Stelvio Inc.
Director of Financial Planning and Analysis
Base pay range : $175,000.00/yr - $200,000.00/yr
Job Title : Director, FP&A
Location : Austin, TX
Reports to : CFO or VP, Finance
Department : Finance
Job Summary The Director, Financial Planning & Analysis (FP&A) will lead the company’s financial planning, forecasting, budgeting, management reporting, ad-hoc business analysis and performance management processes. The role serves as a strategic partner to senior leadership, providing forward‑looking insights, evaluating financial impacts of key initiatives, and driving operational and financial discipline across the organization.
Key Responsibilities Strategic Financial Leadership
Lead the development of the company’s annual budget and operating plan, long‑range financial plan, and rolling forecasts.
Provide strategic financial guidance to the executive team and business leaders, ensuring alignment between financial plans and organizational priorities.
Advise on financial risks, opportunities, and trade‑offs in support of strategic and operational decisions.
Financial Analysis & Decision Support
Oversee robust financial analysis including variance analysis, scenario modeling, margin analysis, and performance trends.
Translate complex financial data into actionable insights and recommendations to drive business performance.
Evaluate business cases, capital investments, pricing strategies, and cost optimization initiatives.
Ensure the timely preparation and delivery of monthly, quarterly, and annual management reporting packages for senior leadership and the Board.
Ensure accuracy, clarity, and relevance of financial dashboards and KPIs.
Present financial performance, forecasts, and strategic analyses to the ELT and other key stakeholders.
Financial Modeling & Business Insights
Lead the design and maintenance of advanced financial models that support strategic initiatives, M&A evaluations, and long‑term planning.
Assess financial impacts of business decisions and provide clear recommendations supported by data‑driven analysis.
Performance Management
Lead the monitoring of financial and operational metrics to assess performance against targets.
Partner with business leaders to drive accountability and implement corrective actions where needed.
Identify and communicate emerging trends, risks, and opportunities.
Cross-Functional Business Partnership
Build strong relationships with executives, department leaders, and operations teams to understand business drivers and support informed decision‑making.
Collaborate with Accounting, Operations, and other functions to align financial planning with operational execution.
Process, Systems, and Continuous Improvement
Champion improvements to FP&A processes, systems, and reporting frameworks to enhance efficiency, accuracy, and insight.
Drive adoption of best practices in financial planning, analysis, modeling, and performance measurement.
Support FP&A system enhancements, automation initiatives, and digital transformation efforts.
Qualifications Education
Bachelor’s degree in Finance, Accounting, Economics, or related field required.
Master’s degree (MBA) or professional designation (CPA, CFA) strongly preferred.
Experience
8–10+ years of progressive experience in FP&A, corporate finance, or strategic finance.
Demonstrated success leading budgeting, forecasting, and financial planning cycles.
Experience presenting to executives and influencing high‑impact decisions.
Technical Skills
Advanced proficiency in Excel and financial modeling, as well as PowerPoint and other presentation tools.
Experience with ERP systems (SAP, Oracle, NetSuite) and FP&A tools (Adaptive Insights, Anaplan, etc.).
Strong understanding of GAAP/IFRS and financial statements.
Familiarity with BI and data visualization tools (e.g., Power BI, Tableau) preferred.
Leadership & Soft Skills
Strong strategic and analytical thinking with the ability to simplify complex issues.
Exceptional communication and executive‑level presentation skills.
Proven leadership capability, including managing cross‑functional stakeholders and driving organizational alignment.
High attention to detail and commitment to accuracy.
Ability to thrive in a dynamic, fast‑paced environment with competing priorities.
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Job Title : Director, FP&A
Location : Austin, TX
Reports to : CFO or VP, Finance
Department : Finance
Job Summary The Director, Financial Planning & Analysis (FP&A) will lead the company’s financial planning, forecasting, budgeting, management reporting, ad-hoc business analysis and performance management processes. The role serves as a strategic partner to senior leadership, providing forward‑looking insights, evaluating financial impacts of key initiatives, and driving operational and financial discipline across the organization.
Key Responsibilities Strategic Financial Leadership
Lead the development of the company’s annual budget and operating plan, long‑range financial plan, and rolling forecasts.
Provide strategic financial guidance to the executive team and business leaders, ensuring alignment between financial plans and organizational priorities.
Advise on financial risks, opportunities, and trade‑offs in support of strategic and operational decisions.
Financial Analysis & Decision Support
Oversee robust financial analysis including variance analysis, scenario modeling, margin analysis, and performance trends.
Translate complex financial data into actionable insights and recommendations to drive business performance.
Evaluate business cases, capital investments, pricing strategies, and cost optimization initiatives.
Ensure the timely preparation and delivery of monthly, quarterly, and annual management reporting packages for senior leadership and the Board.
Ensure accuracy, clarity, and relevance of financial dashboards and KPIs.
Present financial performance, forecasts, and strategic analyses to the ELT and other key stakeholders.
Financial Modeling & Business Insights
Lead the design and maintenance of advanced financial models that support strategic initiatives, M&A evaluations, and long‑term planning.
Assess financial impacts of business decisions and provide clear recommendations supported by data‑driven analysis.
Performance Management
Lead the monitoring of financial and operational metrics to assess performance against targets.
Partner with business leaders to drive accountability and implement corrective actions where needed.
Identify and communicate emerging trends, risks, and opportunities.
Cross-Functional Business Partnership
Build strong relationships with executives, department leaders, and operations teams to understand business drivers and support informed decision‑making.
Collaborate with Accounting, Operations, and other functions to align financial planning with operational execution.
Process, Systems, and Continuous Improvement
Champion improvements to FP&A processes, systems, and reporting frameworks to enhance efficiency, accuracy, and insight.
Drive adoption of best practices in financial planning, analysis, modeling, and performance measurement.
Support FP&A system enhancements, automation initiatives, and digital transformation efforts.
Qualifications Education
Bachelor’s degree in Finance, Accounting, Economics, or related field required.
Master’s degree (MBA) or professional designation (CPA, CFA) strongly preferred.
Experience
8–10+ years of progressive experience in FP&A, corporate finance, or strategic finance.
Demonstrated success leading budgeting, forecasting, and financial planning cycles.
Experience presenting to executives and influencing high‑impact decisions.
Technical Skills
Advanced proficiency in Excel and financial modeling, as well as PowerPoint and other presentation tools.
Experience with ERP systems (SAP, Oracle, NetSuite) and FP&A tools (Adaptive Insights, Anaplan, etc.).
Strong understanding of GAAP/IFRS and financial statements.
Familiarity with BI and data visualization tools (e.g., Power BI, Tableau) preferred.
Leadership & Soft Skills
Strong strategic and analytical thinking with the ability to simplify complex issues.
Exceptional communication and executive‑level presentation skills.
Proven leadership capability, including managing cross‑functional stakeholders and driving organizational alignment.
High attention to detail and commitment to accuracy.
Ability to thrive in a dynamic, fast‑paced environment with competing priorities.
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