Director of Financial Planning & Analysis

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Position Summary :

The Director of Financial Planning & Analysis (DFP&A) is responsible for overseeing corporate financial planning and analysis, providing strategic insights and recommendations to the Board, CEO, and Executive Team, and supporting the decision-making process with analysis based on sound financial models.

Duties and Responsibilities :

Financial Planning and Analysis : This may include developing financial models, analyzing current and past financial data and performance, preparing reports and projections based on this analysis, and monitoring financial performance by measuring and analyzing results.

Assist with annual budget process as needed.

• Tax Planning : This may include working with outside parties to assist with tax preparation and optimization, research and development credit processes, maintaining book and tax values, optimizing depreciation and amortization schedules, managing sales and use tax for multiple jurisdictions, and minimizing tax risk.
• Capitalization Table Management : Oversee the company's cap table recording all the securities that the company has issued and who owns them.

This includes managing equity distribution, tracking share ownership, options, and convertible securities. The DFP&A will ensure that the cap table is accurate and up-to-date, reflecting all the transactions and ownership changes.

Work closely with legal and accounting teams to coordinate equity-related matters, employee stock option plans, and mergers or acquisitions.

Incentive Plan Design : Lead a strategic approach to optimizing compensation packages that align the interests of the employees with the goals of the organization.

It involves developing performance-based incentives that motivate employees to achieve specific business objectives, such as revenue growth, performance outcomes, or project completion.

The DFP&A plays a key role in designing these plans, ensuring they are budget-sound, competitive, equitable, and in compliance with the JMARK pay philosophy.

They will analyze market trends, assess company performance, and collaborate with others to create incentive programs that attract and retain top talent while driving organizational success.

• General Responsibilities :
• Maintain a professional and clean appearance.
• Identify efficiencies in the organization that will lead to greater profitability and / or client satisfaction.
• Participate in ongoing training.
• Keep current on industry trends and report findings to team members that will directly impact the quality and profitability of JMARK.
• Attend training sessions as available.
• Mentor team members on areas of expertise.
• Participate in company-sponsored position related activities.

Skills and Qualifications :

• Bachelor's or Master's degree in Finance, Accounting, or a related field, and experience in financial planning and analysis.
• Understanding of Corporate Tax Law and Management Practices.
• Understanding of Incentive Plan design.
• Advanced Microsoft Excel knowledge.
• Power BI, NetSuite and Professional Services Automation (PSA) software experience is a plus.
• Strong analytical skills, proficiency in financial software and systems, excellent communication skills, and the ability to work collaboratively with cross-functional teams.

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