Job Details
Director, Financial Planning & Analytics
E78 Partners provides comprehensive solutions that span the private equity investment life cycle - from fund operations to initial diligence to exit readiness - we ensure deal and management teams unlock value at an accelerated pace. Supporting the entire office of the CFO on both the management and sponsorship level, our over 400 people solve the problems CFOs face every day to create value for their organizations.
Stronger Together
Together, with our team and our customers, we are stronger. Our people are our strongest element-which we refer to as the 78th element of the periodic table, platinum. Our 'platinum values' hold us accountable to act ethically in all we do, care deeply about others, and succeed through teamwork. Our team and our values are aligned around professionalism, passion and being true game changers!
Since our founding in 2016, we've experienced a wonderful period of organic growth delighting customers and through acquisitions. The Director serves as the leader of a client delivery team and plays a critical role in achieving our company's mission, combining financial management expertise with emerging skills as a general business manager. The position is primarily client facing and focused on relationship management and driving business. However, people management and processes excellence are paramount to your success in this role. You will work independently with your clients to understand their business and leverage your team resources to provide strategic and operational leadership though the delivery of actionable data, information, and insights. The specific deliverables and level of support role may vary from client to client. However, responsibilities and key tasks will be centered on our core service offerings - (1) Financial Modeling & Forecasting, (2) Performance Measuring & Reporting, (3) Business Planning & Budgeting, and (4) Business Analytics & Insights.
Responsibilities:
- Lead business performance modeling & financial forecasting processes
- Lead the business case development, review, and post audit process
- Oversee the scenario planning / modeling process
- Performance Measuring & Reporting
- Lead client partner management reporting process
- Lead client partner business review processes, both weekly briefings and monthly business reviews
- Lead client partner financial control & decision support analyses
- Business Planning & Budgeting
- Lead the corporate strategy evolution, management, and communication process
- Lead the management of the business planning process, including strategic, operational, and financial plan development
- Lead the conversion of strategic & operational plans into long-term financial projections & annual budgets
- Business Analytics & Insights
- Lead and prioritize analytics agenda to support client partner
- Lead analytics workflow including planning, data collection, methodology development, analysis and QA
- Provide insights from analyses & deliver recommendations to decision makers
- Client Engagement & Travel
- In the delivery team structure, the Director serves as the primary contact/relationship manager for the client leading regular updates on project progress and demos of deliverable iterations.
- The Director acts as an advocate for the client, ensuring that the team delivers high quality deliverables aligned with the scope of work. Also, responsible for evaluating and improving client delivery to ensure consistent execution of product playbooks across E78 engagements.
- The Director is a Champion of Excellence in Delivery. Actively coaching your team on best practices, overseeing and validating quality of deliverables, and a paragon of professionalism in client engagement.
- Travel for in-person meetings with customers for consulting or ongoing managed service engagements (30% of time)
- The Director serves as the people manager for the delivery team.
- Lead performance management, coaching, and career pathing for individual team members
- The Director acts as an advocate for their team, ensuring that they have the capabilities (internal tools, processes, etc.) to be successful and continue to grow their careers.
- The Director is accountable for optimizing team resources and client scope of work to maximize value or profit contribution for E78.
- The Director uses their business acumen to assess existing client needs and develop opportunities for E78 to continue to support their business partners.
Required Experience/Skills: - BA/BS in Finance, Economics, Math, Business Analytics; MBA and/or Professional Designation (CFA, CMA, CPA) are highly recommended.
- 5-10+ years of related FP&A experience
- 2+ Years of people management experience
- Self-starter with exceptional drive and work-ethic with attention to detail and accuracy
- Clear and effective written and verbal communication skills with strong ability to influence others
- Proven experience in analysis, modeling, and reporting financial performance, with a strong sense of curiosity
- Proven experience working with analytical / data-mining platforms (Tableau, SPSS, SAS, R, Minitab, etc.)
- Excellent computer skills including Excel and PowerPoint
- Collaborates well with others and is a team player
- Demonstrated ability to manage priorities and timelines
- Ability to independently develop processes and deliverables from general direction
Compensation: A base of $160,000-$190,000 per annum, plus bonus and benefits
E78 Partners is proud to be an equal opportunity employer. We do not discriminate on the basis of race, religion, color, national origin, sex (including pregnancy, childbirth, and reproductive health choices), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as someone with a disability, political views or activity, or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories, consistent with applicable federal, state, and local laws.