Title: Director, Financial Planning & Analysis Industry: Multi-Unit, Retail Ownership: Private Equity backed Comp: $160,000 - $185,000 + Bonus
About the Company
Operating nearly 65+ retail locations across America, we are proud to be a neighborhood destination serving our loyal customer base in their daily health journey. To best meet the needs of customers, we offer a true omnichannel experience with fully integrated physical and digital platforms supported by the latest technology to deliver high-quality products and services in communities nationwide.
Job Summary
This role will directly lead Corporate finance processes with significant size and complexity. Working in partnership with Executive management including CEO, CFO and executive leadership team and is responsible for a number of areas such as the development of financial forecasts and organizational resource allocation in support of business goals, providing leadership, subject matter expertise and guidance regarding both financial and strategic decisions. Also leads directly the development of the Company's long-range plan, forecast and resource allocation processes and ensures the company strategies translate into value creation.
Leads and drives accountability for performance and results across the company. Develops and strategize company financial plans, strategic projects and organizational priorities. Leads resources and policy formation in area of responsibility. Job Responsibilities Leads monthly, quarterly and annual reporting process for Executive leadership team, delivering quality and insightful reports and analytics on a timely manner including central and business-wide reporting. Develops enterprise budgets, financial forecasts and resource allocation plans in support of long-term goals. Creates processes that drive results and ensures strategies translate into value creation for the Company. Leads the development of long-range plans involving strategy development, resource allocation, work plans and timelines and financial outcomes. Seeks and helps implement new operating processes which support Company vision and strategy. Leads, develops, and mentors staff (including directors and managers), through orientation and training, establishing objectives, communication policies and constructive discipline. Builds employee morale and motivation. Leads and facilitates processes for executive ad-hoc analysis, including Income statement, balance sheet and cash flow and cost-savings programs. Delivers promptly against executive requests. Ensures engagement of the right business and finance decision support for Executive Management. Understands roles and responsibilities in the change management process as it relates to changes in organization and reporting structures model; ensures performance management is linked into the process; and ensures forums are structured and working properly for communication. Leads monthly, quarterly and annual reporting process for Executive Leadership Team, delivering quality and insightful reports and analytics in a timely manner Plays a leadership role in the development and delivery of new systems and processes in collaboration with Controllership, project management teams and businesses. Teaches and trains business partners in all relevant finance matters to help raise financial acumen within the department. Preferred Qualifications Bachelor's degree and at least 10 years of experience in an analytical role in finance, accounting, business management, quantitative analysis or economics Preferred certification in Public Accounting OR iBanking experience Advanced Microsoft Excel skills At least 5 years of experience participating or leading financial forecasting, budgeting, financial model development processes Please email resumes as Word Doc to Click To Reveal Email
Director of FP&A
Logis - Anaheim, CA Title: Director, Financial Planning & Analysis Industry: Multi-Unit, Retail Ownership: Private Equity backed Comp: $160,000 - $185,000 + Bonus
About the Company
Operating nearly 65+ retail locations across America, we are proud to be a neighborhood destination serving our loyal customer base in their daily health journey. To best meet the needs of customers, we offer a true omnichannel experience with fully integrated physical and digital platforms supported by the latest technology to deliver high-quality products and services in communities nationwide.
Job Summary
This role will directly lead Corporate finance processes with significant size and complexity. Working in partnership with Executive management including CEO, CFO and executive leadership team and is responsible for a number of areas such as the development of financial forecasts and organizational resource allocation in support of business goals, providing leadership, subject matter expertise and guidance regarding both financial and strategic decisions. Also leads directly the development of the Company's long-range plan, forecast and resource allocation processes and ensures the company strategies translate into value creation.
Leads and drives accountability for performance and results across the company. Develops and strategize company financial plans, strategic projects and organizational priorities. Leads resources and policy formation in area of responsibility. Job Responsibilities Leads monthly, quarterly and annual reporting process for Executive leadership team, delivering quality and insightful reports and analytics on a timely manner including central and business-wide reporting. Develops enterprise budgets, financial forecasts and resource allocation plans in support of long-term goals. Creates processes that drive results and ensures strategies translate into value creation for the Company. Leads the development of long-range plans involving strategy development, resource allocation, work plans and timelines and financial outcomes. Seeks and helps implement new operating processes which support Company vision and strategy. Leads, develops, and mentors staff (including directors and managers), through orientation and training, establishing objectives, communication policies and constructive discipline. Builds employee morale and motivation. Leads and facilitates processes for executive ad-hoc analysis, including Income statement, balance sheet and cash flow and cost-savings programs. Delivers promptly against executive requests. Ensures engagement of the right business and finance decision support for Executive Management. Understands roles and responsibilities in the change management process as it relates to changes in organization and reporting structures model; ensures performance management is linked into the process; and ensures forums are structured and working properly for communication. Leads monthly, quarterly and annual reporting process for Executive Leadership Team, delivering quality and insightful reports and analytics in a timely manner Plays a leadership role in the development and delivery of new systems and processes in collaboration with Controllership, project management teams and businesses. Teaches and trains business partners in all relevant finance matters to help raise financial acumen within the department. Preferred Qualifications Bachelor's degree and at least 10 years of experience in an analytical role in finance, accounting, business management, quantitative analysis or economics Preferred certification in Public Accounting OR iBanking experience Advanced Microsoft Excel skills At least 5 years of experience participating or leading financial forecasting, budgeting, financial model development processes Please email resumes as Word Doc to Click To Reveal Email
Posted On: Wednesday, August 2, 2023
Compensation: $185,000.00 Recommended Skills Accounting Business Management Change Management Commercial Awareness Corporate Finance Data Analysis
