Director of Financial Planning & Analysis

Scope of Position

The Director of Financial Planning & Analysis plays an ownership role in financial planning, management reporting, and overall analysis efforts across the company, including consolidating plans and forecasts as well as synthesizing prepared data to deliver outlooks and insights. Provides senior and executive management with both financial reporting and business analysis for strategic and tactical decision-making. Gathers financial and business performance data, analyzes and compares it to previous periods, and develops recommendations for revenue growth, margin improvement, and overall strategic direction. This role works with various members of the operational and finance executive teams and is viewed by the organization as both a TOP 15 Company Leader wearing two hats, leading both their department and as a trusted strategic partner in ongoing decision-making for the Company overall.

Responsibilities

PEOPLE

• Develop a high-performing FP&A organization by serving as a trusted advisor to the CFO and other executive leaders, seeking insight, and attracting and developing talent for the FP&A team.
• Continuously reassess the departments skills, competencies, and abilities to meet the companys business needs and drive results through standardization.
• Attract talent by making FP&A a desired career position, drawing talent in, and sending it out to the business; establish FP&As brand for excellence.
• Actively upgrades the business unit through professional development, coaching, feedback, mentoring, and creating career paths for team members.
• Demonstrate effective leadership, supervising, and interpersonal skills to instruct or assign work to others, motivate, coach, and evaluate work performance; establish trust and inspire others

BUSINESS

• Own the various planning (strategic, annual budget, and quarterly forecast) processes across the enterprise, including the analysis and associated recommendations.
• Own the pricing strategy for all Retail businesses (in-store and online), applying analysis and leveraging data models to increase the granularity and efficacy of price optimization.
• Participate in developing the companys strategic and annual plans and programs, linking longer-term strategy to the companys operational plans and cascading goals; provide strategic input and leadership on decision-making.
• Own the relationship with Private Equity Sponsor Analysts, leading monthly Financial Results Calls and performing analysis both proactively and in response to Private Equity Sponsor questions.
• Monitor both internal operational data & statistics and external industry and financial data & statistics; report trends, variances, and issues; take appropriate action, including notifying business or financial partners/superiors, both proactively and in response to questions from operators.
• Drive the strategic, financial, and quarterly planning and forecasting processes at the business unit and executive level, inclusive of kickoff meetings, deadlines, assumptions, data format/loads, as it applies to budgets, re-forecasts, capital planning, and long-term plans.
• Build a composite view of the company; recommend business or financial action as needed.
• Ensure the integrity of the planning processes: forecasts are frequent, honest appraisals of expected performance are made, assumptions and calculations are standardized, source-data confusion is eliminated, and collaboration, coordination, and communication across the enterprise are the norm.
• Monitor the effectiveness of the planning process itself.
• Ensure timely and accurate business/financial reports and plans; share them with all business units to increase financial transparency in management reporting and business line performance.
• Oversee error-free, relevant reporting including data preparation, report creation, and quality control; strive to deliver insight, consistent data, and effective visualizations; reports include financial and operating information.
• Formulate research questions and analyses for the team, creating learning opportunities.
• Monitor and report on market changes, including macroeconomics, peers, and competitors.

Qualifications

• Bachelors or Advanced degree in Finance, Economics, Statistics, Operations Management or General Business required.
• 10+ years of overall experience, including 5+ years in analytical roles and 2+ years of managerial/leadership roles.
• Strong interpersonal and communication skills; ability to engage effectively with others across various functions and departments and up and down the organization.
• Ability to translate complex or ambiguous concepts to plain language.
• Ability to tailor communication style to a variety of audiences, including both hourly employees and board members.
• Familiarity with Enterprise-Scale ERP Systems, such as NetSuite or SAP.
• Familiarity with data warehouse/tech stacks and interfacing with BI and analytic software; expert proficiency with Microsoft Excel.