Strategic Planning & Forecasting
• Lead the annual operating plan, quarterly forecasting cycles, and long-range financial planning process from design through executive alignment.
• Partner with functional and business-unit leaders to translate priorities and initiatives into, headcount plans, operating budgets, investment cases, and measurable outcomes.
• Build planning processes that improve forecast accuracy, increase accountability, and make tradeoffs visible across the organization.
• Develop and maintain driver-based forecasts for revenue, gross margin, operating expenses, headcount, working capital, cash flow, and capital needs.
• Establish clear variance-analysis routines that connect financial performance to operational drivers and recommended actions.
Decision Support & Financial Modeling
• Build and oversee sophisticated financial models that support scenario planning, pricing, capacity decisions, cost optimization, capital allocation, strategic partnerships, and support M&A evaluation.
• Demonstrate deep command of Excel-based modeling, including integrated three-statement models, sensitivity analysis, scenario architecture, data structuring, and model controls.
• Apply advanced Excel capabilities—including PivotTables, SUMIFS, INDEX/MATCH or XLOOKUP, arrays, Power Query, macros, as well as utilization of AI tools —to create scalable, high impact analyses. Will also leverage AI tools to scale routine processes and functions.
• Develop DCF, ROI, payback, unit economics, and cash-flow analyses that help leaders evaluate risk, return, timing, and strategic fit.
• Challenge assumptions constructively, identify the economic drivers behind performance, and turn analysis into a clear recommendation.
Performance Management & Executive Insight
• Design and continuous improvement of consolidated KPI dashboards and performance reporting across business units, aligned to company strategy.
• Prepare and lead monthly and quarterly business reviews, including segment-level performance, margin trends, operating metrics, forecast changes, and management actions.
• Synthesize large and complex financial, operational, and external datasets into concise narratives for senior leadership, the Board, and other stakeholders.
• Create a consistent connection between company objectives, functional scorecards, resource allocation, and financial results.
Finance Leadership & Operating Scale
• Act as a trusted strategic finance partner to senior leaders and functional executives, helping them make better decisions faster.
• Lead high-impact, cross-functional initiatives with financial implications, such as pricing strategy, cost transformation, business cases, organizational design, and investment prioritization.
• Improve the quality, speed, and scalability of FP&A processes, reporting, systems, and controls as the company grows.
• Partner with Accounting and System teams to improve data integrity, chart-of-accounts alignment, reporting structures, and adoption of planning tools.
• Mentor and develop analysts and emerging finance talent, raising the standard for analytical rigor, communication, and business partnership.