Director of Financial Planning and Analysis

Summary

Join TradeCentric as the Director of Financial Planning and Analysis, a crucial role driving financial planning, budgeting, forecasting, and analysis. Collaborate with cross-functional teams, provide insightful recommendations, and contribute to key decision-making. This 100% remote position offers a competitive salary and benefits package. The ideal candidate will have a Bachelor's degree in a related field, 4+ years of FP&A experience, and strong analytical and communication skills. The role involves developing and leading the annual budgeting process, providing financial forecasts, collaborating with executive leadership, and generating financial reports. TradeCentric is a rapidly growing company offering a dynamic and rewarding work environment.

Requirements

• Bachelor’s degree in Finance, Accounting, Economics or related field
• 4+ years of experience in financial planning and analysis
• Proven experience in budgeting, forecasting, and financial modeling
• Strong analytical and strategic thinking skills
• Excellent communication and presentation abilities
• Proficiency in financial software and tools (e.g., Excel, financial modeling software, Salesforce, QuickBooks)
• Ability to thrive in a fast-paced and dynamic environment

Responsibilities

• Develop and lead the annual budgeting process in collaboration with department heads
• Implement effective financial planning strategies to align with organizational objectives
• Provide accurate and timely financial forecasts to assist in decision-making
• Conduct variance analysis and identify key drivers of financial performance
• Collaborate with executive leadership to develop and execute financial strategies
• Offer insights and recommendations to optimize financial performance
• Generate regular financial reports for executive leadership and other stakeholders (board & lender)
• Create dashboards and presentations to communicate financial performance
• Work closely with various departments to understand their financial needs and provide support
• Collaborate with accounting and other teams to ensure accurate financial reporting
• Identify financial risks and implement mitigation strategies
• Monitor market trends and assess their impact on financial performance
• Other duties as assigned

Preferred Qualifications

• MBA or CFA
• 2+ years of experience in investment banking
• Prior experience working within a private equity-backed company, with an understanding of the fast-paced, results-driven environment and scalability goals typically associated with PE ownership
• Prior work experience within a SaaS organization

Benefits

• Health Benefits: Medical, Dental and Vision
• Health Savings Account (HSA) and Flexible Spending Account (FSA)
• Dependent Care FSA (DCFSA)
• 401k with Company Match
• Flexible Time Off
• Volunteer Time Off
• Paid Parental Leave
• Company paid Short Term Disability
• Company paid Life Insurance