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Director Financial Planning

1 month ago

Virginia Beach, United States Inspire Veterinary Partners Inc Full time
Job DescriptionJob DescriptionDescription:

Position Overview:


Reporting to the CFO, the Director of Financial Planning & Analysis (FP&A) plays a crucial role in supporting the organization's financial strategy. The position leads forecasting, budgeting, and analysis efforts to provide executive leadership with data to make decisions that are business-focused about operations, finances and strategy. FP&A involves more than just reporting and forecasting. It allows our company to analyze financial and operational data and maximize future performance. Data-driven insights from FP&A will inform strategic decisions to connect the portfolio and contribute significantly to formulating operational and strategic priorities.


The job responsibilities Director, Financial Planning & Analysis include but not limited to the below:

  • Leading the FP&A function and overseeing the strategic finance analysis and reporting system.
  • Establishing processes for financial planning, quarterly and annual budget allocation, and company finance forecasting.
  • Lead cross-collaboration efforts to ensure plans consider all data, variables, and expertise, increasing accuracy and engagement.
  • Analyzing and communicating key financial insights and high-level recommendations to facilitate effective company scaling.
  • Producing a monthly Executive Leadership book that includes historical financial analysis, explanations for variations, an updated forecast with risks and opportunities compared to the current plan, and Key Performance Indicators (KPIs).
  • Enhancing and optimizing the strategic finance system and planning processes for improved efficiency.
  • Advising company executives on enhancing investment strategies, resource allocation, exploring new revenue channels, and achieving cost savings.
  • Collaborating closely with the company's executive team and board of directors.
  • Analyzing business decision outcomes to evaluate financial health and devise short and long-term financial strategies.
  • Coordinate external reporting efforts in SEC/GAAP compliance in overseeing the preparation and review of Forms 8-K, 10-Q and 10-K, including research and documentation related to new accounting pronouncement. Assist in drafting other sections of the quarterly and annual filings with the SEC, including the MD&A.
  • Participate in the quarterly debriefing process and recommend and support the implementation of suggested improvements.
  • Forecasting budgets for various scenarios, incorporating modeling to pinpoint risk factors affecting long-term business growth. Promote continuous planning and rolling forecasts, regularly evaluating the most recent numbers for making adjustments.
  • Analyzing and monitoring the company's financial data, encompassing revenue, spending, and expenses.
  • Assessing financial performance by comparing forecasts with actual results and identifying patterns and trends.
  • Assessing the cost and revenue generated by each practice within the portfolio and finding opportunities for growth.
  • Creating Profit and Loss (P&L), cash flow statements and other reports for executive leadership review.

Compensation and Benefits:

  • Compensation negotiable based on credentials and experience. The actual salary offered will carefully consider a wide range of factors, including skills, qualifications, experience, and location.
  • Annual performance-based bonus
  • 401k with 3% employer matching (available after 90 days)
  • Employee Stock Option Plan eligible
  • Medical, dental and vision insurance
  • Paid 100% for full-time employees; Buy-up medical plan available
  • Healthcare Reimbursement Account benefits
  • Additional family member coverage available at the employee’s discretion
  • Short-term and long-term disability insurance - Employer paid
  • Basic Life Insurance & Accidental Death & Dismemberment – Employer paid for the employee
  • Additional voluntary benefits for Critical Illness, Additional Life and AD&D available
  • EAP Wellness and Work/Life coaches & services
  • PTO: 2 weeks PTO year one, 4 weeks year two+ (available a
  • 6 flex/bereavement/sick days + 6 paid holidays
  • Mobile phone and Wi-Fi reimbursement
  • Pet care discounts

Reports to: Controller

Remote/Home Office

Requirements:

Desired Competencies:

  • Must be detail-oriented, able to work independently and as part of a team, and able to multitask
  • Must be flexible and demonstrate ability to cope with ambiguity to offer insight and assist with development of process improvements
  • Approachable and available to field leadership teams and functional support teams.
  • Ability to hold team members accountable for commitments, tasks, and responsibilities.
  • Proactive, not reactive, and able to assess trends with a solution-oriented mindset.
  • Well-developed interpersonal skills, skilled, independent thinker and open communicator.
  • Passion for pets and their health and well-being.

Education and Experience:

  • Bachelor’s degree in accounting, finance or business management (or equivalent experience).
  • 7+ years of financial planning related experience (veterinary or similar field). Public company experience required.
  • 5+ years of experience as a leader of a management team of a rapidly growing business.
  • Experience in working with multiple legal entities under different legal umbrellas
  • Experience with financial reporting requirements
  • Knowledge of Accounting/Finance Management System such as Sage Intacct Accounting a plus.
  • Proficiency in Microsoft Office (including Outlook, Word) and Teams. Demonstrated advanced proficiency in Excel.