Manager / Director Financial Planning & Analysis
Location: New Haven, CT
Job Summary:
The Director of Financial Planning & Analysis (FPA) will report to the President and provide analytical support to Executive and Corporate Management Teams.
Key Responsibilities
Serve as a trusted advisor to senior management through collection and analytical interpretation of data and financial information to support decision-making on corporate initiatives.
Lead processes and analyses that provide insights for the business across operations, client care, financial management, and client success/outcomes and satisfaction.
Develop, implement, and maintain tools to provide management visibility into trends and progression on key metrics.
Create and support management of project-based financial analysis.
Partner with corporate functional leaders during annual budgeting process; execute the activities on time, leverage 8-quarter rolling forecast process to efficiently generate and refresh the annual budget and forecasts. Maintain accurate and complete detailed assumptions and projections.
Work with team to produce accurate cash forecasts and play an integral role in cash management.
Assist in management of lender processes including contracts, interest and principal payments and borrowing requests.
Accountable for generating consolidated monthly financial performance reporting for management and board of directors including summarized financial statements, KPIs, comparisons to budget or forecast, explanations for key variances and cash flow.
Assist in creation of schedules and supporting information and analyses for quarterly board presentations. Coordinate with key stakeholders across the business to gather content, manage the review process and ensure completion for distribution to the board of directors in advance of the meeting.
Assist with ad/hoc and periodic reporting requirements from key stakeholders including financial partners and lenders.
Partner with corporate functional leaders to monitor and explain monthly financial performance, generate forecast updates, build annual budgets, assist with capital expense requests, vendor management and payment, analytics, and other financial support.
Support business development effort with tracking and analysis. Play an active role in the due diligence process for merger and acquisition activities as needed.
Qualifications
3+ years of financial management experience (for the manager-level role); 5+ years of experience (director-level role) spanning forecasting, planning, business analytics, KPIs, management and board of directors’ reporting, cash management, M&A diligence, and integration.
BA in finance, economics, accounting, or other quantitative area of study; MBA is a plus.
Possess the systems acumen to enhance, leverage and maintain forecasting, budgeting, and reporting applications.
Experience with IT / ERP systems preferred.
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