Financial Planning and Analysis ROARK Stars
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Financial Planning and Analysis
Controllers must possess solid communication, The Director of Financial Planning and Analysis is a key role responsible for driving financial performance and supporting strategic decision-making within an organization. They play a critical role in financial planning, budgeting, forecasting, and providing valuable insights to senior management. The Director of Financial Planning and Analysis must possess strong analytical, strategic planning, and communication skills.
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Financial Planning and Analysis
Management Consultant - Financial Planning & Analysis
38332
FP&A Management Consultant with expertise in budgeting, forecasting, financial analysis, and KPI monitoring. Develops financial models, maintains cash flow models, and produces accurate reports. Implements best practices for efficiency, manages budgets, and prepares executive presentations.
Expertise
- Lead FP&A function
- Establish budgeting, forecasting, and analyses processes
- Develop robust financial models and reporting
- Monitor and analyze financial performance and Key Performance Indicators (KPIs)
- Prepare and maintain detailed weekly cash flow models
- Produce accurate and timely financial reports for management and stakeholders
- Continuously improve financial planning and analysis processes
- Implement best practices and automation to enhance efficiency and accuracy
- Manage capital and operating budgets
- Prepare Executive meeting and board presentation decks
Industries Served
Telecom, Education, Software Development, Engineering, Consumer Products/ Media
Growth-Minded Accounting and Finance Professional with 15+ Years of Experience
38662
Experienced Accounting and Finance Professional with a proven track record in strategic financial analysis, controls, and system implementation. Expert in optimizing logistics, streamlining inventory management, and enhancing financial models and operational planning tools.
Expertise
- Developed and implemented financial analysis, strategies, processes and controls that significantly improved P&L scenarios
- Expert in establishing accounting/ FP&A functions, systems and best practices; cost-reduction, automation and budgeting/forecasting strategies
- Built legal entity from scratch as an independent brand away from the parent company
- Oversaw the implementation of new ERP system
- Renegotiated 3PL contract with warehouse to deliver 20% cost savings for inbound/outbound logistics
- Inventory management and right sized weeks of supply levels removing excess inventory; delivered $3M in savings
- Built financial models to provide highly dynamic and sensitivity analysis scenarios
- Implement and improve monthly/qtrly tools to develop operational plans
Industries Served
Entertainment, Advertising, Beauty, Wellness, Fitness
Financial Strategist and Analysis Expert
37710
Experienced Financial Strategist and Analysis Expert, Vice President of FP&A at NEXT Trucking, specializing in pricing, margins, investor relations, financial modeling, variance analysis, and M&A activities.
Expertise
- Demonstrated financial leadership as Vice President of FP&A at NEXT Trucking, overseeing pricing, margins, and overhead controls for a $200M revenue digital freight marketplace.
- Successfully managed Investor Relations and conducted a Series D financing round with prominent investors like Sequoia, Brookfield, and Mucker Capital.
- Proficient in financial modeling, variance analysis, and deep-dive analysis to understand business performance and key drivers.
- Experience in mergers and acquisitions, including due diligence and post-merger integration.
Industries Served
Entertainment, Financial Industry, Manufacturing, Logistics
Director of Financial Planning and Analysis
31618
Results-driven financial executive known for steering sound business decisions. Implemented detailed budget processes, boosted margins through strategic pricing, and identified revenue opportunities. Developed impactful financial dashboards and addressed pay equity concerns.
Expertise
- Implemented the most comprehensive and detailed budget process in the company’s history
- Increased margins in the US and Canada by 200 and 400 basis points, respectively, through pricing opportunities identified via the development of a Price Volume Mix analysis that detailed the contributions towards sales growth
- Collected an additional $2.0 million of freight income through the development of a Freight Dashboard that highlighted discrepancies between freight income and expense
- Developed a pay equity model that analyzed existing compensation levels for all US non-exempt employees against market rates by location and job title. Identified $1.2 million in salary increases to get US non-exempt employees up to or over the market rates
- Reduced compensation variability for salespeople through a new commission plan
Industries Served
Manufacturing
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