Overview
This role is a key contributor within Corporate Financial Planning & Analysis (FP&A), responsible for preparing, ensuring accuracy, and delivering external-facing financial reporting to senior leadership, the Board of Directors, and lending partners. The position requires clear, consistent, and credible communication of financial results and outlooks, combining technical financial accuracy with executive-level narrative and presentation.
Responsibilities
Corporate, Board & Lender Reporting
- Prepare and maintain monthly, quarterly, and ad-hoc Board reporting packages, including financial statements, KPIs, variance analysis, and executive summaries.
- Produce monthly and quarterly lender reporting, ensuring compliance with debt agreements, covenants, and reporting timelines.
- Ensure consistency of metrics, definitions, and presentation across Board materials, lender decks, and executive reports.
Executive Financial Analysis & Communication
- Translate financial results, trends, and forecasts into clear executive-level commentary, highlighting key drivers, risks, and opportunities.
- Prepare supporting schedules and analysis for CFO and executive leadership review meetings.
- Proactively identify emerging issues or deviations from plan and flag them for leadership.
Forecasting & Planning Support
- Support the annual budget and periodic forecast processes, focusing on consolidated corporate results and covenant-relevant metrics.
- Maintain forecast models that support external reporting, including EBITDA bridges and leverage metrics.
- Build and maintain integrated financial models to support investment cases, capital allocation decisions, and strategic initiatives.
Data Accuracy, Controls & Process Discipline
- Reconcile reported results to source systems and accounting outputs, ensuring data integrity and auditability.
- Partner closely with Accounting, Treasury, and FP&A teams to ensure inputs are complete, accurate, and aligned.
- Maintain documentation for Board and lender reporting processes, assumptions, and key calculations.
- Identify opportunities to improve reporting efficiency, consistency, and timeliness.
Requirements
- Bachelor’s degree in Finance, Accounting, Economics, or a related field.
- Minimum of 3 years of experience in FP&A, corporate finance, or financial reporting.
- Hands-on experience preparing Board-level and/or lender reporting.
- Strong knowledge of financial statements including income statement, balance sheet, and cash flow.
- Advanced skills in Excel and PowerPoint with high attention to detail.
- Strong written and verbal communication skills, capable of presenting financial information clearly to senior audiences.
Preferred Qualifications
- Experience in a private equity-backed, leveraged, or lender-intensive environment.
- Familiarity with debt covenants, leverage ratios, and cash flow forecasting.
- Professional certifications such as CPA, CFA, or CMA are a plus.
Compensation & Benefits
Insurance
- Medical Plans: Options include HDHP/HSA with monthly company contributions or a PPO plan.
- Spousal HRA: Covers 100% of eligible expenses up to $9,400 per individual or $18,800 per family annually.
- Flexible Spending Accounts (FSAs) for health and dependent care expenses.
- Comprehensive Dental coverage including orthodontic care for children and adults.
- Vision coverage with discounts on Lasik.
- Telehealth & Concierge services providing 24/7 healthcare access and prescription services.
- Company-paid Life Insurance and Accidental Death & Dismemberment (AD&D) coverage.
- Company-paid Long Term Disability (LTD) program.
- Optional coverages including short term disability, voluntary pet care, identity protection, voluntary life insurance with dependent coverage, and supplemental critical illness, accident, and hospital indemnity.
- Employee Assistance Program offering professional support during critical times.
Retirement
- 401(k) & Roth plans with 100% company match on the first 3% of contributions, plus 0.5% match on the 4th and 5th percent.
Work/Life Balance
- Paid Time Off starting at 3 weeks, with potential accrual up to 5 weeks per year.
- Seven paid holidays, including the day after Thanksgiving.
- Additional leave for jury duty, witness duty, and bereavement.
Location
Headquartered in Chino, California, with over 70 locations across the United States.
Equal Opportunity Statement
The organization is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, national origin, gender identity, sexual orientation, disability status, protected veteran status, age, or any other characteristic protected by law.