Associate Staffing
Director of Financial Planning & Analysis
Associate Staffing, Charlotte, North Carolina, United States, 28245
Director of Financial Planning & Analysis
Director of Financial Planning & Analysis
1 week ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. Director of Financial Planning & Analysis
Our client’s Financial Planning & Analysis team is seeking an FP&A Director who will develop and lead a high-performing finance program supporting our businesses growth and go-to-market strategies. This role will be responsible for leading an existing team, expanding partnerships with internal leaders, and guiding the financial planning processes for a core growth segment within the company. Responsibilities will include 3-year planning, annual budgeting, monthly close and forecasting, management reporting and board reporting. This role will report directly to the VP, FP&A, collaborating closely with business partners to grow and scale the company.
What you'll do
Develop a thorough understanding of the Company, the existing 3-year plan, and key metrics. Synthesize trends and drivers of change within the financial results. Become a subject matter expert in your domain
Build partnerships with key business operators and senior management. Understand business goals, collaborate on strategic decision making, support growth execution, develop and maintain business processes
Proactively manage your P&L. Expand on existing processes to develop a best-in-class forecasting, reporting, and business support program
Lead a team of financial analysts. Organize and allocate workloads, create training & growth opportunities, foster a culture of performance
Drive monthly and quarterly financial processes, including analysis of budget vs. actual close results, forecast updates, standard financial and operational reporting, production of exec presentations and board reporting
Maintain and improve predictability of financial results through enhancements of internal processes and partnership across the organization
Implement improvements & automation to streamline current processes. Proactively identify areas of opportunity and drive execution
What we're looking for
10+ years of work experience in FP&A, Investor Relations, investment banking, consulting, or private equity
Excellent communication skills: ability to distill complex analyses into structured outputs and present to all levels of management
Driven personality, intellectually curios, problem-solver, and focus on continuous improvement
Extensive experience managing and forecasting Income Statements
Experience managing software & technology business model metrics including CAC, LTV, & ARR for subscription and usage lines of business
Experience with 3-statement modeling
Familiarity with ASC 606 accounting
Effective project management skills; highly organized, independent, and self-motivated
Experience working with financial systems (Adaptive experience a plus)
About our Client
Our Client is a leading provider of accounts payable (“AP”) automation software and payment solutions for middle-market businesses and their suppliers. By trade, they are a technology company, but if you ask anyone who works there, they’ll tell you their people are at the core of who they are. They focus on creating a culture of Diversity, Inclusion & Belonging, and are proud to be a safe place where teammates can bring their whole selves to work. At our Client, mindset is everything. They areConnectedas People,Growth Minded, andCustomer Obsessed. These three mindsets represent their culture – who they are, who they’ve always been, and they strive to improve every day. Since their founding in 2000 in Charlotte, NC, they’ve created a company of over 2,000 teammates working across the U.S., or remotely. Our client is proud to be Certified as aGreatPlace to Work. The prestigious recognition is based on anonymous data from teammates and makes official what our client’s teammates have known for years – it’s a Great Place to Work.
Who you are:
A go-getter with an entrepreneurial mindset – that meansyou arenot afraid of taking risks,winning bigorfacing the unknown.
Someone who understands that business ispeople centric. Connecting with others as humans first allows you to develop mutually beneficial working relationships.
Focused onmaking a difference for customers. Our Client exists to help solve complex problems for their customers so they can all realize their potential.
What you’ll get:
Our Client’s employees get the perks and prestige of a publicly traded tech company paired with the flexibility of a founder-led startup. They help their employees develop as professionals and as human beings, providing work/life balance, development programs, competitive benefits and equity options. At our client, they are building more than a tech company – they’re building an experience. They remain committed to a culture where you can fully be 'you’ – connected with others, chasing big goals, and making a meaningful impact.
Employees enjoy:
18 days PTO*
11 Holidays (8companyrecognized & 3floatingholidays)
16 hours per year ofpaid Volunteer Time Off (VTO)
Competitive Healthcare
High Deductible Heath Plan Option that has $0 monthly premium for teammate-only coverage
100% Company’s paid Dental Base Plan Coverage
100% Company’s paid Life Insurance
100% Company’s paid Long-Term Disability
100% Company’s paid Short-Term Disability
Employee Assistance Program (EAP) - Providescounseling services, legal and financial consultations and health advocacy for Teammates and their eligible dependents
Onsite Health Clinic with Atrium Health - available to Teammates and their eligible dependents
401(k) Match: 100% match on the first 3% of your salary, plus 50% match on the next 2%
Parental Leave: 8 weeks 100% paid by Company’s**
Discounts on Pet, Home, and Auto insurance
BrightDimeFinancialWellnessTool, offeredfree toteammates
WeeCareChildcare Service:helps teammates find affordable daycare,childcare,andtutors 40%less expensivethan traditional daycarecenters
Perks at Work:free discount program that provides teammates the opportunity to save on items fromelectronics, movie tickets, car buying, vacations,andmore
Onsite gym fitness center, yoga studio, and basketball court
Tuition Reimbursement up to the federal maximum of $5,250***
Hybrid Workplace Flexibility
Free parking
*Fully granted from beginning of year, pro-rated if hired mid-year
**Must be full-time for at least 3 months
***Must be full-time for at least one year
Equal Opportunity Employer:
Associate Staffing is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment based on race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other protected status under applicable law. We are committed to creating a diverse and inclusive work environment and welcome applicants from all backgrounds to apply for open positions with our company.
???????
Seniority level
Seniority level Director Employment type
Employment type Full-time Job function
Job function Finance and Sales Industries Staffing and Recruiting Referrals increase your chances of interviewing at Associate Staffing by 2x Sign in to set job alerts for “Director of Financial Planning and Analysis” roles.
Director of Financial Planning & Analysis
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#J-18808-Ljbffr
Director of Financial Planning & Analysis
1 week ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. Director of Financial Planning & Analysis
Our client’s Financial Planning & Analysis team is seeking an FP&A Director who will develop and lead a high-performing finance program supporting our businesses growth and go-to-market strategies. This role will be responsible for leading an existing team, expanding partnerships with internal leaders, and guiding the financial planning processes for a core growth segment within the company. Responsibilities will include 3-year planning, annual budgeting, monthly close and forecasting, management reporting and board reporting. This role will report directly to the VP, FP&A, collaborating closely with business partners to grow and scale the company.
What you'll do
Develop a thorough understanding of the Company, the existing 3-year plan, and key metrics. Synthesize trends and drivers of change within the financial results. Become a subject matter expert in your domain
Build partnerships with key business operators and senior management. Understand business goals, collaborate on strategic decision making, support growth execution, develop and maintain business processes
Proactively manage your P&L. Expand on existing processes to develop a best-in-class forecasting, reporting, and business support program
Lead a team of financial analysts. Organize and allocate workloads, create training & growth opportunities, foster a culture of performance
Drive monthly and quarterly financial processes, including analysis of budget vs. actual close results, forecast updates, standard financial and operational reporting, production of exec presentations and board reporting
Maintain and improve predictability of financial results through enhancements of internal processes and partnership across the organization
Implement improvements & automation to streamline current processes. Proactively identify areas of opportunity and drive execution
What we're looking for
10+ years of work experience in FP&A, Investor Relations, investment banking, consulting, or private equity
Excellent communication skills: ability to distill complex analyses into structured outputs and present to all levels of management
Driven personality, intellectually curios, problem-solver, and focus on continuous improvement
Extensive experience managing and forecasting Income Statements
Experience managing software & technology business model metrics including CAC, LTV, & ARR for subscription and usage lines of business
Experience with 3-statement modeling
Familiarity with ASC 606 accounting
Effective project management skills; highly organized, independent, and self-motivated
Experience working with financial systems (Adaptive experience a plus)
About our Client
Our Client is a leading provider of accounts payable (“AP”) automation software and payment solutions for middle-market businesses and their suppliers. By trade, they are a technology company, but if you ask anyone who works there, they’ll tell you their people are at the core of who they are. They focus on creating a culture of Diversity, Inclusion & Belonging, and are proud to be a safe place where teammates can bring their whole selves to work. At our Client, mindset is everything. They areConnectedas People,Growth Minded, andCustomer Obsessed. These three mindsets represent their culture – who they are, who they’ve always been, and they strive to improve every day. Since their founding in 2000 in Charlotte, NC, they’ve created a company of over 2,000 teammates working across the U.S., or remotely. Our client is proud to be Certified as aGreatPlace to Work. The prestigious recognition is based on anonymous data from teammates and makes official what our client’s teammates have known for years – it’s a Great Place to Work.
Who you are:
A go-getter with an entrepreneurial mindset – that meansyou arenot afraid of taking risks,winning bigorfacing the unknown.
Someone who understands that business ispeople centric. Connecting with others as humans first allows you to develop mutually beneficial working relationships.
Focused onmaking a difference for customers. Our Client exists to help solve complex problems for their customers so they can all realize their potential.
What you’ll get:
Our Client’s employees get the perks and prestige of a publicly traded tech company paired with the flexibility of a founder-led startup. They help their employees develop as professionals and as human beings, providing work/life balance, development programs, competitive benefits and equity options. At our client, they are building more than a tech company – they’re building an experience. They remain committed to a culture where you can fully be 'you’ – connected with others, chasing big goals, and making a meaningful impact.
Employees enjoy:
18 days PTO*
11 Holidays (8companyrecognized & 3floatingholidays)
16 hours per year ofpaid Volunteer Time Off (VTO)
Competitive Healthcare
High Deductible Heath Plan Option that has $0 monthly premium for teammate-only coverage
100% Company’s paid Dental Base Plan Coverage
100% Company’s paid Life Insurance
100% Company’s paid Long-Term Disability
100% Company’s paid Short-Term Disability
Employee Assistance Program (EAP) - Providescounseling services, legal and financial consultations and health advocacy for Teammates and their eligible dependents
Onsite Health Clinic with Atrium Health - available to Teammates and their eligible dependents
401(k) Match: 100% match on the first 3% of your salary, plus 50% match on the next 2%
Parental Leave: 8 weeks 100% paid by Company’s**
Discounts on Pet, Home, and Auto insurance
BrightDimeFinancialWellnessTool, offeredfree toteammates
WeeCareChildcare Service:helps teammates find affordable daycare,childcare,andtutors 40%less expensivethan traditional daycarecenters
Perks at Work:free discount program that provides teammates the opportunity to save on items fromelectronics, movie tickets, car buying, vacations,andmore
Onsite gym fitness center, yoga studio, and basketball court
Tuition Reimbursement up to the federal maximum of $5,250***
Hybrid Workplace Flexibility
Free parking
*Fully granted from beginning of year, pro-rated if hired mid-year
**Must be full-time for at least 3 months
***Must be full-time for at least one year
Equal Opportunity Employer:
Associate Staffing is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment based on race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other protected status under applicable law. We are committed to creating a diverse and inclusive work environment and welcome applicants from all backgrounds to apply for open positions with our company.
???????
Seniority level
Seniority level Director Employment type
Employment type Full-time Job function
Job function Finance and Sales Industries Staffing and Recruiting Referrals increase your chances of interviewing at Associate Staffing by 2x Sign in to set job alerts for “Director of Financial Planning and Analysis” roles.
Director of Financial Planning & Analysis
U.S. Bank Foundation Operations & Finance Director
Charlotte, NC $149,515.00-$175,900.00 3 weeks ago Director of Financial Planning and Analysis
PEPI: Senior Director, CFO Services - Digital Finance (OPEN TO ALL US LOCATIONS)
Charlotte, NC $175,000.00-$250,000.00 1 week ago Charlotte, NC $230,000.00-$280,000.00 12 hours ago VP/Director, Asset Backed Finance - Consumer
Director, Controls and Governance (Wealth Management)
Director, Asset Management Business Strategy
Charlotte, NC $125,000.00-$275,000.00 2 weeks ago Charlotte, NC $193,035.00-$227,100.00 2 weeks ago Director, Finance Transformation (Industrial Manufacturing)
Fort Mill, SC $131,800.00-$175,750.00 6 days ago Director, Investment Funds and Financial Risk Management - Asset Management
Charlotte, NC $153,000.00-$207,000.00 6 days ago Charlotte, NC $165,000.00-$222,000.00 1 week ago Charlotte, NC $130,000.00-$150,000.00 4 days ago Financial Crimes Deputy Director - Currency Transaction Reporting
Fort Mill, SC $131,800.00-$175,750.00 1 week ago Managing Director, M&A - Food & Beverage
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr