Director, Financial Planning and Analysis

Logisnext Americas Inc; Houston (TX); Hybrid; USD 140,000 - 190,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Paid vacation, sick time & holidays

401k with company match

Parental leave

Job summary

Logisnext Americas Inc. is seeking an experienced FP&A leader to drive budgeting, forecasting, and financial analysis for the organization. The role oversees P&L, balance sheet, and cash flow, and guides strategic initiatives with rigorous analysis.

The hybrid Houston-based position requires 10+ years of FP&A experience, strong communication, and the ability to lead cross-functional teams through complex budgeting and reporting cycles, including system-enhancement projects and due diligence work.

Qualifications

• Bachelor’s degree required;10+ years of FP&A experience preferred.
• Strong written and verbal communication; able to guide and mentor team members.
• Ability to interact with all organizational levels, including presenting to business leaders.
• Deep understanding of P&L, Balance Sheet, and Cash Flow Statements.
• Budgeting and forecasting experience for P&L, Balance Sheet, and Cash Flows.
• Ability to lead process changes and facilitate cross-organizational teamwork.
• Ability to work under tight deadlines; strong Excel and PowerPoint skills.

Responsibilities

• Lead the FP&A team and set priorities to achieve organizational goals.
• Coordinate the business and operating plan processes and forecasts for P&L, balance sheet, and cash flow.
• Provide financial oversight, analysis, reporting, and recommendations to leadership.
• Lead semi-annual budgeting including full P&L, BS, and CF.
• Deliver monthly forecasting for P&L, BS, and CF.
• Support strategic business initiatives with financial analysis and recommendations.
• Identify variances from plan/forecast and communicate actions needed by management.
• Lead projects to advance reporting and analysis and support system enhancements.
• Perform due diligence analysis of investment opportunities and acquisitions.

Skills

Leadership

Budgeting

Forecasting

P&L

Cash Flow

Excel

PowerPoint

Cross-functional

Stakeholder Communication

Education

Bachelor’s Degree

Tools

OneStream Financial Reporting

SAP ERP

Job description

About Us:Logisnext Americas Inc. has supported customers for more than 100 years as a technology-driven forklift manufacturer. In addition to being a forklift manufacturer, we are also a total solutions provider offering scalable products and services from material handling and automation to extensive fleet support.About the role:Lead, assist, and set priorities for FP&A team members in achieving organizational goals. Responsible for coordinating the business and operating plan processes and forecasting for P&L, balance sheet, and cash flow. Provide financial oversight, analysis, reporting, and recommendations to functional-area leadership and/or executive members, including opportunities to improve overall profitability and efficiency. Support periodic and ad-hoc analysis and management financial reporting to internal and external customers.What you will do:Lead team in providing analysis, reporting, and explanation of actual results and variances to budget/forecastLead reporting to parent organization, auditors, and others as neededSemi-annual budgeting leadership and coordination, including full P&L, BS & CFMonthly forecasting responsibilities, including full P&L, BS, & CFSupport strategic business initiatives, including financial analysis, reporting, and recommendationsIdentify and communicate areas of variance from plan/forecast that require management attention and actionLead projects that advance the company's reporting and analysisSupport reporting system enhancementsAd-hoc reporting and analysis for various internal customers to address current business requirementsPerform due diligence analysis of investment opportunities, including acquisitions, facilities investments, etc.When & Where:Hybrid office scheduleMinimal travelWhat you need to have:Bachelor’s Degree10+ years of experienceStrong written and verbal communication skills, including providing guidance and guidance to team membersAble to interact at all levels of the organization, including presenting to business leadersUnderstanding of P&L, Balance Sheet & Statement of Cash FlowsBudgeting/Forecasting Experience for P&L, Balance Sheet, and Cash FlowsAbility to lead process change, especially facilitating teamwork across the organizationAble to work under tight deadlinesMicrosoft Excel and PowerPointWhat would be nice to have:OneStream Financial ReportingSAP ERPData mining skills and experience utilizing Excel and other analytics toolsWhat we offer:Medical, dental, and vision benefitsPaid Vacation, Sick Time, and Paid HolidaysProfit Sharing OpportunitiesFlexible Spending and HSA Accounts401k with automatic company contribution and company matchShort-term and long-term disability insuranceLife, Dependent Life, and AD&D InsurancePaid Parental Leave (Includes 6-8 weeks of maternity leave and 5 days of paternity leave)Employee Assistance ProgramEmployee DiscountsOn-site fitness center (Houston & Marengo)On-the-job training and developmentApplicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time.Equal Opportunity Employer/Veterans/DisabledAgency Disclaimer:Logisnext Americas Inc. does not accept unsolicited resumes from third party vendors. Any unsolicited resumes from a third party will become the property of the company to use at the company’s discretion, with the understanding that Logisnext Americas, Inc. will not be billed a fee for any such resumes. If a company is designated as an approved vendor, then said company can only provide assistance on those positions requested via a formal written agreement of support.