Director Financial Planning and Analysis

2 weeks ago

Birmingham, United States Southern Research Institute Full time
Director, Financial Planning & Analysis

General Summary

Reporting directly to the Chief Financial Officer and partnering with business leaders, the Director of Financial Planning & Analysis (FP&A) oversees the organization's financial planning and analysis functions. The director of FP&A will be responsible for analyzing organizational budgets and performing periodic planning, forecasting, analysis and reporting. This role will have the responsibility for financial planning (P&L, Balance Sheet & Cash Flow), proactive business analytics, modeling, pricing processes, competitive analysis, reporting enhancements, actual vs forecast variance analysis explanations, and ad hoc business performance projects and analytics.

Key Responsibilities
  • Build and maintain the full financial model for the business
  • Develop strategies meant to assist the organization in meeting its long-term financial objectives
  • Work closely with Executives to build annual plans and monthly forecasts
  • Develop KPIs measuring the financial health of the organization or assigned units of functions. Report financial results with commentary and analysis
  • Review past and current financial performance against budgeted estimates, and develop models that assist management in understanding the financial impact of business decisions
  • Counsel business unit leaders on financial related matters
  • Lead the collaboration with peers in Accounting and Finance departments to perform ad-hoc analysis and to explain variances versus Budget, prior Forecast, and prior months
  • Provide ad hoc support to business leaders
  • Look for ways to improve the accuracy and automation of the current processes
  • Play a key leadership role in the Finance organization, including improving management reporting, mentoring team members, and assisting with business optimization.
  • Performs analysis of forecast risks and opportunities
  • Collaborates with corporate accounting teams to understand accounting consequences of operational decisions
  • Collaborates with accounting, treasury, investor relations, and senior leadership on the strategy and preparation of quarterly earnings release and Board of Directors' meeting materials
  • Partners with information technology team to enhance the impact of data and reporting tools used by financial and operational stakeholders
  • Ensures continual improvement on corporate and divisional reporting and analysis
  • Ensures continual improvement on divisional processes and best practices
  • Manages corporate FP&A team; including onboarding, training, and career development
  • Collaborates with corporate land team and divisions on land strategy and forward-looking growth plans
  • Assists with M&A processes from initial due diligence and valuation stage through to integration
  • Performs other duties as may be required by the VP of Finance.
Requirements/Minimum Qualifications
  • Bachelor's degree in finance/accounting/business administration.
  • Ten years of relevant experience and prior management experience.
  • Experience managing revenue forecasting.
  • Experience with Financial Corporate Compliance laws and regulations.
  • Highly organized and able to manage competing priorities.
  • High level of analytical ability and accuracy.
  • Excellent interpersonal and organizational skills required. Must be comfortable presenting to leadership.
  • Possesses competencies to accomplish financial work through a variety of software packages.
  • Eligibility for Top Secret Clearance.
Preferred Qualifications
  • CPA, CMA or MBA.
  • Experience with government contract administration and related accounting practices.


Core Values

Cultivating human connection - putting people first. We know that every individual makes a difference and that no one can do it alone. We believe the world's most powerful resource is human potential. We are an inclusive and courageous team where innovation and diversity of though go hand in hand. We understand that relationships move at the speed of trust.

Operating with precise execution - measuring what matters and owning results as a team. We leverage data to drive decisions that advance science. We recognize the importance of a stable foundation coupled with an agile mindset. We hold ourselves accountable and take pride in our work. We give and receive candid feedback as a gift that keeps us growing.

Harnessing relentless curiosity - our unstoppable, innovative force. We are driven to ask sharp questions and push the boundaries of knowledge. We use creativity and critical thinking as catalysts for finding solutions that change lives. We learn by doing, consistently striving to improve our relationships, training, methodologies, questions and results.

Stewarding a healthy community - implementing sustainable operations for a safe, engaging environment. We don't compromise on safety and health for our employees, customers or community. We believe a healthy community begins with inclusive economic opportunities. We respect the dignity of the patients we ultimately serve. We are motivated to serve communities that are underserved and markets that are overlooked.

Essential Functions/Organizational Behaviors

Customer Focus - Makes customers and their needs a primary focus; supports development of and sustains productive customer relations.

Team Success - Actively participates as a member of the management team at all levels to enable the organization to achieve its goals.

Trust - Interacts with others in a way that gives them confidence in the Finance organization.

Results - Takes prompt action to accomplish objectives; takes action to achieve goals beyond what is required; is proactive.

Regulatory and Safety Compliance - Identifies and corrects conditions that affect areas of compliance including all applicable regulatory and legal agencies or regulations as well as employee safety.

Job Specific Competencies

Strategic Decision Making & Leadership - Obtains information and identifies key issues relevant to achieving a long-range goal or vision; commits to a course of action to accomplish goal or vision after developing alternatives based on logical assumptions, facts, constraints & resources.

Operational & Technical Excellence - Ensures that Finance work products enable the organization to meet or exceed our customer's expectations.

Strategic Relationship Building - Uses appropriate interpersonal skills to work effectively with others to meet mutual goals and objectives; understands the role & interrelationships of each organizational function. Possesses skills in managing across functional and organizational lines.

Communications - Expresses thoughts and ideas effectively in individual and group situations; adjusts language to the needs of the audience.

Goal Setting - Establishes stretch goals and manages to focused outcomes. Demands excellence. Demonstrates a strong commitment to organizational success; works to do what is best for all stakeholders.

Change Leadership - Encourages others to seek opportunities for different and innovative approaches to addressing problems and opportunities; facilitates the implementation and acceptance of change within the workplace.

Team Building - Creates a climate of teamwork to achieve objectives, taking advantage of our diversity; creates a sense of ownership and encourages individuals to stretch beyond their own capabilities.

Coaching and Development - Uses appropriate interpersonal style to guide direct reports to action.

Business Knowledge - Maintains external awareness of business sectors; applies knowledge of Institute's culture, business processes and tools to achieve goals.

Work Environment & Conditions

This position is required to work in an office setting using a computer for extended periods of time. Personal involvement and exposure, including travel, to other locations is required.

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