Manager, Financial Planning & Analysis

POSITION: Financial Planning & Analysis Manager

COMPENSATION: Pursuant to Colorado regulations, if this job is performed in Colorado, the salary range is $105,000 - $120,000 plus bonus potential. Eligible to participate in the company benefits plan. We offer health, vision, dental, and pet insurance. We offer a 401(k) retirement plan, student loan assistance, licensing and continuing education reimbursement, parental leave, and housing allowances or gifts.

SUMMARY

As Cardinal's FP&A Manager, you will perform complex financial analysis, and deliver reports to company leaders and executives to inform key strategic and operating decisions on a high impact team. This position will report to the VP, Finance and will involve regular interaction with senior company executives, finance, and accounting team personnel. The ideal candidate will have a strong track record of making process improvements, works well in a team environment, pays exceptional attention to detail. This candidate will leverage strong analytical skills, and can be effective in a fast-paced, high-growth environment with finite resources.

RESPONSIBILITIES (Including but not limited to)

• In collaboration with budget owners, you will coordinate preparation, updates and improvements of the company's budget and forecasts, including linkages between granular business drivers and financial statements

• Prepare and deliver annual, quarterly and monthly reporting of company performance vs. budget, including variance analyses

• Drive complex quantitative analyses to answer key strategic and operational business questions

• Review monthly financial reporting in conjunction with senior accounting personnel for accuracy and consistency with company reporting standards

• Support preparation of corporate reporting, including executive, board and lender reports

• Continually improve the quality and scalability of reporting and analysis including driving identification and implementation of new tools and processes

• Drive or assist with other ad hoc analyses as required

QUALIFICATIONS

• 3-5 years of experience in an analytical role requiring Excel model building and analysis

• Team player with an ability to work collaboratively on small team and ability to develop productive relationships with key stakeholders across the organization and externally

• Prior work experience in corporate FP&A, investment banking, private equity, Big4 accounting or management consulting strongly preferred

• Experience building complex 3-statement financial models from the ground up, including dynamic linkages to granular business drivers

• Ability to think beyond the numbers - must be able to see connections between financials/data and business drivers, and draw strategic and operational insights from the performance of the business

• Advanced Excel proficiency

• Strong oral and written presentation skills - ability to present to executive audiences in a concise and data-driven fashion

• Prior experience customizing financial reporting in an enterprise class ERP system preferred

• Exceptional attention to detail

• Strong organizational skills and ability to prioritize work and multitask to meet deadlines

• Outstanding time management skills and accountability

• Entrepreneurial spirit / self-starter

• Experience working in a fast-paced, rapidly growing organization

• BA/BS degree or equivalent required

WORK ENVIRONMENT

The work environment characteristics described here are representative of those a Team Member encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Incumbents work in an office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers and filing cabinets.

PHYSICAL DEMANDS

The physical demands described here are representative of those that must be met by a Team Member to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the Team Member is regularly required to use hands to finger, type, handle, or feel and talk or hear. The Team Member is frequently required to stand; walk; reach with hands and arms, and stoop, or squat. The Team Member is often required to sit. The Team Member must be able to push, pull, lift, carry, or maneuver office products and supplies of up to twenty (20) pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus.

The above job description is not intended to be an all-inclusive list of duties and standards of the position. Incumbents will follow any other instructions, and perform any other related duties, as assigned by their Team Leader.