Compensation Overview

We are currently seeking an experienced and highly motivated Director of Financial Planning & Analysis to lead our company’s financial quarterly forecast, annual budgeting process, operating plan variance analysis, and special projects. The ideal candidate will have experience providing financial consulting and strategic support to senior management, including preparing board presentations, financial presentations, capital expenditure analysis, and other senior management requests. This role serves as the analytical engine of our company, offering insights and support for optimal business decision-making. The position reports directly to the Chief Financial Officer.

Why This Role Is Important:
 The Director of Financial Planning & Analysis is crucial in supporting the company’s strategic objectives, enhancing operational efficiency, managing growth, and upholding our commitment to sustainability. These elements are vital for a company poised for rapid expansion in the energy management sector.

Job Responsibilities:

• Analyze current and past trends in key performance indicators, including all areas of revenue, costs of sales, expenses, and capital expenditures.
• Monitor performance indicators, highlighting trends and analyzing causes of unexpected variance.
• Supervise Financial Analyst(s).
• Oversee and manage the continued development of Budgeting, Financial Forecasting, Operating Plan, and Modeling tools.
• Produce Quarterly and Monthly Financial Reports.
• Implement and work with a Business Intelligence Tool and Dashboard reports.
• Enhance performance by evaluating processes to drive efficiencies and understand ROI in marketing programs, menu pricing, new store rollouts, and new projects.
• Develop financial models and analyses to support strategic initiatives.
• Analyze complex financial information and reports to provide accurate and timely financial recommendations to management for decision-making purposes.
• Support the Senior Management Team and Department Heads with in-depth analysis.
• Prepare presentations for the Board of Directors and Senior Management Team.

Qualifications:

• Bachelor’s degree in accounting or finance required; an MBA is highly preferred, indicating a robust foundation in financial principles and advanced business strategies.
• A minimum of 5 years of experience in a managerial role, specifically as a Manager or Director of Financial Planning and Analysis, demonstrating seasoned expertise in financial management and strategic planning.
• Advanced proficiency in Microsoft Excel and PowerPoint is essential for managing, analyzing, and presenting financial data effectively. Experience with NetSuite is an asset.
• Exceptional attention to detail with the highest standards of accuracy and precision must be highly organized.
• Excellent verbal and written communication skills, essential for preparing detailed reports and presentations for senior management and stakeholders.
• Creative thinking and initiative are crucial for innovating financial planning and solving complex problems with novel solutions.
• Proven ability to lead and collaborate closely with team members in a management capacity, fostering teamwork and leading by example to achieve organizational goals.
• Highly developed interpersonal and analytical skills, crucial for making informed decisions and providing strategic financial insights.
• Creative problem-solving skills and the ability to think outside the box to enhance financial strategies and operations.
• Exceptional ability in generating spreadsheets and slides, coupled with the capability to present complex data effectively to facilitate strategic analysis and decision-making.
• Ability to collaborate across organizational teams, coordinating resources to achieve optimal performance, reflecting the capacity to lead cross-functional initiatives.
• Entrepreneurial mindset, thriving in dynamic, fast-paced environments, and passionate about innovating and driving the company forward.

Location: Shelton, CT (Hybrid)