Reporting to the Chief Financial Officer, the Director of Financial Planning and Analysis (FP&A) is a newly created position and will be responsible for managing all aspects of financial planning, budgeting, forecasting, analysis, and reporting for the organization. This role is instrumental in providing strategic financial insights and supporting decision-making at the executive level. The Director of FP&A collaborates with departments across the entire company to ensure alignment with organizational goals.
Essential Duties/Responsibilities
- Lead the annual budgeting and long-term financial planning processes, working closely with stakeholders ensuring alignment with company goals and objectives.
- Provide strategic financial guidance to senior leadership by producing accurate, timely, and insightful financial analyses, forecasts, and models.
- Partner with functional leaders to analyze business performance, identify trends, and recommend actionable strategies for improving financial outcomes.
- Maintain and enhance monthly financial forecast model based on information obtained from other functions in the organization.
- Maintain, enhance, and automate where possible product profitability reporting, cash forecasting and periodic reporting packages that include Key Performance Indicators (KPIs).
- Analyze financial and operational results to better understand company performance, recommending new productivity or cost savings initiatives.
- Monitor compliance with all financial covenants and complete monthly/quarterly/annual reporting requirements to lender.
- Review the need for and implement improvements to existing processes, procedures, and reporting.
- Manage a team of three, including one direct report that supports FP&A and oversees the Procurement function.
- Exhibit flexibility and willingness to take on new responsibilities and assignments as they are identified and to assist with various ad-hoc projects as needed.
- Other duties as assigned.
Knowledge, Skills and Abilities Required
- Strong day-one understanding of SaaS metrics and analytics required
- Financial statement knowledge and a strong understanding of US GAAP required
- Advanced proficiency in Microsoft applications (Excel, Word, PowerPoint) required
- Experience leading the budget process and partnering with key business leaders
- Proven ability to partner across multiple business functions and implement systems and improve processes and reporting that increase organizational effectiveness and drive business decisions.
- Superior analytical and problem-solving skills, with demonstrated intellectual and analytical rigor.
- Role requires the use of quantitative analytical capabilities and critical thinking skills, analyzing data to identify and evaluate new opportunities.
- Ability to handle multiple project work streams, with proven success in synthesizing large data sets related to a wide variety of functional business problems.
- Personal presence and ability to clearly communicate compelling messages in written and verbal communications.
- Excellent time management/prioritization and project management skills.
Education and/or Experience:
- Undergraduate degree in Finance or Accounting preferred.
- Master’s Degree in Finance/Accounting or a CFA/CPA designation is preferred.
- 7+ years working in senior financial positions with fast growing private or public companies.
- 5+ years people management experience required
- Background in banking, consulting, or due diligence/advisory earlier in your career is a plus
- Experience with Adaptive Insights / Adaptive Planning Software a plus.
- Disclaimer-
The above statements are neither intended to be an all-inclusive list of the duties and responsibilities of the job described, nor are they intended to be a listing of all of the skills and abilities required to do the job. Rather, they are intended only to describe the general nature of the job. This job description is not a contract of employment, either express or implied. Employment with Cofense will be voluntarily entered into and your employment is considered at will. Cofense reserves the right to alter the job description at any time without notice.
Cofense is committed to equal employment opportunity. We will not discriminate against employees or applicants for employment on any legally recognized basis [protected class] including, but not limited to: veteran status, uniform service member status, race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, physical or mental disability, marital status, genetic information or any other status or characteristic protected by applicable national, federal, state or local laws and ordinances. We adhere to these commitments in all aspects of employment, including recruitment, hiring, training, compensation, promotion, benefits, and discipline.
