Director, Financial Planning and Analysis

 Job Title: Director of Financial Planning and Analysis (FP&A)
Location: Hybrid or Remote
Company: Courser
About Us:  Courser is a partnership platform that helps technology service companies identify and take the next step in growth. Our organization has a strong company culture built on our values of Teamwork, Service, Growth-Minded, Trust, and Innovative. Our team dedicates time working together to provide phenomenal experiences for our customers. Be ready to join a fast-paced, ever-evolving IT company that is bringing on new customers and team members to continue strong growth into the future.
Position Overview: The Director of Financial Planning and Analysis (FP&A) will be responsible for leading the financial planning, budgeting, forecasting, and analysis functions. This role will provide strategic insights and support to senior management, ensuring informed decision-making and driving the company's financial performance. The FP&A function has a great foundation and is looking for someone to take full-time ownership and leadership of the role to make it a competitive differentiator in the industry.
Key Responsibilities:
•           Financial Planning and Forecasting: Lead the business in developing financial forecasts and budgets based on historical data, current trends, and strategic business goals. Conduct monthly, quarterly, and annual forecasting to support financial planning.
•           Budgeting: Drive the annual budgeting process, collaborating with business leaders to create realistic, data-backed budgets that align with corporate objectives.
•           Variance Analysis: Analyze monthly financial results against budget and forecasts, identifying variances and providing insights on performance drivers. Provide recommendations to improve financial performance and profitability.
•           Financial Modeling: Build and maintain complex financial models to project company financials under various scenarios. Use models to analyze potential business opportunities and strategic initiatives.
•           Reporting and Presentation: Manage compilation and distribution of detailed financial reports and presentations for senior management, private equity partners, and lenders including income statements, balance sheets, cash flow statements, and MD&A reports. Provide actionable insights to support decision-making.
•           KPI and Performance Analysis: Oversee development and distribution of financial and operational metrics, providing analysis and insights on trends, risks, and opportunities.
•           Business Partnering: Work closely with other departments (e.g., Sales, Marketing, Operations) to provide financial insights and support decision-making. Serve as a key point of contact for finance-related inquiries from other departments.
•           Ad Hoc Analysis: Conduct ad hoc analyses to answer business questions, assess new opportunities, or provide insights for strategic initiatives.
•           Process Improvement: Identify and implement process improvements to increase the efficiency and accuracy of financial reporting and analysis.
•           Management of Staff: Manage and mentor a team of financial analysts, fostering a culture of continuous improvement and professional development.
Qualifications:
•           Bachelor's degree in Finance, Accounting, Economics, or a related field; MBA or CPA preferred, but not required.
•           Minimum of 10 years of experience in financial planning and analysis, with at least 5 years in a leadership role.
•           Strong analytical and problem-solving skills, with the ability to interpret complex financial data.
•           Excellent communication and presentation skills, with the ability to convey financial information to non-financial stakeholders.
•           Proficiency in financial modeling and forecasting tools.
•           Experience with ERP systems, Business Intelligence tools (e.g. PowerBI or Tableau), and financial planning software.
•           Strong leadership and team management skills.
•           Ability to work in a fast-paced, dynamic environment and manage multiple priorities.
•           Experience providing sell-side information as part of an acquisition is a plus.
Benefits:
•           Competitive salary and performance-based bonuses.
•           Comprehensive health, dental, and vision insurance.
•           Retirement savings plan with company match.
•           Paid time off and holidays.
•           Professional development opportunities.
•           Collaborative and inclusive work environment.