Financial Planning and Analysis Specialist

2 weeks ago


Charlotte, North Carolina, United States Diamonds Direct Full time

Position Overview
The Financial Planning and Analysis Specialist will play a crucial role in enhancing various aspects of the finance department, including financial evaluation, management reporting, budgeting, forecasting, investor relations, and M&A due diligence, along with other ad-hoc financial responsibilities.

Company Overview
Diamonds Direct stands as a premier high-growth specialty retailer within the diamond and bridal jewelry sector. Since its inception in 1995 with a single location in Charlotte, the company has expanded to over 30 locations across the United States.

Previously part of a Blackstone portfolio, Diamonds Direct has successfully broadened its reach through both organic growth and strategic acquisitions.

Key Responsibilities
- Assist the executive management team by maintaining and analyzing critical financial and operational metrics across the expanding store network.
- Monitor key performance indicators (KPIs) through the regular delivery of internal and external reporting packages that summarize financial and operational outcomes.
- Track performance against budget and report findings to management and the board on a daily, weekly, and monthly basis.
- Engage in the annual budgeting process to create comprehensive budgets by location.
- Develop intricate financial operating models and financing strategies for the entire organization.
- Collaborate with the Real Estate function to assess potential new markets from demographic, competitive, operational, and return on capital perspectives.
- Analyze capital structure options and the cash flow implications of potential financing arrangements.
- Conduct pro-forma ROI analyses to evaluate specific opportunities for new market entry.
- Perform benchmarking analyses to compare the performance of new stores against historical trends.
- Monitor inventory levels across various stores, departments, products, and SKUs to inform appropriate net working capital investments.
- Conduct due diligence on potential acquisition targets and oversee third-party advisor workstreams throughout M&A processes.
- Prepare materials for internal and parent company use.
- Provide special project support to the CEO, CFO, COO, EVPs, and parent company on significant initiatives.

Role Highlights
- Daily exposure to the executive management team.
- Work within a lean corporate structure and a growing finance department.
- Opportunities for personal growth and advancement into leadership roles.
- Team-oriented cultural environment.

Qualifications
We are looking for highly motivated and intelligent candidates with a proven track record of excellence in previous roles, possessing the following attributes:
- Strong analytical capabilities.
- Ability to tackle new challenges in a dynamic environment while managing multiple projects.
- Proficiency in processing and summarizing large and diverse data sets to deliver actionable insights.
- Excellent verbal and written communication skills.
- Capability to work independently and meet deadlines with minimal supervision.
- Positive attitude and strong interpersonal skills.
- Quick learner with the ability to adapt through experience.
- High attention to detail.
- Proficient in Microsoft Office, with a strong understanding of Microsoft Excel and PowerPoint being essential.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, or any other protected category.



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