Financial Planning and Analysis Director jobs in North Carolina

DIRECTOR OF FINANCIAL PLANNING AND ANALYSIS

What We Do Matters

TransImpact is an industry leader in the development and application of end-to-end technology-based solutions that optimize shipping operations, create dramatic supply chain efficiencies, and transform the business performance of customers. We are an exciting entrepreneurial-minded company that continues to grow nationwide. Our clients include many well-known names, and we excel in growing our client base through referrals from our satisfied customers. TransImpact has been honored to have achieved multiple awards and acknowledges our employees for them.

Location and Work

This position is located at our Independence, Ohio or Emerald Isle, North Carolina locations. The ability to work in our office, with a hybrid schedule is required.

Our Benefits And Perks

We are consistently reviewing our benefits and making improvements to stay competitive and provide our teams with the best options and the most positive culture. Below are the highlights:

• 3 weeks of PTO in your first year of employment and 4 weeks of PTO in your 2nd year.
• Half-day Fridays during the Summer months if your schedule allows
• Hybrid work schedule - Mondays and Fridays you can work from home
• Medical, dental, and vision coverages at very affordable premiums that include family coverage
• 6% 401k match after your first year of employment
• At our offices, we provide free snacks, drinks, fancy coffee, a putting green, and other amenities that add to our laid-back, casual atmosphere.
• Our headquarters is by the beach in Emerald Isle North Carolina, and we have adopted that laidback but serious about our work type of atmosphere at all of our locations. We work hard and play hard!

About The Position And Our Team

The Financial Planning & Analysis Director will set the direction, lead, and manage all areas of the company’s budgeting, reporting & forecasting processes, and profitability analysis as well as execute and contribute to broader business initiatives.

Responsibilities

• Own, manage, and provide an overall strategic direction in all aspects of financial reporting. This includes building, and improving these processes to deliver timely, accurate, and insightful management reporting, analysis, and recommendations.
• Own the tracking and interpretation of companywide KPIs including sales performance.
• Own all Finance Power BI reports ensuring that they are complete and accurate.
• Guide discussions with business leaders, functional leaders, and the senior leadership team to understand business performance, and financial results and enhance the business’s ability to meet and exceed targets.
• Own and lead the creation of the monthly reporting workbook and related board of director slides.
• Create and lead a strategic planning/budgeting process in conjunction with the VP of Finance and functional leaders from across the business and help develop robust revenue models for each business segment.
• Lead the monthly forecast of P&L, Balance Sheet, and Cash Flow Statement.
• Lead, develop, and enhance the skills of the team to help them grow and progress.
• Lead the finance portion of commission calculation and payment.
• Manage and execute special projects, performing complex analyses, summarizing conclusions, and making recommendations to the corporate finance and senior management team.
• Job responsibilities and any other duties needed to help drive our vision, fulfill our mission, and support our organization’s values.

Qualifications And Skills Required

• Bachelor’s degree in accounting required.
• CPA certification is required.
• 10 years of corporate or significant divisional FP&A, corporate finance or business strategy/analytics experience in a fast-paced financial services or professional services firm.
• Successful track record of using financial analysis to generate, evaluate, and act on strategic options and opportunities.
• Demonstrated ability to meet and exceed expectations and help others drive results.
• Strong financial mind with deep expertise in budgeting and forecasting, performance analytics, management reporting, and distilling complex financial concepts into easy-to-understand messages.
• The knowledge and experience to build an exceptional FP&A function to serve the needs of a complex, growing & fast-changing organization.
• Excellent IT/system knowledge and the ability to assist in the implementation of any new financial systems.
• Highly detail-oriented and organized.
• Collaborative, team player adept at working with and influencing business partners and building constructive relationships with stakeholders.
• A high degree of intellectual curiosity, hungry to learn & self-motivated.
• Strong and clear written and verbal communication skills with the ability to influence and moderate based on the audience. Ability to communicate effectively across multiple organizational layers and departments.
• Excellent financial modeling skills & working knowledge of ERPs, Planning, Budgeting & Forecasting tools.
• Advanced Excel skills are required.

What We Will Love About You

• You want to be a part of something bigger than yourself
• You respect all people
• You are mature and thoughtful in how you express ideas; a strong verbal and written communicator.
• You hustle every day and understand the importance of urgency and owning your outcomes.
• You’re a leader and a teambuilder.
• You’re goal-oriented and know how to influence others to move in a unified direction.

What You Will Love About Us

Here at TransImpact, we know there’s a direct link between happy employees and happy customers, which together generate success for all of us. We believe that a supportive atmosphere, an emphasis on giving and humanity, and approachable leaders and managers help our employees reach their greatest potential.

We are very proud of our corporate culture and commitment to giving back to the community. Our employees are encouraged to commit to charity work and volunteering and are allotted 20 hours of PTO time to support our communities.

We Are Serious About Our Mission

Our world is changing. Our values are not. Since the beginning, TransImpact has maintained a steadfast dedication to our core values: Work Ethic, Integrity, Professionalism, Passion, and Perfection. They guide everything we do. Every interaction with a client, every interaction with each other, everything we create.

TransImpact is an affirmative action and equal opportunity employer (EOE). Applicants will not be discriminated against because of race, color, creed, sex, sexual orientation, gender identity or expression, age, religion, national origin, citizenship status, disability, ancestry, marital status, veteran status, medical condition, or any protected category prohibited by local, state, or federal laws. TransImpact is committed to providing access, equal opportunity, and reasonable accommodation for people with disabilities. To request a reasonable accommodation, contact Wendy Bott, Human Resource Department, 440-394-2206 or wendy.bott@transimpact.com

Recruiters: By submitting candidates without having been formally assigned on and contracted for a specific job requisition by TransImpact, or by failing to comply with the TransImpact recruitment process, you forfeit any fee on the submitted candidates, regardless of your usual terms and conditions. TransImpact works with a preferred supplier list and will take the initiative to engage with recruitment agencies based on its needs and will not be accepting any form of solicitation.