- Provide monthly financial analysis and reports and presentations
- Review regional and national performance KPIs with CFO and key stakeholders
- Draft narrative on performance for CFO
- Prepare bank reporting and quarterly bank covenant filing requirements
- Prepare credit rating agency reporting and communication requirements
- Prepare reports and analytical information for senior management and key company stakeholders, and act as a liaison with these stakeholders
- Oversee and manage budgeting, financial forecasting and modeling activities
- Analyze current and past trends of key performance indicators ("KPIs") including customer trends, business trends, net revenue, cost of sales, expenses, capital expenditures, etc.
- Prepare customer business development fund and related financial analysis and documentation
- Review and analyze accounts receivable aging and DSO, dashboards, and collaborate with stakeholders on key trends and performance by entity
- Support senior management team and departments heads with in-depth analysis
- Prepare presentations to banks, senior management team and other stakeholders
- Prepare acquisition analysis
- Conduct branch level financial and operating review and reporting
- Historical vs actual financial and KPI review and analysis
- Review with SVPs and regional managers as appropriate
- Provide Ad-Hoc reporting, analysis, and other tasks as requested by senior management
- Bachelor's Degree in Accounting or Finance preferred
- 10+ years of experience in accounting/finance
- Leadership skills
- Strong Microsoft Excel and PowerPoint skills
- Highest standards of accuracy
- Possess excellent verbal and written communication skills
- Ability to think creatively, highly-driven and self-motivated
- Demonstrated ability to roll-up sleeves and work with team members in a hands-on capacity
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Financial Planning - Stoughton, United States - Diesel Direct Inc
Description
Job Description
Job Description*We are not accepting work visas at this time*Diesel Direct is a national technology-enabled transportation and logistics company with a leading market position in mobile onsite mobile refueling, supplying that supplies diesel, renewable diesel, and other products to blue chip customers across 46 states. The Company has grown over 30% in size over the last three years by leveraging a state-of-the-art, data -driven platform to win new customers and by growing its footprint through strategic acquisitions. For more information, visit:
This Planning & Analysis Lead will directly support the Chief Financial Officer (CFO) in managing our corporate planning activities and providing in-depth analysis of our financial performance. The role will have day-to-day responsibility for managing finance & accounting related requirements such as annual budgets, monthly analysis of operating company performance, cross-functional support and interaction with finance, accounting, treasury and IT. The position will be based in our Stoughton, MA corporate headquarters with some flexibility around working from home a day or two a week should this appeal to the candidate.
Candidates should be detail oriented and analytical; experienced in advanced Excel, financial modeling and PowerPoint; comfortable working with management, financial institutions and other professionals; possess good communication skills; and demonstrate a consistent ability to meet deadlines. Accounting and Finance expertise is a plus.
Position Responsibilities:
Qualifications:
