Director of Financial Planning and Analysis
Capsa Healthcare, Columbus, OH, United States
We are seeking a Director of Financial Planning & Analysis who will lead and manage all aspects of the company's financial analysis and reporting as well as preparation of various operational reports used by management to make key business decisions. This position reports to the Chief Financial Officer and will be expected to work a hybrid schedule, reporting to Capsa's Canal Winchester, OH facility.
As Capsa’s Director of Financial Planning & Analysis, your contributions to the team will include:
Strategic Planning & Forecasting
Lead the Annual Planning Process:
Oversee the development of the annual budget and multi-year strategic plans, ensuring alignment between departmental goals and corporate objectives. Rolling Forecasts:
Drive the monthly/quarterly rolling forecast process to provide leadership with real-time visibility into financial performance and potential risks. Scenario Modeling:
Build complex financial models to evaluate "what-if" scenarios, including market expansion, new product launches, and M&A opportunities. Performance Management & Reporting
Executive Insights:
Deliver high-impact financial presentations to Executive leadership as needed, translating complex data into actionable strategic recommendations. KPI Development:
Establish and track critical business metrics that go beyond the P&L to measure the true health of the business. Variance Analysis:
Conduct deep-dive analyses into budget-to-actual variances to identify underlying business drivers and operational inefficiencies. Operational Partnership
Cross-Functional Liaison:
Act as a strategic advisor to department heads to help them manage their budgets and optimize their spend for maximum ROI, serving as the financial support professional for Capsa’s sales, marketing & engineering teams. Capital Allocation:
Assist in prioritizing capital expenditures and resource allocation based on data-driven internal rate of return (IRR) and payback period analyses. Systems & Process Improvement
Scalable Infrastructure:
Evaluate, implement, and optimize FP&A software to automate manual processes and increase data integrity. Data Governance:
Collaborate with Accounting and BI teams to ensure a "single source of truth" for all financial and operational data. What We Ask Of You
Minimum of bachelor's degree required, with major in Finance preferred or combination of experience, education and training which would provide the level of knowledge, skill and ability required. Minimum of 7+ years' experience in financial planning, analysis and corporate finance. Experience with foreign currency translation, international tax implications, and consolidating financial across multiple global entities is preferred. What Capsa Offers
You will enjoy a sold compensation and benefits package, including, but not limited to, the following: Paid time off and company paid holidays Medical, dental and vision insurance Paid parental leave 401(k) with company match Company-paid Life, AD&D and Long-term disability insurance Voluntary Short-term disability, Supplemental Life, AD&D, Accidental Injury and Hospital Indemnity insurance
#J-18808-Ljbffr
Strategic Planning & Forecasting
Lead the Annual Planning Process:
Oversee the development of the annual budget and multi-year strategic plans, ensuring alignment between departmental goals and corporate objectives. Rolling Forecasts:
Drive the monthly/quarterly rolling forecast process to provide leadership with real-time visibility into financial performance and potential risks. Scenario Modeling:
Build complex financial models to evaluate "what-if" scenarios, including market expansion, new product launches, and M&A opportunities. Performance Management & Reporting
Executive Insights:
Deliver high-impact financial presentations to Executive leadership as needed, translating complex data into actionable strategic recommendations. KPI Development:
Establish and track critical business metrics that go beyond the P&L to measure the true health of the business. Variance Analysis:
Conduct deep-dive analyses into budget-to-actual variances to identify underlying business drivers and operational inefficiencies. Operational Partnership
Cross-Functional Liaison:
Act as a strategic advisor to department heads to help them manage their budgets and optimize their spend for maximum ROI, serving as the financial support professional for Capsa’s sales, marketing & engineering teams. Capital Allocation:
Assist in prioritizing capital expenditures and resource allocation based on data-driven internal rate of return (IRR) and payback period analyses. Systems & Process Improvement
Scalable Infrastructure:
Evaluate, implement, and optimize FP&A software to automate manual processes and increase data integrity. Data Governance:
Collaborate with Accounting and BI teams to ensure a "single source of truth" for all financial and operational data. What We Ask Of You
Minimum of bachelor's degree required, with major in Finance preferred or combination of experience, education and training which would provide the level of knowledge, skill and ability required. Minimum of 7+ years' experience in financial planning, analysis and corporate finance. Experience with foreign currency translation, international tax implications, and consolidating financial across multiple global entities is preferred. What Capsa Offers
You will enjoy a sold compensation and benefits package, including, but not limited to, the following: Paid time off and company paid holidays Medical, dental and vision insurance Paid parental leave 401(k) with company match Company-paid Life, AD&D and Long-term disability insurance Voluntary Short-term disability, Supplemental Life, AD&D, Accidental Injury and Hospital Indemnity insurance
#J-18808-Ljbffr