Financial Planning and Analysis Leader
Certasitepro, Indianapolis, IN, United States
The Financial Planning and Analysis Leader will work out of our Indianapolis office, reporting to the CFO, and support the company’s financial planning, reporting, budgeting, forecasting, and M&A modeling. The role includes managing and reporting KPIs, driving budgeting & forecasting, assisting with ERP integration, the annual financial statement audit, and collaborating cross‑functionally throughout the organization as needed.
Company Perks
Referral bonuses starting at $1,000 per referral
Comprehensive medical plan options, including dental and vision
401K plan with company match
Generous paid time off, paid holidays, and paid parental leave
Company giveaways
Opportunities for community service and charity involvement
Work at a mission‑driven company focused on people
Continued growth and expansion into new markets and products and services
What You Will Be Doing
Partner with operating company leaders to attain strategic and financial targets.
Oversee KPI reporting and develop new KPIs that enable management to make informed, fact‑based, real‑time decisions.
Assist the Annual Operating Plan creation and maintain budget/forecasting.
Provide accounting and financial reporting to support management decisions and drive accountability to plans, budgets and forecasts and special projects.
Partner with each Executive Leadership Team member and their organizations to establish a monthly cadence of P&L reviews with an aim to stay on track with financial performance goals.
Manage and direct monthly and annual budgeting process for business units including analysis of financial statement data and variances.
Work with business units to address budget performance and variances.
Work in partnership with Finance and Accounting Leadership team to coordinate financial reporting.
Communicate effectively with all levels of the organization and present complex financial concepts effectively to a non‑financial audience.
Develop positive professional relationships with all levels of the organization.
Capital expenditure, fleet and investment return analysis.
Support colleagues in Finance with respect to their core duties as required.
Partner to develop and execute long‑term strategic plans and provide modeling/analytical support for strategic growth projects, new product development, and other corporate development initiatives, including M&A.
Complete special and ad‑hoc projects as requested to support business needs.
Qualifications
Bachelor’s degree in accounting, Business Administration, Finance, or a related degree.
5‑10 years of experience in financial planning and analysis or related finance roles.
Proven track record in leading financial planning cycles, including budgeting, forecasting, and M&A.
Expertise in Excel‑based modeling, definition of KPIs and metrics that matter, and ability to professionally represent the current state of the business and variances/deviations from budget.
Strategic perspective: business strategy development and implementation, company restructuring or reengineering; creating a new focus; business plans.
Management information design / data visualization: visual presentation of information in a manner that provides stakeholders with efficient and effective understanding of the data.
Experience in performing due diligence on and integrating bolt‑on acquisitions.
Experience working in a fast‑paced, high‑growth environment.
Ideal Qualities
Able to analyze, organize, summarize and articulate complex legal and financial information.
Proficient in financial modeling and analysis tools with a strong understanding of financial statements, key financial metrics, and KPIs.
Detailed, organized, and communicative.
Understanding, yet persuasive and decisive when dealing with others in the organization.
Working Conditions & Physical Requirements
Controlled climate, office environment, occasional work‑from‑home options, required to sit for long periods of time, 8 or more hours per day, frequently required to use monitor, keyboard, mouse and phone.
Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time.
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Company Perks
Referral bonuses starting at $1,000 per referral
Comprehensive medical plan options, including dental and vision
401K plan with company match
Generous paid time off, paid holidays, and paid parental leave
Company giveaways
Opportunities for community service and charity involvement
Work at a mission‑driven company focused on people
Continued growth and expansion into new markets and products and services
What You Will Be Doing
Partner with operating company leaders to attain strategic and financial targets.
Oversee KPI reporting and develop new KPIs that enable management to make informed, fact‑based, real‑time decisions.
Assist the Annual Operating Plan creation and maintain budget/forecasting.
Provide accounting and financial reporting to support management decisions and drive accountability to plans, budgets and forecasts and special projects.
Partner with each Executive Leadership Team member and their organizations to establish a monthly cadence of P&L reviews with an aim to stay on track with financial performance goals.
Manage and direct monthly and annual budgeting process for business units including analysis of financial statement data and variances.
Work with business units to address budget performance and variances.
Work in partnership with Finance and Accounting Leadership team to coordinate financial reporting.
Communicate effectively with all levels of the organization and present complex financial concepts effectively to a non‑financial audience.
Develop positive professional relationships with all levels of the organization.
Capital expenditure, fleet and investment return analysis.
Support colleagues in Finance with respect to their core duties as required.
Partner to develop and execute long‑term strategic plans and provide modeling/analytical support for strategic growth projects, new product development, and other corporate development initiatives, including M&A.
Complete special and ad‑hoc projects as requested to support business needs.
Qualifications
Bachelor’s degree in accounting, Business Administration, Finance, or a related degree.
5‑10 years of experience in financial planning and analysis or related finance roles.
Proven track record in leading financial planning cycles, including budgeting, forecasting, and M&A.
Expertise in Excel‑based modeling, definition of KPIs and metrics that matter, and ability to professionally represent the current state of the business and variances/deviations from budget.
Strategic perspective: business strategy development and implementation, company restructuring or reengineering; creating a new focus; business plans.
Management information design / data visualization: visual presentation of information in a manner that provides stakeholders with efficient and effective understanding of the data.
Experience in performing due diligence on and integrating bolt‑on acquisitions.
Experience working in a fast‑paced, high‑growth environment.
Ideal Qualities
Able to analyze, organize, summarize and articulate complex legal and financial information.
Proficient in financial modeling and analysis tools with a strong understanding of financial statements, key financial metrics, and KPIs.
Detailed, organized, and communicative.
Understanding, yet persuasive and decisive when dealing with others in the organization.
Working Conditions & Physical Requirements
Controlled climate, office environment, occasional work‑from‑home options, required to sit for long periods of time, 8 or more hours per day, frequently required to use monitor, keyboard, mouse and phone.
Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time.
#J-18808-Ljbffr