Performance Match Recruiting LLC Looking for Director of Financial Planning and Analysis at Atlanta Metropolitan Area Full Time

A well established leader in the Capital Financing industry is looking for a Director, Financial Planning & Analysis. For over two decades the company has provided alternative financing to over 80,000 small businesses nationwide to help them manage cash flow, purchase inventory, upgrade technology, renovate, expand and grow. They have accomplished this throughout a variety of economic cycles from the bursting of the internet bubble, the the Great Recession, from the long bull market to the COVID recession.

The Director of Financial Planning & Analysis will build relationships with leading members of the leadership team in order to drive useful and consistent financial analytics and insight. They will drive the operational performance of the company through expert analysis, building long and short term plans for the company and leading company-wide presentations. This role will play an important role in facilitating the company’s growth. The role will report directly to the CFO.

Responsibilities:

· Prepares and leads monthly, annual and long term planning forecasts. Leads the financial component of Strategic planning exercises.

· Analyzes monthly financial statements, including balance sheets, income statements and cash flows to provide insights into forecast variances, key performance indicators/ratios and financial statement trends

· Supports decision-making process for high impact projects based on a thorough understanding of company data and business sense while leveraging financial analyses that identify key trends and explain variances in sales, pricing, revenue, portfolio performance, and operating expenses

· Develops, maintains and improves the unit economics and corporate long-term model, driving major corporate decisions such as pricing and cost of acquisition

· Leads preparation of Board Meeting presentations for review with CEO and executive leadership team

· Supports bank and other key external relationships, including preparation of bank presentations, investor requests, due diligence materials; participates in negotiation of transactions and amendments

· Partners with the Analytics department to access and enhance use of data in Finance. Partners with Credit department and consistently monitor company’s portfolio performance and allowance for doubtful accounts

· Actively participates in the Company’s strategic corporate development activities and lead special projects as needed

Qualifications:

· Undergraduate degree required. MBA a plus.

· 7+ years of experience in finance including experience with FP&A. Exposure to Capital Markets a plus

· Superior analytical and critical thinking skills. Ability to identify and articulate strategic opportunities to drive superior business results.

· Keen attention to details and ability to stay focused on the task regardless of the environment

· Self-starter, someone who thrives on delivering results

· The ideal candidate has worked in an entrepreneurial, small company environment. Financial Services or Leasing industry experience is preferred but not required

· Strong organizational and project management skills

· Superior written and verbal communication skills

· Strong Excel skills. Financial modeling a plus

· Strong interpersonal, negotiating and diplomatic skills required to effectively manage relationships with diverse internal and external stakeholders

· An expert in translating and providing linkages between the business operations and financials through insightful analytics

· Able to thrive in ambiguous situations and determined to create best-in-class financial processes and analyses to help grow the business

· Able to work independently while remaining a team player