Lead FP&A function, manage budgeting, forecasting, variance analysis, and KPI reporting. Build financial models, drive cost and EBITDA improvements, implement Power BI reporting, support operations with data analysis and automated solutions, and present insights to senior management.
Summary/Objective:
In this role the Director of Financial Planning & Analysis is required to be highly analytical, meticulous, and organized. You will own and drive the financial planning and analysis for the organization. The FP&A Director will be responsible for leading a team and for implementing, developing and providing detailed financial analysis on KPIs and giving insights and solutions to aid organizational decisions. Driving cost savings initiatives, be an EBITDA value driver, partner with pricing and having the ability to answer in a timely and accurate manner, reporting and analyzing all financial results and forecasts, and completing the annual operational budget. It is key to be an effective and impactful communicator across the organization, within finance and the operations in order to drive success.
Essential Functions:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Core Behaviors:
Demonstrate to comply with Custom Goods’ Core Behaviors:
In this role the Director of Financial Planning & Analysis is required to be highly analytical, meticulous, and organized. You will own and drive the financial planning and analysis for the organization. The FP&A Director will be responsible for leading a team and for implementing, developing and providing detailed financial analysis on KPIs and giving insights and solutions to aid organizational decisions. Driving cost savings initiatives, be an EBITDA value driver, partner with pricing and having the ability to answer in a timely and accurate manner, reporting and analyzing all financial results and forecasts, and completing the annual operational budget. It is key to be an effective and impactful communicator across the organization, within finance and the operations in order to drive success.
Essential Functions:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Develop and maintain financial models to support operational needs and strategic planning.
- Prepare monthly reporting to management of the company’s financial performance.
- Comparing performance vs budget and forecast including updating the full-year forecast on a monthly basis.
- Prepares variance reporting to show the comparison of actual financial results vs plan and forecasting expectations.
- Analyze all financial data and provide accurate recommendations to senior management.
- Coordinates and leads the company forecasting activities and annual budgeting process.
- Provides on-site analysis/tracking of all expenses, approvals, changes in estimates including forecasted costs vs. actual expenditures.
- Collaborate cross-functionally with teams to develop and implement financial strategies.
- Analysis and reporting of all current capital expenditures, including variance analysis vs. plan and forecast.
- Evaluates financial risks and opportunities and provides recommendations.
- Develops, tracks, and reports out on division and relevant agency KPIs
- Query and analyze data for vehicle related processes
- Develop automated solutions for analysis around important operational needs
- Assist in the development of financial projections including the annual budget, gathering the necessary information/backup, and presenting the results
- Ensure financial integrity by reviewing financial statements and performing analysis to identify errors and explain variances.
- Participate in monthly closing process and identify and investigate material variances
- Strong modelling skills, identifying key drivers, and leading indicators
- Power BI implementation, development, and reporting
- Support Operation teams with reviewing system entries
- Perform other duties and ad-hoc reporting as assigned
- Build cooperative working relationships with stakeholders & be a process partner for the business
- Develop new processes as needed.
Core Behaviors:
Demonstrate to comply with Custom Goods’ Core Behaviors:
- Servant Leadership
- Passion for Excellence
- Integrity
- Resilient
- Intense Safety Focus
- Trust
Required Education and Experience
- BA/BS in Business, Finance, Accounting or related field, MBA a plus
- 6+ years of previous financial planning and analysis or directly relevant professional experience
- Strong analysis and financial reporting skills required
- Strong analytical and problem-solving skills
- Ability to work independently and part of a team
- Advanced Excel knowledge required, as well as effective utilization of other Microsoft Office tools such as PowerPoint, Word, Teams, Outlook
- Hands-on self-starter committed to getting the job done with the ability to work effectively both individually and cross-functionally as part of a team
- Able to manage multiple and changing priorities
- Detail oriented, well organized, reliable, professional, personable, enthusiastic
- NetSuite and Power BI experience a plus, experience with other ERP and business intelligence tools also acceptable
This commitment extends to all aspects of Custom Goods’ employment practices including, but not limited to, recruiting, hiring, promoting, transferring, compensation, benefits, training, leaves of absence, termination, and other terms and conditions of employment.
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