Director, Financial Planning & Analysis

Description

• Develop and maintain comprehensive financial models to support annual budgeting, long-term strategic planning, monthly sponsor and lender reporting needs, and rolling 13-week cash flow forecasting.
• Collaborate with department heads to gather inputs, assumptions, and forecasts for budgeting and forecasting processes.
• Analyze financial data and trends to provide insights and recommendations to senior management for resource allocation and strategic decision-making.

• Lead the annual budgeting process, ensuring alignment with strategic objectives and financial targets.
• Implement cost control measures and efficiency improvements to optimize resource allocation and maximize profitability.

• Prepare regular financial reports and dashboards for senior management, providing visibility into key performance metrics and financial health.
• Conduct ad hoc financial analysis to support business initiatives, investment opportunities, and operational improvements.
• Interpret financial results, trends, and forecasts, highlighting areas of risk and opportunity for the organization.
• Prepare monthly Management Operating Review (MOR) packages for the private equity sponsor; as well as quarterly Board of Directors presentations.
• Manage lender reporting requirements, ensuring timely and accurate submission of financial information per the credit agreement.

• Partner with cross-functional teams to evaluate strategic initiatives, including new business opportunities, client engagements, and investments.
• Assess financial implications and risks associated with proposed strategies, providing insights to support decision-making.
• Serve as a trusted advisor to senior leadership, offering financial perspective and recommendations to drive business growth and profitability.

• Evaluate new acquisition opportunities, conducting financial analysis and due diligence to assess strategic fit and financial viability.
• Support the M&A deal execution process, collaborating with internal and external stakeholders to facilitate successful transactions.
• Provide financial expertise and insights to support negotiations, integration planning, and post-acquisition performance monitoring.

• Bachelor's degree in Finance, Accounting, Business Administration, or related field; MBA or advanced degree preferred.
• 5+ years of experience in financial due diligence or related fields.
• Strong analytical skills and proficiency in financial modeling, forecasting techniques, and variance analysis.
• Excellent communication and presentation skills, with the ability to convey complex financial information to non-financial stakeholders.
• Strategic mindset with a focus on driving business results and continuous improvement.
• Experience in mergers and acquisitions, including financial analysis, due diligence, and deal execution.

• All positions are remote friendly. At Spectrum, you choose where you work. We are a hybrid work environment with options to work in one of our three offices (D.C., New York, and Chicago or remotely from anywhere in the United States, or a combination.
• If you choose to go into an office, take advantage of the pre-tax transportation benefits.
• If you choose to work from home, use the office equipment stipend.
• No matter where you work, you’ll benefit from the monthly cell phone reimbursement.
• Flexible time off. Take the time you need in addition to company holidays, voting time, jury duty and bereavement. We also offer a Sabbatical Program after 7 years of service.
• 13 weeks paid Parental Leave, inclusive of adoption and foster care placement.
• Continuous learning and development through Greatest Potential Self (proprietary talent program), Gallup CliftonStrengths Coaching, Rembrandt Development, and tuition reimbursement programs.
• Bring your friends to work at Spectrum and earn a generous referral bonus.
• Virtual concierge services to ensure your time can be spent in the most meaningful ways.
• Medical concierge service to assist with scheduling appointments, finding care, estimating and resolving claim issues, etc.
• Thorough onboarding including accessible conversations with leadership.
• 401k with company match and 1:1 Financial Coaching and Education.
• Wellness benefits including medical, dental, vision, as well as science-backed meditation and mindfulness tools through Headspace & Ginger.