Director of FP&A Job Description Template
Our company is looking for a Director of FP&A to join our team.
Responsibilities:
- Frequently required to stand; walk and reach with hands and arms;
- Create and lead a strategic planning process;
- Own the budgeting, forecasting and management reporting processes;
- Manage and perform special projects;
- Prepare material for board of directors and investor relation activities;
- Detailed Variance Analytics to drive understanding of the business;
- Drive the relationships with the Labor Management Team;
- Drive improved profitability through analytics and operational relationships;
- Build and deliver presentations for Region Business Reviews with division President;
- Help lead initiatives to enhance FP&A across the commercial organization;
- Partner with our internal Accounting team on monthly close process, financial reporting, and preparation of GAAP financial statements;
- Assist in all aspects of the company’s forecasting and budgeting process and compare detailed KPIs vs. actual performance;
- Complete Capital Analytics and Business Case for request;
- Prepare detailed analyses to support major investment initiatives and track performance of those initiatives vs. plan;
- Development of Monthly Reporting Package to Region and Division Executives.
Requirements:
- Excellent financial modeling skills;
- MBA, CFA and/or CPA preferred;
- Oversee financial analysis when evaluating pricing, valuation and operational decisions;
- Review and manage flow and balance of work within group and assign duties and match workload to skill levels of staff;
- Develop plans for Model enhancements;
- Bachelor’s degree in Accounting, Finance, Economics or related degree required;
- Help research and communicate results comparing actual vs forecast and plan to senior executives monthly with insight on main drivers/trends;
- 10+ years of corporate or FP&A experience;
- Review product line P&L’s and communicate results to senior management;
- Frequently required to stand; walk and reach with hands and arms;
- Make recommendations for Model enhancements to increase efficiency and refine reporting;
- Highly proficient in excel with the ability to maintain and update complex KPI trackers and quickly build detailed financial models from scratch;
- 3+ years of experience in investment banking and/or private equity, or 5+ years of commercial FP&A experience;
- Experience with TMT companies and/or subscription-based services a plus;
- Previous budgeting and forecasting experience, especially at venture capital or private equity-backed companies, a plus.