Finance Director, Forecasting and Reporting

3 weeks ago

Raleigh, United States Levitate Full time

Levitate's employees share a very important mission and goal: helping small businesses grow and thrive. We all contribute to this goal in unique ways, and that's why we prioritize helping our staff identify their strengths and find genuine fulfillment in their roles.

Across every team and department at Levitate, you'll find friendship, enthusiasm, intelligence, and drive. In our pursuit to make the world a more creative and entrepreneurial place, we keep our company's five core values at the center of everything we do:

  1. Creating magic
  2. Showing customer empathy
  3. Making data-driven decisions
  4. Focusing on solutions, not problems
  5. Making small improvements every day

We are seeking a highly motivated, experienced, and hands on Finance Director of Forecasting and Reporting to lead our financial planning and analysis (FP&A) function. This is a pivotal role in our organization, playing a critical role in providing accurate and insightful financial forecasts and reports to support strategic decision-making and drive business growth. You will be a strategic partner to the executive and senior leadership team, collaborating closely with various departments to understand their needs and translate them into actionable financial insights.

Responsibilities:

Forecasting:
  • Develop and maintain accurate and reliable financial forecasts, including revenue, expenses, and cash flow, utilizing various forecasting methodologies and incorporating internal and external data sources.
  • Regularly assess and update forecasts based on changing market conditions, business assumptions, and strategic initiatives.
  • Conduct scenario planning to identify potential risks and opportunities and their impact on financial performance.
  • Maintain Company Business Model for multi-year projections.
  • Develop cross functional forecasting and budget process(es) to ensure alignment of functional financial goals with the broader Company Targets.
Reporting:
  • Oversee the preparation of timely and accurate monthly, quarterly, and annual financial statements in accordance with GAAP and relevant regulations.
  • Analyze financial results and develop insightful reports that clearly communicate key metrics, trends, and variances.
  • Present financial information to the executive team, and other stakeholders in a clear and concise manner.
  • Ensure compliance with all internal reporting and disclosure requirements.
  • Work with the Company's external auditors to prepare Annual Financial statements to be provided to external stakeholders.
Financial Planning and Analysis:
  • Partner with senior management to develop and implement strategic financial plans, capital expenditure budgets, and long-term business plans.
  • Conduct cost-benefit analysis and feasibility studies to assess the financial viability of new projects and initiatives.
  • Monitor key performance indicators (KPIs) and track progress towards strategic goals.
  • Provide insightful financial analysis and recommendations to support informed decision-making.
Team Leadership:
  • As the company continues to grow build a team of high-performing team of finance professionals, providing coaching, mentorship, and development opportunities.
  • Establish and maintain a strong, collaborative, and results-oriented team culture.
  • Ensure the continuous improvement of FP&A processes and systems.
Our commitment to our staff is showcased not only through our strong company culture, but also through our employee-centric benefits and programs including:
  • Daily catered lunches from locally owned restaurants and diverse snack offerings
  • Employee-led groups (run club, disc golf club, and book club, just to name a few) that bring employees with similar hobbies and interests together to inspire and build relationships.
  • Plentiful opportunities to volunteer with and contribute to local organizations that align with the passions of our staff
  • Flexible PTO to facilitate strong work-life balance.
  • Paid parental leave that provides employees with support and flexibility as they grow their families.
  • Extensive benefit options including healthy lifestyle reimbursement, 401(k) matching, HSA/FSA, dental, vision, and mental health coverage, and much more
  • Culture Crew and Emerging Leader programs to foster employee leadership development, inclusivity, and connection through year-round trainings and events
Requirements
  • Bachelor's degree in Accounting, Finance, or related field.
  • 10+ years of experience in a similar FP&A or financial accounting role with a strong track record of success, preferably in the software or SaaS space.
  • Startup experience preferred.
  • Proven expertise in financial forecasting, modeling, and analysis.
  • Excellent analytical and problem-solving skills.
  • Strong communication and presentation skills.
  • Ability to work independently and as part of a team.
  • Proficient in Microsoft Excel and other financial modeling tools.
  • Strong experience with financial systems, Quickbooks experience a plus.
  • CPA certification required.

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