Head of Financial Strategy and Analysis

2 weeks ago


Dunwoody, Georgia, United States Meridian Cooperative Full time

Hybrid - 2 days in the office

Meridian Cooperative is seeking a Director of Financial Strategy and Analysis to lead a dedicated team of innovators and problem-solvers, committed to overcoming challenges and delivering effective solutions. At our organization, we take pride in the significance of our work, striving to simplify processes for our Members, Customers, Partners, and Employees. Be a part of our journey in the Utility Software sector and excel in a thriving environment.

Position Overview:

This role operates autonomously, taking charge of Meridian's financial planning, budgeting, and forecasting for both short and long-term objectives, alongside the preparation and analysis of intricate financial data.

Key Responsibilities:

  • Oversee the execution of the budget and three-year strategic financial forecasts.
  • Design and maintain sophisticated financial models to evaluate and predict the company's financial outcomes, aiding in budgeting, forecasting, and strategic planning.
  • Review and analyze financial statements, including income statements, balance sheets, and cash flow statements, ensuring accuracy and compliance with accounting standards.
  • Conduct thorough analyses of operational variances, identify trends, and propose strategies for financial enhancement.
  • Utilize statistical methods and financial modeling to gather, assess, and interpret financial data to support strategic decision-making.
  • Evaluate the financial feasibility of investment opportunities, mergers, and acquisitions through detailed studies and due diligence, offering strategic insights.
  • Identify financial risks and devise proactive measures to mitigate them, ensuring effective management of financial exposure.
  • Streamline and consolidate monthly financial reporting for senior leadership, ensuring precision, quality, and timely reviews.
  • Analyze economic, industry, and peer data for trend analysis and comparisons, providing insightful recommendations for improvements in forecasting and budgeting.
  • Ensure adherence to relevant financial regulations, accounting principles, and reporting standards in all financial operations.
  • Collaborate with cross-functional teams to collect data for product costing and pricing evaluations.
  • Prepare specialized financial analyses and reports to facilitate informed decision-making.
  • Guide, mentor, and train Financial Analysts and Senior Financial Analysts.
  • Exhibit thought leadership, innovation, and creativity.
  • Represent the organization at industry conferences and networking events.
  • Comply with all corporate policies and procedures.
  • Travel as necessary.
  • Undertake additional responsibilities as assigned by management.

Qualifications:

Bachelor's degree in Finance, Accounting, Economics, or a related discipline; MBA is preferred.

A minimum of 10 years of experience in financial analysis, modeling, or planning is required.

CPA and/or CMA certifications are preferred.

Skills and Competencies:

Proficient in analyzing financial statements, interpreting key financial ratios, and assessing overall financial health.

Adept at developing and managing budgets, conducting detailed financial forecasting, and modeling potential financial scenarios.

Skilled in creating and maintaining complex financial models to evaluate financial impacts and support decision-making processes.

Capable of analyzing intricate financial issues, identifying root causes, and formulating practical solutions.

Strong written and verbal communication skills.

Excellent analytical and problem-solving abilities.

Adaptable and able to respond swiftly to changes.

Advanced strategic thinking and communication skills.

Expert knowledge of Microsoft Office applications, including Word, Excel, and PowerPoint.

Familiarity with NetSuite Planning and Budgeting.

Able to thrive in a fast-paced environment and manage multiple competing priorities.

Proactive and solution-oriented mindset with a willingness to learn.

What We Offer:

  • Comprehensive Medical/Dental/Vision coverage starting on the first day of employment.
  • Education and Training Reimbursement.
  • On-Site Educational Courses.
  • Flexible Spending Account.
  • Health and Wellness Reimbursement (fitness tracking device reimbursement up to $300).
  • Robust Life Insurance and Disability coverage.
  • Generous vacation policy: 22 days of accrued time off (no waiting period) and 9 holidays, including the day after Thanksgiving and Christmas Eve. Up to 240 hours of vacation can roll over to the next year.
  • Volunteer Time: 8 hours per year.
  • Retirement: Competitive 401K plan with immediate vesting in company-funded contributions and matching contributions.

In addition to a competitive salary, we provide a medical/dental/vision plan and matching 401(k), along with:

  • Relaxed Dress Code.
  • Flexible Hybrid Work Schedules.
  • In-Office Gym.

About Us:

Founded in 1976 by a coalition of Electric Membership Cooperatives, Meridian Cooperative was established with the vision of providing a unified enterprise solution for data processing, IT, and operational needs for cooperatives, public utility districts, and municipal utilities. Through strategic acquisitions and partnerships, we have consolidated multiple leading-edge companies under our umbrella to fulfill that vision. Today, the Meridian Suite serves over 500 utilities nationwide with industry-leading enterprise software solutions.


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