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Director of FInancial Planning, Analysis, & Systems in Houston, TX at Search Services

Date Posted: 4/8/2019

Job Snapshot

Job Description

Growing, Private Equity backed company in Houston seeks a Director of FP&A to join their leadership team. The Director, Financial Planning, Analysis & Systems will play a leading role within the Financial Planning & Analysis team which is broadly responsible for financial analysis, forecasting, management and financial reporting, budgeting, financial systems management and evaluation of various strategic initiatives. This role is both hands on and responsible for leading a team of 4-5 resources to develop the annual business plan and perform both quarterly and monthly business reviews and forecasts. This role will also lead both routine and ad hoc analysis and provide critical insight and analytical support to the company’s executive leadership team and various operational VPs throughout the organization.

In addition to the responsibilities above the Director will be managing and developing the company’s financial systems and controls to support the business’s internal and external reporting requirements.  The Director will be working closely with the Information Technology, Human Resources and Finance and Accounting Teams to execute and implement on best practices and controls, and will be integral in providing strategic oversight and leadership in the use of software and technology solutions that support back office functions. This includes the company’s general ledger, FP&A, order to cash, commissions, fixed assets, payroll, and procure to pay processes.

Financial Planning Responsibilities

  • Lead all aspects of annual planning and interim forecasting processes including procedures, timelines, activities, content, formats, templates, reviews, consolidations, presentations, systems updates, and distributions.
  • Develop and maintain planning calendar that is coordinated with executive leadership objectives
  • Lead a FP&A function that will play a key role to identify and lead business improvement initiatives across the organization
  • Timely and accurate preparation, consolidation and presentation of work products including the annual business plan, quarterly and other interim forecasts of operations, capital expenditures, balance sheet items, and cash flow and related variance and trend analyses
  • Develop, design and maintain the planning database, excel templates and planning tools, and provide support to users in developing analyses and reports
  • Perform financial "what if" and long-term forecast scenarios to support management decision making activities, capital structure planning and alignment of operating plans with longer term strategic objectives
  • Partner with key stakeholders to collect, analyze, and report financial results and insights; research and analyze key business drivers, trends, and performance indicators
  • Develop and maintain excellent relationships with colleagues across business units / departments to foster an effective cross functional working environment and collaborative spirit
  • Work with senior leaders, finance management and peers on strategic and ad hoc projects as they arise
  • Hire, retain, direct, support, evaluate, and mentor team of financial analysts and systems analysts

Financial Systems Responsibilities

  • Responsible for the maintenance and implementation of financial systems and software within the Finance and Accounting Department
  • Brings expertise or identifies subject matter experts in support of multi-functional efforts in process improvement, data capture and analysis, infrastructure support, tool ownership and compliance with procedures, etc. 
  • Support Finance and Accounting Department in their daily use of back office systems such as, but not limited to,, Adaptive Planning, NetSuite, Xactly, Zuora, ADP.
  • Own and design new systems and/or current system enhancements, process changes, and other improvements in order to achieve scalability and to support new business initiatives
  • Build and ensure seamless integration of the operating and financial systems.
  • Manage and / or implement suite of applications (general ledger, accounts payable, purchasing, inventory, fixed assets, etc.).
  • Ensure accurate reporting from financial systems.
  • Work with IT and Development teams to manage the development of infrastructure to ensure accuracy of financial data.
  • Partnering with the functional owner and business users of the applications to develop long term strategies to meet the business needs
  • Serve as contact between IT / Development and the Accounting / Finance department.
  • Knowledge of standard project management and milestone based task management.

Our Ideal Candidate

  • MBA/MPA/MSA and CPA designation
  • 8+ years’ experience in budgeting, forecasting activities
  • 5+ years’ experience in process / project management activities
  • Supervisory experience required – have led an FP&A team for several years
  • Demonstrated customer focus - evaluate decisions through the eyes of the customer; and
  • Ability to build strong trusted relationships.
  • Must be able to multi-task and willing to work in a high paced evolving environment
  • Strong sense of ownership, urgency and drive