Director of Financial Planning & Analysis

ZipRecruiter; Liverpool; On-site; GBP 80,000 - 120,000; Full time

Job summary

A leading company in Liverpool is seeking a Director of Financial Planning and Analysis. This strategic role involves overseeing financial modeling, reporting, and team leadership to drive growth and efficiency. The ideal candidate will have extensive experience in FP&A, strong analytical skills, and a proven ability to present insights to executive leadership.

Qualifications

• 8+ years of business finance experience, with 5 years in FP&A.
• Experience in financial modeling, budgeting, and strategic planning.

Responsibilities

• Lead preparation of pro forma projections and business modeling.
• Manage budgeting and forecasting processes aligned with goals.
• Conduct quantitative and qualitative market analysis.

Skills

Analytical Skills

Leadership

Strategic & Critical Thinking

Creative Problem-Solving

Education

Bachelor's degree in Accounting

MBA or other advanced financial qualifications

Tools

Financial modeling tools

Job description

About Us:

Echelon Supply and Service is a leading provider of premium industrial and hydraulic hose solutions for commercial and defense markets across North America. Since 1977, we've built our reputation on a customer-first approach, delivering quality products and exceptional support.

Headquartered in Liverpool, NY, we operate over ten locations in the U.S. and Canada, with recent expansion to the west coast. Our mission is to be North America's premier industrial and hydraulic hose supplier, empowering our customers' success through reliable, innovative products and outstanding service. Join us in shaping the future of industrial and hydraulic solutions!

Job Summary:

The Director of Financial Planning and Analysis (FP&A) is a critical leadership role responsible for overseeing and guiding the financial modeling and analysis activities within the organization. This role requires a highly strategic and analytical leader who can confidently present financial insights and recommendations to executive leadership. The Director will lead the FP&A team in performing detailed financial and operational analyses to improve efficiency, drive growth, and support key business initiatives. This position involves overseeing the development of financial projections, reports, and key performance indicators (KPIs), with a focus on budgeting, forecasting, and business strategy.

Key Responsibilities:

1. Pro forma Projections & Business Modeling: Lead the preparation of pro forma projections for new business opportunities, utilizing historical data and financial models to assess growth expectations and provide insights into potential initiatives.
2. Financial Reporting & Analysis: Oversee the preparation, analysis, and summarization of monthly financial statements and KPIs. Present clear and actionable insights to the executive leadership team to guide decision-making.
3. Budgeting & Forecasting: Manage the budgeting and forecasting processes, ensuring alignment with organizational goals. Consolidate and analyze financial performance trends and variances across departments.
4. Cross-functional Collaboration: Work closely with the finance, accounting, and leadership teams to ensure alignment on processes, objectives, and organizational needs. Prepare and present financial reviews with the executive management team.
5. Market & Business Analysis: Conduct both quantitative and qualitative analyses, including market segmentation, competitive landscape assessments, and return on investment evaluations to inform strategic decisions.
6. Revenue and Cost Initiatives: Provide business analytic support on key revenue and cost initiatives, including analyzing profitability and financial viability of projects.
7. Financial Technology & Process Improvements: Collaborate with other departments to develop and implement technologies and processes that improve access to key financial information and support scalability as the company grows.
8. Financial Projections & Strategic Planning: Lead the development of forward-looking financial projections, including combined business projections, and ensure that financial strategies support corporate objectives.
9. Due Diligence & Integration: Play a key role in the due diligence process for mergers, acquisitions, or integrations, evaluating existing teams and infrastructure, and developing strategies for seamless integration into the company’s processes.
10. Team Leadership & Development: Lead and mentor the FP&A team, ensuring professional growth and development while fostering a high-performance, collaborative environment.

Qualifications:

• Experience: 8+ years of business finance experience, with at least 5 years in an FP&A role, including experience in financial modeling, budgeting, and strategic planning.
• Education: Bachelor's degree in Accounting, Finance, or a related field is required. An MBA or other advanced financial qualifications are preferred.
• Technical Expertise: Proven experience with financial modeling, assumptions, and comparing market trends and comparable transactions.
• Analytical Skills: Strong analytical skills, with the ability to work with complex financial data, create projections, and present actionable insights. Experience with financial reporting and audit information is essential.
• Leadership: Demonstrated ability to lead and manage a team of financial analysts. Experience in team development, mentoring, and fostering collaboration.
• Strategic & Critical Thinking: Ability to think strategically, identify financial trends, and make data-driven decisions to support the company’s growth objectives.
• Creative Problem-Solving: Strong problem-solving skills with a creative and business-centric approach to addressing challenges.

Skills and Abilities:

• Advanced proficiency in financial modeling and analysis tools.
• Strong leadership and team management skills, with the ability to motivate and guide a diverse team of analysts.
• Excellent communication skills, with the ability to present financial information clearly and confidently to executive leadership.
• Ability to think strategically and make data-driven decisions.
• Expertise in financial technology and process optimization.
• Strong business acumen and understanding of economics as it relates to business decisions.

Echelon Supply and Service provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, sex, national origin, disability status, genetics, protected veteran status, age, gender identity or expression, or any other characteristic protected by federal, state or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.