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Head of Financial Planning

2 months ago


Austin, Texas, United States augmentjobs Full time
Job Overview

Position Title: Financial Planning Director

Position Summary: The Financial Planning Director plays a crucial role in steering the financial planning and analytical operations of the organization. This position is tasked with formulating and executing financial strategies, overseeing budgeting and forecasting activities, and delivering strategic insights to facilitate informed decision-making and meet financial objectives.

Key Responsibilities:

  • Formulate and execute detailed financial planning and analysis strategies that are in line with the organization's mission and objectives.
  • Supervise the creation of budgets, forecasts, and financial models that support strategic initiatives and decision-making processes.
  • Assess financial performance, analyze discrepancies, and provide actionable insights and recommendations to executive leadership.
  • Conduct in-depth financial analyses to support business cases, investment evaluations, and strategic projects.
  • Ensure precision and uniformity in financial planning processes, including data integration and reporting mechanisms.
  • Collaborate with various departments to collect and analyze financial data, offering support for budgeting and financial planning efforts.
  • Prepare and deliver financial reports, including performance indicators and forecasts, to senior management and the board.
  • Identify and implement enhancements to improve the efficiency and effectiveness of financial planning and analysis operations.
  • Lead and develop the financial planning team, providing mentorship, support, and opportunities for professional growth.
  • Stay informed on industry trends, financial regulations, and best practices to ensure effective financial planning and compliance.

Required Qualifications:

  • Bachelor's degree in Finance, Accounting, Business Administration, or a related discipline; a Master's degree or MBA is preferred.
  • Significant experience in financial planning and analysis, including leadership positions and strategic planning roles.
  • Strong expertise in financial modeling, budgeting, forecasting, and performance assessment.
  • Demonstrated ability to devise and implement effective financial strategies and processes.
  • Exceptional analytical, problem-solving, and decision-making capabilities.
  • Strong leadership and team management skills.
  • Effective communication and presentation abilities for engaging with senior leadership and stakeholders.
  • Proficiency in financial planning software and analytical tools.