What are the responsibilities and job description for the Director of Financial Planning & Analysis position at Capsa Healthcare?
We are seeking a Director of Financial Planning & Analysis who will lead and manage all aspects of the company's financial analysis and reporting of company-wide operational activities as well as preparation of various operational reports used by management to make key business decisions. . This position reports to the Chief Financial Officer and will be expected to work a hybrid schedule, reporting to Capsa's Canal Winchester, OH facility.
As Capsa’s Director of Financial Planning & Analysis, your contributions to the team will include:
Strategic Planning & Forecasting
Supervision of approximately 1-5 FP&A personnel, as assigned
What We Ask Of You
You will also enjoy a solid compensation and benefits package, including, but not limited to, the following:
Commensurate salary
Paid time off
Paid holidays
Medical, dental and vision insurance
Paid parental leave
401(k) with company match
Company-paid Life, AD&D and Long-term disability insurance
Voluntary programs for: Short-term disability, Supplemental Life, Accidental Injury, Hospital Indemnity & Critical Illness insurance and ID theft protection
As Capsa’s Director of Financial Planning & Analysis, your contributions to the team will include:
Strategic Planning & Forecasting
- Lead the Annual Planning Process: Oversee the development of the annual budget and multi-year strategic plans, ensuring alignment between departmental goals and corporate objectives.
- Rolling Forecasts: Drive the monthly/quarterly rolling forecast process to provide leadership with real-time visibility into financial performance and potential risks.
- Scenario Modeling: Build complex financial models to evaluate "what-if" scenarios, including market expansion, new product launches, and M&A opportunities.
- Executive Insights: Deliver high-impact financial presentations to Executive leadership as needed, translating complex data into actionable strategic recommendations.
- KPI Development: Establish and track critical business metrics that go beyond the P&L to measure the true health of the business.
- Variance Analysis: Conduct deep-dive analyses into budget-to-actual variances to identify underlying business drivers and operational inefficiencies.
- Cross-Functional Liaison: Act as a strategic advisor to department heads to help them manage their budgets and optimize their spend for maximum ROI, serving as the financial support professional for Capsa’s sales, marketing & engineering teams.
- Capital Allocation: Assist in prioritizing capital expenditures and resource allocation based on data-driven internal rate of return (IRR) and payback period analyses.
- Scalable Infrastructure: Evaluate, implement, and optimize FP&A software to automate manual processes and increase data integrity.
- Data Governance: Collaborate with Accounting and BI teams to ensure a "single source of truth" for all financial and operational data.
- Cooperatively provides hands-on job function training to co-workers as needed.
- Must understand and comply with Safety, 5S, ISO, and other corporate programs, initiatives and procedures.
- Dependable and consistent attendance is critical for team performance and productivity.
- Other duties or special projects as assigned.
Supervision of approximately 1-5 FP&A personnel, as assigned
What We Ask Of You
- Bachelor’s Degree required with a major in Accounting or Finance preferred.
- Tenure: 7-10 years of progressive experience in financial planning, analysis and corporate finance.
- Management Experience: At least 3-5 years in a leadership capacity, managing a team of analysts and overseeing cross-functional projects.
- Mastery of Enterprise Resource Planning (ERP) systems
- Experience with foreign currency translation, international tax implications, and consolidating financials across multiple global entities is preferred.
- Ability to work with various levels of management throughout the organization.
- High level of proficiency in Microsoft office programs; expert-level Excel skills are a baseline requirement.
- Communication: Exceptional ability to "tell the story" behind the numbers, making financial data accessible to non-financial leaders.
- Strong team skills and the ability to work effectively with internal and external groups as part of various initiatives.
You will also enjoy a solid compensation and benefits package, including, but not limited to, the following:
Commensurate salary
Paid time off
Paid holidays
Medical, dental and vision insurance
Paid parental leave
401(k) with company match
Company-paid Life, AD&D and Long-term disability insurance
Voluntary programs for: Short-term disability, Supplemental Life, Accidental Injury, Hospital Indemnity & Critical Illness insurance and ID theft protection