Director of Financial Planning & Analysis

KiZAN Technologies; Cincinnati (OH); Remote; USD 80,000 - 120,000; Full time

Job summary

An established industry player is seeking a Director of Financial Planning & Analysis to lead financial operations and reporting. This pivotal role involves overseeing all finance aspects, ensuring compliance, and providing strategic insights to drive business decisions. The ideal candidate will excel in a fast-paced environment, demonstrating strong analytical skills and the ability to communicate effectively with leadership. Join a collaborative team that values inclusivity and personal growth while making a significant impact on the company's financial health and strategic direction. If you are passionate about finance and ready to take on a leadership role, this opportunity is for you.

Qualifications

• 5+ years in financial analysis or accounting roles, preferably in tech firms.
• Proficiency in financial modeling and cash flow management is essential.

Responsibilities

• Oversee financial reporting, forecasting, and compliance with regulations.
• Manage finance functions and provide actionable insights for decision-making.

Skills

Financial Analysis

Financial Modeling

Cash Flow Management

Analytical Skills

Communication Skills

Problem-Solving Skills

Education

Bachelor's Degree in Finance or Accounting

CPA, CFA, or MBA

Tools

Certinia (FinancialForce)

Salesforce

Microsoft Excel

Job description

Location: Cincinnati, OH (Remote candidates considered)

Job Type: Full-Time

About KiZAN

We make technology personal!

KiZAN is an Industry leading Microsoft Professional Services and Managed Services Provider supporting Regional, National and Global clients. We personalize technology by sparking passion, fueling purpose, and building connections.

Here at KiZAN, we are one team, we support each other and take the initiative to solve problems. We are fully committed to the direction chosen and always support our Mission. Being a part of KiZAN means that we win together, we create an inclusive atmosphere where everyone feels accepted, a sense of purpose, and we embrace collaboration.

KiZAN Technologies has an immediate need for an exceptional individual to join our company as a Director of Financial Planning & Analysis.

The ideal candidate will have strong communication skills, is a true team player with a commitment to success, has leadership skills, and will be able to thrive in a fast paced, rapidly-changing environment.

Performance Metrics:

Success in this role will be measured by:

• Accuracy and timeliness of financial reporting.
• Effectiveness of cash flow forecasting and financial modeling.
• Reduction in reliance on external consultants for Certinia expertise.
• Compliance with all tax, audit, and financial reporting regulations.
• Identification and implementation of cost-saving initiatives.

Position Summary:

The Director of Financial Planning & Analysis will oversee all aspects of finance and accounting for the company, ensuring accurate financial reporting, forecasting, and compliance. This role requires a detail-oriented and analytical professional who can provide financial insights to support business decision-making. A heavy emphasis will be placed on cash forecasting, financial modeling, and overall financial performance monitoring. The ideal candidate is comfortable working in a fast-paced environment and managing external bookkeeping relationships.

Key Responsibilities:

• Execute financial strategy, ensuring accurate reporting, financial forecasting, and compliance with regulatory requirements.
• Manage all finance and accounting functions including transactional bookkeeping activities to be performed by resources on the team.
• Develop and maintain financial reporting, forecasting, and cash flow models to guide strategic business decisions.
• Provide actionable financial insights to leadership, helping drive operational and strategic decisions.
• Manage working capital, ensuring optimal cash flow, liquidity, and balance sheet strength to support business operations and growth initiatives.
• Oversee tax filings, audits, and regulatory reporting to ensure compliance with all legal and financial regulations.
• Monitor company performance and financial health, identifying risks and opportunities for improvement.
• Assist in managing and optimizing financial systems, with a focus on Certinia (FinancialForce), Salesforce, and Excel.
• Become the company's subject matter expert (SME) on the ERP/F&A portion of Certinia. Training and certification paths will be provided to support this development.
• Make recommendations on improving the effectiveness of utilizing Certinia while reducing reliance on outside consultants for Certinia expertise.
• Work with a broader team to evaluate the long-term viability of financial systems and assist in system improvements or transitions.
• Ensure compliance with financial regulations, proactively manage risks, and safeguard company assets through strategic oversight.
• Improve financial processes and controls to enhance accuracy, efficiency, and scalability.
• Identify opportunities to enhance profitability through cost control, efficiency initiatives, and improved financial processes.
• Monitor business performance through advanced tracking tools, implement corrective measures as needed, and deliver actionable reports for leadership and stakeholders.
• Other duties as assigned/required.
• Ability to travel up to 25% if candidate is not local to the Cincinnati area.

Qualifications:

• 5+ years of experience in financial analysis, accounting, or controlling roles, preferably in professional services or technology firms.
• Strong expertise in financial modeling, forecasting, and cash flow management.
• Experience working with outsourced bookkeeping functions and financial system implementations.
• Deep knowledge of GAAP, tax regulations, and compliance requirements.
• Proficiency in Certinia (FinancialForce), Salesforce, and Microsoft Excel preferred but not required.
• Excellent analytical, organizational, and problem-solving skills.
• Strong communication skills and ability to present financial data to leadership.
• CPA, CFA, or MBA is a plus but not required.

EEO/AA Employer