Upward Projects Holdings
Director of Financial Planning and Analysis
Upward Projects Holdings, Phoenix, Arizona, United States, 85003
Job Type
Full-time
Description
WHO WE ARE
We are a restaurant group that thrives on creating authentic and inspiring experiences for the communities we serve. Through the contributions of countless incredible people, past and present, we're headed to the moon with a simple mission - to make people feel good. While no one on the team is quite like the other, it's our common values that keep us united.
Be Authentic and HumbleAct with IntegrityBring Good EnergyAchieve as a TeamGet Extraordinary ResultsInspire with HospitalityABOUT THE DIRECTOR OF FINANCIAL PLANNING AND ANALYSIS
As Director FP&A your key role is to provide data driven analysis and insight to support decision making, evaluate and identify opportunities to improve the business, and lead the budgeting and forecasting process. This role reports to the Chief Financial Officer Provides long-range plans involving strategy development, resource allocation and financial outcomes. This position will also help drive strategic decision making through the generation of financial models, forecasts, financial analysis, reporting and presentations for leadership team review.
TO BE SUCCESSFUL YOU MUST
Maintain and evolve the long-range plan that supports strategic objectivesLead the annual budget process, including collaborating with others teams to thoughtfully allocate resources, inform key business decisions, and execute on operational plansMaintain the quarterly forecast and actuals performance of the P&L, identify key business and financial trends, and communicate them to leadership team at the period financial reviewsMaintains 90 day free cash flow outlook to drive capital allocation decisionsOversee presentations, key analyses, and corporate models for the Board, management, and other key internal stakeholdersContribute to the strategic planning and execution of key company initiatives by providing FP&A leadership, performing financial analyses and modeling, and sharing insightsDrive the long-term transformation of our planning approach, operations, and technology, including identifying and sponsoring initiatives to continuously improve, automate and scale forecasting and reporting tools and systemsProvide thought partnership and foster collaboration across the organization while directly leading the FP&A departmentDelivers operational insights by utilizing problem solving and analytical skills to aggregate data from a variety of datasets, and performs qualitative and quantitative analyses.Able to build forecasting models that are easy to understand from the users perspective.Drives forecasts, annual planning, and budgetingContinually improves or develops tools/systems and automation processes to collect and analyze data.WHY YOU'LL LOVE UPWARD PROJECTS
Excellent benefit and compensation packagePaid time off and earned paid sick timeFitness discount programs401K with company matchA people focused culture united by our shared valuesUnlimited growth opportunities, with several new restaurant openingsHaving a voice. We provide empowerment and influence to all our team membersOpportunity to build deep, meaningful, and lasting relationships with colleaguesRecognition and rewards for your hard work and tenureGenerous meal benefit programRequirements
Bachelor's degree in Finance, Statistics, Business, Accounting or related discipline is required. MBA is strongly preferred.5+ experience in FP&A, consulting or investment banking. Experience in multi-unit retail or hospitality preferredOutstanding conceptual, analytical, and problem-solving skills with the ability to quickly build in-depth knowledge of data hierarchies and financial systems.Proficiency in corporate finance and valuation concepts such as Discounted Cash Flow, Net Present Value, Internal Rate of Return and Return on Invested CapitalProficiency in linking the three financial statements and projecting financial statements and cash flowsProficient in leading the planning processKnowledge of Python and Data Science concepts preferred
Full-time
Description
WHO WE ARE
We are a restaurant group that thrives on creating authentic and inspiring experiences for the communities we serve. Through the contributions of countless incredible people, past and present, we're headed to the moon with a simple mission - to make people feel good. While no one on the team is quite like the other, it's our common values that keep us united.
Be Authentic and HumbleAct with IntegrityBring Good EnergyAchieve as a TeamGet Extraordinary ResultsInspire with HospitalityABOUT THE DIRECTOR OF FINANCIAL PLANNING AND ANALYSIS
As Director FP&A your key role is to provide data driven analysis and insight to support decision making, evaluate and identify opportunities to improve the business, and lead the budgeting and forecasting process. This role reports to the Chief Financial Officer Provides long-range plans involving strategy development, resource allocation and financial outcomes. This position will also help drive strategic decision making through the generation of financial models, forecasts, financial analysis, reporting and presentations for leadership team review.
TO BE SUCCESSFUL YOU MUST
Maintain and evolve the long-range plan that supports strategic objectivesLead the annual budget process, including collaborating with others teams to thoughtfully allocate resources, inform key business decisions, and execute on operational plansMaintain the quarterly forecast and actuals performance of the P&L, identify key business and financial trends, and communicate them to leadership team at the period financial reviewsMaintains 90 day free cash flow outlook to drive capital allocation decisionsOversee presentations, key analyses, and corporate models for the Board, management, and other key internal stakeholdersContribute to the strategic planning and execution of key company initiatives by providing FP&A leadership, performing financial analyses and modeling, and sharing insightsDrive the long-term transformation of our planning approach, operations, and technology, including identifying and sponsoring initiatives to continuously improve, automate and scale forecasting and reporting tools and systemsProvide thought partnership and foster collaboration across the organization while directly leading the FP&A departmentDelivers operational insights by utilizing problem solving and analytical skills to aggregate data from a variety of datasets, and performs qualitative and quantitative analyses.Able to build forecasting models that are easy to understand from the users perspective.Drives forecasts, annual planning, and budgetingContinually improves or develops tools/systems and automation processes to collect and analyze data.WHY YOU'LL LOVE UPWARD PROJECTS
Excellent benefit and compensation packagePaid time off and earned paid sick timeFitness discount programs401K with company matchA people focused culture united by our shared valuesUnlimited growth opportunities, with several new restaurant openingsHaving a voice. We provide empowerment and influence to all our team membersOpportunity to build deep, meaningful, and lasting relationships with colleaguesRecognition and rewards for your hard work and tenureGenerous meal benefit programRequirements
Bachelor's degree in Finance, Statistics, Business, Accounting or related discipline is required. MBA is strongly preferred.5+ experience in FP&A, consulting or investment banking. Experience in multi-unit retail or hospitality preferredOutstanding conceptual, analytical, and problem-solving skills with the ability to quickly build in-depth knowledge of data hierarchies and financial systems.Proficiency in corporate finance and valuation concepts such as Discounted Cash Flow, Net Present Value, Internal Rate of Return and Return on Invested CapitalProficiency in linking the three financial statements and projecting financial statements and cash flowsProficient in leading the planning processKnowledge of Python and Data Science concepts preferred