- Financial Strategy Development: Work closely with the CFO and executive team to develop and refine the company's financial strategy, aligning it with our business objectives and growth plans.
- Budgeting and Forecasting: Lead the annual budgeting process and rolling forecasts, ensuring accuracy, comprehensiveness, and alignment with strategic goals. Monitor actual performance against forecasts and identify deviations, providing timely analysis and recommendations.
- Financial Modeling: Develop and maintain sophisticated financial models to evaluate business scenarios, investment opportunities, and potential risks. Utilize these models to guide resource allocation and strategic decision-making.
- Performance Analysis: Conduct in-depth financial analysis to assess the performance of various business segments, products, and projects. Identify key performance indicators (KPIs) and metrics to monitor and drive performance improvements.
- Variance Analysis: Analyze monthly and quarterly financial results, highlighting variances against budgets, forecasts, and prior periods. Provide insightful explanations for deviations and collaborate with business units to implement corrective actions as needed.
- Strategic Planning Support: Collaborate with cross-functional teams to support strategic initiatives, providing financial insights and recommendations that align with long-term objectives.
- Investor Relations Support: Assist in preparing financial materials for investor presentations, including financial projections, growth strategies, and key performance metrics.
- Team Leadership: Build and manage a high-performing FP&A team, providing mentorship, guidance, and professional development opportunities.
- Treasury: Build and maintain treasury functions for multiple entities under one umbrella
- Bachelor's degree in Finance, Accounting, Business Administration, or related field; MBA or advanced degree is a plus.
- Proven experience (8+ years) in financial planning and analysis, with a track record of success in a leadership role.
- Experience with treasury functions preferred.
- Strong analytical and problem-solving skills, with the ability to synthesize complex financial information into clear and actionable insights.
- Exceptional proficiency in financial modeling, forecasting, and budgeting.
- Advanced knowledge of financial principles, practices, and regulations.
- Excellent communication and presentation skills, with the ability to convey complex financial concepts to both financial and non-financial stakeholders.
- Strong leadership and team management abilities, fostering a collaborative and results-driven environment.
- Proficiency in financial software and tools, such as Excel, financial planning software, and ERP systems.
- Experience in the software industry or technology startups is a plus.
Director of FP&A - Houston, United States - Creative Financial Staffing
Description
Our client is a portfolio company that specializes in the acquisition of hyper-niche software companies that fit narrow but mission-critical use cases for business customers. The company is experiencing rapid growth through acquisitions and organic growth and is looking for a motivated, energized, and high achieving individual to support the growth of the company.
As the Director of Financial Planning and Analysis (FP&A), you will be a key member of the leadership team, reporting directly to the SVP of Accounting. In this critical role, you will be responsible for developing and executing the financial planning, budgeting, forecasting, and analytical processes that will drive informed decision-making across the multi-entity organization. You will collaborate closely with cross-functional teams to provide insightful financial analysis, strategic recommendations, and actionable insights to guide the company's growth trajectory.
What will the Director of FP&A Do?
Experience & Qualifications needed for the Director of FP&A:
The right candidate will have the ability to create p&l & forecast/budgets from scratch for multiple entities that will all flow into consolidated financials. The ideal candidate will have worked in a large enough high growth company to know "what good looks like" but not so large that they don't have experience building from scratch or managing the entire scope of FP&A for a large growing company/multiple entities.