Director of Financial Planning – Analysis

This is a fully remote position, open to applicants in Ohio.

📋 Description

• Oversee and consistently refresh the comprehensive multi-case financial forecasting model

• Collaborate with the Revenue team to generate monthly and quarterly revenue forecasts based on customer data

• Assist in the formulation of the annual budget

• Spearhead the review of monthly and quarterly financial statements, along with variance analysis for revenue, COGS, and SG&A

• Manage the 13-week cash flow projection

• Assess business cases for potential sales opportunities

• Conduct gross margin analyses for current and prospective clients, pinpointing areas for increased efficiency

• Compile and prepare monthly financial reports for lenders and private equity stakeholders

• Develop quarterly financial presentations for Board meetings, highlighting key drivers and variations

• Deliver monthly financial outcomes and comparisons to forecasts to the executive team

• Promote automation and enhance efficiency within the function using AI tools

• Execute specialized forensic financial analyses to aid management in understanding financial trends and anomalies

⛳️ Requirements

• Bachelor’s degree in Finance, Accounting, or related field

• Proven experience in financial forecasting, budgeting, and analysis

• Strong analytical skills with a focus on detail

• Proficiency in financial modeling and reporting tools

• Excellent communication and presentation abilities

• Ability to work collaboratively in a team environment

• High level of proficiency in Microsoft Excel and other financial software

🏝️ Benefits

• Competitive salary and performance-based bonuses

• Comprehensive health and wellness benefits

• Opportunities for professional development and career growth

• Flexible work arrangements

• Collaborative and inclusive company culture