Direct the divisional performance management initiatives by leading financial analysis projects. Analyze and present divisional monthly financial statements to divisional leadership team. Lead divisional tax services ongoing budgeting and forecasting efforts. Lead the development of financial analysis and economic evaluation of new business opportunities. Ensure compliance with Decision Supports' initiatives related to capital allocation. Create and manage a budgeting acumen at divisional and district levels. Create financial planning and reporting processes and reports to analyze ongoing profitability of business operations. Direct the annual budgeting process and the Long Range Planning business case by creating business financial models to determine IRR, NPV and evaluate business opportunities. Manage the analysis of the market trends and work with divisional leadership team to determine strategic context for long range plans. Ensure accurate and meaningful targets exist for districts, regions and division. This position acts as the field liaison to the Admin Centers, Accounting and Decision Support. ESSENTIAL DUTIES AND RESPONSIBILITIES - Initiate, lead and direct performance management initiatives of financial analysis projects related to profitability, capital allocation, operational trends, investments, performance, costing and product/service pricing.
- Create financial planning and reporting processes and reports to analyze ongoing profitability of business operations. Compare financial results to plan and develop variance explanations and recommendations for future actions.
- Analyze monthly financial statements and conduct review meetings with field leaders. Present the financial statements in relation to budget and prior year results. Isolate and emphasize positive and negative aspects or trends in the financial statements.
- Direct the Long Range Planning business case process by creating financial models to determine IRR & NPV and evaluate business opportunities. Identify critical factors and provide recommendations to affect the profitability of the proposed initiative to achieve results consistent with company goals. Work with appropriate outside parties to evaluate relationships as appropriate.
- Review & monitor labor costs and variances from established budgets to ensure labor costs are consistent with the budget estimates and communicate effectively to resolve issues.
- Direct compliance with Decision Supports' initiatives related to capital allocation. Ensure senior and field management are familiar with and utilize the company's capital allocation worksheets for significant initiatives such as franchise or competitor acquisitions.
- Direct and lead and ensure alignment of the annual target setting, budgeting and forecasting efforts ensuring accuracy to the field level. Work with Corporate Finance, Information Technology and Marketing to establish accurate and meaningful targets for each district, region and division. Communicate results as appropriate.
- Schedule and conduct associate interviews, training, and evaluations in accordance with established policies and procedures.
- Conduct ongoing training, performance feedback, and development of assigned staff members.
- Other Duties as assigned.
QUALIFICATIONS
Education / Experience - These skills are acquired through the completion of a bachelor's degree in Accounting or Finance or a related field, or through an equivalent combination of education and experience.
- 8 to 10 years of demonstrated experience in leadership, strategic planning, budgeting, forecasting, business case analysis, and project management. Strong organizational and planning capabilities.
- Proven excellent conceptual financial and economic skills and proficiency with spreadsheet modeling.
- CPA, MBA or demonstrated success in completion of job objectives in similar role
- Possess a basic understanding of Generally Accepted Accounting Principles (GAAP) & the Sarbanes Oxley Act related to internal controls over financial reporting.
- Effective verbal and written communications skills, detail-oriented, math and analytical skills.
- Ability to handle multiple tasks and projects, to work independently, to train others in budgeting disciplines, to manage a staff and work in a fast-paced environment.
- A minimum of three years of management experience including direct supervision.
- Excellent interpersonal skills.
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