Director of Financial Planning & Analysis (FP&A)

Job Description

Job Description

Job Summary:

• As the Director of FP&A, you will oversee all aspects of financial reporting and ensure accurate and timely reporting of financial information. You will collaborate closely with the finance and accounting team as well as senior leadership in other Safe-Guard departments, to ensure alignment on corporate goals, cash flow management, capital deployment and expense management. We are seeking a leader for the FP&A team to support the broader organization in financial analysis, forecasting and strategic initiatives. This role requires a background demonstrating the ability to own the full suite of financial reporting and analysis within a fast growing, dynamic organization. It is ideal for someone looking to utilize their finance, accounting and analytical skillsets to contribute to our organization's growth.
• The ideal candidate possesses leadership capabilities, a solid operational and technical accounting background, and proactively drives results. This person is a self-starter, flexible, has a high level of integrity and is goal-oriented in a fast-paced, team-oriented, collaborative environment. This position will manage a small number of direct reports.

• Lead and manage the financial reporting function, ensuring compliance with Special-Purpose and Generally Accepted Accounting Principles (GAAP)
• Strategic partner to internal executives and leadership to help set departmental goals and analyze budget and trend variances
• Support the CFO in owning the production of Board financial packages and ad hoc presentations / forecasts
• Oversee the preparation and filing of accurate and timely financial statements, including quarterly and annual reports, in compliance with regulatory requirements.
• Lead efforts to enhance technology application in the financial reporting function. Expand capabilities with current reporting and reconciliation systems (Planful/Blackline) and explore other technologies that can further streamline the compilation and analysis of financial results
• Lead efforts to implement new partners and sales channels
• Stay updated on emerging accounting and reporting standards, assess their impact on the organization, and provide recommendations for implementing necessary changes.
• Collaborate with cross-functional teams to gather financial data, perform analysis, and prepare financial reports, ensuring consistency and accuracy.
• Provide technical accounting guidance and support to various departments, ensuring proper accounting treatment for complex transactions.
• Collaborate with legal and compliance teams to ensure accurate and timely disclosure of financial information in compliance with relevant laws and regulations.
• Assist with internal and external audit requests.

• Bachelor's degree in accounting or finance
• FP&A management experience within a fast-paced environment, preferably Private Equity owned. Background in Big 4 accounting, consulting or banking a plus
• Developed understanding of insurance related accounting concepts is a plus. Prior experience with an insurance company and/or service of insurance industry clients
• Proficiency in financial reporting systems and tools. advanced Excel skills are required
• Excellent analytical, problem-solving, and decision-making skills, with keen attention to detail.
• Strong communication and interpersonal skills, with the ability to effectively collaborate and communicate complex financial matters to various stakeholders.
• Ability to thrive in a fast-paced and dynamic environment, managing multiple priorities and meeting deadlines.