Director Of Finance & Planning

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

Technical Skill

• 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.