Senior Director, Financial Planning and Analysis

JOB SUMMARY:

The Senior Director, Financial Planning and Analysis will play a key role on the Finance team and will drive strategic decisions through insightful financial planning, reporting, and business analytics. This position will lead the FP&A function at Trace3 and partner closely with executive leadership. The ideal candidate will have at least 10 years of experience in accounting or finance, with significant experience in a management role.

SUMMARY OF ESSENTIAL JOB FUNCTIONS:

• Responsible for the coordination and development of the annual budget across all departments, resulting in annual consolidated company and business level targets.
• Preparation of material for monthly leadership reviews and quarterly Board and lender meetings; providing direct support to the CEO and CFO.
• Support strategic initiatives with ad hoc modeling requiring in depth understanding of the Company business, strong business acumen, and creation of sometimes complex financial models.
• Lead team in development of monthly P&L variance analysis, data driven analytics of key leading indicators, and preparation of executive commentary.
• Work closely with the accounting team to ensure a timely and accurate financial month-end close for consolidated and line of business results.
• Collaboration with business leaders to provide financial insights, support business initiatives, and drive operational efficiency.
• Serve as a strategic advisor to senior leadership and business leads, providing insights on financial performance, risks, and opportunities.
• Support reporting for, and integration of, merger and acquisition activity.
• Manage a team of FP&A professionals, including analysts and managers, fostering professional development and ensuring high performance.

REQUIRED SKILLS AND EXPERIENCE:

• Bachelor's Degree in Finance, Accounting or a related major required.
• A minimum of 10 years of work experience in financial analysis or accounting, with a minimum of 5 years of experience leading a high performing team.
• Advanced knowledge of Microsoft Excel required; experience with NetSuite is preferred.
• Excellent oral and written communication and presentation skills are critical for success.
• Outstanding analytical skills and a proven ability to connect data analysis with business outcomes.
• Proven ability to build a high performing team and provide clear leadership in a rapidly changing and largely remote environment.
• Highly organized, detail-oriented individuals, able to effectively prioritize tasks in a fast-paced, high-volume, and evolving work environment.
• Ability to approach internal and external requests with a proactive and consultative outlook; commitment to listen to and understand business partners’ needs.
• Comfortable managing multiple and changing priorities, and meeting deadlines in an entrepreneurial environment.

JOB SUMMARY:

The Senior Director, Financial Planning and Analysis will play a key role on the Finance team and will drive strategic decisions through insightful financial planning, reporting, and business analytics. This position will lead the FP&A function at Trace3 and partner closely with executive leadership. The ideal candidate will have at least 10 years of experience in accounting or finance, with significant experience in a management role.

SUMMARY OF ESSENTIAL JOB FUNCTIONS:

• Responsible for the coordination and development of the annual budget across all departments, resulting in annual consolidated company and business level targets.
• Preparation of material for monthly leadership reviews and quarterly Board and lender meetings; providing direct support to the CEO and CFO.
• Support strategic initiatives with ad hoc modeling requiring in depth understanding of the Company business, strong business acumen, and creation of sometimes complex financial models.
• Lead team in development of monthly P&L variance analysis, data driven analytics of key leading indicators, and preparation of executive commentary.
• Work closely with the accounting team to ensure a timely and accurate financial month-end close for consolidated and line of business results.
• Collaboration with business leaders to provide financial insights, support business initiatives, and drive operational efficiency.
• Serve as a strategic advisor to senior leadership and business leads, providing insights on financial performance, risks, and opportunities.
• Support reporting for, and integration of, merger and acquisition activity.
• Manage a team of FP&A professionals, including analysts and managers, fostering professional development and ensuring high performance.

REQUIRED SKILLS AND EXPERIENCE:

• Bachelor's Degree in Finance, Accounting or a related major required.
• A minimum of 10 years of work experience in financial analysis or accounting, with a minimum of 5 years of experience leading a high performing team.
• Advanced knowledge of Microsoft Excel required; experience with NetSuite is preferred.
• Excellent oral and written communication and presentation skills are critical for success.
• Outstanding analytical skills and a proven ability to connect data analysis with business outcomes.
• Proven ability to build a high performing team and provide clear leadership in a rapidly changing and largely remote environment.
• Highly organized, detail-oriented individuals, able to effectively prioritize tasks in a fast-paced, high-volume, and evolving work environment.
• Ability to approach internal and external requests with a proactive and consultative outlook; commitment to listen to and understand business partners’ needs.
• Comfortable managing multiple and changing priorities, and meeting deadlines in an entrepreneurial environment.