Post Date: 02/07/2019
Close Date: 03/07/2019
Director of Financial Planning & Analysis
Portland, OR, USA
The Director of Financial Planning & Analysis will serve as a key member of the Finance team, reporting directly to the Chief Financial Officer. This role will lead the FP&A team in partnerships across Vetsource to provide relevant analysis and drive strategic business decisions. Through leadership, budgeting, forecasting, financial modeling, management reporting and analysis, the Director of Financial Planning and Analysis will drive improvements as the organization rapidly grows.
The Director of Financial Planning & Analysis will lead the FP&A department. This individual will develop a deep working understanding of the business and ensure a high-level of customer service by providing professional, timely, and accurate financial management services to all stakeholders.
Long-Range Planning: Working closely with the CFO and the business partners to develop and maintain a multi-year strategic financial plan. Performs a range of financial modeling and ad hoc analysis in support of strategic plans and financial decision-making. Coordinates the strategic plan with development of the annual operating budget. Serves as point of contact for the budget and strategic financial plans.
Budget Development, Analysis, and Reporting: Leads the continued development of the annual operating budget. Prepares the annual budget guidelines and calendar, coordinates training, oversees scheduling of budget meetings, and compiles budget requests. Reviews submissions with departments and formulates recommendations. Ensures budget submissions are accurate and complete. Prepares analyses, management reports and consolidated budget submission to the senior leadership and the Board of Directors. Maintains budget and planning related data in the ERP and related systems.
Budget Monitoring and Reporting: Prepares and reviews monthly budget variance reports and key KPI reports. Helps formulate and analyze key KPIs to align business activities and drive desired results. Discusses budgets quarterly with managers, directors, and CFO and forecasts year-end position quarterly or an as-needs basis. Prepares and submits variance/flux analysis for various budget categories. Develops an independent assessment of risks and opportunities relative to the forecast. Makes adjustments to the budget and documents changes.
Ad-Hoc Business Decision Support: Effectively partners with key customers and business partners to fully understand needs and to assist in identifying financial needs, developing viable solutions and influential information to make effective and informed decisions that align with the company’s short and long-term business objectives. Capable of working with professional individual contributors, financial experts, accounting, and other critical business partners both within and external to the organization. Tracks financial results of companies in our industry and compare to Vetsource results
Development and Training: Provides training and support on budget financial analysis and management reporting tools to finance staff and key customers: Finance for non-finance. Orients new business partners to their budgets, the annual budget and the reporting cycle. Develops FP&A staff to become proven resources for financial support excellence.
Policies and Procedures: Writes, maintains, and communicates budget and management reporting policies and procedures. Advises the CFO on enhancements to budgeting and management reporting process.
Supervisory Responsibilities: Build out the FP&A department and oversee its performance management. Oversight of all team personnel activities regarding hiring, development, coaching conversations, performance reviews, and timecard approvals.
ORGANIZATIONAL RESPONSIBILITY STATEMENT
In addition to the job-specific responsibilities listed above, all employees are expected to support and model Vetsource’s Core Value Principles: Do the right thing every time; Treat others the way you want to be treated; Embrace Change; Be innovative; Get it done; Work hard, have fun! Employees will be held accountable for knowledge and effective application of these principles.
Ability to navigate through complex issues, interpret and transform financial data into actionable recommendations
Advanced knowledge of spreadsheet applications and data management; power user of MS Excel
Meticulous attention to detail, accuracy and strong organizational skills
Strong capacity to prioritize workload and to start and stop projects seamlessly, despite frequent interruptions
Ability to understand and perform complex business processes and strategies
Ability to perform at a high level with minimal instruction and work both individually and in a team environment
Ability to make sound judgement decisions based on the impact to the organization
Must be able to clearly and effectively communicate with various groups within the company as well as various external partners
Integrity - maintaining confidentiality is integral to the position to protect operations
Experience in creating and automating dashboards, standard reports, scorecards, ad-hoc reports, and data visualization that provide key business insights(Ex: Oracle, Chartio, Business Objects, etc)
Excellent communication, presentation, and interpersonal skills with demonstrated ability to work in a fast paced and dynamic environment
Strong leadership and mentorship skills: demonstrated ability to roll-up sleeves and work with team members in a hands-on management capacity
Education & Experience:
Bachelor’s Degree with at least 10 years’ experience in a FP&R role and at least 5 years experience in a leadership role.
Advanced skills in Microsoft Excel, with a high level of accuracy
Experience with ERPs and OLAP tools
Preferred Education & Experience:
Familiarity of the Veterinary Pharmaceutical industry
Master’s degree in business, economics, finance, mathematics, or statistics
What We Offer:
Huge vision and rapid growth opportunities, and teams made of smart, ambitious, and fun colleagues
Dog friendly office, sit-to-stand desks, and free gourmet coffee machine and Avanti market on site
New modern design office located close to restaurants, shopping, and public transportation
Competitive salary and full benefit packages including medical, dental, vision, FSA, and 401K
The statements herein are intended to describe the general nature and level of work being performed by employees, and are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified. Furthermore, they do not establish a contract for employment and are subject to change at the discretion of the employer.
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.