Planning and Analysis
■ Evaluate whether the company’s current assets and investments are the best use of the company’s excess working capital, by looking at return on investment (ROI) and comparisons with other ways the company might utilize its cash flow.
■ Determine which of the company’s products or product lines generate the largest portion of its net profit.
■ Identify which products have the highest profit margin (and which have the lowest).
■ Examine and evaluate the cost-efficiency of each department of the company, in light of what percentage of the company’s financial
resources each department consumes.
Forecasting & Reporting
▪ Work with individual departments to prepare budgets and consolidate them into one overall corporate budget.
▪ Prepare internal reports for executive leadership and supporting their decision making.
▪ Create, update, and maintain financial models and detailed forecasts of the company’s future operations.
▪ Compare historical results against budgets and forecasts, and perform variance analysis to explain differences in performance and make improvements going forward
▪ Consider opportunities for the company to expand or grow. Map out growth plans, including capital expenditures and investments. Generating three- to five-year financial forecasts.
Leadership and Team Development
▪ Provide executive management with analysis and advice on the most effective way to utilize the company’s financial resources to increase profitability and grow the company at an optimal rate, while avoiding putting the company at serious financial risk.
▪ Manage the day to day activities of the Financial Planning and Analysis function
▪ Leading on the budgeting and forecasting process for the business
▪ Business partnering to effectively support strategic business performance reviews
Requirements
Implementing and Scaling Financial Controls
▪ Leadership experience, preferably in a supply chain and logistics intensive organization with demonstrated ability to help a company
grow, especially in a cost-efficient manner.
Project Management Skills for Financial Projections
■ Experienced with research, data collection, and data analysis and advising company’s management on the most financially efficient
means of growing the company’s business and profits
Reading and Analyzing Financial Statements
▪ Extensive experience reading and truly understanding company’s financial statements – balance sheets, cash flow statements, income statements.
Start Up Environment
▪ Thrives in a fast paced, start-up environment with dynamic business priorities.
Unlocking Potential of Team Members
▪ Extensive experience and passion for coaching and mentoring a team.
Detailed Orientation and Managing Complexity
▪ Extensive experience leading a complex organization and passion for getting into details to identify root cause of issues and create innovative solutions.
