Director, Financial Planning And Analysis

4 weeks ago

Phoenix, United States Rowland Full time
Job DescriptionJob Description

Note: If interested to learn more, please apply or forward your resume to: christopher@rowlandresources.com and select a time from my calendar (link) to discuss, thank you. - Christopher


Company Profile:

ROWLAND RESOURCES is excited to partner with a premier middle-market commercial bank on a new highly impactful Finance Director opportunity. In the last decade, this organization has grown by over 20% YOY, both organically and through aggressive strategic acquisitions. Whats perhaps the most impressive aspect of this dynamic organization, beyond their growth, is their ability to maintain a diverse and welcoming culture. From the C-suite to middle management, they have been careful and deliberate to grow by a very disciplined investment approach and to add leaders by hiring highly accomplished, intelligent, ethical and collaborative professionals that embody the true spirit of servant leadership


Job Title: Director, Financial Planning and Analysis

Location: Phoenix, AZ (Relocation package is available for out of state candidates)

Schedule: FT in-office, 1 day/week WFH

Salary: DOE , Competitive base plus bonus & equity and benefits package


Overview:

The Director of Financial Planning and Analysis will be the primary finance partner to the Executive Leadership Team. The director will act as a strategic partner overseeing the FP&A process, including the annual budget, monthly forecasting, and ad-hoc management reporting while providing value-added support and analysis to leadership across the organization in the effective data-driven decision making process.


Responsibilities:


  • Manage FP&A processes including: annual budgeting, monthly forecasting, month-end management reporting, and strategic planning process.
  • Consolidate financial results and projections to understand bank-wide performance drivers; calculate and predict key financial line items and present budget & forecast packages.
  • Drive value through in-depth analysis and present findings, conclusions, and recommendations.
  • Leverage data and technology resources to aggregate and report financial information related to forecasting, budgeting, and analysis into a cohesive message for executives
  • Identify and implement improvements to FP&A infrastructure, policies, and procedures.
  • Manage, lead and develop team direct report - Senior Financial Analyst


Requirements:


  • Bachelors degree required
  • MBA or Masters in related business field preferred
  • CPA or CFA preferred
  • 15+ years of Corporate FP&A in F500 or large private bank or related experience in large financial institution
  • Prior team leadership and project management experience required
  • Expert in funds transfer pricing, margin, and spreads as it relates to bank profitability
  • Strong knowledge of banking operations, including deposit operations, loan administration, treasury management, and other commercial banking products and services
  • Excellent communication skills with experience presenting to executive leadership team

  • Director Financial Planning

    1 week ago

    Phoenix, Arizona, United States Universal Technical Institute Full time

    Overview: Are you ready to be part of the extraordinary future of technical education? Do you thrive in a dynamic, innovative environment where your leadership can make a tangible impact? If so, we want YOU to lead our team as the Director Financial Planning & Analysis!   Position Overview: As a Director Financial Planning & Analysis, reporting to the...

  • Director Financial Planning

    5 days ago

    Phoenix, Arizona, United States Universal Technical Institute Full time

    Overview: Are you ready to be part of the extraordinary future of technical education? Do you thrive in a dynamic, innovative environment where your leadership can make a tangible impact? If so, we want YOU to lead our team as the Director Financial Planning & Analysis!   Position Overview: As a Director Financial Planning & Analysis, reporting to the...

  • Vice President of Financial Planning Analysis

    4 weeks ago

    Phoenix, United States Pinnacle Search Partners Full time

    The Vice President of FP&A reports directly to the CFO and plays a critical role in building a robust FP&A capability to support the needs of management and the private equity sponsor. The Vice President of FP&A will build a “fit for purpose” FP&A capability by outlining the requirements, both organizationally and functionally, and translating these into...

  • Vice President of Financial Planning Analysis

    6 days ago

    Phoenix, United States Pinnacle Search Partners Full time

    The Vice President of FP&A reports directly to the CFO and plays a critical role in building a robust FP&A capability to support the needs of management and the private equity sponsor. The Vice President of FP&A will build a “fit for purpose” FP&A capability by outlining the requirements, both organizationally and functionally, and translating these into...

  • Vice President of Financial Planning Analysis

    5 days ago

    Phoenix, United States Pinnacle Search Partners Full time

    The Vice President of FP&A reports directly to the CFO and plays a critical role in building a robust FP&A capability to support the needs of management and the private equity sponsor. The Vice President of FP&A will build a “fit for purpose” FP&A capability by outlining the requirements, both organizationally and functionally, and translating these into...

  • Director of Revenue Analysis

    4 days ago

    Phoenix, United States Marriott International, Inc Full time

    **Job Number** 24085812 **Job Category** Revenue Management **Location** Renaissance Phoenix Downtown Hotel, 100 N 1st Street, Phoenix, Arizona, United States VIEW ON MAP **Schedule** Full-Time **Located Remotely?** Y **Relocation?** N **Position Type** Management **JOB SUMMARY** Leads Revenue Analysis Managers in executing analysis activities...

  • PEPI: Senior Director, CFO Services--Financial Reporting Advisory

    4 weeks ago

    Phoenix, Arizona, United States Alvarez and Marsal Full time

    Description PEPI - CFO Services Senior Director (Financial Reporting Advisory)OVERVIEW:A&M CFO Services work with private equity held portfolio companies and provide our clients with solutions to preserve and generate value for their businesses. Our goal is to improve transparency by providing accounting and financial reporting advice to clients on a wide...

  • Director of Revenue Analysis

    10 hours ago

    Phoenix, United States Renaissance Phoenix Downtown Hotel Full time

    Job Number 24085812Job Category Revenue ManagementLocation Renaissance Phoenix Downtown Hotel, 100 N 1st Street, Phoenix, Arizona, United States VIEW ON MAPSchedule Full-TimeLocated Remotely? YRelocation? NPosition Type ManagementJob SummaryLeads Revenue Analysis Managers in executing analysis activities focusing on revenue, profit and demand associated with...

  • Director of Revenue Analysis

    4 hours ago

    Phoenix, United States Marriott International Inc Full time

    Job Number 24085812 Job Category Revenue Management Location Renaissance Phoenix Downtown Hotel, 100 N 1st Street, Phoenix, Arizona, United States VIEW ON MAP Schedule Full-Time Located Remotely? Y Relocation? N Position Type Management JOB SUMMARY Leads Revenue Analysis Managers in executing analysis activities focusing on revenue, profit and demand...

  • Financial Planning Consultant

    1 month ago

    Phoenix, 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...

  • Director of Revenue Analysis

    17 hours ago

    Phoenix, Arizona, United States Renaissance Phoenix Downtown Hotel Full time

    Job Number Job Category Revenue ManagementLocation Renaissance Phoenix Downtown Hotel, 100 N 1st Street, Phoenix, Arizona, United States VIEW ON MAPSchedule Full-TimeLocated Remotely? YRelocation? NPosition Type ManagementJob SummaryLeads Revenue Analysis Managers in executing analysis activities focusing on revenue, profit and demand associated with...

  • Chief Financial Officer

    1 week ago

    Phoenix, United States MOATABLE US HOLDCO INC Full time

    Description As the Chief Financial Officer, you will be responsible for overseeing all financial aspects of the company's operations. The ideal candidate will have a strong financial background, leadership experience, and a strategic mindset to drive financial planning, analysis, and decision-making to achieve the company's short and long-term...

  • Director, Tax Planning Specialist

    2 weeks ago

    Phoenix, United States Charles Schwab Full time

    Position Type: RegularYour opportunityAt Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. Schwab’s Wealth & Advice Solutions (WAS) organization offers industry-leading wealth management services. The...

  • Financial Analyst

    2 weeks ago

    Phoenix, United States PRO EM National Event Services Full time

    Job Title: Financial Analyst Department: Finance Status: Full Time Job Summary: The Financial Analyst will be responsible for analyzing financial statements and predicting the future performance of the company whilst maintaining and complying with accounting policies and procedures that ensure the highest level of efficiency, appropriate internal controls,...

  • Voya Phoenix Financial Advisor

    1 month ago

    Phoenix, United States Voya Financial Advisors Full time

    Job DescriptionJob DescriptionVoya Financial Advisors®, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Financial Professional to join our team in the greater Phoenix area to work plan sponsor relationships.This position will be responsible for 403(b)/457 enrollment, retirement and...

  • Senior Financial Analyst

    2 weeks ago

    Phoenix, United States Universal Technical Institute Full time

    Senior Financial Analyst Job Locations US-AZ-Phoenix ID 2024-5706 Type Salaried Overview Reporting to the Universal Technical Institute Division FP&A Director, the senior financial analyst provides analysis and reporting to drive optimal business decisions. This includes model creation and...

  • Director of Accounting and Finance

    4 weeks ago

    Phoenix, United States GradGuard Full time

    **Director of Accounting and Finance** **Ready to help millions of Americans overcome financial losses that can disrupt their college education?** **Ready to help millions of students and families protect their investment in higher education?** GradGuard, the leading provider of innovative renters and tuition insurance programs that are embedded right into...

  • Senior Financial Analyst

    1 day ago

    Phoenix, United States Universal Technical Institute Full time

    Overview: Reporting to the Universal Technical Institute Division FP&A Director, the senior financial analyst provides analysis and reporting to drive optimal business decisions. This includes model creation and implementation of reporting, tracking of key financial data and analysis of new business opportunities. This position mines and analyzes data,...

  • Chief Financial Officer

    7 days ago

    Phoenix, United States Friendly House Full time

    Chief Financial Officer Friendly House, Inc., is a 501(c) 3 non-profit agency located in Phoenix, Arizona whose primary function is to provide a variety of educational and social service programming aimed at addressing the needs of low-income individuals and families, vulnerable populations and diverse communities. Additionally, Friendly House operates a...

  • Financial Reporting Manager

    1 week ago

    Phoenix, United States Robert Half Full time

    Robert Half Management Resources is seeking a financial reporting professional to help our client with STAT and GAAP reporting on a project basis. Responsibilities:Responsible for the preparation, review and sign off on a GAAP and STAT basis for the quarterly and annual financial statements and related supplemental reports.Ensure company is in compliance...