Forecasting, Budgeting & Planning - Lead the Company’s annual budget development process across all departments and business units.
- Own the structured 3+9, 6+6, and 9+3 forecasting cycles, ensuring disciplined variance analysis, driver updates, and consolidated executive level outputs.
- Build robust financial models for revenue, gross margin, operating expenses, cash flow, and long range planning.
- Establish consistent planning calendars, documentation, and forecasting cadence aligned with organizational expectations.
Financial Reporting & Analysis - Prepare monthly and quarterly reporting packages with clear KPIs, variance explanations, and actionable insights.
- Consolidate operational, financial, and program level metrics to provide end to end visibility into performance.
- Support the development of external reporting materials including audit support, lender reporting, investor ready summaries, and sponsor driven analytics.
AI Enabled Finance & Automation - Drive adoption of AI tools to improve forecasting accuracy, identify anomalies, automate variance analysis, and streamline data preparation.
- Implement automation across FP&A workflows, dashboards, and recurring reports to improve speed, consistency, and data quality.
- Build predictive models that leverage operational and financial drivers to enhance decision support.
Business Intelligence & Systems Integration - Partner with Finance, Operations, Supply Chain, and Program Management to ensure data integrity between ERP/MRP systems and FP&A tools.
- Enhance BI dashboards (e.g., DOMO, Power BI) to create real time visibility into KPIs, trends, and operational performance.
- Support future system upgrades by defining FP&A requirements, assisting with data migration, and optimizing reporting integrations.
Operational Finance & Strategic Partnership - Collaborate with cross functional teams to improve margin visibility, pricing analysis, inventory planning, cash forecasting, and program profitability.
- Provide financial support for program reviews, cost investigations, performance improvement initiatives, and strategic decision making.
- Strengthen alignment between operational drivers, system data, and financial results.
Controls, Compliance & Documentation - Maintain high quality FP&A documentation, including forecasting assumptions, drivers, methodologies, and control evidence.
- Support audit readiness, internal controls, and compliance expectations, including data governance and documentation discipline.
- Ensure forecast accuracy, reporting consistency, and adherence to Company policies and financial standards.
- Perform other necessary ad-hoc duties related to Accounting/Finance and support other Departments on special projects.
- Ensures compliance with the company code of conduct and all applicable laws, regulations, rules, and policies.
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