The AVP/VP Finance Planning and Analysis will support FPA capabilities for a high growth and acquisitive organization, including the companys management reporting, KPIs, analytics, forecasting, and the annual budgeting process. Position will also support completion of quarterly compliance certificates and special projects. Will provide financial consulting and strategic support to executive team members including, but not limited to: quarterly budget and resource needs, MA financial modeling, KPI reporting and other special projects. This function supports the SVP of FPA as the analytic engine of the company, partnering with leadership and operations to provide insights and support optimal business decision making. This position provides the opportunity for a strong and experienced FPA leader to assist in the enhancement of financial reporting and analysis to support a rapidly growing business.
Key Responsibilities:
- The essential functions include, but are not limited to, the following:
- Support monthly close and management reporting process for monthly board reporting
- Manage the completion of quarterly bank compliance certification
- Support the budgeting and forecasting process, including quantitative analysis around key business drivers and own the corporate financial model
- Manage cadence and calendar for long range planning, annual budget, forecasting, month close reporting, and periodic reporting
- Work directly SVP FPA to enhance budgeting, financial forecasting, and modeling tools
- Work with SVP FPA to address quarterly Board and PE sponsor follow-ups and lead preparation of quarterly Board materials
- Build, maintain, and continually improve business plans and forecasting. This includes maintaining a detailed and interactive model to forecast key metrics for 1 year, 3 year, and 5 year time horizons
- Provide financial, business and modeling expertise to facilitate timely generation, synthesis, and distribution of financial and management reports
- Manage relationships with all FPA team members, and take ownership for all related reporting matters
- Liaise with the accounting team in preparation of monthly and quarterly financial statement certifications and loan covenant and bank compliance matters required by lenders and other agencies related to the companys debt commitments
- Other duties as assigned
Desired Knowledge, Skills Abilities:
- Demonstrated experience in financial planning and analysis
- Strong Excel and Power BI skills
- Strong financial modeling skills including thorough understanding of, and ability to, model income statement, balance sheet and cash flow statement in a cohesive operating model
- Skilled in budgeting and forecasting
- Flexible and able to multitask; can work with an ambiguous, fast-moving environment, while also driving toward clarity and solutions; demonstrated resourcefulness in setting priorities and guiding investment in people and systems
- Ability to communicate effectively orally and in writing, using accurate grammatical form, and able to read and interpret written information
- Communicates effectively in individual or group situations including demonstrating active listening skills
- Ability to maintain confidentiality
Qualifications:
- A minimum of a bachelors degree in Finance or related field, MBA a plus
- 10+ years of experience in Finance, experience working with PE sponsor a plus
- 7+ years of progressive leadership experience in a complex planning and analysis environment
- Hands on financial modeling and forecasting expertise
- Superior analytical and problem-solving skills, with demonstrated intellectual and analytical rigor, as well as experience resolving complex business problems with well-structured analytics
- Hands-on, roll-up sleeves work ethic in supporting a high growth company
- Ability to adapt to a dynamic, rapidly changing business environment with a high degree of initiative
- Strong ability to clearly communicate compelling messages to senior executives and business partners
- Strong project management skills and demonstrated ability to lead complex cross-functional initiatives across a breadth of stakeholders
- Team oriented, collaborative, diplomatic, and flexible, with excellent presentation skills, including strong verbal and writing capabilities
- Strong organizational skills, attention to detail, time management, task oriented, good interpersonal skills, patience, perseverance, and follow through skills
- Excellent computer skills: Excel, Word, and E-mail. Sage Intacct PrismHRP experience is a plus
- Experience with financial ERP systems (eg SAP, Oracle, NetSuite a plus)
- A high standard of integrity and sound business ethics
PrismHR is a fast-paced SaaS company which provides customers with a cloud-based payroll process software application. PrismHR also provides professional services including system implementation consulting, custom configurations, and training. Lastly, via the Company s Marketplace platform customers and end users access other human resources and employee benefits applications from PrismHR s Marketplace Partners.
Diversity, Equity and Inclusion Program/Affirmative Action Plan:
We have transformed our company into an inclusive environment where individuals are valued for their talents and empowered to reach their fullest potential. At PrismHR, we strive to continually lead with our values and beliefs that enable our employees to develop their potential, bring their full self to work, and engage in a world of inclusion.
Ensuring an inclusive environment for our employees is an integral part of the PrismHR culture. We arent just checking a box, we are truly committed to creating a workplace that celebrates the diversity of our employees and fosters a sense of belonging for everyone. This is essential to our success. We are dedicated to building a diverse, inclusive, and authentic workplace, so if you re excited about our roles but your past experience doesn t align perfectly with every qualification in the job description, we encourage you to apply anyway. You may be just the right candidate for these open roles or other open roles. We particularly encourage applicants from traditionally under-represented groups as we seek to increase the diversity of our workforce and provide fair opportunities for all.
The Company is committed to complying with all applicable laws providing equal employment opportunities. This commitment applies to all persons involved in the operations of the Company and prohibits unlawful discrimination by any employee of the Company, including supervisors and co-workers.
Privacy Policy: For information about how we collect and use your personal information, please see our privacy statement available at https: / / www.prismhr.com / about / privacy-policy.
PrismHR provides reasonable accommodation for qualified individuals with disabilities and disabled veterans in job application procedures. If you have any difficulty using our online system and you need a reasonable accommodation due to a disability, you may use the following alternative email address to contact us about your interest in employment at PrismHR: [Confidential Information]. Please indicate in the subject line of your email that you are requesting accommodation. Only candidates being considered for a position who require an accommodation will receive a follow-up response.
#LI-ML1
