Manager, Financial Planning Analysis (Nashville, TN)
Ambition, United States
Job Description
Ambition is the leading Sales Coaching Platform. Our mission is to help teams create momentum and achieve goals in a work-from-anywhere world. Ambition is headquartered in Chattanooga, Tennessee with an office in Nashville, Tennessee.
You'll be joining a world-class team that is building a world-class, award-winning product. We were voted a Top 25 Places to Work for Women by Girl’s Club and (like our product) focus on team culture, developing great managers, and encouraging our employees.
Our Values:
- Start with the customer
- Operate with transparency
- Bias toward action
- Embrace constraints
- Do the right thing
Position Overview:
The Director of Financial Planning amp; Analysis is tasked with collaborating with business partners to execute annual/strategic planning and short/long-term forecasting, providing consolidated views of financial/operational performance and tracking against short-term and long-term key metrics, and delivering proactive, value-added analysis, insights, and performance reporting.
To accomplish this, the Director must have a solid knowledge of finance and/or business analytics, reporting tools, and financial system amp; statements. In addition, the Director will work closely with business partners to understand business priorities and alignment on deliverables.
This position reports to the Chief Financial Officer and the role is based in Nashville, TN.
Key Responsibilities:
- Partner with functional leaders to understand trends, drivers, risks and opportunities in plans and forecasts. Proactively identify risks/opportunities for communication to key stakeholders.
- Support annual/strategic planning and ongoing forecasting by guiding business partners through planning processes, creation of planning tools and templates, review of plan submissions, data validations, and preparation of plan review materials. Create and distribute standard reporting around plan/forecast for use by business partners.
- Prepare relevant, timely and actionable business performance analysis and insights highlighting key performance drivers to enable decision making
- Provide financial support for key executive business reviews (including monthly finance and operations meeting, monthly/quarterly business reviews, BoD meetings, etc.)
- Create standard and exception-based reporting and dashboarding with visualizations for review by executive leadership, corporate, and individual teams
- Provide support on strategic/charter initiatives drawing on financial and analytical expertise. Create business cases that are thoroughly evaluated to ensure investment decisions have clearly defined measures of success and are accretive to platform earnings.
- Partner with Accounting Department for month end close/reporting and other essential accounting close procedures as needed
Requirements
Technical/Functional Competencies:
- Financial Forecasting and Modeling Knowledge of and ability to use processes, tools, and techniques for exploring and evaluating alternative financial scenarios and results.
- Financial Analysis Knowledge of and ability to read, interpret and draw accurate conclusions from financial and numerical material.
- Knowledge of Report Development Tools and Software Knowledge of report development tools and software (e.g., Microsoft Excel, Salesforce, and other Business Intelligence reporting tools); ability to use multiple tools to build sophisticated reports.
- Analytic Problem Solving Identifies problems and develops effective and innovative solutions that address root causes; gathers and analyzes critical information needed to understand the root cause of problems; defines reasonable solutions and alternatives to anticipate, prevent, and resolve problems; develops new and unique ideas; looks beyond the initial obvious answer.
- Analytical Thinking Knowledge of techniques and tools that promote effective analysis and the ability to determine the root cause of organizational problems and create alternative solutions that resolve the problems in the best interest of the business.
- Business Acumen Knowledge, insight, and understanding of business concepts, tools, and processes that are needed for making sound decisions in the context of the company's business; ability to apply this knowledge appropriately to diverse situations.
- Information Capture Knowledge of the processes and the ability to identify, capture and document relevant business information in an auditable, organized, understandable and easily retrievable manner.
Non-Technical Competencies:
- Being Organizationally Savvy The ability to maneuver well to accomplish work within own function and wit