Financial Planning and Analysis Manager

Description

• Develop and execute process and models to develop 3-year Strategic plan, Annual Budgets, Financial Forecasts, and Operating Plans including financial and non-financial metrics. Includes full set of financial statement (Balance sheet, Income Statement and Cash flow), Detailed sales and COGS plans and overhead expenses.
• Analyze current and past trends in key performance indicators including all areas of revenue, cost of sales, expenses, and capital expenditures
• Maintain overhead standards in the company and other estimating/quoting metrics in use to ensure profitability
• Prepare all monthly and Quarterly Financial reports and related presentations to Board of Directors and Senior Management Team
• Develop financial models and analyses to support strategic initiatives
• Ad-Hoc Reporting and in-depth Analysis to supporting Senior Management Team and Departments heads
• Develop and implement integration process and participate in execution when targets are acquired
• Analyze complex financial information and reports to provide accurate and timely financial recommendations to management for decision making purposes
• Monitor performance indicators, highlighting trends and analyzing causes of unexpected variance and work with respective leaders to develop, implement and track corrective actions needed to return the business to operating targets
• Implement and work with a VENA – our Business Intelligence Tool and Create dashboard reports for leaders to use

Requirements

• 5+ years’ experience as Manager or Director of Financial Planning and Analysis
• Ability to think creatively, highly driven, and self-motivated
• Deep command of Financial Accounting Principles and GAAP, including purchase accounting
• Demonstrated problem solving capabilities at highest level
• Articulate with excellent verbal and written communication skills
• Advanced Microsoft Excel and PowerPoint skills. Experience with Dashboards and/or Power BI a plus
• Bachelor’s Degree in Accounting or Finance; MBA highly preferred
• Strong leadership skills required. Experience in multi-branch HVAC or construction preferred
• Highest standards of accuracy and precision; highly organized.
• High degree of initiative in developing tools and reports to drive the business forward
• Demonstrated ability to roll-up sleeves and work with team members in a hands-on management capacity

Benefits

Training + Development

Interview process

Visa Sponsorship

Security clearance