Financial Planning

1 month ago

Plano, United States Republic Finance Full time

Overview & Responsibilities At Republic Finance, we are building a leading consumer lending company. In business for over 70 years, we are proud to be a trusted lender online and via our branch network in over 250 communities across 17 states We specialize in providing flexible lending solutions and incomparable customer service driven by our shared mission to pursue excellence for our team, our performance and ultimately our customers. Using digital technology, we are building solutions and experiences for our customers that ultimately drive growth and engagement for our business and will transform Republic Finance into a modern, fast-growing company The Financial Planning & Analysis Director plays a critical role in the financial planning and analysis function of an organization. They are responsible for providing valuable insights, analysis, and financial guidance to support strategic decision-making and drive the overall financial performance of the company. The FP&A Director works closely with various departments and senior management to develop budgets, forecasts, and financial plans, and provides recommendations to improve profitability and operational efficiency. Job responsibilities are as follows: Build and maintain financial models, forecasts, and annual budgets. Analyze and interpret financial data to identify trends, risks, and opportunities. Provide accurate and timely financial reports, including variance analysis and key performance indicators (KPIs), to management and partners. Collaborate with senior management to develop long-term strategic plans and initiatives. Assess the financial feasibility and impact of strategic projects and investments. Provide financial insights and recommendations to support decision-making processes. Own the annual budgeting process and work with department heads to develop departmental budgets. Monitor and update forecasts throughout the year, incorporating changes in business conditions and financial performance. Identify areas for cost optimization and efficiency improvements. Conduct in-depth financial analysis, including profitability analysis, pricing analysis, and scenario modeling. Evaluate the financial performance of business divisions or product lines and provide insights into drivers of performance. Identify and communicate key trends and business drivers. Evaluate capital and other investments (e.g., headcount) through key performance measures such as EBITDA, ROIC and Operating leverage to support business justification. Track, report and analyze ongoing performance measures through life of investments. Develop strong relationships and act as a trusted advisor to key partners. Find opportunities to enhance financial planning and analysis processes and systems. Enhance methodologies to streamline processes, improve efficiency, and ensure data integrity. Continuously assess and enhance financial reporting capabilities. Team Leadership: Manage and develop a team of financial analysts. Provide guidance, support, and mentorship to team members. Champion a culture of dedication, teamwork, and continuous learning. Requirements Bachelor's degree in Finance, Accounting, or a related field. Master's degree or professional certification (e.g., CPA, CMA) is a plus. Proven experience (10+ years) in financial planning and analysis, preferably in a managerial role. Strong financial modeling and analytical skills. Proficiency in using financial software, spreadsheets, and ERP systems. Deep understanding of financial statements, key financial metrics, and financial performance indicators. A high level of initiative, intellectual curiosity and creativity with a strong eye for business and ability to translate financial data into actionable insights and recommendations. Excellent communication and presentation skills, with the ability to effectively communicate complex financial concepts to non-financial partners. Strong leadership and people management skills, with the ability to empower and develop a team. Diligent and highly organized, with the ability to manage several priorities and meet tight deadlines. Forward looking demeanor with strong analytical approach and experience driving business & operational improvement, ability to work independently, think objectively, and interpret relevant themes from quantitative and qualitative data. Ability to thrive in a fast-paced and multifaceted environment, adapting quickly to changing business needs. Advanced user of Microsoft Excel and PowerPoint. Experience with SQL, PowerBI, Hyperion/Oracle/Essbase/PBCS a plus. Benefits We offer a competitive compensation and benefits package including: Health, Dental, & Vision Insurance 15 days of Paid Time Off (PTO) to start + 1 additional personal holiday 401k + employer match Company provided Life Insurance & Long Term Disability Employee Assistance Program - Confidential mental health support Additional benefits with Republic Finance include: Employee of the Month Program Philanthropic support for charities such as Juvenile Diabetes Research Foundation and the American Cancer Society Regular drawings for Sports tickets Professional offices with a friendly team environment Republic Finance, LLC is an Equal Opportunity Employer and does not discriminate on the basis of race, sex, color, religion, national origin, age disability or veteran status in employment opportunities and benefits. Republic Finance, LLC maintains a Drug-Free Workplace.

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