Director of Financial Planning and Analysis

Position Summary

This position requires a highly organized individual who possesses strong initiative and has the ability to complete multiple projects in a deadline driven environment. This individual must be able to communicate effectively and understands the need to work in an integrated manner with other members of the department in furtherance of goals, objectives, and knowledge.

Job Essentials, Responsibilities, Duties

• Evaluate opportunities to improve business performance and analyze & report project profitability and return on investment, including the preparation of complex financial models.
• Evaluate financial and strategic impact of new business opportunities.
• Develop trend analysis and consolidation of forecasts for all client groups.
• Conduct and evaluate cost analysis on various business scenarios.
• Perform cost benefit or breakeven analysis on specified projects.
• Search financial opportunities to improve business, accounting and budgeting processes on behalf of our clients.
• Develop budgets, forecast and variance analysis.
• Collaborate with internal teams to analyze the financials of different client projects and develop goals, measure performance and make recommendations.
• Conduct monthly variance analyses through result evaluation to recommend business process improvements.
• Supervise the creation of reports, software implementation and tools for budgeting and forecasting.
• Participate in strategic planning and forecast meetings, recommending best business practices.
• Analyze complex financial information and reports to provide accurate and timely financial recommendations to management for decision making purposes.
• Identify, analyze, and interpret trends or patterns in complex data sets.
• Provide financial analysis and investment support.
• Participate in cross-functional efforts within the organization to improve reporting, planning, and analysis capabilities.
• Identify, develop, and utilize forecasting tools to automate financial data analysis.
• Improve operating teams’ understanding of financial statements with thoughtful and transparent analysis.
• Drive process improvement and policy development initiatives that impact the function.

Specific Job Knowledge, Skills, and Abilities

• Advanced knowledge of financial forecasting and diagnosis, corporate finance and information analysis to develop effective strategies for the organization and our clients.
• Well-versed in financial software applications to automate and modernize systems. This includes ERP systems, financial modeling software, and Excel.
• Proficient in data analysis and interpretation to gain insights and support business decision making.
• Strong leadership skills.
• Excellent communication skills to convey complex financial information and strategies to non-financial stakeholders in a clear, concise, and easy to understand manner.
• Strategic thinking and problem-solving abilities to anticipate future trends and outcomes and provide strategic advice to the senior management team.
• Strong understanding of the economic environment, industry trends, and market changes to factor into financial forecasting and planning.
• Strong business acumen with the ability to align financial management with short-term and long-term business objectives.

Qualifications

• Bachelor’s degree in accounting, finance or relevant field.
• Major in finance, economics, business administration or relevant field.
• 8+ years of relevant financial modeling, analysis and reporting experience.
• 3+ years of supervisory, forecasting, and budgeting experience.
• Proven experience as a Director of Financial Planning and Analysis, Financial Planner or similar role.
• In-depth knowledge of corporate finance and accounting principles, laws and best practices.
• Solid knowledge of financial analysis and forecasting.
• Proficient in MS Office and financial management software.

Tri Star Core Values

PERFORMANCE: We provide clients with excellent reporting and service

HONEST & INTEGRITY: We are transparent and accountable, always being truthful to staff and clients

TEAMWORK: We actively participate in group discussions, tasks, and projects

COMMITMENT: We are dedicated to our roles within Tri Star, the core values of the firm and the clients

TECHNOLOGY: We seek to capitalize on innovative technologies and contribute to positive change in the firm

This job description is not intended to be a comprehensive list of all requirements of this position.