Financial Planning and Analysis Director leads the budgeting, forecasting, long-term planning, implementation, and business strategic analysis of the financial team. Conducts financial analysis, modeling, forecasting and reporting efforts to ensure efficient financial operations. Being a Financial Planning and Analysis Director reviews analysis results, develops insightful suggestions for investment, sourcing, cost reduction and leads strategic business decisions. Requires a bachelor's degree. Additionally, Financial Planning and Analysis Director typically reports to top management or CFO. The Financial Planning and Analysis Director manages a departmental sub-function within a broader departmental function. Creates functional strategies and specific objectives for the sub-function and develops budgets/policies/procedures to support the functional infrastructure. Deep knowledge of the managed sub-function and solid knowledge of the overall departmental function. To be a Financial Planning and Analysis Director typically requires 5+ years of managerial experience. (Copyright 2024 Salary.com)
Join the 125-year legacy of Potter Electric Signal Company!
Potter has been a part of the St. Louis community since 1898 and we are very proud of our rich history in the fire and life safety industry. Potter's mission is to be the "Symbol of Protection" for fire and life safety solutions worldwide by combining the latest technology in fire protection with the dedicated manpower for which we have been known for over one hundred years. Our vision is to provide industry leading quality solutions, products and services for the protection of life, property and the environment. With unwavering dedication to our customers, Potter looks to continue as the industry standard in both product and service with increased focus on international expansion.
Each employee at Potter takes great pride in knowing that every product we assemble, service, and sell is for the purpose of saving lives around the world. We strive to provide employment opportunities to those individuals who are performance driven, team players, take pride in their work, and are enthusiastic and passionate about their job.
Potter Global Technologies and our private equity firm, KKR, value our employees and all that they do. KKR offers a unique benefit and opportunity for all employees to participate in an ownership program of Potter Global Technologies. Being a co-owner allows each employee to play a more direct role in the business itself and reap the financial benefits of the Company’s success.
The Director of Financial Planning & Analysis (FP&A) will be a key leader within the finance team, responsible for driving the financial planning process, providing insightful analysis, and supporting strategic decision-making. This role requires a strategic thinker with strong analytical skills, a deep understanding of financial principles, and the ability to communicate effectively with senior management and other stakeholders.
Responsibilities include leading the annual company budgeting process, preparing and updating materials for monthly financial reviews with the company’s Executive Leadership Team (ELT), and supporting monthly and quarterly financial reviews with the Board of Directors, as well as ad-hoc analysis as required by the executive team and board of directors.
The Director of FP&A will lead the development of financial and management reporting systems, dashboards, KPI’s, and analysis tools while partnering with operational and business leaders across the organization. Execution of best practices that optimize efficiency, promote sustainability, and drive maximum value through timely and relevant financial and operational reporting and analysis.
This is a hands-on position and needs to build spreadsheets, prepare analysis, and be able to present it to the CEO and other executives in the company. A successful candidate will not only have FP&A acumen but will be willing and able to participate in strategic discussions and decision making as a thoughtful business partner who:
Essential Functions
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Analysis
Reporting
Budgeting and Forecasting
Process Improvement
Strategic Pricing
Provide financial support for M&A and strategic investment opportunities.
Other duties and responsibilities as assigned by the CFO and/or Executive Leadership
Required Skills/Abilities
Required Qualifications
Work Environment/Physical Demands/Travel
This job operates in a professional business office and/or home office where standard office equipment is routinely used, such as computers, photocopy machines, fax machines, telephones and filing cabinets. This position is largely a sedentary role. Must be able to lift 15 pounds at times. Must be able to access and navigate each department at the organization’s facilities.
This position may need to travel periodically, based on the needs of the business.
This is a full-time position, with a hybrid work format. The standard hours of work are Monday through Friday, 8:00 am to 5:00 pm, 40 hours per week. An occasional shift in hours may be necessary to accommodate the needs of the business.
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of an employee for this job. Activities, duties and responsibilities may change at any time with or without notice.