Growing mid-cap firm is seeking a FPA Director for the group's leadership team. Must have experience building data analytics & partnering with business. Comp =$170K+

1. FPA DIRECTOR
Growing mid-cap firm is seeking a FPA Director for the group's leadership team. The
position reports to the VP of Financial Planning & Analysis. The direct reports to this role
include two Financial Analysts.
Company: Lyneer Search Group Industry: Finance & Accounting
Job Family: FP&A Level: Director
Compensation: $150k+ w/ 15%+ bonus Location: Fort Mill, SC
Overview
Growing mid-cap firm is seeking a FPA Director for the group's leadership team. Must
have experience building data analytics & partnering with business. The position reports
to the VP of Financial Planning & Analysis. The direct reports to this role include two
Financial Analysts.
Responsibilities
Partner with business leaders to support development and preparation of long-term
financial models, focusing on both Professional and Insurance service revenues
and leading development of the appropriate models to improve business planning,
and other analysis to drive new initiatives.
•
Analyze recent performance and trends including monitoring and developing
relevant key performance indicators (KPIs), to measure and monitor returns.
•
Lead and participate in cross-functional initiatives to ensure alignment across the
business and create strong partnerships with business leaders in functional groups
to provide advice regarding financial implications of business activities and make
recommendations to strategically enhance financial performance.
•
Identify and implement financial planning and analysis initiatives to simplify the•
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2. process but will facilitate scale as the business achieves growth.
Organize and evaluate quantitative data to identify and explain trends, problems,
and root causes.
•
Provide a framework to support new verticals/product and/or strategic initiatives
evaluation.
•
Assist with the development of the annual and long range plans, including
participation in the design of the annual planning framework, helping to lead the
business and financial plan development, strengthen the business forecasting,
reviewing and participating in setting company objectives and action items for
revenues and expenses.
•
Participate in merger and acquisition activities, including modeling and due
diligence.
•
Serve as a finance business partner and contributor to profitable growth strategies.•
Identify information gaps and bridge gaps through process design, and re-
engineering as it relates to reporting and forecasting.
•
Facilitate the development of the management reporting framework to support the
growth of the company and its strategic and operational segments, including the
design of new reports to provide innovative information to manage the business
more effectively.
•
Develop and maintain financials models with sensitivity analyses around internal
and external factors ensuring they support overall business objectives.
•
Work with senior management, financial leadership, vertical leaders, and business
units to assess, identify, and prioritize performance reporting needs including key
metrics.
•
Prepare executive level presentations and communications with logical reasoning
and data support.
•
Requirements
Bachelor’s Degree (B.S.); MBA preferred.•
Certified Public Accountant (CPA); Certified Management Accountant (CMA) or
Chartered Financial Analyst (CFA)
•
Increasing experience consistent with in-depth business knowledge; finance and
reporting experience (12+ years).
•
Advanced working knowledge of economic and accounting principles and•
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3. practices, the financial markets, banking and the analysis and reporting of financial
data.
Advanced knowledge of financial reporting.•
Advanced knowledge of products and concepts relating to the insurance industry.•
Experience building and establishing constructive and cooperative working
relationships and open lines of communication.
•
Experience manage data to be accurate, timely and accessible.•
Experience collaborating with people at different levels within the organization to
accomplish a common goal; escalate issues when necessary.
•
Possesses a high degree of financial acumen and awareness of financial
responsibility.
•
Ability to communicate information in a clear, well-organized, and professional
manner.
•
Ability to prioritize interests of the company and community during decision-
making.
•
Experience building and maintaining professional networks and channels of
communication inside the organization.
•
Possesses a high attention to detail.•
Experience completing tasks by taking decisive or quick action.•
Possesses a motivational, inspirational and enthusiastic approach to team leading
and management.
•
Experience utilizing insightful judgment and subject matter expertise to make
sound decisions.
•
Possesses creativity and alternative, open thinking to generate and support new or
better ways of doing things.
•
Proficient in Microsoft Office Suite.•
Legal Disclaimer: Equal Emploment Opportunity
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