Director of Financial Planning and Analysis

Company: MINDBODY, Inc.
Location: San Luis Obispo
Posted on: September 3, 2020

Job Description:

The Director, Financial Planning & Analysis is responsible for managing the FP&A team dedicated to forecasting, analyzing and budgeting revenue for MINDBODY including thought leadership and business partnering with senior executives to drive financial performance. This role will entail supporting a wide range of management reporting and decision making and is responsible for building and developing a high- performing team that will scale along with increased business complexityMINIMUM QUALIFICATIONS AND REQUIREMENTS:----- BS/BA in accounting, finance or equivalent experience. MBA is preferred--- 10 - 15 years of directly related experience--- Experience in developing and leading an FP&A team--- Experience working with SAAS revenue models is preferred----- Expert Microsoft Excel and advanced PowerPoint skills--- Systems experience with Adaptive Planning and Tableau is preferred--- Excellent verbal and written communication skills--- Ability to partner with senior management and drive decision makingPRINCIPAL DUTIES AND RESPONSIBILITIES:--- The Director, FP&A will be a strategic member of the Finance team and will provide analysis, review and tracking on financial metrics that impact the organization with primary responsibility for revenue.--- Manage a team of finance professionals; responsible for selection and development, career-pathing, performance, compliance and culture--- Engage the business units to support the operating unit requirements and to communicate FP&A requirements--- Own the revenue modeling of new products and lines of business--- Coordinate month-end financial results and analysis support package--- Review key reports at least monthly to identify trends or metrics requiring further analysis and review. Work with the appropriate personnel and systems to determine underlying business drivers and review with management, as appropriate, to drive business actions and resolve issues--- Support the development of weekly, monthly and quarterly BOD reporting requirements--- Develop timing of deliverables and communicate to organization accordingly--- Analysis of business unit results: KPIs and profitability--- Deliver weekly, monthly analysis and reporting, including detailed reconciliation of key areas--- Build and/or maintain financial models--- Create deep business partner relationships across the organization and with senior management--- Partner in creating quarterly forecasts which includes a rolling four quarter forecast--- Coordinate timely and accurate closing, budgeting & forecast cycle--- Analyze monthly results and/or trending data to support the monthly estimates and include risk and opportunity assessments--- Provide ad-hoc analyses and lead various other financial projects--- All other duties as assigned

Keywords: MINDBODY, Inc., San Luis Obispo , Director of Financial Planning and Analysis, Accounting, Auditing , San Luis Obispo, California