Director of Finance

Key player reporting directly to the CFO with direct interaction with executive leadership team and business unit leadership in developing the short and long-term financial goals for the business. Lead the development of the annual operating budget, long-term strategic financial plans as well as monthly and quarterly models and rolling forecasts by partnering with business units and functional leaders. Robust competency on creating durable in-depth 3 statement financial models; deliver timely, accurate, and effective analysis and reporting of financial and operational performance metrics. Lead cash planning and forecasting the company and support subsidiaries in their planning needs. Work with cross-functional business teams to identify fundamental business drivers and risks to those drivers, and translate them into modeling parameters; tight-knit coordination on suggesting improvements to the business based on deltas between actual performance and budget. Lead the delivery of Investor materials for monthly, quarterly, and annual updates including presentations and letters. Prepare capital raising materials for equity and debt investors. Manage credit facility financial reporting to external parties including pro-forma adjustments and add backs. Lead the development and creation of quarterly and ad-hoc presentations to the Board of Directors and related executive committees. Run consistent, detailed best-in-class cohort analyses on financial metrics including but not limited to retention, sales, and marketing efficiency, CAC, LTV, ROIC, and translate financial analyses into sound tactical and strategic information. Identify systems and process gaps and implement technology, software, and new processes to increase transparency, speed, and automation to improve the financial planning process. Provide strategic direction to the growth strategy through thorough analysis, in addition to raising the standards across the entire business operation to make sure that all key parts of the firm can adapt successfully to growth. Build and lead a team of high-performing FP& A professionals. Lead the department responsible for planning, budgeting, forecasting, and actuals vs. budget/forecast reporting and analysis.

• Key player reporting directly to the CFO with direct interaction with executive leadership team and business unit leadership in developing the short and long-term financial goals for the business
• Lead the development of the annual operating budget, long-term strategic financial plans as well as monthly and quarterly models and rolling forecasts by partnering with business units and functional leaders
• Robust competency on creating durable in-depth 3 statement financial models
• deliver timely, accurate, and effective analysis and reporting of financial and operational performance metrics
• Lead cash planning and forecasting the company and support subsidiaries in their planning needs
• Work with cross-functional business teams to identify fundamental business drivers and risks to those drivers, and translate them into modeling parameters
• tight-knit coordination on suggesting improvements to the business based on deltas between actual performance and budget
• Lead the delivery of Investor materials for monthly, quarterly, and annual updates including presentations and letters
• Prepare capital raising materials for equity and debt investors
• Manage credit facility financial reporting to external parties including pro-forma adjustments and add backs
• Lead the development and creation of quarterly and ad-hoc presentations to the Board of Directors and related executive committees
• Run consistent, detailed best-in-class cohort analyses on financial metrics including but not limited to retention, sales, and marketing efficiency, CAC, LTV, ROIC, and translate financial analyses into sound tactical and strategic information
• Identify systems and process gaps and implement technology, software, and new processes to increase transparency, speed, and automation to improve the financial planning process
• Provide strategic direction to the growth strategy through thorough analysis, in addition to raising the standards across the entire business operation to make sure that all key parts of the firm can adapt successfully to growth
• Build and lead a team of high-performing FP& A professionals
• Lead the department responsible for planning, budgeting, forecasting, and actuals vs. budget/forecast reporting and analysis

• Must possess proficiency in 3M
• Experience with various Accounting Software Systems is required
• Knowledge of ADP - Financial Services is a must
• Must be well-versed with Concur
• Ability to utilize CRM effectively
• Proficient in various Accounting Functions
• Must have experience in managing Accounts Payable (AP)
• Experience in preparing and managing Annual Budget is required
• Must possess Auditing skills
• Must be capable of handling Budget Processes efficiently

• medical
• vision
• dental
• life
• disability insurance
• PTO
• career advancement opportunity
• 401(k) plan