Wharton Smith, Inc.
Director of Financial Planning and Analysis
Wharton Smith, Inc., Sanford, Florida, United States, 32771
Director of Financial Planning and Analysis
Sanford, FL, USA
Req #833Thursday, August 22, 2024Job Description:We are looking for a Director of Financial Planning and Analysis who will play a crucial role in shaping our company's financial strategy and decision-making process. This position involves developing and leading a team responsible for creating detailed financial models, conducting comprehensive analyses, and providing strategic insights to support senior management and drive profitability. Reporting directly to the Chief Financial Officer (CFO), this role offers an excellent opportunity to contribute to the overall success and growth of Wharton-Smith.Key Responsibilities include, but are not limited to:Conduct comprehensive financial analysis to evaluate company performance, identify improvement areas, and assess potential risks.Create detailed financial models to assist in budgeting, forecasting, and decision-making.Coordinate the annual strategic planning and budgeting process, validating forecasting assumptions based on market trends and industry changes.Track and analyze expenses, including labor, materials, equipment, and overhead costs, recommending cost-saving initiatives and efficiency improvements.Support the preparation and distribution of management financial reporting, partnering with the Business Intelligence Solutions and Workflow Teams to optimize reporting capabilities.Evaluate potential investment opportunities in alignment with the company’s capital allocation policy.Collaborate with various departments to gather and analyze financial data, providing insights and recommendations to improve business performance.Prepare detailed consolidated forecasts and budgets, from sub-job components to general ledger line items.Develop and monitor variance analyses to explain profitability at the consolidated, company, and project levels, identifying improvement opportunities.Evaluate and implement software tools that automate planning and analysis tasks, enhancing efficiency and accuracy beyond Excel.Create presentations that deliver insightful analysis, identify actionable insights, and frame decisions for senior management.Maintain effective relationships with business partners and cross-functional teams, collaborating to drive financial performance improvements.Qualifications:Bachelor’s degree in finance, Accounting, Economics, or related field; MBA or CPA preferred.Proven experience (5+ years) in financial planning and analysis, with at least 5 years in a managerial or supervisory role.Construction industry experience preferred.Strong proficiency in financial modeling, forecasting techniques, and variance analysis.Excellent leadership and interpersonal skills, with the ability to influence and collaborate across all levels of the organization.Advanced proficiency in Microsoft Excel.Financial planning software knowledge is a plus.
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Sanford, FL, USA
Req #833Thursday, August 22, 2024Job Description:We are looking for a Director of Financial Planning and Analysis who will play a crucial role in shaping our company's financial strategy and decision-making process. This position involves developing and leading a team responsible for creating detailed financial models, conducting comprehensive analyses, and providing strategic insights to support senior management and drive profitability. Reporting directly to the Chief Financial Officer (CFO), this role offers an excellent opportunity to contribute to the overall success and growth of Wharton-Smith.Key Responsibilities include, but are not limited to:Conduct comprehensive financial analysis to evaluate company performance, identify improvement areas, and assess potential risks.Create detailed financial models to assist in budgeting, forecasting, and decision-making.Coordinate the annual strategic planning and budgeting process, validating forecasting assumptions based on market trends and industry changes.Track and analyze expenses, including labor, materials, equipment, and overhead costs, recommending cost-saving initiatives and efficiency improvements.Support the preparation and distribution of management financial reporting, partnering with the Business Intelligence Solutions and Workflow Teams to optimize reporting capabilities.Evaluate potential investment opportunities in alignment with the company’s capital allocation policy.Collaborate with various departments to gather and analyze financial data, providing insights and recommendations to improve business performance.Prepare detailed consolidated forecasts and budgets, from sub-job components to general ledger line items.Develop and monitor variance analyses to explain profitability at the consolidated, company, and project levels, identifying improvement opportunities.Evaluate and implement software tools that automate planning and analysis tasks, enhancing efficiency and accuracy beyond Excel.Create presentations that deliver insightful analysis, identify actionable insights, and frame decisions for senior management.Maintain effective relationships with business partners and cross-functional teams, collaborating to drive financial performance improvements.Qualifications:Bachelor’s degree in finance, Accounting, Economics, or related field; MBA or CPA preferred.Proven experience (5+ years) in financial planning and analysis, with at least 5 years in a managerial or supervisory role.Construction industry experience preferred.Strong proficiency in financial modeling, forecasting techniques, and variance analysis.Excellent leadership and interpersonal skills, with the ability to influence and collaborate across all levels of the organization.Advanced proficiency in Microsoft Excel.Financial planning software knowledge is a plus.
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