FP&A Director: Strategic Planning & Forecasting

Jobtailor; Salt Lake City (UT); On-site; USD 110,000 - 150,000; Full time

Job summary

Jobtailor in Salt Lake City seeks a senior Finance leader to drive FP&A, budgeting, forecasting, and strategic financial analysis for the Business Unit. You will partner with executive leadership to advise on planning, cash flow, investment priorities, and policy matters, and lead monthly, quarterly, and annual reporting packages including MBRs and QBRs.

You will oversee forecasting, model development, and variance analysis, and guide cross-functional teams in a fast-paced SaaS/high-tech

Qualifications

• 7+ years of Finance experience with at least 3 years of FP&A.
• Experience in a Software as a Service or High Technology environment preferred.
• Demonstrated ability to partner with senior leadership.
• Experience with ERP packages such as NetSuite, Salesforce, Concur.
• Experience with BI Tools, such as PowerBI.
• Proficient in Excel.
• Distill a complex set of facts down to a simple and easy-to-understand narrative.
• Ability to express ideas, challenge ideas, and provide financial insights.

Responsibilities

• Advise the CEO, CFO, and other senior management on financial planning, budgeting, cash flow, investment priorities, and policy matters for the Business Unit.
• Guide the Business Unit’s financial planning process, including annual budgeting, and analyze plan vs actual variances.
• Develop and monitor annual budget and in-year forecasts; develop forecasts and guidance models in partnership with other finance teams monthly, quarterly, and annually.
• Prepare reporting packages including Monthly Business Reviews (MBR) and Quarterly Business Reviews (QBR), with analysis of trends and variances.
• Provide ad hoc support for HR, External reporting, and Functional groups.
• Provide financial modeling and analysis for ad-hoc financial projects.
• May manage/supervise an ad hoc team for financial reporting needs.
• Help prepare analysis, commentary and presentation material for quarterly meetings, operations reviews, management meetings & financial reviews.

Skills

FP&A

Budgeting

Forecasting

Financial Modeling

ERP Experience

PowerBI

Excel

Communication

Negotiation

Presentation Skills

Collaboration

Education

Bachelor’s degree in Finance or Accounting

MBA

CFA

CPA

Tools

NetSuite

Salesforce

Concur

PowerBI

Excel

Job description

Jobtailor in Salt Lake City seeks a senior Finance leader to drive FP&A, budgeting, forecasting, and strategic financial analysis for the Business Unit. You will partner with executive leadership to advise on planning, cash flow, investment priorities, and policy matters, and lead monthly, quarterly, and annual reporting packages including MBRs and QBRs.

You will oversee forecasting, model development, and variance analysis, and guide cross-functional teams in a fast-paced SaaS/high-tech