Director of FP & A

Financial Planning

• Partner with SVP of Finance in leading overall planning process
• Partner closely with the market Presidents, Regional President, SVP of Finance and respective leadership teams to influence and drive operational and financial results across the region
• Execute annual financial plan, including maintaining timelines, developing operating plan review documents, and summarizing financial metrics
• Compose narratives and related executive summaries to clearly communicate key information
• Ensure and overall timeline is developed and that key deliverables are met (includes financial reviews with executive team and parent company submission)
• Complete consolidated plan submissions and presentations for the Texas region for senior audiences in the organization
• Surface and execute recommendations to streamline planning process

Forecasting

• Lead the quarterly recurring financial forecast; maintain a forum and format for briefing senior leaders on a consistent basis, including managing a calendar/schedule, developing and framing forward-looking projections and analyses, and coordinating across various department leaders
• Perform additional analysis or ad-hoc projections to alert management on business trends, assist with decisions, or outline risks and opportunities
• Ensure forecasting aptitude among all markets; lean-in where necessary to ensure depth/rigor or engagement; use seasoned judgment on how and where to increase such engagement
• Proactively implement ways to improve accuracy of financial projections or analyses, provide early warning to revenue or spending deviations, alert management to business trends
• Special projects as required by the SVP, Finance.

New Business Development

• Increase revenue and EBITDA through analytically based pricing changes, releasing new products, and contract methodology enhancements
• Maintain new client profitability models and pricing guidelines, alert management to pricing trends that risk margin degradation
• Support pricing optimization and decision making across markets/businesses; understand, benchmark, and communicate pricing against current clients, competitors, and profitability goals; recommend adjustments

Additional Duties

• Perform project related analysis or ad-hoc projections in support of business decisions and business initiatives
• Develop return on investment analyses and other multi-year financial evaluations where needed
• Demonstrate a working knowledge of financial analysis tools utilized to prioritize project spending; assist in the development of spending analyses and/or business justifications from project inception through approval
• Understand source systems as necessary to obtain financial information for above activities and analyses; perform rigorous reviews of data sources to ensure accuracy