General Description The Director of Finance & Planning will play a key role in driving the financial success of Solairus by providing relevant financial analysis for the total Company and for operating divisions, building financial models to support projections and long-range planning, budgeting, forecasting and reporting to support strategic decision-making. The Director will report directly to the SVP of Finance and will collaborate closely with the finance team, operating division leadership and executive management. Essential Duties As a senior member of the finance team and with the assistance of an analyst, essential duties of the Director to include
Financial Analysis - Conduct comprehensive financial analysis to evaluate company performance, identify trends, and provide insights to key stakeholders.
- Analyze financial data and metrics to assess risks and opportunities and make recommendations for improvement.
- Develop and maintain financial dashboards and performance metrics for monitoring and reporting purposes
Financial Modeling: - Develop and maintain complex financial models to support strategic planning, forecasting, and scenario analysis.
- Evaluate the financial impact of various business initiatives, investments, and projects.
- Work closely with cross-functional teams to integrate financial models into business planning processes.
Budgeting and Forecasting - Lead the annual budgeting process, including coordinating with department heads to develop detailed budgets aligned with company goals and objectives.
- Prepare accurate financial forecasts and variance analysis to track performance against budget and forecast.
- Identify opportunities to optimize resource allocation and improve budgeting processes.
Reporting and Communication - Prepare timely and accurate analytical reports, including supporting schedules for the monthly/quarterly financial statements.
- Prepare financial / analytical information and analysis for senior management and the board of directors as requested; provide strategic insights and recommendations.
- Collaborate with internal and external stakeholders to ensure transparency and alignment on financial matters.
Strategic Planning - Partner with senior leadership to develop and execute the company's long-term financial strategy and business plans.
- Provide financial guidance and support for strategic initiatives, including mergers and acquisitions, partnerships, and new product/service launches.
- Assess and mitigate financial risks and develop contingency plans to safeguard the company's financial health.
Minimum Qualifications Education - Bachelor's degree in finance, accounting, economics or related field
- MBA or CPA designation preferred
Experience - Minimum of 5 years of progressive experience in financial analysis, financial planning and analysis, or related role
- Strong proficiency in financial modeling, budgeting and forecasting techniques
- Excellent organizational, leadership, and people skills, with the ability to collaborate cross-functionally and influence decision-making
TechnicalSkill - Advanced proficiency in financial software and tools (e.g., Excel, ERP systems and financial modeling software
- Experience organizing and managing projects
Analytical Skills - Strong analytical and critical thinking skill
- Attention to detail with a high degree of accuracy in work products
Leadership Abilities - People oriented / approachable / friendly
- Proven ability to lead and motivate teams
- Deadline driven
Adaptability - Ability to adapt to changing priorities and work in a dynamic environment
- Willingness to take on new challenges and responsibilities
- Strong ability to multi-task
Ethical Conduct - Commitment to ethical standards and confidentiality
- Driven to do the right thing and uphold an impeccable level of integrity in financial operations
- Courage to share ideas / issues on a timely basis and drive for solutions.
Location - This position is based in the Corporate Headquarters in Petaluma, CA. It is currently a Hybrid position with in-office work a minimum of two days per week (Tuesdays and Wednesdays' preferred).
- Target compensation is $140k plus bonus.