Director of Financial Planning

2 days ago

Plano TX United States O'Neil Digital Solutions, LLC Full time
Title: Director of Financial Planning & Analysis About Us

Data Analysis Inc is an equal opportunity employer. All aspects of employment, including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs.

Data Analysis Incorporated (DAI) is the controlling entity of the O’Neil family of businesses. DAI and its subsidiaries operate in diverse industries worldwide, including global equity markets, health care, financial services, digital news, and insurance. Our global footprint allows our teams to be responsive to customer needs in a timely and efficient manner. We are dedicated to using technology and innovation to bring change and growth to our businesses. Integrity is an essential characteristic for our firms and our associates; if this describes you, please apply

Summary

The Director, FP&A will have ownership of company-wide budgeting, financial analysis, and reporting of consolidated P&L and business units’ P&Ls, including but not limited to providing company stakeholders with an understanding of the detailed business drivers in P&L variances, customer and item profitability, and operational efficiencies. This role requires strong intellectual curiosity and financial modeling skillsets, as well as exceptional people skills as it involves regular interdepartmental interfacing.

Duties and Responsibilities
  • Initially assist in buildout of FP&A function across all business units, building a single cohesive group with documented standard processes and procedures.
  • Supervise and guide day-to-day work of a team, ensuring deadlines are achieved with accuracy.
  • Invest time in mentoring team to impart business and financial knowledge, and best practices.
  • Lead overall budgeting and forecasting for consolidated business, developing an in-depth understanding of all variables that impact each to continuously refine forecasting accuracy.
  • Perform detailed variance analysis to show drivers in each accounting period to coincide with monthly report-out timelines.
  • Interface regularly with Accounting counterpart(s) to align on development of accruals.
  • Provide actionable insights and strong reporting commentary, including metrics reporting.
  • Ad-hoc corporate project modeling, analysis, and reporting.
Qualifications & Requirements
  • At least 7-10 years of relevant FP&A or similar experience required, of which 3-5 must be directly leading and mentoring analysts.
  • Prior experience successfully building an FP&A or similar team, preferably in a geographically diverse company.
  • Strong business acumen & grasp of key financial concepts such as NPV, WACC, FCF, DOH, etc.
  • Strong understanding of accounting principles such as flow of financial statements and between them, developing accruals and debits/credits.
  • Advanced Excel required, knowledge of VBA a plus.
  • Knowledge of major ERP system (PTP, RTR and OTC), involvement in an implementation a plus.
  • Experience with a Business Intelligence (BI) and/or DataViz tools.
  • Demonstrated attention to detail, as well as the ability to summarize results.
  • Ability to prioritize tasks and manage multiple, often competing, interests while working independently and maintaining a “get it done” attitude to successfully overcome hurdles.
  • Excellent written and verbal communications skills, including grammatical accuracy and ability to present to groups of varying levels of seniority in a fluent and clear manner.
  • Must be a dynamic thinker, able to take knowledge gained from one area and apply to others that may not be identical.
  • BSc/BA in Accounting, Finance and/or Business Administration or experience equivalent.
  • MBA, MS Finance, CPA, CMA or similar preferred.
Working Conditions

Must be able to perform essential job duties. Work is performed primarily in an office environment. Typically requires the ability to sit for extended periods of time (66%+ each workday), hear the telephone, and enter data on a computer and may also require the ability to lift up to 10 pounds.

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