VP, Corporate Financial Planning and Analysis

As the VP of Financial Planning & Analysis (FP&A), you will play a pivotal role in driving strategic financial decision-making within our organization. You will be responsible for overseeing all aspects of financial planning, forecasting, budgeting, and analysis to provide actionable insights to senior management. The ideal candidate will possess a strong analytical mindset, excellent leadership skills, and a deep understanding of financial principles.

Key Responsibilities

1. Financial Planning & Forecasting

• Lead the development and maintenance of comprehensive financial models to support short-term and long-term strategic planning.
• Collaborate with various departments to gather inputs and assumptions for budgeting and forecasting processes.
• Analyze trends, variances, and key performance indicators (KPIs) to provide insights into business performance and future outlook.

1. Budget Management

• Oversee the annual budgeting process, ensuring alignment with organizational goals and objectives.
• Monitor budget execution, track actual performance against budgeted targets, and identify areas for improvement.
• Work closely with department heads to optimize resource allocation and maximize operational efficiency.

1. Financial Analysis & Reporting

• Prepare and present regular financial reports and analyses to senior management, board and bank.
• Complete monthly financial reporting package including variance explanations that demonstrate an understanding of the business. Provide in-depth analysis of results, business insights and assessments of risks and opportunities.  
• Work with regions/business units to consolidate forecasts/actuals and ensure consistency and accuracy.
• Identify opportunities for cost optimization, revenue enhancement, and risk mitigation.
• Lead the modeling and financial analysis supporting cash flow and capital structure planning, and periodic enterprise and equity valuation.
• Coordinate with Accounting to ensure items are booked properly.

1. Strategic Decision Support:

• Provide decision support to senior leadership by evaluating investment opportunities, strategic initiatives, and business expansion plans.
• Conduct ad-hoc financial analyses and modeling to support key strategic projects and initiatives.
• Collaborate with cross-functional teams to assess the financial implications of business strategies and initiatives.

1. Process Improvement

• Continuously review and enhance financial planning and analysis processes to streamline workflows and improve efficiency.
• Identify opportunities to improve use of technology and automation tools to enhance forecasting accuracy and data analysis capabilities.
• Implement best practices in FP&A to drive continuous improvement and enhance organizational performance.

1. Leadership

• Build high performing team.
• Coach and mentor existing team members – develop and grow skills and capabilities on the team.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or related field; MBA or advanced degree preferred.
• Proven experience (10+ years) in financial planning and analysis, with a track record of success in a leadership role.
• Strong proficiency in financial modeling (including a three statement model with income statement, balance sheet and statement of cash flows), forecasting techniques, and budget management.
• Excellent analytical skills with the ability to translate complex financial data into actionable insights.
• Advanced proficiency in Microsoft Excel; experience with financial planning software (e.g., Adaptive Insights, Workday) is a plus.
• Strong leadership and communication skills, with the ability to effectively collaborate with stakeholders at all levels of the organization.
• Strategic mindset with the ability to think critically and make data-driven decisions.