Financial Planning Manager

3 weeks ago

Birmingham, Alabama, United States Daxko Full time
Job Summary

We are seeking a highly skilled Financial Planning Manager to join our team at Daxko. As a key member of our finance department, you will be responsible for supporting all aspects of financial operations, including budgeting, forecasting, financial modeling, and performance analysis.

The ideal candidate will possess strong analytical skills, a deep understanding of financial principles, and a proven track record of driving financial performance through strategic insights and recommendations.

Key Responsibilities
  • Recruit, interview, hire, and train new staff.
  • Oversee the daily workflow of the department.
  • Provide constructive and timely performance evaluations.
  • Handle discipline and termination of employees in accordance with company policy.

You will also:

  • Lead the development of the annual budgeting process and monthly forecasting updates.
  • Ensure accuracy, consistency, and alignment with overall financial goals and business objectives.
  • Develop and maintain complex financial models to support strategic initiatives, long-term planning, and scenario analysis as business needs evolve.
  • Serve as a key financial partner to department heads and functional leaders, providing support in budget management, financial performance tracking, and decision-making.
  • Prepare comprehensive financial reports, dashboards, and presentations for senior management, and Board of Directors, highlighting key insights and driving informed decision-making.
  • Identify and implement process improvements to streamline financial operations, enhance data accuracy, and improve reporting capabilities.
  • Support various strategic and operational initiatives with financial analysis and insights, as needed.
  • Work with CFO and Controller to ensure monthly, quarterly, and annual financial & operational reporting is completed in an accurate and timely manner for both Company leadership as well as the Board and investors.
  • Ensure smooth financial and operational integration of acquired businesses, including consolidating financials, aligning budgets, and establishing new performance metrics.
  • Prepare and review monthly sales commissions calculations and payouts in coordination with Sales.
  • Minimal travel may be required for Board or Executive team meetings.
Requirements
  • Bachelor's Degree in Accounting or Finance, or equivalent experience.
  • Five or more (5+) years of progressive responsibility, including financial analysis, budgeting, and process improvement.
  • Two or more (2+) years of leadership experience.
  • Proven track record of partnering with diverse teams across the organization to drive initiatives, solve problems, and achieve shared objectives.
  • Exceptional knowledge of Excel and experience using ERP systems, CRM systems, and other software tools such as budgeting and project management software.
  • Proficient with financial modeling, budgeting, and forecasting.
  • Strong analytical and quantitative skills, with a keen ability to identify trends, analyze complex data, and provide data-driven recommendations.
  • Excellent verbal and written communication skills, with the ability to convey complex financial information to non-financial stakeholders effectively.
  • Demonstrated ability to lead projects, manage cross-functional relationships, and influence stakeholders at all levels.
  • Ability to problem solve and delegate as priorities shift with business development while managing team capacity.
  • Skilled in change management in high-impact situations, with the ability to lead teams through periods of transition effectively.

Preferred (not required) experience:

  • Master's degree or CPA/CFA certification.
  • Familiarity with Netsuite or Intacct accounting systems and Salesforce CRM.
  • Experience with exposure to M&A activities or corporate finance in a consulting or investment banking environment.
About Daxko

Daxko is dedicated to pursuing and hiring a diverse workforce. We are committed to diversity in the broadest sense, including thought and perspective, age, ability, nationality, ethnicity, orientation, and gender. The skills, perspectives, ideas, and experiences of all of our team members contribute to the vitality and success of our purpose and values.

We truly care for our team members, and this is reflected through our offices, benefits, and great perks. These perks are only for our full-time team members. Some of our favorites include:

Flexible paid time off

Affordable health, dental, and vision insurance options

Monthly fitness reimbursement

401(k) matching

New-Parent Paid Leave

1-month paid sabbatical every 5 years

Casual work environments

Remote work

All your information will be kept confidential according to EEO guidelines.

#LI-Remote

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