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    Senior Director, Finance - California, United States - Baker Tilly US

    Baker Tilly US
    Baker Tilly US California, United States

    4 weeks ago

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    Description


    Baker Tilly US, LLP (Baker Tilly) is a leading advisory CPA firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S.

    and in many of the world's leading financial centers – New York, London, San Francisco, Los Angeles and Chicago.

    Baker Tilly is an independent member of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 145 territories, with 41,000 professionals and a combined worldwide revenue of $4.7 billion.


    Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.

    Baker Tilly is an equal opportunity/affirmative action employer.

    All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.


    Any unsolicited resumes submitted through our website or to Baker Tilly US, LLP, employee e-mail accounts are considered property of Baker Tilly US, LLP, and are not subject to payment of agency fees.

    In order to be an authorized recruitment agency ("search firm") for Baker Tilly US, LLP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.


    The Senior Director, Financial Planning and Analysis (FP&A) plays a pivotal role in driving the financial strategy and growth initiatives of the organization.

    This leadership position encompasses oversight of long-range planning, detailed financial modeling and analysis, and engagement with investors on M&A activities.

    The incumbent is responsible for ensuring rigorous financial evaluation of acquisition targets and alignment with strategic objectives.


    Key Responsibilities:

    Long-Range Planning:
    Lead the development of the company's long-range financial plans and strategic initiatives, aligning with corporate objectives and market dynamics.


    Conduct comprehensive financial analysis and scenario planning to assess the potential impact of strategic decisions on the company's financial performance.


    M&A Support:
    Provide financial expertise and analytical support throughout the M&A lifecycle, from target identification and due diligence to integration planning.

    Collaborate with cross-functional teams to evaluate potential acquisition opportunities, assess financial risks and opportunities, and develop strategic recommendations.


    Conduct detailed financial modeling and analysis, including pricing and sensitivity analysis, to evaluate the financial viability and potential synergies of proposed transactions.


    Detailed Financial Modeling and Analysis:


    Develop and maintain complex financial models to support decision-making processes, including revenue projections, expense forecasts, cash flow analysis, and valuation models.

    Perform variance analysis and scenario modeling to assess the impact of key drivers and assumptions on financial outcomes.

    Provide actionable insights and recommendations based on financial analysis to support strategic initiatives and operational improvements.


    Interacting with Senior Leaders:
    Serve as a trusted advisor to senior leadership, providing financial guidance and insights to inform strategic decision-making.


    Present financial analysis and recommendations to senior executives and board members, effectively communicating complex financial concepts in a clear and concise manner.

    Collaborate cross-functionally with department heads and business leaders to align financial goals with operational objectives and drive performance improvements.

    Interfacing with Investors on M&A Activities:

    Engage with investors and external stakeholders to communicate the rationale and financial implications of M&A activities.

    Prepare investor presentations and materials related to M&A transactions, including financial analysis, valuation, and integration plans.

    Address investor inquiries and concerns regarding M&A strategy, financial performance, and growth prospects.


    Acquisition Financial Modeling:
    Lead the development of acquisition financial models, including pricing analysis, valuation, and sensitivity analysis.

    Evaluate potential acquisition targets based on strategic fit, financial performance, market dynamics, and risk factors.

    Ensure alignment of acquisition financial models with target financial metrics and strategic objectives.

    Ensuring Companies are at

    Target Numbers:
    Conduct detailed financial due diligence on potential acquisition targets to validate financial performance and assess alignment with target metrics.

    Collaborate with cross-functional teams to identify and mitigate risks related to financial integration and performance.


    Monitor post-acquisition performance and track progress against target numbers, implementing corrective actions as needed to ensure alignment with strategic goals.

    Bachelor's degree in Finance, Accounting, Business Administration, or related field; MBA or advanced degree preferred.

    CPA, CFA, or other relevant professional certification is a plus.


    Proven experience (typically 10+ years) in financial planning and analysis roles, with a focus on M&A support and financial modeling.

    Extensive experience in detailed financial modeling and analysis, including valuation techniques and scenario analysis.

    Strong leadership skills with the ability to interact effectively with senior executives, board members, and external stakeholders.

    Excellent communication and presentation skills, with the ability to translate complex financial concepts into actionable insights.

    Strategic thinker with a results-oriented mindset, able to drive initiatives and deliver impactful outcomes in a dynamic environment.

    Proficiency in financial software and ERP systems (e.g., SAP, Oracle, Hyperion) and advanced proficiency in Microsoft Excel and PowerPoint.

    #J-18808-Ljbffr

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