Director of Financial Planning

6 days ago

Boca Raton, United States 4Ocean Public Benefit Company Full time
Job DescriptionJob DescriptionDescription:

As a 4ocean Director of Financial Planning & Analysis, you’ll be responsible for overseeing the organization's financial planning, budgeting, and forecasting processes. This position plays a crucial role in shaping financial strategy, enhancing performance, and ensuring financial stability and growth. The Director will work closely with senior management to provide actionable insights and support data-driven decision-making.


Responsibilities:

  • Financial Planning and Strategy: Lead the financial planning process, including long-term financial strategy, annual budgets, and rolling forecasts. Ensure alignment with the organization’s strategic goals and objectives.
  • Variance Analysis and Financial Modeling: Develop and maintain complex financial models to support decision-making. Conduct variance analysis to compare budgeted and actual financial performance, identifying trends, and highlighting areas of concern.
  • Real-Time Financial Performance Monitoring: Implement systems and processes for real-time monitoring of financial performance. Provide timely insights and analysis to support operational and strategic decisions.
  • Issue Escalation and Resolution: Proactively identify financial issues and escalate them to senior management as necessary. Develop and recommend solutions to address financial challenges.
  • KPI and Objective Tracking: Define and monitor key performance indicators (KPIs) related to financial performance. Set measurable objectives for the finance team and the broader organization to drive financial efficiency and growth.
  • Market Research and Analysis: Conduct thorough market research and comparable company analysis to benchmark performance and identify opportunities for improvement and growth.
  • Financial Performance Improvement: Analyze financial data and trends to recommend strategies for improving profitability, revenue growth, and cost management.
  • Financial Reporting: Oversee the preparation and presentation of detailed monthly, quarterly, and annual financial reports to senior management. Ensure reports are accurate, timely, and provide valuable insights into financial performance.
  • Software Proficiency: Utilize popular financial planning and analysis software to streamline processes, enhance accuracy, and provide in-depth analysis. Ensure the finance team is trained and proficient in these tools.
  • Cross-Functional Collaboration: Work closely with senior members of each department to ensure cohesive financial management. Collaborate with other departments to align financial planning with company-wide objectives.
  • Contract Oversight: Oversee all contract terms and financial components, ensuring compliance, optimizing financial terms, and mitigating risks. Work closely with legal and procurement departments to align contract negotiations with financial objectives.
  • Investor and Bank Relations: Manage relationships with investors and banking institutions, ensuring transparent communication and alignment with financial strategies. Oversee financial reporting and compliance requirements for external stakeholders.
Requirements:
  • Bachelor’s degree in Finance, Accounting, Economics, or a related field. Master’s degree or CPA preferred.
  • Minimum of 8-10 years of experience in financial planning and analysis, with at least 3-5 years in a managerial role.
  • Strong proficiency in financial modeling, budgeting, and forecasting.
  • Excellent analytical, problem-solving, and decision-making skills.
  • Deep understanding of financial statements and financial reporting.
  • Expertise in using financial planning software and advanced Excel skills.
  • Strong leadership and team management abilities.
  • Excellent communication and presentation skills, with the ability to convey complex financial information clearly to non-financial audiences.
  • Proven track record of improving financial processes and performance.
  • Ability to work in a fast-paced environment and manage multiple priorities.

It is also super important that all 4ocean crew members naturally live and embrace our core values:

  • Ocean first
  • Nudge, don't judge
  • Small acts add up
  • We're all in this together
  • Think Bigger

  • Financial Planning and Analysis Manager

    Found in: Appcast Linkedin GBL C2 - 4 days ago

    Boca Raton, United States The Method Staffing Full time

    Our client is looking to add a strong FP&A Manager to the team inside of a fantastic organization. The position will report directly to the VP of Finance, and will focus on building out functionality and reporting. Any experience inside of financial systems implementations would be ideal. There is a fantastic growth path inside of the company inside of...

  • Director of Social Services

    6 days ago

    Boca Raton, United States CareerBuilder Full time

    The Encore at Boca Raton Rehabilitation and Nursing Center - Director of Social Services The Encore at Boca Raton Rehabilitation and Nursing Center is seeking a highly experienced Director of Social work to join their team of dedicated professionals. As the Social Work Director you will determine the long range and short range goals for residents of facility...

  • Financial Planner

    5 days ago

    Boca Raton, United States Levanti Wealth Full time

    Company Description Levanti Wealth is a South Florida financial planning firm that helps clients accumulate and use their wealth, with a focus on tax efficiency, asset protection, and legacy planning. The company prioritizes client education to empower informed decision-making and offers strategies for personal, estate, charitable, special needs, and...

  • Financial Planner

    1 day ago

    Boca Raton, United States Levanti Wealth Full time

    Company Description Levanti Wealth is a South Florida financial planning firm that helps clients accumulate and use their wealth, with a focus on tax efficiency, asset protection, and legacy planning. The company prioritizes client education to empower informed decision-making and offers strategies for personal, estate, charitable, special needs, and...

  • Financial Planner

    2 weeks ago

    Boca Raton, United States Levanti Wealth Full time

    Company DescriptionLevanti Wealth is a South Florida financial planning firm that helps clients accumulate and use their wealth, with a focus on tax efficiency, asset protection, and legacy planning. The company prioritizes client education to empower informed decision-making and offers strategies for personal, estate, charitable, special needs, and business...

  • Financial Planner

    Found in: Appcast Linkedin GBL C2 - 2 weeks ago

    Boca Raton, United States Levanti Wealth Full time

    Company DescriptionLevanti Wealth is a South Florida financial planning firm that helps clients accumulate and use their wealth, with a focus on tax efficiency, asset protection, and legacy planning. The company prioritizes client education to empower informed decision-making and offers strategies for personal, estate, charitable, special needs, and business...

  • Financial Analyst

    6 days ago

    Boca Raton, United States Envision Staffing Solutions Full time

    Job DescriptionJob Description Job Functions:Prepare month-end financial reports, construct financial projections, and recast financial statements, provide variance analysis, research financial irregularities, and use the analysis to develop meaningful financial reportingCreate accurate reports, analyses, financial models to examine key needs, variances, and...

  • Director, Accounting and Finance Advisory Services

    2 hours ago

    Boca Raton, United States CareerBuilder Full time

    Job Description Job Description This is a remote role, but prospects in EST or CST time zone location are preferred. Want to make an impact? Come join us! Job Description The Director of Advisory Services will support the Senior Managing Director leading the firm's fastest-growing segment, the Advisory Services line. This position will include leading large...

  • Advisory Services: Director

    4 days ago

    Boca Raton, United States CareerBuilder Full time

    Monday, January 29, 2024 B. Riley Financial (NASDAQ: RILY) provides collaborative financial services solutions tailored to fit the capital raising, business, operational, and financial advisory needs of its clients and partners. B. Riley operates through several subsidiaries that offer a diverse range of complementary end-to-end capabilities spanning...

  • Advisory Services: Director

    3 days ago

    Boca Raton, United States CareerBuilder Full time

    B. Riley Financial B. Riley Financial (NASDAQ: RILY) provides collaborative financial services solutions tailored to fit the capital raising, business, operational, and financial advisory needs of its clients and partners. B. Riley operates through several subsidiaries that offer a diverse range of complementary end-to-end capabilities spanning investment...

  • Financial Planning

    6 days ago

    Boca Raton, United States Skyline Analytics Full time

    Skyline Analytics, a business consulting firm specializing in data analytics and FP&A consulting, seeks an FP&A Manager to join our team. The FP&A Manager will be working directly with the company CEO in support of all clients, providing unparalleled exposure in terms of job experience. Tasks will include client system maintenance, financial model building,...

  • Financial Planning

    Found in: Appcast Linkedin GBL C2 - 7 days ago

    Boca Raton, United States Skyline Analytics Full time

    Skyline Analytics, a business consulting firm specializing in data analytics and FP&A consulting, seeks an FP&A Manager to join our team. The FP&A Manager will be working directly with the company CEO in support of all clients, providing unparalleled exposure in terms of job experience. Tasks will include client system maintenance, financial model building,...

  • Director, Accounting and Finance Advisory Services

    6 days ago

    Boca Raton, United States Atlantix Partners Full time

    Job DescriptionJob DescriptionThis is a remote role, but prospects in EST or CST time zone location are preferred.Want to make an impact? Come join us!Job DescriptionThe Director of Advisory Services will support the Senior Managing Director leading the firm's fastest-growing segment, the Advisory Services line. This position will include leading large...

  • Relationship Banker

    Found in: beBee S US - 19 hours ago

    Boca Raton, United States Bank of America Full time

    Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our...

  • Financial Analyst

    1 day ago

    Boca Raton, United States Ascendo Resources Full time

    Exciting Career Opportunity for a Financial Analyst!Are you ready to elevate your career with an amazing opportunity at an up-and-coming financial services firm? Join our team and experience a work environment on an upward trajectory, packed with fantastic benefits and meaningful assignments that not only enhance your career but also your quality of life....

  • Financial Analyst

    3 days ago

    Boca Raton, United States Ascendo Resources Full time

    Exciting Career Opportunity for a Financial Analyst! Are you ready to elevate your career with an amazing opportunity at an up-and-coming financial services firm? Join our team and experience a work environment on an upward trajectory, packed with fantastic benefits and meaningful assignments that not only enhance your career but also your quality of life....

  • Financial Analyst

    7 days ago

    Boca Raton, United States Ascendo Resources Full time

    Exciting Career Opportunity for a Financial Analyst!Are you ready to elevate your career with an amazing opportunity at an up-and-coming financial services firm? Join our team and experience a work environment on an upward trajectory, packed with fantastic benefits and meaningful assignments that not only enhance your career but also your quality of life....

  • Financial Analyst

    Found in: Appcast Linkedin GBL C2 - 7 days ago

    Boca Raton, United States Ascendo Resources Full time

    Exciting Career Opportunity for a Financial Analyst!Are you ready to elevate your career with an amazing opportunity at an up-and-coming financial services firm? Join our team and experience a work environment on an upward trajectory, packed with fantastic benefits and meaningful assignments that not only enhance your career but also your quality of life....

  • Financial Reporting Accountant

    2 weeks ago

    Boca Raton, United States Robertson, Anschutz, Schneid, Crane & Partners, PLLC Full time

    Job DescriptionJob DescriptionJob Description: The Financial Reporting Accountant is a key position within the Finance and Accounting Team and will report to Senior Finance and Accounting Management. The position will support the CFO, Controllers and division leaders to provide financial information and insights to maximize profitability through financial...

  • Client Services Representative

    2 weeks ago

    Boca Raton, United States Joyal Capital Management Full time

    Job DescriptionJob DescriptionJoyal Capital Management, LLC is a very successful boutique financial firm serving the high net worth space for nearly 40 years. Our firm is very unique and because of this we look to recruit atypical human capital.Due to significant growth and expansion, Joyal Capital Management, LLC is looking for an individual to complement...