Head of Financial Planning

2 weeks ago


Birmingham, United States Core Talent Services Full time

The ideal candidate will be successful in managing total company due dates and deliverables to drive critical financial reporting mechanisms including Monthly Financial Review, Standard Monthly Reporting, Latest Estimate reporting, and covenant adherence.


Required Experience

  • 5+ years financial planning and analysis (FP&A) and financial reporting experience
  • Ability to analyze and interpret financial statements.
  • Advanced/Expert Excel experience
  • Advanced PowerPoint experience
  • Experience working with and presenting to an Executive team.


Preferred Experience:

  • 2+ years business intelligence reporting including, but not limited to, Domo, Tableau, or PowerBI
  • Investment banking analyst/associate experience
  • Understanding of SQL and MySQL and ability to create, edit and maintain SQL queries, views, and stored procedures.
  • Experience in Microsoft Great Plains
  • Familiarity with Private Equity industry and investment goals
  • Familiarity with the Mergers and Acquisitions (M&A) process and experience with successful M&A transactions


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