Add Source Group, LLC
Overview
Strategic Planning Director to play a central role in shaping the company’s financial future. This is a key leadership position responsible for owning and maintaining the corporate financial model, driving long-range planning, and leading financial analysis to support strategic decisions across the business. Reporting to the SVP of Finance & Strategic Planning, the role will work cross-functionally with Executive Leadership, Business Development, Treasury, Operations, and Engineering teams. The ideal candidate will bring strong analytical capabilities, financial acumen, and a collaborative mindset. Responsibilities
Lead the development and ongoing management of the company\'s Long-Range Plan, aligning inputs from stakeholders across Operations, Engineering, and Business Development. Own and maintain the corporate financial model, including scenario and sensitivity analysis to evaluate capital investments, M&A, and financing decisions. Collaborate with the FP&A team during the annual budgeting process, ensuring consistency and alignment with long-term forecasts. Support capital allocation by partnering with operations and engineering teams to evaluate and prioritize investment opportunities. Work closely with the Treasury team to support underwriting for Asset-Backed Securitizations (ABS) and other financing initiatives. Provide financial diligence and valuation support for acquisition opportunities alongside the Business Development team. Contribute to strategic presentations and deliverables for senior leadership and the Board of Directors. Lead or support special projects and ad-hoc analysis as required. Qualifications
Bachelor’s degree in Finance, Accounting, Economics, or related field. Minimum of 5 years of experience in corporate finance, strategic planning, investment banking, or a similar role. Advanced financial modeling and analytical skills with strong attention to detail. Proficiency in Microsoft Excel and PowerPoint; experience with Hyperion Essbase and Power BI is a plus. Strong business judgment with a proactive, solutions-oriented approach. Ability to communicate complex financial concepts clearly and effectively. Seniority level
Director Employment type
Full-time Job function
Strategy/Planning and Finance Industries
Staffing and Recruiting Financial Services
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Strategic Planning Director to play a central role in shaping the company’s financial future. This is a key leadership position responsible for owning and maintaining the corporate financial model, driving long-range planning, and leading financial analysis to support strategic decisions across the business. Reporting to the SVP of Finance & Strategic Planning, the role will work cross-functionally with Executive Leadership, Business Development, Treasury, Operations, and Engineering teams. The ideal candidate will bring strong analytical capabilities, financial acumen, and a collaborative mindset. Responsibilities
Lead the development and ongoing management of the company\'s Long-Range Plan, aligning inputs from stakeholders across Operations, Engineering, and Business Development. Own and maintain the corporate financial model, including scenario and sensitivity analysis to evaluate capital investments, M&A, and financing decisions. Collaborate with the FP&A team during the annual budgeting process, ensuring consistency and alignment with long-term forecasts. Support capital allocation by partnering with operations and engineering teams to evaluate and prioritize investment opportunities. Work closely with the Treasury team to support underwriting for Asset-Backed Securitizations (ABS) and other financing initiatives. Provide financial diligence and valuation support for acquisition opportunities alongside the Business Development team. Contribute to strategic presentations and deliverables for senior leadership and the Board of Directors. Lead or support special projects and ad-hoc analysis as required. Qualifications
Bachelor’s degree in Finance, Accounting, Economics, or related field. Minimum of 5 years of experience in corporate finance, strategic planning, investment banking, or a similar role. Advanced financial modeling and analytical skills with strong attention to detail. Proficiency in Microsoft Excel and PowerPoint; experience with Hyperion Essbase and Power BI is a plus. Strong business judgment with a proactive, solutions-oriented approach. Ability to communicate complex financial concepts clearly and effectively. Seniority level
Director Employment type
Full-time Job function
Strategy/Planning and Finance Industries
Staffing and Recruiting Financial Services
#J-18808-Ljbffr