Director, Financial Planning & Analysis

Accountability Objective:

This position will be responsible for building and leading the Company’s financial planning and analysis function and initiatives. The Director of Financial Planning and Analysis will possess strong analytical and people skills, with the ability to manage and prioritize a portfolio of initiatives, motivate and develop a growing team, influence cross-functional business partners and deliver effective solutions, all while influencing key stakeholders. Engaging with leadership across the organization, including the CEO and President, this person will provide financial and strategic support to senior management as they focus on executing the Company’s strategy and driving increased sales and profitability across the business. This function acts as the analytical engine of the Company to provide business intelligence, data insights and decision-making support. This position will create cross-functional awareness and engagement with respect to the value of the Financial Planning and Analysis function.

Key Responsibilities:

Gain an understanding of the Company’s business and competitive environment, while also acquiring deep knowledge of the promotional products industry.
Assist the Vice President of Finance in introducing a unit economics approach to the business and educating stakeholders on creating value for the Company. This would include proactively managing product, brand, category, order and customer economics and margin opportunities.
Greatly enhance the application of Business Intelligence capabilities. While the raw data is largely available, there is a need to analyze it and provide insights to business partners on the levers of the business that influence decision-making.
Partner with leadership across all functions to identify key performance indicators. Develop dashboards to support efficient and effective monitoring and establish a process for sustainment and continuous improvement.
Lead the development of a monthly sales financial forecasting process through a collaboration with Sales and Product Management leadership.
Position the Company to execute an effective pricing strategy by providing competitive market data and key insights to the Product Management and Sales leadership teams to help inform and be an influencer on critical pricing decisions for new and legacy products, as well as discontinued product exit strategies.
Maintenance of all systemic pricing and support of sales for special price quoting.
Develop financial models and analyses to support business leaders with strategic initiatives and capital expenditure projects.
Support preparation of financial review presentations, monthly for the Executive Leadership Team and quarterly for the Board of Advisors.
Supervise Sr. and Jr. Financial Analysts.

Requirements/Qualifications:

Bachelor’s degree in Accounting or Finance. MBA preferred.
10+ years’ experience in Financial Planning and Analysis, with at least 5+ years in a leadership role supervising a staff.
Highly proficient working with Business Intelligence tools and ERP systems and combining this with critical thinking to improve decision making and outcomes.
Excellent analytical and qualitative skills, with the ability to think creatively and solve problems.
Ability to synthesize large amounts of information into clear insights and communicate narratives which bring alignment and inspire action.
Demonstrated ability to roll-up sleeves and work with team members in a hands-on management capacity.
Ability to establish perspective in guiding company strategy, supported by strategic thinking and data-driven models.
Ability to self-direct and take full ownership of projects, communicate effectively and influence functional business leaders.
A proactive and solution-oriented mindset, highly adaptable to shifting priorities with a positive can-do attitude.
Dedication to training and mentoring a team.
Ability to consistently utilize Continuous Improvement concepts and philosophies.
Power BI experience a significant plus.