Director, Financial Planning and Analysis

Job Summary

W.C. Bradley Co. is seeking a Director of Financial Planning and Analysis to join their Finance team! The Director of Financial Planning and Analysis (FP&A) plays a critical role in driving strategic financial decision-making within the organization.  This position is responsible for designing and overseeing the financial planning processes, including budget, forecasting and long-range planning processes.  This position will support the company in maturing these critical financial processes and provide actionable insights to senior management to support business growth and profitability.  This person must be able to work across Corporate and Operating Businesses to build trust, positive working relationships, and common improved financial capabilities

Duties and Responsibilities

Run the main financial processes for the company inclusive of:

Maintain alignment with Close processes (ran by Corporate Accounting)

Forecast (Monthly process)

Budget (Annual process)

Long Range Planning (Annual process)

Within these processes, deliverables include:

• Defining and communicating the end-to-end processes 
• Determining requirements (i.e. “level” of planning detail, planning timeframes, presentation requirements)
• Determine and align the organization on common performance metrics, and key performance indicators (KPIs) to provide insights into business performance and trends
• Defining assumptions clearly (base planning detail)
• Support Target setting activities (Budget, LRP) 
• Continuous Improvement: Identify opportunities to streamline processes, improve efficiency, and enhance the quality of financial planning and analysis deliverables. Implement best practices and leverage technology solutions to optimize FP&A processes.

Organize Corporate Processes for efficiency including corporate calendarization / alignment of the main processes within WC Bradley over the course of the year.   Requires that we see across the organization and work across.  

Within these processes, deliverables include:

• Close & Forecast processes
• Key standing internal meetings (Ops reviews, Functional meetings)
• Townhalls
• Corporate forecast (quarterly) 
• Board meetings
• Long Range Plan
• Budget process
• HR process (midyear, AIP / LTIP, merit, etc.)

Maintain a consolidated view of Risk/Opportunities/Contingencies for the Operating BUs and Corporate including hedge, corporate decisions, and ultimately AIP (as needed)
Deliverables:

• Consolidated view of quarterly risks/opps/contingencies
• Define and manage an ongoing holdback process to manage ongoing financial flexibility.

Serve as Key Finance Support for Corporate Functions (primarily through Team:  (10%)

• Directly support key corporate functions (IT, HR, Finance, Legal, etc.) on establishing budgets, forecasts, and key ongoing decision support.  Support Controllership on establishing annual allocation methodology.
• Deliverables 
• Business Partnering: Serve as a trusted advisor to business leaders and functional teams, providing financial expertise and guidance to support decision-making and drive operational efficiency.
• Review and support ongoing management of Corporate Functional Costs 
• Quarterly functional reviews 
• LRP support
• Decision support 

All other (10%)

• Support development of Financial Storytelling:  Support CEO and CFO in development of financial story for Board communications, Internal Townhalls, etc,  
• Compliance: Ensure compliance with regulatory requirements, accounting standards, and internal policies and procedures. Coordinate with internal and external auditors as needed to support financial audits and reviews.
• Other activities as designated by the CFO

Qualification Requirements

Minimum Education: Bachelor's degree in Finance, Accounting, Business Administration, or related field.
MBA, CPA, or advanced degree preferred.

Minimum Work Experience:    Eight (8) to ten (10) years of progressive experience in financial planning and analysis roles, with a demonstrated track record of success in strategic financial management and business partnering. Experience in a leadership role preferred.

Knowledge, Skills and Abilities

•    Technical Skills: Strong financial modeling, forecasting, and analytical skills. Proficiency in financial systems and software applications (e.g., ERP systems, Excel, financial planning software).
•    Strategic Thinking: Ability to think strategically, analyze complex issues, and develop innovative solutions to drive business performance.
•    Communication: Excellent communication and presentation skills, with the ability to effectively communicate complex financial concepts to diverse audiences.
•    Leadership: Strong leadership and interpersonal skills, with the ability to build and motivate high-performing teams. Proven ability to influence and collaborate across functions and levels of the organization.
•    Attention to Detail: Meticulous attention to detail and accuracy in financial analysis and reporting.
•    Adaptability: Ability to thrive in a fast-paced and dynamic environment, managing multiple priorities and deadlines effectively.
•    Integrity: Demonstrated integrity, ethics, and professionalism in all aspects of financial management and decision-making.
•    Ability to maintain regular and predictable attendance.
•    Work in a constant state of alertness.

Physical Requirements

Represents the appropriate physical requirements of the job in the course of the work