Head of Financial Planning and Analysis

3 weeks ago


Sioux Falls, United States Expansion Capital Group Full time
Job DescriptionJob Description

The Manager of Financial Planning Analysis plays a crucial role in Expansion Capital Group’s financial planning and analysis activities. This position is responsible for developing, analyzing, and interpreting financial information to support strategic decision-making, budgeting, forecasting, and overall financial performance evaluation. The FP&A professional collaborates with various stakeholders to provide actionable insights and recommendations that drive business growth and optimize financial outcomes.

Essential Functions

Financial Planning and Analysis:

  • Develop and maintain financial models, forecasts, and budgets for the Company, incorporating historical data, market trends, and business objectives.
  • Monitor execution of the strategic plan by conducting variance analysis to identify key drivers impacting financial performance and provide insights on revenue, expenses, and profitability.
  • Monitor and report on key financial and operational metrics at both company and department level, highlighting trends, risks, and opportunities.
  • Provide financial analysis and recommendations to support strategic initiatives, capital investments, and new product or market expansion.
  • Lead ad hoc financial modeling and reporting for special projects.

Forecasted Financial Reporting and Presentations:

  • Prepare accurate and timely forecasted financial reports, including monthly, quarterly, and annual financial statements.
  • Present financial performance and analysis to executive team, highlighting key findings and actionable recommendations.
  • Assist in the preparation of board materials, investor presentations, and other financial communication materials.

Business Partnering and Collaboration:

  • Collaborate with cross-functional leadership teams, such as Sales, Operations, Analytics, and Accounting, to gather relevant financial and operating data to understand performance and provide insights and takeaways to keep financial performance and KPIs on plan.
  • Partner with business leaders to develop financial forecasts and provide data-driven guidance on budgeting, cost control, and revenue optimization.
  • Partner with technology team and broader organization to improve forecasting through automation and system optimization.
  • Support strategic initiatives by providing financial analysis and scenario modeling.

Process Improvement and Systems Enhancement:

  • Create internal processes for financial forecasts and budget to ensure consistency
  • Continuously improve financial planning and analysis processes, methodologies, and tools to enhance efficiency and accuracy.
  • Implement financial systems and software solutions to streamline reporting, budgeting, and forecasting processes.
  • Ensure data integrity and data governance in financial systems and reporting.

Education and Experience

  • Bachelor's degree in Finance, Accounting, Economics, or a related field (Master's degree preferred).
  • At least 5 years of proven experience in financial planning and analysis, preferably in the lending industry.
  • Experience using accounting software, such as NetSuite and NSPB financial systems; IFS Cloud; Microsoft Dynamics 365 Cloud, or Prophix required with preference on NetSuite and NSPB financial systems.
  • Advanced knowledge of Excel, financial modeling software, and enterprise financial systems
  • Strong financial modeling, forecasting, and analytical skills.
  • Proficiency in financial analysis techniques, financial statement analysis, and financial performance metrics.
  • Ability to use data mining and Business Intelligence tool such as SQL Server, MYSQL, Tableau, and Power BI is preferred, with preference on SQL Server and Tableau.
  • Excellent communication and presentation skills, with the ability to interpret data and convey complex financial concepts to non-financial stakeholders.
  • Strong business acumen and ability to understand the lending industry's dynamics and key drivers.
  • Detail-oriented mindset with a focus on accuracy and data integrity.
  • Ability to work independently and collaboratively in a fast-paced, deadline-driven environment. Experience with modeling statistical modeling software such as Python, R, SAS, etc. is a plus.
  • Professional certification such as Certified Corporate Financial Planning & Analysis Professional is a plus.


#hc108325

  • Sioux Falls, United States Expansion Capital Group, LLC Full time

    Job DescriptionJob DescriptionDescription:Head of Financial Planning and AnalysisReports to: CFOClassification: Full time, ExemptJOB DESCRIPTIONSummary/Objective The Manager of Financial Planning Analysis plays a crucial role in Expansion Capital Group’s financial planning and analysis activities. This position is responsible for developing, analyzing, and...


  • Sioux Falls, United States Expansion Capital Group, LLC Full time

    Job DescriptionJob DescriptionDescription:Head of Financial Planning and AnalysisReports to: CFOClassification: Full time, ExemptJOB DESCRIPTIONSummary/Objective The Manager of Financial Planning Analysis plays a crucial role in Expansion Capital Group’s financial planning and analysis activities. This position is responsible for developing, analyzing, and...

  • Head of FP&A

    1 week ago


    Sioux Falls, United States Oxenham Group Full time

    Head of FP&A Our client is adding a Head of FP&A to their team to spearhead the growth of a new function within their organization! This position is responsible for developing, analyzing, and interpreting financial information to support strategic decision-making, budgeting, forecasting, and overall financial performance evaluation. The FP&A professional...

  • Financial Advisor

    3 weeks ago


    Sioux City, United States Insight Financial Planning Full time

    Job DescriptionJob Description* This position is located in Norfolk, NE. Relocation or reliable commuting is required. Cultivate relationships with new and existing client base, including meeting with clients in person and provide ongoing advice, service and relationship building. Support tenured Financial Advisors in all servicing of the existing...


  • Cedar Falls, United States Palmer Group Full time

    Job DescriptionJob DescriptionDo you have the skills and desire to mentor and lead a team dedicated to financial planning and analysis? Then you could be the Director of Financial Planning and Analysis we're looking for! If you have at least five years of experience in FP&A or a similar role, check out this position below.Responsibilities:Lead and...

  • Finance Manager

    Found in: Jooble US O C2 - 3 weeks ago


    Glens Falls, Warren County, NY, United States The Tidewater Group Full time

    CHIEF FINANCIAL OFFICER,GLENS FALLS,NY+(see spec's)for a World Class Manufacturing firm.As a construction CFO, your job is to oversee the budget and financial strategies for a construction company. In this role, you may allocate funds for projects, forecast future revenue needs, analyze expected revenue streams, and otherwise help maximize cash...


  • Sioux Falls, United States Lloyd Companies Full time

    Job DescriptionJob DescriptionPOSITION SUMMARYThe Development and Financial Analyst is involved in the overall investigation of project feasibility and tracking the financial performance of the company against our plan, analyzing business performance and market conditions to create forecasts, and help leadership make tactical and strategic...


  • Sioux Falls, United States Garry Private Wealth Resouces, LLC Full time

    Job DescriptionJob DescriptionCompany Overview:Garry Private Wealth Resources is a multi-generational family-owned financial advisory firm who specializes in wealth management, estate planning, retirement planning, and investment management. For more than half a century, we have had the great privilege of providing financial guidance to a very select group...


  • Sioux Falls, United States CareerBuilder Full time

    Description We are always looking for great people to join our team! If you have the qualifications listed below and like working in a fast-paced environment, we welcome your application and resume! As a Business/Financial Analyst, you will design, test, and support reporting out of RTIs ERP and accounting software applications. This will include gathering...


  • Sioux Falls, United States Kugler Full time

    Job Description Summary Kugler Oil Company is looking to hire a Chief Financial Officer to our team. The CFO will direct and manage all the financial aspects of the company. The position will oversee the accounting, management information systems, office administrative personnel, human resources and other administrative functions. The CFO will have direct...

  • Accountant - Tax

    3 weeks ago


    Sioux Falls, United States Brady Martz and Associates Full time

    Job DescriptionJob DescriptionThis position is for qualified audit & accounting professionals and tax professionals. The responsibilities of the audit & accounting positions will be in the auditing, review and financial statement preparation area. Responsibilities of the tax positions include business and individual tax preparation along with planning and...


  • Sioux Falls, United States Brady, Martz and Associates Full time

    The Strategic Business Solutions (SBS) Outsourced Controller performs complex outsourced services for clients. They serve as the outsourced controller and works as part of a team to provide a valuable client experience. This person will mentor and train employees in the SBS area, as well as assume responsibility for the client relationship and billings. ...

  • Financial Manager

    7 days ago


    Falls Church, United States John H Northrop And Associates Full time

    JHNA is seeking a Financial Manager to provide support to the Office of the Undersecretary of Defense for Research and Engineering (OUSD(R&E) Assistant Secretary of Defense for Mission Capabilities (ASD(MC)) and the Deputy Assistant Secretary of Defense for Prototypes & Experiments (DASD(P&E)) located in Falls Church, VA. As the Financial Manager , you will...


  • Sioux Falls, United States Catholic United Financial Full time

    Job DescriptionJob DescriptionDescription:Become Part of Our Story!Catholic United Financial is looking for highly motivated Outside Sales Representatives to serve our existing members and help grow membership in parishes across the great state of South Dakota, in communities such as Sioux Falls, Rapid City, and others.Our Outside Sales Representatives work...

  • Complex Bridge Analysis Lead

    Found in: Careerbuilder One Red US C2 - 4 days ago


    Sioux Falls, SD, United States HDR Full time

    DescriptionAbout UsAt HDR, we specialize in engineering, architecture, environmental and construction services. While we are most well-known for adding beauty and structure to communities through high-performance buildings and smart infrastructure, we provide much more than that. We create an unshakable foundation for progress because our multidisciplinary...

  • Senior Accountant

    2 weeks ago


    Sioux Falls, United States Volunteers of America, Dakotas Full time

    Job DescriptionJob DescriptionVolunteers of America, DakotasSenior Accountant Department: Finance Job Status: Full-time FLSA Status: Exempt Reports To: ControllerWork Schedule: Monday through Friday, 40 hours per week, typically 8:00 am – 5:00 pm; additional hours needed occasionally.POSITION SUMMARY –Assist the Controller and CFO in the maintenance of...


  • Falls Church, United States CareerBuilder Full time

    Our lower-middle market, PE-backed industrial/commercial services client is seeking a Chief Financial Officer; the candidate will be responsible for providing financial and managerial leadership for all aspects of the Company. Reports to the President. Must be local or willing to relocate. Position Responsibilities Provides critical financial and operational...


  • Great Falls, United States 1st Liberty Federal Credit Union Full time

    We are looking for a Comptroller located in our R.H. Scott branch office, just outside of the main gate of Malmstrom Air Force Base. Come and join our 1st Liberty Family. 1st Liberty is a full-service financial institution that offers a wide range of financial services; matching our members’ needs with our products and services.Responsibilities include,...

  • senior financial analyst

    Found in: beBee jobs US - 2 weeks ago


    Menomonee Falls, Wisconsin, United States Kohl's Corporate Full time

    Improve company profitability through leading value-add analysis, driving cross-functional collaboration, and building business partnerships.ACCOUNTABILITIESANALYSISDevelops value-add analysis to provide business insightsAggregates and summarizes data using technical tools, accounting principles and relevant business knowledgeIdentifies and communicates...

  • Financial Analyst

    3 weeks ago


    Falls Church, United States Latitude, Inc. Full time

    Job DescriptionJob DescriptionGrowing government consulting firm looking to bring on a Financial Analyst. Responsibilities:Responsible for oversight of all aspects of operational finance for their supported programsResponsible for attending contract kick off meetings and working together with accounting to set up projects correctly.  Responsible for...