Director of Financial Planning and Analysis

Conexus; Monterey Park (CA); On-site; USD 120,000 - 190,000; Full time

Job summary

Conexus represents a large, publicly-traded company in hiring a Director of FP&A. The role leads financial planning, analysis, and reporting to support strategic decisions and capital initiatives.

The position requires senior accounting and finance expertise, strong leadership, and the ability to communicate complex financial issues to executive leadership. Collaboration with auditors and lenders is expected as part of ongoing governance.

Qualifications

• Five or more years of experience supervising a team or managing projects.
• Experience with finance, budgeting, forecasting, modeling, or accounting.

Responsibilities

• Oversees cash flow analyses and financial statements, with reports summarizing findings and recommendations.
• Leads financial planning and reporting by managing components of the annual financial plan.
• Leads special projects: rating agency forecasts, audits, financings, industry research, and financial models.
• Promotes FP&A process improvements for better efficiency and accuracy.
• Ensures data policies align with regulatory requirements and best practices.
• Delivers Board and shareholder presentations; oversees budgeting and long-range planning cycles.
• Maintains internal controls and documents standards for compliance.
• Mentors analysts and advisors, setting clear performance expectations.

Skills

Team leadership

Financial forecasting

Financial modeling

Accounting

Education

Bachelor’s Degree or higher in Business, Finance, Accounting, Economics or related technical discipline

CFA

CPA

Job description

We are representing our client, a large, publicly-traded company, in hiring a Director of FP&A.

Responsibilities include:

• Oversees the development and evaluation of cash flow analyses and financial statements, preparing reports that summarize key findings, insights, and recommendations.
• Leads the group's financial planning and reporting initiatives by developing and managing designated components of the annual financial plan while ensuring the successful execution of corporate financial planning and analysis functions.
• Leads and contributes to special projects, including the preparation of rating agency forecasts and presentations, coordination of internal and external audits, financing activities, industry research, financial assessments of capital projects, and the creation of financial models.
• Promotes ongoing process improvements to strengthen the effectiveness, efficiency, and accuracy of financial planning and analysis activities.
• Promotes the use of financial data as an organizational best practice, ensuring alignment with established internal data policies and applicable external regulatory requirements.
• Develops and delivers presentations for Board and shareholder meetings, rating agency discussions, monthly and quarterly senior leadership reviews, and other strategic Company committees. Oversees the annual budget development and periodic forecasting processes in collaboration with operational managers and department directors, including management of the Company's annual budgeting and long-range financial planning cycles.
• Ensures financial processes are properly documented and supported by appropriate internal controls. Identifies opportunities to establish and enhance standards and procedures to maintain compliance with applicable requirements.
• Mentors and develops analysts and advisors, strengthening their knowledge of financial principles, utility ratemaking, operational functions, and organizational practices. Establishes clear performance expectations and maintains accountability for achieving team objectives and deliverables.

Minimum Qualifications:

• Five or more years of experience supervising a team of direct reports and/or project management.
• Experience with finance, budgeting, financial forecasting, financial modeling/reporting, or accounting.

Preferred Qualifications:

• Bachelor’s Degree or higher in Business, Finance, Accounting, Economics or related technical discipline
• Chartered Financial Analyst (CFA)
• Certified Public Accountant (CPA)
• Experience executing debt / equity financings
• Experience performing financial planning and capital analysis for projects with high level of complexity
• Ability to communicate complex finance issues to senior management
• Experience analyzing complex financial, tax, regulatory, and business problems