Job Type
Full-Time Regular
Location
Charlotte NC
Years Experience
10 — 20
Salary
$200,000.00 — $260,000.00

Carolina PRG has partnered with a Charlotte based $1-2B Distribution Company to help them identify their Head of FP&A. Reporting to the Chief Financial Officer, the VP of FP&A will drive financial strategies and provide strategic insights to enhance financial performance. The role involves close collaboration with senior leadership to support executive decision-making, execution of the company’s financial model, and champion financial excellence. The position requires a proven track record in executing strategic plans, leading high-performance teams, and challenging the status-quo to benefit the company.

**Hybrid schedule of 2-3 days in office per week**


JOB SUMMARY

Reporting to the Chief Financial Officer, the Charlotte-based Vice President, Financial Planning and Analytics is responsible for driving financial strategies and providing strategic insights to enhance financial performance. This role involves close collaboration with senior leadership to support executive decision-making, execution of the company’s financial model, and champion financial excellence. This position requires a proven track record in executing strategic plans, leading high-performing teams, and challenging the status quo to benefit the company. The role leads a large diverse group of accounting and finance professionals, with staff located both at the Corporate HQ in Charlotte as well as locations across the USA.

RESPONSIBILITIES

  • Responsible for the company’s Income Statement, Balance Sheet, and Cash Flow Statement forecast. The company delivers an annual long-range financial plan and three interim financial forecasts to our Board of Directors. Additionally, this role is responsible for the development of a monthly internal Income Statement rolling forecast.

  • Coordinate with all levels of management to gather, analyze, summarize, and prepare recommendations for the Senior Leadership Team and Board of Directors regarding annual and long-term financial targets, new business planning, and operating forecasts.

  • Foster strong working relationships with cross functional teams to drive financial performance and accountability. Is a hands-on, impactful business partner with strong intellect and unquenchable curiosity.

  • Act as the primary Finance business partner to leadership teams across the organization. This involves deploying Financial Planning and Operational Finance teams to ensure optimal financial decisions through a disciplined capital allocation process.

  • Provide operational financial support for all capital activities. This includes close partnership with Operations, Planning, Engineering, and Supply Chain. Ensure robust controls and best practices are implemented and maintained.

  • Responsible for monitoring financial returns and margins and recommending changes to rates and/or operating expenses, as needed.

  • Set and monitor management incentives targets in conjunction with the company’s financial forecast. Monitors actual and projected results and recommend changes when appropriate.

  • Use data to advise management regarding decisions to improve performance, minimize risk and capture new opportunities.

  • Provide analysis of historical financials, variance explanation, forecasts and the development of KPIs to measure and improve business performance.

  • Responsible for the functional ownership and execution of the company’s financial planning system. This includes partnering with internal and external teams to develop and execute short and long-term planning software optimization. Leverage technologies and tools to streamline financial processes and improve reporting capabilities.

  • Lead and develop a team of diverse skillsets with a focus on personal and professional development.

  • Lead special projects including the analysis of acquisitions, divestitures, process optimization and capital allocation.

QUALIFICATIONS

  • BS in Accounting, Finance, or Business required, MBA and/or CPA highly preferred

  • 10+ years of relevant financial planning and operational finance experience

  • Ability to read, analyze, and interpret complex documents and financial statements/reports. Ability to respond effectively to the most sensitive inquiries. Ability to create and present effective and persuasive presentations on controversial or complex topics to top management, external parties, and/or the Board of Directors.

  • Continuous focus on evaluating and implementing end-to-end process improvements through developed change management skills. Influence and assist with the transition or transformation of processes that impact the Financial Planning and Analytics department.

  • Ability to extract, manipulate, and visualize meaningful information or data from the various data sources such as structured and unstructured datasets, charts, tables, graphs, etc. to help provide insights or drive process improvement. When needed, manage staff that has primary responsibility for these activities.

  • Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.

  • Proven ability to lead and develop high performing teams.