Financial Planning and Analysis Director
hace 1 mes
We are seeking a highly skilled Financial Planning and Analysis Manager to join our team at UnifyCX. As a key member of our finance department, you will be responsible for developing and maintaining financial models, analyzing financial trends, and providing recommendations for corrective actions.
Key Responsibilities:- Financial Planning & Forecasting: Develop and maintain financial models to support budgeting, forecasting, and long-term planning. Prepare and consolidate annual budgets and quarterly forecasts, ensuring accuracy and alignment with organizational goals.
- Financial Analysis: Conduct detailed financial analysis to support strategic initiatives and business decisions. Evaluate financial performance by comparing actual results to budgeted targets, and identify key drivers of variance.
- Business Partnership: Partner with business units to understand their financial needs and provide insights to drive business performance. Support operational and strategic planning by providing financial analysis and scenario planning.
- Reporting & Compliance: Ensure timely and accurate preparation of monthly, quarterly, and annual financial reports. Assist in the preparation of financial presentations for board meetings and investor communications.
- Process Improvement: Identify and implement process improvements to enhance the efficiency and effectiveness of the FP&A function. Utilize technology and advanced analytical tools to streamline financial processes and reporting.
- Team Management: Supervise and mentor FP&A staff, providing guidance and support in their professional development.
- Education: Bachelor's degree in Finance, Accounting, Economics, or a related field. MBA or professional certification (e.g., CFA, CPA) is preferred.
- Experience: Minimum of 5-7 years of experience in financial planning and analysis, with at least 2-3 years in a managerial role. Prior BPO Industry experience is highly preferred.
- Skills: Strong analytical and problem-solving skills with the ability to interpret complex financial data. Proficiency in financial modeling, forecasting, and budgeting. Advanced knowledge of Excel and financial software (e.g., ERP systems, BI tools). Excellent communication and presentation skills.
- Strategic thinker with a proactive approach to problem-solving.
- Ability to work effectively under pressure and manage multiple priorities.
- Strong leadership and team management skills.
- Collaborative and results-driven, with a focus on achieving organizational goals.
UnifyCX is a Global company with locations in the U.S., Colombia, Dominican Republic, India, Jamaica, Honduras, and the Philippines, that provides personalized contact centers, business processing, and technology outsourcing solutions. We value our employees, customers, and communities, and focus on exceeding expectations through our actions and approach.
We are a certified woman-owned business and an EOE employer that welcomes diversity. Reports to: VP of Finance
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