Director of Financial Planning and Analysis

3 weeks ago

Dunwoody, United States Meridian Cooperative Full time

Hybrid - 2 days in the office

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Meridian Cooperative is looking for a Financial Planning & Analysis Director to join a team of passionate innovators and problem-solvers, empowered to rise above challenges and swarm around solutions. Here, at our Dunwoody office, we are energized by the fact that our work is important. We are driven to make work as easy as possible for our Members, Customers, Partners, and Employees. Help us lead the way in Utility Software, join a winning company and thrive.


Summary:

Working independently without guidance from leaders, this role is responsible for leading Meridian’s short and long-term financial planning, budgeting, and forecasting processes as well as the preparation and interpretation of complex financial analysis.


Responsibilities:

  • Lead the implementation of the budget and three-year strategic financial projections.
  • Develop and manage advanced financial models to analyze and forecast the company's financial performance, supporting budgeting, forecasting, and strategic planning processes.
  • Prepare and scrutinize financial statements, including income statements, balance sheets, and cash flow statements, ensuring precision and adherence with accounting standards.
  • Coordinate in-depth analysis of operating company variances, identify trends, and recommend financial optimization strategies.
  • Use statistical techniques and financial modeling to collect, analyze, and interpret financial data in support of strategic decision-making processes.
  • Assess the financial viability of investment opportunities, mergers, and acquisitions through comprehensive feasibility studies and due diligence, presenting strategic recommendations.
  • Identify financial risks and develop proactive strategies to mitigate them, ensuring effective management of financial exposure.
  • Streamline and consolidate monthly financial reporting for senior management, ensuring accuracy, quality, and timely reviews.
  • Analyze economic, industry, and peer information for trend and comparison analysis, providing insightful suggestions and recommending improvements to forecasting and budgeting processes.
  • Ensure compliance with relevant financial regulations, accounting principles, and reporting standards in all financial activities.
  • Collaborate with cross-functional teams to gather data for product costing and pricing analysis.
  • Prepare ad-hoc financial analyses and reports to support decision-making.
  • Manage and provide guidance, training, and mentorship to Financial Analysts and Senior Financial Analysts.
  • Take the initiative in thought leadership, innovation, and creativity.
  • Represent the company at conferences and networking events.
  • Adheres to all Meridian corporate policies and procedures.
  • Travel as required.
  • Any additional responsibilities assigned by management.


Requirements:

Bachelor’s degree in Finance, Accounting, Economics, or a related field; MBA preferred.

10 years of financial analysis, financial modeling or financial planning experience required.

CPA and/or CMA preferred.


Proficiencies:

Analyzing financial statements, interpreting key financial ratios, and assessing overall financial health

Aptitude for developing and managing budgets, conducting detailed financial forecasting, and modeling potential financial scenarios

Capability of creating and maintaining complex financial models used to assess the financial impact and support the decision-making process

Ability to analyze complex financial issues, identify root causes of problems, and develop practical solutions

Written and verbal communication skills

Analytical and problem-solving capabilities

Flexibility and ability to rapidly respond to changes

Advanced strategic thinking and communication capabilities

Expert knowledge of Microsoft Office applications such as Word, Excel and PowerPoint

Knowledge of NetSuite Planning and Budgeting

Ability to contribute in a fast-paced environment and manage multiple competing priorities

Solution-oriented and proactive mindset with a willingness to learn


We Offer:

  • Outstanding Medical/Dental/Vision that starts on the first day of employment.
  • Education/Training Reimbursement
  • On-Site Education Courses
  • Flexible Spending Account
  • Health/Wellness Reimbursement (fitness tracking device one-time up to $300)
  • Excellent Life Insurance & Disability
  • Vacation: 22 days of accrued time off (no waiting period). 9 holidays which include the day after Thanksgiving & Christmas Eve. Up to 240 hours of vacation time can rollover to the following year.
  • Volunteer Time: 8 hours per year
  • Retirement: very robust 401K employees are 100% vested in the Company-funded employer basic contributions from the date they enter the plan. The Company will match 100% of each dollar you contribute on the first five percent (5%) of eligible compensation that you contribute to your account. Employer basic contribution eligibility occurs on the first day of the month following the employee’s completion of one year of continuous service (contribution of 4-11% of base salary based on years of service).

In addition to a competitive salary, medical/dental/vision plan, and matching 401(k), also offer:

  • Relaxed Dress Code
  • Flexible Hybrid Work Schedules
  • In Office Gym


About Us:

We were formed in 1976 by a group of Electric Membership Cooperatives with a vision for a single enterprise solution provider to serve data processing, IT, and operational needs to cooperatives, public utility districts, and municipal utilities. Through carefully curated acquisitions and partnerships, Meridian Co-op has unified multiple leading-edge companies under its umbrella to truly execute that vision. Today, the Meridian Suite serves over 500 utilities across the country with industry leading enterprise software solutions.

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