IQ Ventures Looking for Director, Financial Planning and Analysis at Dublin, OH Full Time

IQ Ventures is seeking a Director of Financial Planning and Analysis responsible for financial planning and analysis, including but not limited to budgeting, financial and operational forecasts, models, financial statements, financial and operational analysis and risk assessment, and ad hoc analysis and reporting.

Responsibilities:  

• Financial analysis and planning.
• Forecasting, P&L oversight, weekly and monthly reporting, and analysis to identify trends, manage budget, and monitor revenue.
• Identify/quantify risks and opportunities to ensure that the team and management are informed of the financial status and impact.
• Develop, consolidate, and present insightful and robust qualitative and quantitative financial analysis including annual budget, quarterly/monthly forecast variances.
• Work closely with operations to develop tools and analyses to increase the productivity/profitability of business units.
• Create financial presentations for board meetings and budget meetings.
• Evaluate trends within product lines and offer business decision support.
• Report financial results and key metrics against appropriate business projections and deviations from plan.
• Develop ad-hoc reports using Excel and other financial systems.
• Perform other duties as assigned.

Knowledge, Skills, and Experience:

• Bachelor’s degree in accounting, finance, or related field. MBA strongly preferred.
• Five years financial planning and analysis experience. Banking or financial services experience a strong plus.
• In-depth experience analyzing data with spreadsheet software.
• Ability to use logic and reasoning to identify strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.
• Excellent communication and interpersonal skills, organized, detail-oriented, and thorough.
• Comfortability in working with assumptions and imperfect data.
• Team player with a positive attitude.
• A self-starter mentality with the ability to work well under pressure, thrive working under limited direction, and an attitude that no job is too challenging or too small.
• Ability to provide solutions to a variety of issues of varied scope and complexity and to prioritize and balance multiple tasks in a fast-paced, constantly changing environment.
• Comfortable working with new technology systems and experience in Microsoft Word, Excel, PowerPoint, SharePoint, Slack, Zoom and other productivity applications.
• Ability to effectively communicate with all levels of employees; make decisions; prioritize and set direction; create presentations which may be distributed to large audiences; maintain confidential information.