Director Business Planning and Analysis

Position Summary The Director of BP&A, reporting directly to the CFO, is responsible for managing the three-statement model for the business, annual budgeting process, and management reporting for internal and external stakeholders. This is considered a hands-on role with one direct report to assist in management of models and reporting. ResponsibilitiesOversee the management of the three-statement financial models used for forecasting, budgeting, planning, and liquidity analysis.Analyze current financial performance against historical, budget, and forecasts and present results in monthly management reporting for internal and external stakeholders.Work with department leadership to analyze departmental spend and provide actionable details for department leadership to effectively manage their spend and performance.Partner with Revenue Operations on sales bookings forecasts.Partner with Business Intelligence team on automating internal recurring reporting.Partner with CFO to present financial data and strategies to internal and external stakeholders, including the board.Advise on long-term business and financial planning to drive business strategy.Lead annual budget process with department leadership and broader accountingfinance team.Lead or support special projects and ad-hoc financial analysis as required by leadership, including scenario modeling, profitability analysis, and M&A evaluations.Mentor and develop FP&A team member(s), promoting a culture of continuous learning and professional growth.Other duties as assignedEducation & Skill RequirementsMinimum 10 years' work experience in FP&A, financial analysis, or accountingKnowledge of US GAAP, excellent financial acumen, and communication skillsExperience in managing or mentoring, fostering a collaborative and high-performance environment is a plusStrong attention to detail, problem-solving abilities, and a results-driven mindsetExpert Excel and PowerPoint; experience with Power BI and NetSuiteBachelor's degree in Business, Accounting, Economics or similar field.MBA, CFA, or CPA preferredTraining the street or Wall Street Prep certificate preferredAbility to travel domestically and internationallyPay Range: $145,000-175,000year + bonusBenefits: Medical (offer three various plans with Aetna) - employee and employer contributionsDental - employee and employer contributionsVision - employee and employer contributionsHealth Savings Account with a company contribution if participating in an HDHP planFlexible Spending AccountEmployer paid Life and ADD InsuranceSupplemental Life and ADD available for purchase401(k) plan with Employer Match160 hours of Paid Time OffPhilanthropy TimeParental LeaveTrainingIt will be necessary to participate in upgrading courses from time to time to keep abreast of changing policy, technology, and growth.

Created: 2025-02-21