Director of Financial Planning

1 month ago

Minneapolis, United States VitalPath Full time
Job DescriptionJob Description

Join VitalPath in New Hope as a Director of FP&A

About VitalPath
VitalPath is a trusted partner in the catheter design and manufacturing of custom medical devices that save lives and restore patient health and vital function. We’re excited about this important work and bring vital energy to our customer partnerships. In our growing organization it’s important that we continue to offer a small-company, family-oriented environment with competitive pay and benefits. If you want to make a difference in people’s lives and be a part of a friendly, fun place to work with people that value diversity, come join our team

About the Position
The Director of Financial Planning and Analysis (FP&A) has a critical leadership role within our organization and is responsible for leading the comprehensive financial management process. This includes overseeing the annual budgeting cycle, executing rolling monthly forecasts, and developing sophisticated long-term financial planning models. The Director of FP&A will be pivotal in shaping the organization's financial strategy, providing deep analytical insights that drive executive decision-making. This position is crucial in supporting the company’s growth objectives, optimizing capital structure, and enhancing operational efficiency through data-driven recommendations and continuous improvement of financial processes. The Director of FP&A will be experienced in using analytical tools and enjoys working in a fast-paced flexible environment both as an individual and in a team.

Responsibilities

  • Establishing and leading processes for financial planning, quarterly and annual budget allocation, and company finance forecasting.
  • Analyzing and communicating key financial insights and high-level recommendations to facilitate effective company scaling.
  • Enhancing and optimizing the strategic finance system and planning processes for improved efficiency.
  • Oversee and provide guidance to financial analyst.
  • Create analytics and lead review sessions of actual v. budget / forecast.
  • Support product development team on pricing, costing, and other model needs.  Become the go to person for Engineering Services team on all FP&A needs.
  • Develop / update monthly reporting for site profitability / costs and review observations.
  • Develop KPI’s to better assess, manage and forecast working capital.
  • Lead customer and plant aspects of budgeting for multiple sites.
  • Other duties as assigned.
Requirements
  • Bachelor’s degree in Finance or Accounting
  • 10+ years of relevant experience
  • Substantive knowledge of economic and accounting principles and practices and reporting of financial data.
  • 10+ years of FP&A experience with manufacturing or medical device company is strongly preferred.
  • Good judgement and decision-making abilities, considering the relative costs and benefits of potential actions.
  • Proficiency with Accounting and ERP software, Microsoft Dynamics Business Central preferred.
  • Experience with system and process implementations, including in the context of M&A is highly desirable.
  • Strong time management skills, including the time of others.
  • Complex problem-solving skills, identifying complex problems and reviewing related information to develop and evaluate options and implement solutions.
  • Ability to travel to other VitalPath locations as necessary
Benefits
  • Comprehensive, Low Cost Health and Dental Insurance Plans Available
  • Vision Insurance
  • Health Savings Account with company contribution
  • Short and Long Term Disability
  • Supplemental insurances (short term disability, AD&D, life insurance, and more)
  • Paid Time Off
  • Sick Time Off
  • Paid Holidays
  • 401K with company match
  • Competitive compensation
  • Opportunities for career growth and advancement

VitalPath is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, work related mental or physical disability, veteran status, sexual orientation, gender identity, or genetic information. VitalPath participates in E-Verify.

Powered by JazzHR

5xO4PZ74Ai

  • Senior Financial Services Director

    3 days ago

    Minneapolis, Minnesota, United States Oxford Financial Group, Ltd. Full time

    Job SummaryWe are seeking a highly experienced and skilled Senior Financial Services Director to join our team at Oxford Financial Group, Ltd. As a key member of our leadership team, you will be responsible for providing exceptional financial services to our ultra-high-net-worth (UHNW) clients.Key ResponsibilitiesClient Engagement and Relationship...

  • Financial Planning Specialist

    4 days ago

    Minneapolis, Minnesota, United States Stevens Foster Financial Advisors Full time

    Job OverviewStevens Foster Financial Advisors is a reputable Registered Investment Advisory firm consistently ranked among the top advisors in the country. We provide comprehensive financial and tax planning services to high net worth and corporate clients.Our relationship managers develop a trusting relationship with the client, understand and convey client...

  • Executive Director of Financial Services

    3 days ago

    Minneapolis, Minnesota, United States Oxford Financial Group, Ltd. Full time

    Job SummaryOxford Financial Group, Ltd. is seeking a highly skilled and experienced Executive Director of Financial Services to join our team in Indianapolis. As a key member of our organization, you will be responsible for generating new business opportunities and providing exceptional client service to our existing clients.Key ResponsibilitiesClient...

  • Lead Financial Planning Analyst

    2 weeks ago

    Minneapolis, Minnesota, United States Thrivent Financial for Lutherans Full time

    Role OverviewThe Senior Analyst of Financial Planning and Analysis will play a crucial role in the development of long-term and annual financial strategies. This position will involve significant contributions to forecasting and managing actual financial performance reporting.Key ResponsibilitiesStrategic Planning: Assist in the formulation of comprehensive...

  • Lead Financial Planning Analyst

    2 weeks ago

    Minneapolis, Minnesota, United States Thrivent Financial for Lutherans Full time

    Role OverviewThe Senior FP&A Analyst will play a crucial role in shaping the financial landscape of the organization. This position involves significant contributions to the development of long-term and annual financial plans, as well as overseeing forecasting and actuals management reporting.Key ResponsibilitiesFinancial Planning: Collaborate in the...

  • Executive Director of Financial Services

    4 days ago

    Minneapolis, Minnesota, United States Oxford Financial Group, Ltd. Full time

    Job SummaryOxford Financial Group, Ltd. is seeking a seasoned Executive Director of Financial Services to join our team in Indianapolis. As a key member of our leadership team, you will be responsible for driving business growth, delivering exceptional client service, and leading high-performing teams.Key ResponsibilitiesClient Engagement: Lead client...

  • Financial Director

    3 months ago

    Minneapolis, United States BroadView Talent Partners Full time

    Position Summary The Finance Director leads the accounting and revenue cycle management teams in sustaining healthy fiscal stewardship and management of Washburn Center for Children’s diverse revenue streams and financial management systems. The Finance Director is a collaborative partner with agency leaders, employees, and the Board of Trustees in...

  • Financial Planning and Analysis Leader

    1 week ago

    Minneapolis, Minnesota, United States CLA (CliftonLarsonAllen) Full time

    About the RoleCLA (CliftonLarsonAllen) is seeking a highly skilled Senior Financial Analyst to join our team. As a Senior Financial Analyst, you will play a critical role in driving business growth and success by providing strategic financial planning and analysis.Key ResponsibilitiesFinancial Planning and Analysis: Develop and maintain financial models,...

  • Financial Planning and Analysis Manager

    1 day ago

    Minneapolis, Minnesota, United States Abbott Laboratories Full time

    About Abbott LaboratoriesAbbott Laboratories is a global healthcare leader that helps people live more fully at all stages of life. Our portfolio of life-changing technologies spans the spectrum of healthcare, with leading businesses and products in diagnostics, medical devices, nutritionals and branded generic medicines. Our 114,000 colleagues serve people...

  • Lead Financial Planning Analyst

    2 weeks ago

    Minneapolis, Minnesota, United States Outsell (Minneapolis) Full time

    Company OverviewAt Outsell, we foster a dynamic culture that encourages talented individuals to excel in their roles. We are a technology-driven organization focused on enhancing customer engagement in the automotive sector, providing innovative solutions that drive sales, profitability, and customer loyalty.Our headquarters are located in Minneapolis, MN,...

  • Regional Sales Director

    6 days ago

    Minneapolis, Minnesota, United States Ameriprise Financial Full time

    Job SummaryAmeriprise Financial is seeking a highly motivated and experienced Regional Sales Director to join our team. As a Regional Sales Director, you will be responsible for driving sales growth and developing relationships with financial advisors in your assigned territory.Key ResponsibilitiesDevelop and maintain relationships with financial advisors...

  • Director of Financial Operations

    4 days ago

    Minneapolis, Minnesota, United States Livefront Full time

    About the RoleWe are seeking an exceptional Director of Accounting and Finance to join our team at Livefront. As a key member of our leadership team, you will be responsible for overseeing all aspects of accounting operations, including accounts receivable, accounts payable, payroll, and treasury.Key ResponsibilitiesManage and be accountable for all aspects...

  • Financial Planning Expert

    1 week ago

    Minneapolis, Minnesota, United States CX Institutional LLC Full time

    About CX Institutional LLCCX Institutional LLC is a leading financial services firm dedicated to providing exceptional service and expertise to help clients achieve their financial goals. Our team is committed to guiding clients through life's important financial events with care and professionalism.Wealth Manager RoleKey Responsibilities:Establish and...

  • Senior Financial Insights Analyst

    2 weeks ago

    Minneapolis, Minnesota, United States Creative Financial Staffing Full time

    Senior Financial Insights Analyst Overview We are seeking a highly skilled and motivated financial analyst to take on the role of Senior Financial Insights Analyst within our organization. This position is ideal for individuals who are passionate about driving business success through financial analysis and strategic planning. In this capacity, you will play...

  • Financial Planning Specialist

    1 week ago

    Minneapolis, Minnesota, United States Wealth Enhancement Group Full time

    About Wealth Enhancement Group Wealth Enhancement Group is a distinguished independent wealth management firm dedicated to enhancing the financial well-being of our clients. Our commitment to excellence drives us to refine our approach to personalized financial planning through our innovative Roundtable and UniFi processes, which significantly surpass...

  • Financial Planning Specialist

    1 month ago

    Minneapolis, United States Russell Tobin Full time

    Job DescriptionPosition: Financial Planning SpecialistLocation: Minneapolis, MN (Hybrid)Type: Full TimeSalary Range: 60k to 80kSummary:The Financial Planning Specialist will collaborate with the Lead Advisor and Client Service Team to deliver comprehensive financial planning and client service. This role is pivotal in managing client relationships, preparing...

  • Financial Planning Specialist

    1 month ago

    Minneapolis, United States Russell Tobin Full time

    Job DescriptionPosition: Financial Planning SpecialistLocation: Minneapolis, MN (Hybrid)Type: Full TimeSalary Range: 60k to 80kSummary:The Financial Planning Specialist will collaborate with the Lead Advisor and Client Service Team to deliver comprehensive financial planning and client service. This role is pivotal in managing client relationships, preparing...

  • Financial Planning Specialist

    1 month ago

    Minneapolis, United States Russell Tobin Full time

    Position Overview:We are seeking a detail-oriented Associate to join our Advanced Planning Team with a focus on financial planning. This role involves managing and analyzing client data, preparing preliminary financial plans, and supporting various practice management tasks in close collaboration with the Lead Advisor.Summary:As a Financial Planning...

  • Financial Planning Specialist

    1 week ago

    Minneapolis, Minnesota, United States North Star Resource Group Full time

    About the RoleWe are seeking a highly motivated and ambitious individual to join our team as a Financial Planning Specialist. As a key member of our organization, you will play a vital role in helping our clients achieve their financial goals and objectives.Key ResponsibilitiesDevelop and implement comprehensive financial plans for clients, taking into...

  • Financial Advisor

    1 month ago

    Minneapolis, United States Berger Financial Full time

    Job DescriptionJob DescriptionDescription:The Financial Advisor will serve as a trusted advisor to clients, providing expertise in investment management, financial planning, cash flow management, and more. The ideal candidate will have a charismatic personality, clear communication skills, and experience in financial planning and business development. The...