysis on KPIs (Key Performance Indicators) and give data driven insights to senior leadership to aid decision making. · Duties and Res ...
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Financial Planning and Analysis Manager
2 weeks ago
The Method Staffing Boca Raton, United StatesOur client is looking to add a strong FP&A Manager to the team inside of a fantastic organization. The position will report directly to the VP of Finance, and will focus on building out functionality and reporting. Any experience inside of financial systems implementations would ...
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Director of Financial Planning and Analysis
2 weeks ago
Nation Safe Drivers Boca Raton, United StatesThe FP&A Director is a key business partner across the organization. This individual will implement, develop and provide commercial financial analysis on KPIs (Key Performance Indicators) and give data driven insights to senior leadership to aid decision making. · Duties and Res ...
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Financial Planning and Analysis Manager
3 weeks ago
The Method Staffing Boca Raton, United StatesOur client is looking to add a strong FP&A Manager to the team inside of a fantastic organization. The position will report directly to the VP of Finance, and will focus on building out functionality and reporting. Any experience inside of financial systems implementations would ...
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Financial Planning and Analysis Manager
3 weeks ago
MSI Recruiting Deerfield Beach, United StatesSr. Financial Analyst · Job Description · The Financial Analyst is to assist in developing yearly budgets and monthly forecast designed to achieve management strategic plan. The analyst will support management planning and decision making by identifying, maintaining, and evaluati ...
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Financial Planning and Analysis Manager
1 week ago
MSI Recruiting Deerfield Beach, United StatesSr. Financial Analyst · Job Description · The Financial Analyst is to assist in developing yearly budgets and monthly forecast designed to achieve management strategic plan. The analyst will support management planning and decision making by identifying, maintaining, and evalua ...
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Financial Planning and Analysis Manager
3 weeks ago
MSI Recruiting Deerfield Beach, United StatesSr. Financial Analyst · Job Description · The Financial Analyst is to assist in developing yearly budgets and monthly forecast designed to achieve management strategic plan. The analyst will support management planning and decision making by identifying, maintaining, and evaluati ...
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Director of Financial Planning and Analysis
3 weeks ago
USClaims Delray Beach, United StatesJob Description · US Claims is a leading provider of advances to personal injury victims and their families. US Claims' mission is to provide much needed liquidity to an underserved market; providing financial means for victims to pursue a fair settlement. We have built an organi ...
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Director of Financial Planning and Analysis
2 weeks ago
USClaims Delray Beach, United StatesJob Description · US Claims is a leading provider of advances to personal injury victims and their families. US Claims' mission is to provide much needed liquidity to an underserved market; providing financial means for victims to pursue a fair settlement. We have built an organi ...
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Financial Planning and Analysis Analyst
5 days ago
Sixt Fort Lauderdale, United StatesCompany Description · Job Description · Responsibilities: · 1. Collaborate with cross-functional teams to develop, analyze, and manage operational KPI, budgets, forecasts, and financial models. · 2. Conduct variance analysis to identify trends, risks, and opportunities in ope ...
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Financial Planning and Analysis Analyst
6 days ago
Sixt Fort Lauderdale, United StatesCompany Description · Job Description · Responsibilities: · 1. Collaborate with cross-functional teams to develop, analyze, and manage operational KPI, budgets, forecasts, and financial models. · 2. Conduct variance analysis to identify trends, risks, and opportunities in oper ...
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Financial Planning and Analysis Analyst
6 days ago
SIXT USA Fort Lauderdale, United StatesJob Description · Job DescriptionJob Description · Responsibilities: · 1. Collaborate with cross-functional teams to develop, analyze, and manage operational KPI, budgets, forecasts, and financial models. · 2. Conduct variance analysis to identify trends, risks, and opportunities ...
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Vice President of Financial Planning Analysis
3 weeks ago
Atlantis Bahamas Fort Lauderdale, United StatesReporting directly to the Chief Financial Officer, the VP of Financial Planning & Analysis will provide leadership and oversight of financial analysis, analytical reporting, labor analytics and budgeting for Atlantis. This individual will demonstrate the capabilities of developin ...
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Finance Manager
2 weeks ago
Maksiwa International Inc Boca Raton, United States**About us Maksiwa International Inc**, · A thriving small business located in Boca Raton, FL, prides itself on being professional and agile, with a steadfast commitment to customer satisfaction. Our journey began in 1983, starting from the humble southern outskirts of Brazil, ex ...
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Digital Category Manager Ii
2 weeks ago
Kroger Boca Raton, United StatesHere, people matter. That's why we strive to provide the ingredients you need to create your own recipe for success at work and in life. We help feed your future by providing the value and care you need to grow. If you're caring, purpose-driven and hungry to learn, your potential ...
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Supply Chain Analyst
2 weeks ago
Shoes for Crews, LLC Boca Raton, United StatesIt's our people that make **Shoes For Crews** special We hire talented people who support our values and provide training and coaching to our crew to meet their career objectives. Our success comes from great team work and exceptional individual effort. We strive to reward collab ...
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Accounting Coordinator
2 weeks ago
Florida Atlantic University Boca Raton, United StatesFor more information on everything FAU has to offer, please visit · Position Summary: · Florida Atlantic University is seeking an Accounting Coordinator · - Boca Raton, FL. · Summary of Responsibilities include: · - Maintain the general ledger, and monthly journal entries generat ...
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Board Certified Assistant Behavior Analyst
2 weeks ago
Little Champs Therapy & Yoga Boca Raton, United States**About us** · Little Champs Therapy & Yoga is committed to providing the highest quality pediatric therapy to children with special needs in the community settings. We offer Pediatric Physical, Occupational Speech, Speech, Music and Respiratory Therapy in homes, day cares, parks ...
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M&a Integration Manager
2 weeks ago
Phoenix Tower International Boca Raton, United StatesPhoenix Tower International, headquartered in Boca Raton, Florida is seeking to hire an Intergration Manager to join our Mergers & Acquisitions Team. This exciting new role is designed to focus on post-merger integration activities between acquired companies/assets and PTI. The M ...
Director of Financial Planning and Analysis - Boca Raton, United States - Nation Safe Drivers
Description
The FP&A Director is a key business partner across the organization. This individual will implement, develop and provide commercial financial analysis on KPIs (Key Performance Indicators) and give data driven insights to senior leadership to aid decision making.
Duties and Responsibilities:
Education and Work Experience:
Knowledge and Skills:
To perform the job successfully, an individual should demonstrate the following competencies to perform the essential functions of this position.
**NSD maintains a drug-free workplace and performs pre-employment substance abuse testing.
Nation Safe Drivers provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, pregnancy, marital status, gender identity or expression, or any other characteristic protected by federal, state or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
Director of Financial Planning and Analysis professionals in Boca Raton
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Kevin HILL
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Elyssa Eckhart
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Kaylee Spivey
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