Director of Financial Planning & Analysis

KiZAN Technologies; Cincinnati (OH); Remote; USD 100,000 - 130,000; Full time

Job summary

A leading company in Cincinnati seeks a Director of Financial Planning & Analysis to oversee finance and accounting functions. The ideal candidate will ensure accurate reporting and compliance while providing insights for strategic decisions. This role requires strong analytical skills and experience in financial modeling and forecasting.

Qualifications

• 5+ years in financial analysis, accounting, or controlling roles.
• Strong skills in financial modeling, forecasting, and cash management.

Responsibilities

• Execute financial strategy, ensuring accurate reporting and compliance.
• Manage finance and accounting functions, including transactional bookkeeping.
• Provide financial insights to leadership for strategic decisions.

Skills

Financial Modeling

Forecasting

Cash Management

Analytical Skills

Communication

Education

CPA

CFA

MBA

Tools

Certinia (FinancialForce)

Salesforce

Excel

Job description

Director of Financial Planning & Analysis

Join to apply for the Director of Financial Planning & Analysis role at KiZAN Technologies

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.

At KiZAN, we support each other, take initiative, and are committed to our mission. We foster an inclusive atmosphere where everyone feels accepted, engaged, and collaborative.

Role Overview

We are seeking an exceptional Director of Financial Planning & Analysis to oversee all finance and accounting aspects, ensuring accurate reporting, forecasting, and compliance. The ideal candidate is detail-oriented, analytical, and capable of providing financial insights to support strategic decisions in a fast-paced environment.

Performance Metrics

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

Key Responsibilities

• Execute financial strategy, ensuring accurate reporting, forecasting, and regulatory compliance
• Manage finance and accounting functions, including transactional bookkeeping
• Develop financial reporting, forecasting, and cash flow models
• Provide financial insights to leadership for operational and strategic decisions
• Manage working capital, cash flow, liquidity, and balance sheet health
• Oversee tax filings, audits, and regulatory reporting
• Monitor company performance, identify risks and opportunities
• Manage and optimize financial systems, especially Certinia (FinancialForce), Salesforce, and Excel
• Become SME on ERP/F&A aspects of Certinia, with training provided
• Recommend improvements in Certinia utilization, reducing external reliance
• Evaluate and support financial system improvements or transitions
• Ensure regulatory compliance and safeguard assets
• Enhance financial processes and controls
• Identify profitability opportunities through cost control and efficiency initiatives
• Track business performance, implement corrective actions, and report to stakeholders
• Other duties as assigned; travel up to 25% if not local to Cincinnati

Qualifications

• 5+ years in financial analysis, accounting, or controlling roles, preferably in professional services or tech
• Strong skills in financial modeling, forecasting, and cash management
• Experience with outsourced bookkeeping and financial system implementations
• Deep knowledge of GAAP, tax regulations, and compliance
• Proficiency in Certinia (FinancialForce), Salesforce, and Excel preferred
• Excellent analytical, organizational, and problem-solving skills
• Strong communication skills for leadership presentation
• CPA, CFA, or MBA a plus but not required

EEO/AA Employer