MOREgroup
Senior Director of Financial Planning and Analysis
MOREgroup, Fort Worth, Texas, United States, 76102
MOREgroup is a family of architecture, design and engineering brands. We represent over 700 employees in 22 offices throughout 13 states. Our family of brands offer expertise in the areas of education, healthcare and health science + technology, public architecture and engineering. Each brand contributes to a holistic network of services, expertise and innovation that is shared across markets.
We are seeking a
Senior Director of Financial Planning & Analysis
to join our team. Reporting to the Chief Financial Officer (“CFO”), the Senior Director, Financial Planning & Analysis (“FP&A”) is a critically important role that will be responsible for leading and directing all complex FP&A, budgeting, forecasting, and consolidated reporting functions for the Company. This is a highly strategic and analytical position that will be a value-added business partner to the executive leadership team and other functional leaders to help ensure we achieve our strategic and financial objectives. This position will work with the CFO on analysis of financial results including KPI analysis and reporting, monthly financial reviews, and preparation of Board and lender presentations and analyses. This role will also be the “Go-To” resource for the leadership team from a financial strategic perspective and will have considerable interaction with and visibility to the entire Senior Leadership team.
Responsibilities
Proactively partner with the CFO to identify and drive the organization to achieve strategic, operational, and financial objectivesImplement a reliable, driver based forecast and budget process that provides visibility to performance drivers and allows us to better understand results and take action as requiredDrive an efficient, effective, and comprehensive process for financial planning and analysis, to include budgeting, forecasting, and financial reporting used to create financial statements that translate into actionable insights for the executive teamManage all aspects of the annual planning process and ensure that all parts of the business come together in a complementary and unified planAnalyze monthly financial results, identifying causes of key variances, conducting ad-hoc analyses, developing remediation plans and incorporating insights into monthly reforecastsPrepare monthly and quarterly deliverables including management reporting packages and Board presentations as well as lender presentations, the latter, when requiredOversee financial modeling and financial due diligence required in a sale process to help ensure a successful exitSupport our Chief Strategy Officer and others with proposal and orders support, tracking, and analyses and provide sales planning analytics aligned toward the achievement of key goalsEffectively build and manage relationships with internal stakeholders to ensure strategic initiativesSynthesize data into meaningful, actionable analyses and be able to present and communicate this in a digestible format to a variety of constituencies including executive leadership, the Board, Company Leadership, and peers
Qualification Requirements
Education: MBA strongly preferredExperience: Minimum of 8-10 plus years of experience in FP&A with 5 years experience in a senior level finance role. Current or recent experience in Financial Analysis within a standalone company, preferably a private equity-owned organization. A proven track record of stewardship in growth environments while profitably increasing revenues, market share, and/or EBITDA and cash flow.Analytical Skills: Exceptional analytical, creative problem-solving, and modeling skills; ability to synthesize and analyze data to create useful information and concise analysesOrganizational Skills: Experience building or optimizing existing teams and processes.Communication Skills: Open and positive communicator with an unrelenting work ethic and natural intellectual curiosity.Leadership Skills: Ability to thrive in a growth business while demonstrating a high level of transparency, accountability, and cross-functional collaboration.Experience in a project-based, utilization-driven professional services environment strongly desired but not required. Knowledge of Deltek VantagePoint also highly desirable.
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We are seeking a
Senior Director of Financial Planning & Analysis
to join our team. Reporting to the Chief Financial Officer (“CFO”), the Senior Director, Financial Planning & Analysis (“FP&A”) is a critically important role that will be responsible for leading and directing all complex FP&A, budgeting, forecasting, and consolidated reporting functions for the Company. This is a highly strategic and analytical position that will be a value-added business partner to the executive leadership team and other functional leaders to help ensure we achieve our strategic and financial objectives. This position will work with the CFO on analysis of financial results including KPI analysis and reporting, monthly financial reviews, and preparation of Board and lender presentations and analyses. This role will also be the “Go-To” resource for the leadership team from a financial strategic perspective and will have considerable interaction with and visibility to the entire Senior Leadership team.
Responsibilities
Proactively partner with the CFO to identify and drive the organization to achieve strategic, operational, and financial objectivesImplement a reliable, driver based forecast and budget process that provides visibility to performance drivers and allows us to better understand results and take action as requiredDrive an efficient, effective, and comprehensive process for financial planning and analysis, to include budgeting, forecasting, and financial reporting used to create financial statements that translate into actionable insights for the executive teamManage all aspects of the annual planning process and ensure that all parts of the business come together in a complementary and unified planAnalyze monthly financial results, identifying causes of key variances, conducting ad-hoc analyses, developing remediation plans and incorporating insights into monthly reforecastsPrepare monthly and quarterly deliverables including management reporting packages and Board presentations as well as lender presentations, the latter, when requiredOversee financial modeling and financial due diligence required in a sale process to help ensure a successful exitSupport our Chief Strategy Officer and others with proposal and orders support, tracking, and analyses and provide sales planning analytics aligned toward the achievement of key goalsEffectively build and manage relationships with internal stakeholders to ensure strategic initiativesSynthesize data into meaningful, actionable analyses and be able to present and communicate this in a digestible format to a variety of constituencies including executive leadership, the Board, Company Leadership, and peers
Qualification Requirements
Education: MBA strongly preferredExperience: Minimum of 8-10 plus years of experience in FP&A with 5 years experience in a senior level finance role. Current or recent experience in Financial Analysis within a standalone company, preferably a private equity-owned organization. A proven track record of stewardship in growth environments while profitably increasing revenues, market share, and/or EBITDA and cash flow.Analytical Skills: Exceptional analytical, creative problem-solving, and modeling skills; ability to synthesize and analyze data to create useful information and concise analysesOrganizational Skills: Experience building or optimizing existing teams and processes.Communication Skills: Open and positive communicator with an unrelenting work ethic and natural intellectual curiosity.Leadership Skills: Ability to thrive in a growth business while demonstrating a high level of transparency, accountability, and cross-functional collaboration.Experience in a project-based, utilization-driven professional services environment strongly desired but not required. Knowledge of Deltek VantagePoint also highly desirable.
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