Wpromote is hiring a
Director Financial Planning Analysis

Summary

Join Wpromote as a highly motivated and detail-oriented Director of Financial Planning & Analysis (FP&A) to lead the financial planning and analysis function, providing strategic insights and actionable recommendations to support the company's growth and operational goals.

Requirements

• Minimum of 8-10 years of experience in company financial planning and analysis, with at least 3-5 years in a managerial or leadership role
• Bachelor’s Degree in Business, Accounting, Finance, Business Administration, or a related field. MBA or relevant advanced degree preferred
• Experience with technology-enabled services businesses, including day-to-day operations such as lead-pipeline-bookings-revenue recommendations, supply and demand planning, and employee utilization
• Current knowledge of finance, budgeting and forecasting, cost control principles, and US GAAP
• Track record of meeting or exceeding business objectives
• Strong experience in strategic planning and implementation
• Exceptional Excel skills, with experience building financial models in Excel
• Experience with business intelligence reporting software and/or database structures (i.e. Looker, Tableau, Business Objects, Domo, BiqQuery, etc). SQL experience preferred
• Experience with NetSuite
• Fluency with Google Sheets
• Excellent communication and presentation skills, with the ability to effectively convey complex financial information to non-financial stakeholders
• Demonstrated leadership and team management abilities
• Strategic thinking with a focus on business impact and results
• Proven ability to execute multiple tasks simultaneously
• Proactivity and resourcefulness, with a strong ability to achieve goals, navigate challenges effectively, and overcome obstacles
• Strong problem-solving skills and attention to detail
• Strong organizational and time management skills
• Ability to thrive in a fast-paced, dynamic environment

Responsibilities

• Partnering with the CFO and other department leaders on the development and execution of the annual operating plan and a long-range financial plan
• Working closely with the CFO and other Senior Executive Leaders to assess and develop strategies for the company's financial growth, guiding both short-term and long-term financial planning
• Overseeing long-term budget development and cost management, implementing effective budget reporting and feedback systems to enhance operational efficiency throughout all business units
• Directing the preparation and presentation of the monthly financial reporting package, including analyzing and investigating P&L and Balance Sheet variances between plan, prior year, and actuals
• Overseeing the development and refinement of monthly operational metrics, including developing and enhancing metrics as the business changes, preparing visualizations to share insights, and distributing information to management
• Managing Financial Statement reporting, including monthly and quarterly reporting and detailed operational analysis by department
• Managing cash flow forecasting in a private equity-backed environment
• Partnering with Accounting on annual audits, including variance analysis and controls
• Acting as a key strategic advisor across the organization, addressing and resolving complex business challenges and queries, and providing high-level guidance and support to enhance organizational effectiveness and decision-making
• Developing dashboards to monitor financial performance and operational efficiency, including implementing and tracking metrics to support business decision-making
• Guiding tactical decisions that have a financial impact or require financial expertise (i.e., insurance, 401(k), etc.)
• Managing and mentoring the FP&A team, fostering a collaborative and high-performance work environment while providing guidance and support for professional development and career growth
• Identifying financial risks and developing strategies to mitigate potential impacts, while ensuring compliance with financial regulations and company policies
• Continuously evaluating and improving FP&A processes, tools, and methodologies to enhance efficiency and accuracy
• Implementing best practices and innovative solutions to drive financial excellence
• Helping identify, analyze, and support the execution of internal strategic projects, M&A, and other corporate finance initiatives

Benefits

• Remote-first culture
• Unlimited PTO
• Extended Holiday break (Winter)
• Flexible schedules
• Work from anywhere options*
• 100% paid parental leave
• 401(k) matching
• Medical, Dental, Vision, Life, Pet Insurance
• Sponsored life insurance
• Short Term Disability insurance and additional voluntary insurance
• Annual Class Pass credits and more!