Director of Financial Planning & Analysis

Overview

This role involves performing financial planning, analysis, forecasting, reporting, and operational KPI tracking. The position requires analyzing historical and current financial data to understand and improve the organization's financial condition. It also includes facilitating due diligence for project acquisitions and conducting scenario analysis to support senior leadership decision-making.

Responsibilities

• Analyze financial results, forecasts, variances, and trends to enhance financial performance.
• Develop investment models, underwriting models, and proformas to assess investment viability, success conditions, and financial risks.
• Research business trends and prepare data-backed reports to assist management in strategic decisions.
• Lead the design and improvement of financial models projecting revenue, profitability, and long-term performance, including scenario analysis.
• Track and report construction and development activities in compliance with AFCEC and program requirements.
• Collaborate with the CFO to develop the annual corporate budget and monitor divisional budgets, including periodic re-forecasting.
• Monitor and track the company’s Debt Service Coverage Ratio (DSCR) alongside the CFO.
• Develop the capital budgeting process, evaluate investment proposals, and guide long-term asset planning.
• Prepare comprehensive documentation to support securing investment capital and funding commitments.
• Work with the accounting team to improve processes, support monthly close activities, and ensure accurate financial reporting.
• Design and maintain the company’s SQL-based relational database architecture to ensure data integrity, scalability, and reliable access.
• Evaluate financial performance by comparing actual results with plans and forecasts; prepare reports for leadership reviews.
• Conduct market research, data mining, business intelligence, and valuation comparables to support internal financial analysis.
• Maintain up-to-date knowledge of financial instruments, capital market dynamics, and broader market trends.
• Serve as a Subject Matter Expert (SME) for the Enterprise Resource Planning (ERP) system during conversions or updates.
• Perform ad hoc analysis and reporting as assigned.
• Perform other job-related duties as assigned.

Required Qualifications

• Bachelor’s degree in Accounting, Finance, Economics, Statistics, or a related field; MBA preferred.
• Minimum of 7 years of corporate-level business finance or relevant experience.

Knowledge, Skills & Abilities

• Strong quantitative and analytical skills with proven experience in highly quantitative roles.
• Extensive financial modeling experience.
• Ability to manage multiple projects simultaneously.
• Advanced proficiency in Excel and other MS Office programs (Word, Teams, PowerPoint, Outlook); proficient with Adobe Acrobat.
• Proficient in business intelligence tools (Power BI) and database management platforms.
• Excellent communication and presentation skills, comfortable engaging with executive-level management.
• Self-starter capable of working independently with minimal supervision.
• Comfortable working in ambiguous situations.
• Excellent organizational skills and professional demeanor.
• Ability to streamline functions and a passion for learning and growth.

Job Competencies

• Attendance: Maintain punctuality and readiness in a remote work setting, adhere to scheduled hours and dress code, remain fully present and professional during virtual meetings, minimize distractions, and communicate absences proactively.
• Customer Service: Provide exceptional support to internal and external stakeholders, resolve conflicts professionally, and build strong relationships through proactive communication and accurate financial reporting.
• Effective Communication: Exhibit excellent verbal and written communication skills, adapt messaging for diverse audiences, and collaborate effectively across dispersed teams.
• Ethics and Professionalism: Uphold integrity, confidentiality, and professionalism in handling sensitive financial data, ensure compliance with policies and regulations, and model ethical behavior.
• Flexibility and Adaptability: Manage competing priorities and shifting deadlines, adapt to new tools and processes, and maintain composure under pressure.
• Job Knowledge: Demonstrate thorough understanding of responsibilities, stay current with industry standards and best practices, and seek opportunities for personal and organizational growth.
• Policy Compliance: Ensure compliance with internal policies and regulatory standards, maintain accurate documentation, and educate team members on compliance.
• Time Management and Work-Life Balance: Prioritize tasks effectively, meet deadlines, demonstrate initiative, and maintain a healthy balance between work and personal life.

Work Environment

• This position is performed in a remote home office setting.
• Must be able to work from home with minimal distractions from outside sources such as family or pets.

Physical Demands

• Regular use of telephone and email for communication.
• Prolonged sitting and use of hands for typing and office equipment.
• Normal hearing and vision for conversations and document preparation.
• Occasional exertion of up to 10 lbs. of force; no heavy lifting expected.
• Good manual dexterity for use of computer terminals, calculators, and copiers.
• Ability to manage stress related to multiple priorities, deadlines, and accuracy requirements.

Travel

• Travel requirements are less than 25%.

Additional Information

• This job description outlines general duties and qualifications but is not exhaustive. Responsibilities may be amended to meet organizational needs.

Equal Employment Opportunity

• The employer is an equal opportunity employer. All qualified applicants will receive consideration without regard to race, color, national origin, ethnicity, sex, pregnancy, sexual orientation, gender identity or expression, religion, disability, age, genetics, military or veteran status, or any other protected characteristic under applicable law.