Director of Financial Planning

4 weeks ago

Washington, United States Holistic Industries Full time
Job DescriptionJob DescriptionAbout this job:

The purpose of the Financial Planning & Analysis Directors role is to help drive profitable growth and strength into the future. This position is responsible for supporting financial planning, analysis and strategy of our multi-state cannabis company. This role will allow you to work directly with the finance leadership to optimize business operations and results by preparing monthly and quarterly financial reports across business units, leading the budgeting and forecasting process, and supporting strategic decision-making.

This role is highly collaborative, requires creative thinking, strong organizational skills, attention to detail and ability to work independently with limited oversight. The ideal candidate is a self-starter who is comfortable with change, enjoys a very fast pace, and can juggle many tasks across multiple disciplines while meeting deadlines

Duties include the following. Other duties may be assigned.

  • FP&A and Business Unit Collaboration
    • Partner with key leads within each business unit to track and improve financial and non-financial KPIs to be included in monthly, quarterly, and annual reporting to the Executive Team and investors, including competitive benchmarking.
  • Prepare and monitor business unit level revenue projections, expense forecasts, and budgets.
  • Analyze and monitor financial reports, forecasts, and internal controls, making recommendations based on your analysis for optimization.
  • Develop and continually improve budgeting, financial projections and operating forecasts.
  • Data Analytics and Process Improvement
    • Work very closely with data analytics to manage and improve data sources, synthesize information, and utilize results for efficient and detailed reporting to management.
    • Establish, document, and maintain financial/operation policies and processes.
    • Provide insights into internal and external data trends to inform business decisions.
    • Build new processes and enhance existing processes by working with the Technology Department to automate and scale Holistic's business operations.
  • Understand market trends and competition within the cannabis space
About You:

General

  • Regulations require that incumbent be at least 21 years of age and able to obtain and maintain medical marijuana work credentials

Education/Experience:

  • Minimum 8 years of progressive Corporate Finance, Accounting, or Investment Banking experience
  • Bachelor's degree required in Accounting, Finance, Economics, or related field
  • Experience in financial modeling, FP&A, business analysis and analytics

Technological Skills:

  • Expert Microsoft Office skills, particularly MS Excel (macros, pivot tables, etc.) and PowerPoint
  • Proven experience in building strong financial models required.
  • Experience in data analytics tools.

Required Knowledge and Skills:

  • Demonstrated ability to identify and improve key financial metrics.
  • Excellent skills in three-statement modeling, including working capital.
  • Working knowledge of GAAP accounting standards
  • Advanced experience with data manipulation and synthesis
  • Experience with visualization tools, e.g. PowerBI, Tableau, etc.
  • Excellent ability to take initiative and demonstrated ability to work independently, but also collaborate and partner effectively with all levels of an organization.
  • Strong intellectual curiosity and creative problem-solving skills.
  • Excellent written and verbal communication skills
  • Honesty and integrity

  • Director, Financial Planning

    6 days ago

    Washington, United States APCO Worldwide Full time

    We have an immediate opening for a **Director of Financial Planning & Analysis (FP&A) **based in our Washington, DC office or New York reporting to the North America Finance Director and Global Head of FP&A. By joining the APCO finance team, you will be joining colleagues from all over the world who are open, collaborative, diverse and curious. The...

  • Director, Financial Planning

    5 days ago

    Washington, United States National Geographic Society Full time

    How You’ll Contribute The Director of Financial Planning and Analysis (FP&A) acts as the lead business partner for assigned Divisions within National Geographic Society. Reporting directly to the Vice President of FP&A and partnering with stakeholders across the organization, this role will be responsible for the financial operations of specific business...

  • Director, Financial Planning

    7 days ago

    Washington, United States The Kennedy Center Full time

    About The Kennedy Center "I am certain that after the dust of centuries has passed over our cities, we, too, will be remembered not for victories or defeats in battle or in politics, but for our contribution to the human spirit." - President John F. Kennedy The Kennedy Center is the nation's cultural center and living memorial to President John F. Kennedy....

  • Director, Financial Planning

    7 days ago

    Washington, United States John F. Kennedy Center for the Performing Arts Full time

    About The Kennedy Center "I am certain that after the dust of centuries has passed over our cities, we, too, will be remembered not for victories or defeats in battle or in politics, but for our contribution to the human spirit." - President John F. Kennedy The Kennedy Center is the nation's cultural center and living memorial to President John F. Kennedy....

  • Financial Planning Analyst

    2 weeks ago

    Washington, United States American University Full time

    American University is a student-centered research institution located in Washington, DC, with highly-ranked schools and colleges, internationally-renowned faculty, and a reputation for creating meaningful change in the world. Learn more about American University Department: Budget Planning & Analysis Time Type: Full time Work Modality: Hybrid 02 (On...

  • AVP, Financial Planning Consultant

    2 weeks ago

    Washington, DC, United States LPL Financial Full time

    Are you a team player? Are you curious to learn? Are you interested in working in meaningful projects? Are you interested in being part of a team that is working to transform and do things differently? If so, LPL Financial is the place for you!LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the...

  • Director of Financial Planning

    1 week ago

    Washington, United States Holistic Industries Full time

    Director of Financial Planning & Analysis The purpose of the Financial Planning & Analysis Directors role is to help drive profitable growth and strength into the future. This position is responsible for supporting financial planning, analysis and strategy of our multi-state cannabis company. This role will allow you to work directly with the finance...

  • Director of Financial Operations

    7 days ago

    Washington, United States The Catholic University of America Full time

    Posting Title: Director of Financial Operations Overview: Oversees the financial functions of the Conway School of Nursing in collaboration with the Dean and serves as a key contributor to the financial positioning of the School as a whole. This includes management and oversight of all financial areas, operations, communications, reporting, budget...

  • Director of Financial Operations

    3 weeks ago

    Washington, United States The Catholic University of America Full time

    Posting Title: Director of Financial Operations Overview: Oversees the financial functions of the Conway School of Nursing in collaboration with the Dean and serves as a key contributor to the financial positioning of the School as a whole. This includes management and oversight of all financial areas, operations, communications, reporting, budget...

  • Director of Financial Operations

    2 months ago

    Washington DC, United States The Catholic University of America Full time

    Posting Title: Director of Financial Operations Overview: Oversees the financial functions of the Conway School of Nursing in collaboration with the Dean and serves as a key contributor to the financial positioning of the School as a whole. This includes management and oversight of all financial areas, operations, communications, reporting, budget...

  • Managing Director, Adjudication

    1 week ago

    Washington, United States CFP BD OF STANDARD CTR FOR FINANCIAL PLANNING Full time

    Job DescriptionJob DescriptionGeneral Function Reporting to the General Counsel, the Managing Director of Adjudication leads the adjudication department and the adjudicatory process in compliance with CFP Board’s Procedural Rules, Code of Ethics and Standards of Conduct, Fitness Standards, and Sanction Guidelines. The Managing Director will act as lead...

  • Managing Director, Adjudication

    1 month ago

    Washington, United States CFP BD OF STANDARD CTR FOR FINANCIAL PLANNING Full time

    Job DescriptionJob DescriptionGeneral Function Reporting to the General Counsel, the Managing Director of Adjudication leads the adjudication department and the adjudicatory process in compliance with CFP Board’s Procedural Rules, Code of Ethics and Standards of Conduct, Fitness Standards, and Sanction Guidelines. The Managing Director will act as lead...

  • Financial Planning and Analysis Manager

    2 weeks ago

    Washington, United States Authority Brands Full time

    Authority Brands Inc. headquartered in Columbia, MD is a leading provider of home services, building brands that support the success of our franchisees, as well as bettering the lives of the homeowners we serve and the people we employ. Authority Brands, LLC. headquartered in Columbia, MD is a leading provider of home services, building brands that support...

  • Manager, Student Engagement

    1 week ago

    Washington, United States CFP BD OF STANDARD CTR FOR FINANCIAL PLANNING Full time

    Job DescriptionJob DescriptionUnder limited supervision the Manager of Student Engagement serves as the CFP Board champion to drive great outcomes for current and prospective college and university students pursuing financial planning careers. This position will oversee activities and programming that supports and enhances student enrollment and experience...

  • Manager, Student Engagement

    1 month ago

    Washington, United States CFP BD OF STANDARD CTR FOR FINANCIAL PLANNING Full time

    Job DescriptionJob DescriptionUnder limited supervision the Manager of Student Engagement serves as the CFP Board champion to drive great outcomes for current and prospective college and university students pursuing financial planning careers. This position will oversee activities and programming that supports and enhances student enrollment and experience...

  • Finance Manager

    5 days ago

    Washington DC, United States National Investment Co. Full time

    Business Office REPORTS TO:Head of School Georgetown Day School (GDS) is seeking a strategic thinker, experienced manager, and collaborative visionary to lead the School’s finance, facilities, and operation teams. The Chief Finance Officer (CFO) will have the opportunity to build on the School living into its recently unified campus and support...

  • Managing Director, Adjudication

    1 month ago

    Washington DC, United States CFP BD OF STANDARD CTR FOR FINANCIAL PLANNING Full time

    Job Description Job Description General Function Reporting to the General Counsel, the Managing Director of Adjudication leads the adjudication department and the adjudicatory process in compliance with CFP Board’s Procedural Rules, Code of Ethics and Standards of Conduct, Fitness Standards, and Sanction Guidelines. The Managing Director will act as...

  • Executive Director, Performance Management

    1 month ago

    Washington DC, United States CFP BD OF STANDARD CTR FOR FINANCIAL PLANNING Full time

    Reporting to the General Counsel, the Managing Director of Adjudication leads the adjudication department and the adjudicatory process in compliance with CFP Board’s Procedural Rules, Code of Ethics and Standards of Conduct, Fitness Standards, and Sanction Guidelines. The Managing Director will act as lead legal advisor to the Disciplinary and Ethics...

  • Financial Planning Consultant

    3 weeks ago

    Washington, United States Avantax Planning Partners Full time

    Position SummaryAvantax Planning Partners is seeking a Financial Planning Consultant that will service a book of business provided by Avantax Planning Partners (APP). The Financial Planning Consultant will be responsible for growing this book over time through leads and referrals from CPAs affiliated with Avantax Planning Partners. The Financial Planning...

  • Senior Manager, Government Relations and Public Policy

    1 week ago

    Washington, United States CFP BD OF STANDARD CTR FOR FINANCIAL PLANNING Full time

    Job DescriptionJob DescriptionUnder general supervision, the Senior Manager of Government Relations and Public Policy advances CFP Board’s federal and state legislative priorities and promotes CFP Board’s agenda to Members of Congress, their staff, state legislative bodies and organizations, and others who influence federal and state policymaking. The...