Senior FP&A
Background:
Formation Financial works with high-growth technology companies backed by top-tier venture capital firms in areas of SaaS, Fintech, Media/Advertising, and other related technology segments. This individual will be spear-heading the multiple startups’ financial forecast, annual budgeting process, operating plan variance analysis and special projects. S/he will provide financial consulting and strategic support to senior management including preparing board presentations, financial presentations, capital expenditure analysis, industry/peer group comparisons, new business opportunities, acquisition analysis and other projects requested by senior management. This function acts as the analytical engine of the company to provide insights and support ‘optimal’ business decision making. We value innate intelligence, the curiosity to learn more, and the ability to solve problems - and we provide a ton of autonomy in which to do this.
Role Description:
Develop financial models and analyses to support strategic initiatives
Analyze current and past trends in key performance indicators including all areas of revenue, cost of sales, expenses and capital expenditures
Monitor performance indicators, highlighting trends and analyzing causes of unexpected variance
Oversee and manage the continued development of Budgeting, Financial Forecasting, Operating Plan and Modeling tools
Ad-Hoc Reporting and Analysis
Quarterly and Monthly Financial reports
Implement and work with a Business Intelligence Tool and Dashboard reports
Improve performance by evaluating processes to drive efficiencies and understand ROI in marketing programs, menu pricing, new store rollouts as well as new projects
Prepare presentations to Board of Directors and Senior Management Team
Preferred Qualifications:
Bachelor’s Degree in Accounting or Finance; MBA highly preferred
Proven understanding of GAAP in constructing financial reports
Strong leadership skills required. Advanced Microsoft Excel and PowerPoint skills
Highest standards of accuracy and precision; highly organized.
Articulate with excellent verbal and written communication skills
Ability to think creatively, highly-driven and self-motivated. Highly detail oriented; ability to meet deadlines and effective problem solving skills
Demonstrated ability to roll-up sleeves and work with team members in a hands-on management capacity