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Rosendin · 1 day ago

Director, Financial Planning & Analysis

San Jose, CA

Full-time

Onsite

Director/Executive

$208K/yr - $273K/yr

15+ years exp

Rosendin is a leading employee-owned electrical contractor in the United States, dedicated to positively impacting communities. The Director of Financial Planning & Analysis will lead budgeting, forecasting, financial modeling, and reporting, while collaborating with senior leadership to drive business performance and financial success.

Construction

Comp. & Benefits

Responsibilities

Lead development and ongoing evolution of enterprise-wide FP&A strategy for short-to-long term budgeting, forecasting, and financial planning aligned to both functional and overall company business strategy and objectives

Advise enterprise-wide senior leadership on FP&A strategic insights and develop strategic data-driven business-centered recommendations with financial implications to overall organization’s key strategic initiatives and objectives

Provide senior leadership consultation, deliverables, and support for anything required from Board level activities

Ensure and drive comprehensive and accurate budgeting, forecasting, financial planning, and reporting deliverables

Oversee and develop enterprise-wide variance analysis against budget/forecast, determine key performance drivers that impacted business success, and develop highly targeted data-driven business recommendations

Own development of highly complex financial models that include but not limited to scenario analysis and sensitivity analysis while ensuring alignment to company-wide strategic initiatives and priorities that drive budget to actual analysis development

Drive implementation and ongoing advancement of comprehensive, insightful, and business-focused dashboards/analytics, KPIs, and management reports

Lead interconnected and collaborative partnership with Treasury to ensure providing insightful, comprehensive, accurate and timely key deliverables that support cash flow forecasting, working capital management, and liquidity planning

Partner with operations and project management to identify key metrics, regularly evaluate performance, and collaborate to develop opportunities for ongoing improvement

Develop and deliver ongoing actionable insights and recommendations to improve short/long-term margins and operational efficiency

Enhance financial reporting processes and ensure data integrity across all systems

Drive operational excellence that includes identifying opportunities for continual improvement and developing best-in-class policies and processes for streamlined financial planning, forecasting, and reporting cycles

Establish and evolve FP&A policies, procedures, and standards that deliver results that are highly insightful, comprehensive, and actionable for the organization

Build and continually drive high performing, collaborative, and agile team that partners with all stakeholders both internally/externally within the organization

Serve as a key liaison between Accounting and Operations to ensure alignment

Support the month-end process, including tasks and annual audits as needed

Support the Accounting close department with other tasks and projects as business requires

The duties and responsibilities are intended to describe the general nature and scope of work being performed by this position. This is not a complete listing and other duties will be assigned based on the position’s role within the business unit

Qualification

BudgetingForecastingFinancial modelingERP (Oracle)Advanced ExcelPowerPoint skillsPeople managementCommunication skillsProblem solving

Required

Strong and proven track record with deep domain knowledge, experience, and background in budgeting, forecasting, and financial modeling required

Translate highly complex information into strategic actionable next steps

Advanced Excel and exceptional PowerPoint/Presentation skills

Excellent verbal and written communication skills a must for all levels both internally/externally

Proven track record of influencing and advising senior executive leadership and key stakeholders

Well organized with strong time-management skills; ability to multi-task, work independently, and meet deadlines consistently required

Ability to successfully lead collaboration and partnership across all cross-functional groups

Proven track record of developing and empowering a high performing team

Ability to handle sensitive information and confidential information with discretion required

A passion for detail and complexity; a knack for problem solving

Ability to prioritize and manage multiple tasks, changing priorities as necessary

Ability to be self-motivated, proactive and a team player

Bachelor's degree in Finance or Accounting or related field; MBA, CPA, OR CFA a plus

15+ years of Finance/FP&A experience required and/or comparable experience, in construction a plus

5+ years of Finance/FP&A people management experience and/or comparable experience

Preferred

Advanced financial systems skills: ERP experience (Oracle) preferred

Benefits

ESOP – Employee Stock Ownership

401 K

Annual bonus program based upon performance, profitability, and achievement

17 PTO days per year plus 10 paid holidays

Medical, Dental, Vision Insurance

Term Life, AD&D Insurance, and Voluntary Life Insurance

Disability Income Protection Insurance

Pre-tax Flexible Spending Plans (Health and Dependent Care)

Charitable Giving Match with our Rosendin Foundation

Company

Rosendin

Glassdoor3.8

Since 1919, Rosendin has created a reputation for building quality electrical and communications installations, building value for clients, and building people.

Founded in 1919

San Jose, CA, US

10001+ employees