Financial Planning Director
1 month ago
Redwood Software is seeking a highly skilled and experienced Director, Financial Planning to join our team. As a key member of our FP&A organization, you will play a crucial role in building a strong financial foundation for our fast-growing company.
About the RoleThis is a hands-on, in-depth analysis role that requires a strong understanding of financial planning and analysis principles. You will lead near and long-term financial forecasting and reporting activities, including formulating and driving the annual plan, providing insightful top and bottom line analytics, and continuously improving processes.
Key Responsibilities- Develop and maintain P&L financial models to support decision-making across the organization.
- Prepare full P&L financial forecasts for the short-term and long-term.
- Develop and manage the annual budget with cross-functional business partnership to gather relevant inputs.
- Conduct variance analysis to identify and explain differences between actual and budgeted results.
- Effectively communicate financial information and insights to various stakeholders, including the CEO and CFO.
- Prepare and present P&L financial projections as requested by senior management.
- Implement and present new financial models and reporting on an ad-hoc basis for issues and proposals brought to the attention of Finance.
- Create, or support creation of, required reports and ad-hoc reporting as needed by various business units.
- Continually look for reporting automation opportunities and identify key improvement areas for increased team efficiency and effectiveness.
- Assist with the preparation of Board of Directors materials, including financial presentations and reports.
- Bachelor's degree in finance, accounting, or a related field.
- Experience working with private equity firms and Enterprise SaaS environment highly preferred.
- 7+ years of FP&A revenue experience in an Enterprise SaaS environment.
- Proficient in adeptly transforming complex financial data into insightful presentations.
- Strong understanding of financial modeling, forecasting, and budgeting.
- Familiarity with Workday and Google Suite is a plus.
- Excellent analytical and problem-solving skills.
- Strong communication and presentation skills.
- Ability to work independently and as part of a team.
Redwood Software is an equal opportunity employer. We prohibit unlawful discrimination based on race, colour, religion, sex, gender identity, marital or veteran status, age, national origin, ancestry, citizenship, physical or mental disability, medical condition, genetic information or characteristics (or those of a family member), sexual orientation, pregnancy or any other consideration made unlawful by regional or local laws.
We also prohibit discrimination based on a perception that anyone has any of those characteristics or is associated with a person who has or is perceived as having any of those characteristics.
All such discrimination is unlawful and will have a zero tolerance policy applied to it.
Redwood will comply with all local data protection laws, including GDPR when it comes to the handling and processing of personal data.
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