Manager of Finance, Planning and Analysis - Finance and Accounting

Job description

JOB DESCRIPTION

The F,P, & A Leader will report directly to the CFO and will work closely with the Senior Leadership Team to forecast and communicate company financial performance and actual variances from expectations.

This position will assist with the Company’s financial quarterly forecast, annual budgeting process, operating plan, margin analysis, variance analysis, and special projects. The leader will provide financial modeling and strategic support to senior management including preparing board presentations, financial presentations, capital expenditure analysis, industry/peer group comparisons, new business opportunities, acquisition analysis, and other projects requested by senior management. This function acts as the analytical engine of the company to provide insights and support optimal business decision making. This role is a key asset for Advance Financial’s future growth.

ESSENTIAL DUTIES AND RESPONSIBILITIES

•Analyze current and past trends in all areas of revenue, cost of sales, expenses, and capital expenditures

•Monitor key performance indicators, highlighting trends and analyzing causes of unexpected variance

•Develop credit models and analyses to support strategic initiatives

•Perform market analysis at both the company and product levels

•Analyze complex financial information and reports to provide accurate and timely financial recommendations to management for decision making

•Oversee and manage the continued development of budgeting, financial forecasting, cash forecasting, operating plan, and modeling tools

•Create and brief quarterly and monthly financial analysis

•Implement financial dashboards and work with business intelligence tools

•Evaluate and refine internal processes and understand ROI of marketing programs, menu pricing, new product rollouts, and new projects

•Support Senior Leadership Team and department heads with in-depth analysis

•Prepare presentations to Board of Directors, Senior Leadership Team, and investors

•Assist business development in pricing for products and services

•Work cross-functionally with the accounting department and CFO to ensure daily work meets strategic intent

•Perform reporting and analysis

SUPERVISORY REPSONSIBLITIES

None at this time

WORK ENVIRONMENT

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

AAP/EEO Statement

In order to provide equal employment and advancement opportunities to all individuals, employment decisions at Advance Financial will be based on merit, qualifications, and abilities. Advance Financial does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, age, or any other characteristic protected by law. This policy governs all aspects of employment, including selection, job assignment, compensation, discipline, termination, and access to benefits and training. Any employees with questions or concerns about any type of discrimination in the workplace are encouraged to bring these issues to the attention of their immediate supervisor or the Human Resources Director. Employees can raise concerns and make reports without fear of reprisal. Anyone found to be engaging in any type of unlawful discrimination will be subject to disciplinary action, up to and including termination of employment.

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

Desired Skills and Experience

QUALIFICATIONS

•Strong leadership skills required

•Demonstrate an ability to set objectives and goals and organize work appropriately to meet and exceed goals. Possess strong organizational and time management skills

•Ability to influence at all levels of the organization and work within a team

•Strong interpersonal skills to deal effectively, assertively, and confidently with a wide variety of people while building constructive relationships

•Advanced Microsoft Excel and PowerPoint skills

•Ability to think objectively and interpret meaningful themes from quantitative and qualitative data

•Ability to evaluate financial and business indicators and translate data into actionable information to drive results

•Highest standards of accuracy and precision; highly organized

•Effective in a variety of presentation settings from one-on-one to large groups – both internally and externally

•Discretion in handling confidential information

•Ability to manage multiple deadlines

EDUCATION

•Bachelor’s Degree in Accounting, Finance or Economics (or similar); MBA preferred

EXPERIENCE REQUIRED

•3 – 5 years of experience as an Investment Banking Analyst/Associate, Associate or Manager in Financial Planning and Analysis, Financial Strategy or similar

COMPETENCIES

•Strong analytical skills; ability to use rigorous logic and methods to solve problems

•Creative thinker; highly driven and self-motivated

•Articulate with excellent verbal and written communication skills; strong listening skills

LANGUAGE SKILLS

English and/or Bi-lingual (English & Spanish)