Confidential Jobs Looking for Head of FP&A at Cincinnati, OH Full Time

We are only considering candidates in Cincinnati or who are willing to relocate.

We are seeking an experienced finance leader to serve as Head of Financial Planning and Analysis for an established, PE backed company, that continues to grow rapidly through M&A. Reporting directly to the CFO, the Head of FP&A will lead several finance functional areas, spearheading the development of the investment strategy, with strong focus on FP&A, and develop a scalable cadence to financial planning activities. This role has the opportunity to leave a very big impact on the company’s high growth trajectory.

As an experienced finance leader, you will be responsible for leading and setting strategy and high standards for the company’s financial business planning, forecasting, financial reporting, budget reporting, financial modeling, and strategic decision support. Partnering with all key business leaders, you will be called upon to drive the financial strategy and concurrently be creating rigorous processes and systems that build a firm foundation for our accelerated growth plan. We’re looking for a strategic forward-thinking mindset, proactive financial leadership, a strong track record of success, coupled with strong people leading skills. This person is a dynamic and strategic financial leader capable of driving innovation, fostering talent, and contributing to the overall success and growth of the organization. Critical for the role will be the ability to lead a finance team to strategically develop the company’s operating model, as well as creating the appropriate systems and reporting to enhance operational effectiveness in a growth focused business, enabling the story behind the numbers to be brought to life.

Key responsibilities include:

• Lead a collaborative budgeting process that involves department heads, finance teams and key stakeholders, fostering a sense of ownership and accountability.
• Implement advanced forecasting techniques and tools to enhance the accuracy of revenue and expense projections, adapting quickly to changing market conditions.
• Establish a continuous budget monitoring process, providing real-time insights to enable proactive decision-making and resource allocation adjustments.
• Facilitate regular communication between finance and other departments to ensure accurate financial data inputs and holistic understanding of business drivers.
• Develop strong relationships with operational leaders, gaining insights into market dynamics and operational challenges that may impact financial performance.
• Implement a collaborative forecasting approach, encouraging input from various departments to enhance the accuracy of overall financial projections.
• Execute financial strategy in the development and maintenance of the financial planning process by regularly investigating and reviewing financial data, testing financial analysis models, and providing senior management with recommended action plans for process improvement.
• Evaluate operational processes and expenses, identifying areas for cost optimization without compromising service quality; collaborate with technology teams to leverage data analytics and automation tools for continuous process improvement.
• Facilitate effective decision-making throughout the FP&A team, providing insightful analysis and support of financial information, including industry and economic considerations, and communicating results.
• Collaborate with internal and external stakeholders by identifying, researching, and resolving discrepancies in financial reports, utilizing internal reporting processes, and implementing solutions to improve efficiency of financial operations.
• Create a positive environment by modelling cultural expectations
• Lead, mentor, and develop the FP&A team, fostering a culture of high performance and continuous improvement.
• Ensure the team is equipped with the necessary tools and skills to provide effective financial analysis and reporting.

We are seeking a dynamic finance leader, with a growth mindset, who not only understands what great looks like both from a strategic and execution focused perspective. The ideal candidate thrives in a fast-paced, high-growth, PE-backed, M&A environment and has the following qualifications:

• A degree in accounting, finance or business. An advanced degree is preferred.
• 10+ years of progressive leadership experience in FP&A or similar area
• Experience leading and building high performing finance teams and creating a positive culture
• Experience working in private equity, M&A or investment banking
• Must possess an ability to communicate high-level business concepts and financial impact through robust written and oral communication skills, including a strong attention to detail.
• Experience reporting to a board of directors in a for-profit environment