Palmetto Technology Group (PTG) Hiring for Director, FP & A at Charlotte, NC Full Time

Location: Remote

Company: Courser

About Us: Courser 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 their time working together to provide phenomenal experience 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.

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
• 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
• 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 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

Powered by JazzHR

O0MXCkYCvR