What's This Job All About?

As a leader in the finance function, the Financial Planning & Analysis Lead provides direction and guidance to the broad organization on budgeting, forecasting, performance analytics, financial plans for growth, and spending controls. In addition, the Financial Planning & Analysis Lead is responsible for the oversight of financial systems and tools, assets and capital planning, lease management, and serves as a business partner with division leaders and their respective teams in decision support and business planning. The role also partners with the Business Information Services (BIS) division to ensure a thoughtfully developed systems integration design exists that provides the necessary financial analytics for company leadership and to fully meet the expectations required by GAAP and regulatory bodies.

What You'll Be Doing

Principal Accountabilities:

• Provide direction and execution of routine forecasts for the income statement of all legal entities
• Formulate, direct, and execute cash flow models on a routine and ad hoc basis
• Provide organizational direction and guidance of the annual budgeting process for all legal entities
• Provide performance analysis on a monthly basis, including enhancements in systematic capabilities and communication paths
• Lead the design and execution of future-state planning and analysis systems
• In partnership with BIS, develop, enhance, and implement holistic business analytics through common platforms and standardized data governance procedures
• Provide ongoing leadership in spending management controls, including zero-based budgeting, continuous improvement plans, variance analysis, maturity of procurement efforts, and furthering an internal business-partner approach
• Oversee company fixed assets and necessary capital analysis
• Manage lease agreements for all locations and equipment
• Manage corporate insurance and risk management policies
• Provide financial support for company growth initiatives, strategic plans, and project management on an ad hoc basis
• Provide coaching and developmental opportunities for finance team members as assigned and ensure their preparedness for future growth in responsibility
• Partner with the broad organization to ensure diversity and inclusion objectives are thoughtfully designed and executed
• Champion the Core Values of the organization
• Continued education, training, and development
• All other duties as assigned

What You Need for this Position:

MINIMUM EDUCATION/EXPERIENCE REQUIRED:

• Bachelor's degree in accounting, finance, economics, or business management, with a minimum five years of experience in financial planning and analysis and/or controllership activities, or equivalent education and experience is required
• Prior experience managing division or organizational budget processes is required
• Experience utilizing GAAP accounting standards is required
• Experience and knowledge of cash flow components and analysis is required
• Prior exposure to business operations within a regulated industry is preferred
• Experience in client / customer facing roles, financial services, or other service industries is preferred
• MBA or MS, CMA, or CPA is beneficial, but not required