Description Position: FP&A Director
Job Description
Corporate FP&A is a critical function for Shift Digital, sitting at the center of the broader finance team to help the CFO, Shift Digital's executive leadership and board gain financial visibility and insights on the business. The Financial Planning and Analysis team runs Shift Digital's financial processes, including annual budgeting and planning, annual (updated monthly) forecasts, contract related financial modeling, and helps architect the financial information flow across the business needed for dynamic business partnerships. Corporate FP&A sets the parameters and forecast/budget processes for the finance team, partners closely with operations to set guidance and help tell the Shift Digital story through the numbers, and partners with all departments on generating needed decision support data to fully understand what drives financial performance. As the leader of the FP&A team and effort, you will work with partners across finance and the leadership team to meet and exceed established goals.
Primary Responsibilities (may include but not limited to)
Manage and continue to developthe FP&A team, currently consisting of four membersManage key financial processes including, forecasting, budget planning, performance reporting, contract financial modeling, and others….
Architect financial commentaries and documents to support key financial deliverables.Develop new processes as needed or improve existing processes relating to financialplanning/reporting
Collaborating across all levels of the company, manage and develop metrics to track company-wide trends, and identify and provide recommendations on improvement opportunities
Support ad hoc projects and help define business system improvements to support Shift'sgrowth
Apply an analytical approach to influence business strategic decision-making, with a focus on long term financial planning
Provide financial analysis and commentary to key partners including Shift's board, CEO, CFO, executive leadership, and program managers
Understand how to operate and improve upon, as needed, Shift's financial systemsWork with executive leadership and program managers to update the forecast monthlyComplete monthly variance analysis at the consolidated company, entity, revenue stream, department, customer, and product levels
Lead the FP&A team in system-based projects and implementationsFunction as a change agent for process improvement and process automationAssist the accounting team in monthly close procedures, as needed Position Competencies
The ability to multi-task from simple to complexWork product requires a high degree of accuracy and attention to detailTeam player with interpersonal skills to interact with a diverse group of individualsDeadline driven task approachPersistence and strong problem-solving skillsDecision making skills with the ability to know when to obtain assistanceUtilization of analytic skills in evaluating dataSystem and workflow conceptualization and design capabilities Required Education/Skills/Experience
A BA or BS in finance, accounting, or economics or related fields7+ years' experience in FP&A or similar position, including 3+ years in managing the FP&A team, with emphasis on forecasting, financial analysis, and financial modelingExperience in various finance systems including, Excel, Word, PowerPoint, NetSuite, PBCS, PowerBI, and Salesforce. Advanced modeling skills requiredTrack record of influencing leadership decisions through clear communication of complex data analysisFundamental understanding of Subscription-as-a-Service (SaaS) business modelExperienced thinking strategically about complex business problems, leading to a recommendation and action plansExcellent verbal and written communication skills and ability to create strong relationships with upper managementStrong understanding of US GAAP and financial conceptsExperienced team leaderComfortable in a fast pace, entrepreneurial driven, growth oriented, dynamic company environmentStrong analytical skills with the ability to collect, manipulate, analyze, and disseminate significant amounts of information with attention to detail and accuracyStrong interpersonal skills, and the ability to work well with partners at all levels of the companyKnowledge of digital marketing, digital media, media agency, and/or automotive industriespreferredSolid project management skills Direct Report/Location
The position reports to the Controller and is based at the Shift Digital Headquarters in Birmingham, Michigan. Currently, the work environment for the company is hybrid, three days in office.
