Director, Financial Planning

As a key member of the senior Global Trade Management team and the finance team, the Director FP&A will manage two senior financial analysts and be responsible for all financial aspects of the Global Trade Management (GTM) business unit. The position will be responsible for providing financially driven decision support to the business. The Director FP&A will be a source of financial expertise for the GTM Senior Leadership Team and ensure that long term, profitable growth is delivered in line with the company's strategic goals.

Specific responsibilities include, but are not limited, to the following:

Financial Accounting and Reporting

• Lead the financial reporting process globally for GTM and maintain effective controls over the reasonability, accuracy, and completeness of the results through a detailed understanding of the accounting and operational processes.
• Serve as primary interface between the GTM Business leaders and the Corporate Accounting & Finance team for all aspects of GTM including analysis of monthly financials, variance explanations, KPIs and forward-looking projections.
• Lead the development of the annual operating plan, long term projections and quarterly forecast by working collaboratively with senior GTM management and the finance team. Ensure accurate forecasts are built with buy in from key business leaders.
• Support all matters concerning the current and long-term financial performance of the business unit and its operating models. An ability to translate complex financial and business metric data into clear, actionable next steps with senior management will be crucial to success in this role.
• Provide proactive advice as to the business partners to achieve company's strategic goals.
• Provide senior management with information vital to reporting and decision making.
• Provide profitability analysis of the overall businesses including analysis by customer and service.Assisting in identifying areas of concern and work with operations to rectify low profitability areas. Capital expenditure tracking and business case development including financial support.
• Lead and inspire the team.

Continuous Improvement

• The company is undergoing change as part of its continuous improvement program. The Director FP&A must be able to lead change and make proactive recommendations that are accepted and understood by the team.
• Develop KPIs for performance monitoring and ensure continuous financial monitoring to support data driven decision making across the organization.

Other Duties

• Track Capital expenditure and provide financial support and modeling for all business cases. Ensure effective, but profitable growth commitments are made and agreed to by the leadership team before securing incremental company resources. Track actual performance vs estimated in the business cases to capture learnings and report back to management.
• Drive improvements in the approach to managing client and service profitability. Collaborate with the GTM pricing team to adjust pricing models and ensure long term financial targets are met.
• Exhibit flexibility and willingness to take on new responsibilities and assignments as they are identified and to assist with various ad hoc projects as needed.

Leadership

• Be seen as the key partner to GTM leadership to drive improved results in a sustainable manner.
• Support the business partners across the organization, advising on accounting and finance issues related to current matters and future opportunities and provide support to cross-functional teams, as appropriate.
• Create collaborative working relationships within the finance team, with peers, members of the broader organization and business partners.

YEAR ONE ACCOMPLISHMENTS

• Have established personal credibility at the management, peer and staff level.
• Improve financial and operational reporting & analysis, management systems (standardization / automation), profitability drivers (including linkage to Sales and IT costs), and top client reporting (including segmentation).
• Support Client Experience program with introduction of relevant KPI's (including customer and revenue churn, etc.), top client reporting (revenue and profitability), actionable data, CI and client specific initiatives
• Implement effective pricing models with scenario analysis, and improved adherence to governance requirements (business cases / bid approvals). Highlight what we do today and what gaps exist and need to be remediated by reviewing all pricing models within GTM and confirming they align to growth strategy.
• Support ongoing efficiencies including Center of Excellence and continuous improvement initiatives
• Improve Forecasting processes and accuracy (evaluate against best practices, including rolling forecasts)

PROFESSIONAL EXPERIENCE AND QUALIFICATIONS

• 5+ years of work experience in a similar role
• Previous experience in financial analysis and planning with strong link to business and operations a must
• Previous people management experience is required
• Excellent communication skills, and a demonstrated ability to work effectively with others
• Strong analytical skills with a proven ability to interpret data, analyze information, and an ability to write formal recommendations and proposals
• An ability to use a variety of technology tools to access information is required.

PERSONAL CHARACTERISTICS

• A self-starter and able to work with minimal supervision.
• Adept at developing strong working relationships with staff and peers.
• Ability to multi-task in a fast-paced environment.
• High sense of urgency.
• Strong organizational skills, attention to detail, ability to prioritize and meet deadlines.
• A high energy, positive person.

EDUCATION

• University degree, with a business, finance or accounting focus
• Professional accounting designation or MBA