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Head of Financial Strategy

2 months ago

Bethesda, Maryland, United States HMSHost Full time
Benefits of Working with HMSHost
  • Comprehensive health, dental, and vision coverage
  • Ample paid time off including vacation and sick leave
  • Paid holidays
  • 401(k) retirement savings plan with employer matching
  • Company-sponsored life insurance
  • Educational assistance programs
  • Complimentary parking and access to an onsite fitness facility
  • Employee wellbeing support initiatives
  • Opportunities for training and career advancement
  • Employee referral incentives
Position Overview

The Director of Financial Planning & Analysis (FP&A) plays a pivotal role in shaping the organization's financial strategy and delivering essential business insights, particularly in relation to mergers and acquisitions.

Key Responsibilities
  • Develops elements of the annual and long-term financial strategies along with forecasts for key stakeholders.
  • Evaluates budget and forecast data for precision, rationality, and alignment with strategic goals.
  • Oversees assigned FP&A personnel, providing consistent guidance, mentorship, and support to meet business objectives.
  • Offers analytical assistance to management, operational teams, corporate divisions, and the board of directors.
  • Reviews and reports on consolidated monthly, quarterly, and annual performance across operating segments and administrative expenses.
  • Suggests strategies for enhancing revenue and profitability.
  • Establishes priorities to boost productivity, efficiency, and overall effectiveness.
  • Conducts competitive and industry analyses to pinpoint and address the company's strengths, weaknesses, opportunities, and threats.
  • Prepares business cases for corporate capital initiatives.
  • Performs semi-annual assessments of asset impairments.
  • Evaluates lease disclosures for accuracy, consistency, and adherence to corporate policies.
  • Engages in analysis and valuation of potential acquisition targets, conducting due diligence and facilitating integration or divestiture processes in support of M&A activities.
  • Aids in negotiations regarding M&A terms and conditions.

Important Information: This position is classified as exempt under the Fair Labor Standards Act, specifically under the Administrative Exemption criteria. The Director of Financial Planning & Analysis collaborates closely with business development, corporate accounting, and legal teams on various initiatives and reports directly to the Vice President of Corporate Finance.

Qualifications and Skills Required
  • A Bachelor's Degree in Accounting, Business Administration, Economics, or Finance, along with 7-10 years of relevant experience in budgeting, forecasting, variance analysis, and accounting within a large corporate setting.
  • Proficient in Microsoft Excel, including advanced skills in creating and modifying pivot tables and complex formulas.
  • In-depth familiarity with financial planning and reporting software (e.g., Anaplan, CCH Tagetik, PeopleSoft, SAP, Hyperion, Business Objects, Adaptive/Workday, Oracle, IBM, etc.) is preferred.
  • Demonstrated ability to manage team members effectively.
  • Capacity to work collaboratively within cross-functional teams and engage with stakeholders at all levels.
  • Occasional travel may be necessary based on business requirements.
Disclaimer

All job responsibilities are subject to change to reflect evolving position requirements or to reasonably accommodate individuals with disabilities. Some requirements may exclude individuals who pose a risk to the health and safety of themselves or others. This job description does not imply that these are the only duties required in this role. Employees may be expected to perform other job-related tasks as directed by their supervisor/manager in compliance with Federal and State Laws. Employment remains on an "at-will" basis.

HMSHost is an equal opportunity employer and does not discriminate in employment based on race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, membership in an employee organization, retaliation, parental status, military service, or any other non-merit factor.

Source: HMSHost