Director of Financial Planning & Analysis (FP&A)

Director of Financial Planning & Analysis (FP&A)
Atlanta, Georgia

Position Overview:
The Director of FP&A will play a key role in overseeing the financial planning and analysis functions of the organization. This position requires strong analytical skills, strategic thinking, and the ability to effectively communicate financial insights to senior management.

Key Responsibilities:
Financial Diligence Management:

• Lead the diligence process for refinancing and/or initial public offering (IPO) initiatives.
• Collaborate with cross-functional teams to ensure accuracy and completeness of financial data.

Mergers & Acquisitions (M&A) Management:

• Manage M&A models and processes, including financial due diligence and integration planning.
• Evaluate potential acquisitions and strategic partnerships to support business growth objectives.

Cash Flow Management:

• Develop and maintain weekly cash flow models to support liquidity management.
• Monitor cash flow projections and identify potential risks or opportunities.

Corporate Financial Modeling:

• Maintain and enhance corporate financial models to support strategic decision-making.
• Conduct scenario analysis and sensitivity testing to assess the impact of various business strategies.

Internal and External Reporting:

• Oversee the preparation and distribution of monthly, quarterly, and annual financial reports.
• Ensure compliance with regulatory requirements and accounting standards.
• Coordinate with external auditors to facilitate the audit process.

Presentation Development:

• Build presentations for internal and external stakeholders, including executive leadership and investors.
• Communicate financial performance, forecasts, and strategic initiatives effectively through visual storytelling.

Additional Duties:
Budgeting and Forecasting:

• Collaborate with department heads to develop annual operating budgets and long-term financial forecasts.
• Monitor budget variances and provide insights to support budget optimization efforts.

Financial Analysis and Decision Support:

• Conduct financial analysis to support strategic initiatives, including investment decisions and cost optimization efforts.
• Provide decision support to business units through financial modeling and scenario analysis.

Process Improvement and Efficiency:

• Identify opportunities to streamline financial processes and improve efficiency.
• Implement best practices in financial planning, reporting, and analysis.

Team Leadership and Development:

• Provide leadership and mentorship to the FP&A team.
• Foster a culture of collaboration, accountability, and continuous learning.

Qualifications:

• Bachelor's degree in Finance, Accounting, or related field; MBA or CPA preferred.
• 5+ years of progressive experience in financial planning and analysis, with a focus on strategic financial management.
• Experience in managing financial diligence processes for refinancing and/or IPOs.
• Strong proficiency in financial modeling, data analysis, and presentation development.
• Specific expertise with Excel and PowerPoint
• Working knowledge of NetSuite
• Ability to coordinate multiple workstreams simultaneously with both internal and external constituents.
• Proven leadership abilities, with experience managing teams and driving results in a fast-paced environment.

 

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