Job Description
Job Description
Salary :
Director, Financial Planning and Analysis
Location : Aventura, FL (Current Hybrid : In-Office : Monday Thursday, Remote Friday)
Compensation : $120k base salary + 15% bonus
About Balfour & Co.
Balfour & Co. is one of the world’s leading Collegiate and High School commencement services companies, offering innovative, personalized products like class jewelry, yearbooks, regalia, school uniforms and photography.
With brands such as Balfour®, GradImages®, ArtCarved®, and more, we’ve been helping students celebrate life’s most meaningful moments since 1913.
Operating across North America with over 4,000 team members, we continue to set the standard for quality and service.
POSITION OVERVIEW :
The Director, Financial Planning and Analysis is a highly strategic position reporting to the CFO. You will direct and lead complex financial planning, analysis, budgeting and consolidated reporting functions for all operations.
The Director will be responsible for the development of forecasts for future business growth and general financial outlook and provide leadership by working with the finance area and Executive leadership to establish long-range goals and strategic plan.
The Director will also develop standard weekly (and / or) monthly reporting, performance management dashboards and models, and conduct ad-hoc analysis of key opportunities for the organization.
ESSENTIAL POSITION FUNCTIONS :
- Analyze current and past trends in key performance indicators including all areas of revenue, expenses and capital expenditures and build appropriate dashboards.
- Monitor performance indicators, highlighting trends and analyzing causes of unexpected variance. Oversee and manage the continued development of budgeting, financial forecasting, operating plan and modeling tools.
- Collaborate cross functionally to review the dashboards and ensure execution of alignment based upon recommendations. Quantify opportunities and risk and recommend alternatives.
- Oversee all financial planning & analysis in determining return on investment (ROI), and profit loss (P&L) for all divisions.
- Develop processes, financial models and analyses to support strategic initiatives and new business opportunities.
- Prepare and analyze monthly financial and operating reports, monthly operating statements, forecasts, monthly variance analysis, and budget data.
- Recommend efficiency, cost savings and productivity through working knowledge of system operations across all departments.
- Find, evaluate, and report on risks and opportunities to the company's goals and commitments. Connect cause and effect from business initiatives to quantifiable results.
- Support the operations planning process and take the lead from a financial perspective in other projects that enable better forecasting across the organization.
- Manage annual budget, monthly forecasting and long-term strategic planning processes ensuring accurate, timely and efficient execution.
EDUCATION / EXPERIENCE :
- S. Finance / Accounting required; MBA preferred; Professional qualifications (CPA, CIA or equivalent) desirable.
- Minimum 6-8 years’ experience in the field.
- Solid working knowledge of software applications for data analysis, financial modeling and presentation (i.e., MS Access, Excel, PowerPoint, and SQL, etc.).
- Familiar with a variety of the field's concepts, practices, and procedures, and the analysis and reporting of financial data.
- Ability to accurately disaggregate, analyze and reconcile consolidated financial data.
- Ability to handle complex analysis from issue identification to proposal of potential solutions.
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