Chief Financial Strategist
5 days ago
About the Role:
We are looking for an experienced professional with 10-15+ years of progressive experience in FP&A, preferably with a background in Investor Relations in a public company. As our ideal candidate, you will have advanced knowledge of accounting and financial statements, including P&L, Balance Sheet, and Cash Flows.
Key Responsibilities:
- Strategic Financial Leadership:
- Partner with executive leadership to craft and execute financial strategies that align with the company's goals, providing actionable insights and recommendations to propel business performance and inform strategic decisions.
- Collaborate with Investor Relations and the Executive Leadership Team on quarterly earnings, including preparation, guidance, content creation, and reporting.
- Financial Planning & Analysis:
- Lead the monthly financial performance review against budget, prior year, and forecast for the consolidated company and its segments, overseeing and enhancing financial forecasting processes (monthly, quarterly, annual).
- Direct the annual budgeting process, ensuring timelines are met and department heads are engaged.
- Develop and maintain sophisticated financial models to support strategic initiatives and business planning, creating and presenting complex financial analyses, identifying opportunities and risks to inform leadership and support long-term initiatives.
- Commercial Finance:
- Lead the commercial finance team, overseeing sales forecasting, analytics, pricing, and rebate accounting, ensuring robust controls and best practices in the rebate process.
- Simplify rebate processes and enhance analytics to drive pricing and profitability actions across our portfolio.
- Performance Management:
- Monitor and analyze financial performance against budgets and forecasts, identifying key variances and trends, providing variance analysis and explanations to senior leadership and the Finance Department.
- Prepare and present financial performance reports to the executive team and board of directors, developing and tracking key performance indicators (KPIs) to measure and improve business performance.
- Business Partnering:
- Collaborate with business unit leaders to provide financial insights and support decision-making, fostering strong working relationships with cross-functional teams to drive financial accountability and performance.
- Partner with Investor Relations and Corporate Development to assess M&A opportunities and related financial support, serving as a trusted advisor to senior management on financial matters.
- Process Improvement:
- Identify and implement process improvements to enhance the efficiency and effectiveness of financial planning and analysis, leveraging technology and tools to streamline financial processes and improve reporting capabilities.
- Team Leadership:
- Lead, mentor, and develop a high-performing FP&A team, providing continuous feedback and professional development opportunities to team members, fostering a culture of continuous improvement, collaboration, and excellence.
- Team Leadership:
- Identify and implement process improvements to enhance the efficiency and effectiveness of financial planning and analysis, leveraging technology and tools to streamline financial processes and improve reporting capabilities.
- Process Improvement:
- Business Partnering:
- Performance Management:
- Commercial Finance:
- Financial Planning & Analysis:
Requirements:
- Bachelor's degree in Finance, Accounting, Economics, or a related field; MBA or advanced degree preferred.
- CPA, CFA, or similar professional designation is a plus.
- Experience supporting Investor Relations in a public company is highly desired.
- Advanced proficiency in MS Excel and experience building and maintaining complex financial models.
- Excellent computer skills: MS PowerPoint, Enterprise Financial Planning Tools (Hyperion, JDE, etc.).
- MBA or Master's in Finance, CPA, and experience with Hyperion / Essbase, Oracle, and JDE are desirable.
What We Offer:
- $200,000 - $300,000 base salary, depending on experience.
- Performance-based bonus.
- Comprehensive benefits package.
- Opportunities for professional growth and development.
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