Director of FP&A

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Job Title: Director of FP&A
Job Type: Direct hire 
Location: Cincinnati Ohio
Work Authorization: Must be a US Citizen or Green Card Holder

Director of Financial Planning & Analysis
Location: Cincinnati, OH (Remote candidates considered)
Job Type:  Full-Time
 
 
Our client has an immediate need for an exceptional individual to join our company as a Director of Financial Planning & Analysis. The ideal candidate will have strong communication skills, is a true team player with a commitment to success, has leadership skills, and will be able to thrive in a fast paced, rapidly-changing environment. 
 
 
Performance Metrics:
Success in this role will be measured by:

• Accuracy and timeliness of financial reporting.
• Effectiveness of cash flow forecasting and financial modeling.
• Reduction in reliance on external consultants for Certinia expertise.
• Compliance with all tax, audit, and financial reporting regulations.
• Identification and implementation of cost-saving initiatives.

 
Position Summary:
The Director of Financial Planning & Analysis will oversee all aspects of finance and accounting for the company, ensuring accurate financial reporting, forecasting, and compliance. This role requires a detail-oriented and analytical professional who can provide financial insights to support business decision-making. A heavy emphasis will be placed on cash forecasting, financial modeling, and overall financial performance monitoring. The ideal candidate is comfortable working in a fast-paced environment and managing external bookkeeping relationships.
 
Key Responsibilities:

• Execute financial strategy, ensuring accurate reporting, financial forecasting, and compliance with regulatory requirements.
• Manage all finance and accounting functions including transactional bookkeeping activities to be performed by resources on the team.
• Develop and maintain financial reporting, forecasting, and cash flow models to guide strategic business decisions.
• Provide actionable financial insights to leadership, helping drive operational and strategic decisions.
• Manage working capital, ensuring optimal cash flow, liquidity, and balance sheet strength to support business operations and growth initiatives.
• Oversee tax filings, audits, and regulatory reporting to ensure compliance with all legal and financial regulations.
• Monitor company performance and financial health, identifying risks and opportunities for improvement.
• Assist in managing and optimizing financial systems, with a focus on Certinia (FinancialForce), Salesforce, and Excel.
• Become the company’s subject matter expert (SME) on the ERP/F&A portion of Certinia. Training and certification paths will be provided to support this development.
• Make recommendations on improving the effectiveness of utilizing Certinia while reducing reliance on outside consultants for Certinia expertise.
• Work with a broader team to evaluate the long-term viability of financial systems and assist in system improvements or transitions.
• Ensure compliance with financial regulations, proactively manage risks, and safeguard company assets through strategic oversight.
• Improve financial processes and controls to enhance accuracy, efficiency, and scalability.
• Identify opportunities to enhance profitability through cost control, efficiency initiatives, and improved financial processes.
• Monitor business performance through advanced tracking tools, implement corrective measures as needed, and deliver actionable reports for leadership and stakeholders.
• Other duties as assigned/required.
• Ability to travel up to 25% if candidate is not local to the Cincinnati area.

 
Qualifications:

• 5+ years of experience in financial analysis, accounting, or controlling roles, preferably in professional services or technology firms.
• Strong expertise in financial modeling, forecasting, and cash flow management.
• Experience working with outsourced bookkeeping functions and financial system implementations.
• Deep knowledge of GAAP, tax regulations, and compliance requirements.
• Proficiency in Certinia (FinancialForce), Salesforce, and Microsoft Excel preferred but not required.
• Excellent analytical, organizational, and problem-solving skills.
• Strong communication skills and ability to present financial data to leadership.
• CPA, CFA, or MBA is a plus but not required.

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