Blake-Ryan & Associates
Director of Financial Planning and Analysis
Blake-Ryan & Associates, Santa Ana, California, United States, 92725
Director of Financial Planning & Analysis
Blake‑Ryan & Associates provides the following pay range:
$170,000.00/yr - $210,000.00/yr . Actual pay is based on skills and experience.
Reporting directly to the Group VP of Corporate FP&A and partnering closely with the CFO, this highly visible and strategic leadership role requires manufacturing/distribution experience or strong FP&A leaders from other industries.
Key Role Highlights
Lead corporate budgeting, forecasting, and long‑range planning.
Oversee working capital and balance sheet forecasting across business units.
Guide monthly board reporting and CEO‑level financial summaries.
Lead the Quarterly Business Review (QBR) process.
Provide strategic financial insights to senior leadership.
Ideal Candidate Profile
10+ years of experience in corporate finance or FP&A.
Bachelor’s in Finance or Accounting;
CPA or MBA preferred .
Advanced Excel skills and exceptional communication abilities.
Proven ability to influence senior stakeholders and drive strategic initiatives.
Experience leading cross‑functional financial planning processes.
Comfortable operating in a fast‑paced, private equity‑backed environment.
About the Job This role will be highly visible within the company and will partner with the Group VP, Corporate FP&A and CFO to drive financial planning, budgeting, forecasting, and strategic analysis. The leader will provide financial insights, support executive decision‑making, and ensure alignment with business objectives to optimize financial performance.
Responsibilities
Lead annual budgeting and quarterly forecasting processes, supporting corporate departments and business groups.
Oversee and optimize working capital management and balance sheet forecasting for the company and business units.
Guide preparation of monthly board reporting, including financial reporting package, schedules, action items, and CEO executive summary.
Lead the quarterly business review (QBR) process, providing guidance and support to business leaders and finance partners.
Support measurement of long‑range projections included in the strategic planning process.
Provide strategic financial insights to senior leadership, supporting key business decisions.
Requirements
Bachelor’s degree in Finance or Accounting; CPA or MBA preferred.
10+ years of experience in corporate finance or similar roles.
Strong working knowledge of accounting and finance operations; knowledge of Planful is desirable.
Advanced Excel skills required.
Exceptional written, verbal communication skills and high attention to detail.
Ability to operate in fast‑paced, dynamic environment and balance multiple priorities.
Methodical and organized approach to completing projects.
Proven ability to build and maintain partnerships and solid working relationships with stakeholders at all levels.
Customer‑service focus and experience dealing successfully with internal and external customers.
Location: Santa Ana, CA. Referrals increase your chances of interviewing at Blake‑Ryan & Associates by 2x.
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$170,000.00/yr - $210,000.00/yr . Actual pay is based on skills and experience.
Reporting directly to the Group VP of Corporate FP&A and partnering closely with the CFO, this highly visible and strategic leadership role requires manufacturing/distribution experience or strong FP&A leaders from other industries.
Key Role Highlights
Lead corporate budgeting, forecasting, and long‑range planning.
Oversee working capital and balance sheet forecasting across business units.
Guide monthly board reporting and CEO‑level financial summaries.
Lead the Quarterly Business Review (QBR) process.
Provide strategic financial insights to senior leadership.
Ideal Candidate Profile
10+ years of experience in corporate finance or FP&A.
Bachelor’s in Finance or Accounting;
CPA or MBA preferred .
Advanced Excel skills and exceptional communication abilities.
Proven ability to influence senior stakeholders and drive strategic initiatives.
Experience leading cross‑functional financial planning processes.
Comfortable operating in a fast‑paced, private equity‑backed environment.
About the Job This role will be highly visible within the company and will partner with the Group VP, Corporate FP&A and CFO to drive financial planning, budgeting, forecasting, and strategic analysis. The leader will provide financial insights, support executive decision‑making, and ensure alignment with business objectives to optimize financial performance.
Responsibilities
Lead annual budgeting and quarterly forecasting processes, supporting corporate departments and business groups.
Oversee and optimize working capital management and balance sheet forecasting for the company and business units.
Guide preparation of monthly board reporting, including financial reporting package, schedules, action items, and CEO executive summary.
Lead the quarterly business review (QBR) process, providing guidance and support to business leaders and finance partners.
Support measurement of long‑range projections included in the strategic planning process.
Provide strategic financial insights to senior leadership, supporting key business decisions.
Requirements
Bachelor’s degree in Finance or Accounting; CPA or MBA preferred.
10+ years of experience in corporate finance or similar roles.
Strong working knowledge of accounting and finance operations; knowledge of Planful is desirable.
Advanced Excel skills required.
Exceptional written, verbal communication skills and high attention to detail.
Ability to operate in fast‑paced, dynamic environment and balance multiple priorities.
Methodical and organized approach to completing projects.
Proven ability to build and maintain partnerships and solid working relationships with stakeholders at all levels.
Customer‑service focus and experience dealing successfully with internal and external customers.
Location: Santa Ana, CA. Referrals increase your chances of interviewing at Blake‑Ryan & Associates by 2x.
#J-18808-Ljbffr