Financial Planning and Analysis Manager

3 months ago

Richmond, United States StevenDouglas Full time

StevenDouglas is working with a highly-regarded and top-tier PE firm to build out a team at the newly acquired unique automotive distribution company. This role will join a talented team to be a people leader, problem solver, and business grower. You'll have high visibility to senior leadership and the PE firm with a growth path to Director of Finance and eventually the CFO seat.


Job Responsibilities:

  • Collaborate directly with finance team members and other departments to enhance current and new reporting initiatives.
  • Ensure timely and accurate preparation of daily, weekly, and monthly reports on business metrics, demonstrating a deep understanding of underlying factors and effectively communicating findings.
  • Assist in preparing P&L, Balance Sheet, and cash flow forecasts and budgets on a monthly, quarterly, and annual basis.
  • Develop additional tools and metrics to enhance insights into business performance.
  • Analyze and report on variances between actual results, budgets, forecasts, and prior periods, identifying risks and opportunities.
  • Act as a strategic partner by providing ad-hoc financial analyses and recommendations to support critical financial and operational decisions across various functions.
  • Support long-term planning, annual budgeting, and forecasting processes, ensuring the use of accurate financial models and timely completion.
  • Contribute to the preparation of monthly financial reporting packages for subsidiaries, Board presentations, and Management Reports.
  • Identify and implement process improvements and automation to streamline reporting and analysis.
  • Support new projects, acquisitions, divestitures, and corporate initiatives as needed.
  • Analyze weekly and monthly cash flow projections, identify variances, and propose enhancements to increase reliability and accuracy.
  • Assist in preparing or reviewing valuations for internal or external purposes, including goodwill and intangible impairment testing.
  • Develop and maintain financial models to evaluate profitability, analyze trends, and assess new projects and initiatives.
  • Contribute to the development and upkeep of policies and procedures related to reporting and analysis.
  • Manage financial aspects of special projects by identifying key drivers, conducting necessary analyses, and presenting conclusions effectively.
  • Analyze product margins, business unit performance, and overall business performance. Evaluate current processes and recommend improvements as necessary.


Job Requirements:

  • Bachelor’s degree in Finance, Accounting, or Economics; Master of Business Administration preferred.
  • Minimum five (5) years of experience in accounting operations and financial reporting.
  • Public Accounting experience preferred
  • Transactional accounting experience & knowledge of accounting and budgeting principles a plus
  • Ability to analyze data for multiple purposes, such as forecasting, investment analysis, and identifying potential weaknesses.
  • Ability to utilize software programs used in financial modeling; primarily Excel – expert level.

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