SVP, Financial Planning & Analysis

This position will be located in our Norwalk, CT office. Candidate will work in the office 5 days a week.

Position Overview:

This position works closely with the business leaders to evaluate business financial performance, opportunities, drive financial improvement, and is responsible for financial planning, presentation and analysis.

Essential Duties and Responsibilities:

Accounting and Reporting:

• Lead and build operational financial planning and analysis capabilities for North American platform.
• Drive and lead financial analysis and decision making across the organization by partnering with business leaders
  • Includes identifying opportunities for efficiency or revenue improvement and bringing ideas/partnering with business leaders
• Accountable for the preparation of the budget and medium-term plans, developing assumptions with business leaders, and developing a process to report key performance metrics to senior leadership.
• Integration:
  • Evaluate operating expenses and identify opportunities for reduction
  • Collaborate on manpower planning and evaluate/scrutinize new hires and replacements with HR
• Evaluate opportunities for synergies in both revenue and cost areas. As appropriate, work with Credit Planning to help develop and implement risk-based pricing strategies and establish monitoring mechanisms to ensure compliance.
• Facilitate board material presentation as it relates to financial performance
• In charge of developing understanding of business and market dynamics for various portfolios and platforms, providing accounting and structural guidance as needed.
• Provide analysis by various business segments to support company strategy on business portfolio.
• Review periodic financial reports for trends and comparison to budget providing insight on track of near-term forecasts and plans.
• Tracking economic and industry indicators adjusting plans accordingly

• Work with Treasury on portfolio analysis for Syndication sales (including portfolio sales) and Asset Backed Securitizations to assess impact on global plan.
• Assist SVP Corporate Finance, North America with projects as needed

Other:

• Assist in documenting and maintaining internal controls and accounting policies and procedures in conformance with GAAP, Sarbanes Oxley, and federal, state and local tax jurisdictions for related activities

Risks:

• Decreased profitability, lost opportunity because of bad financial decisions
• Not accounting for impact of negative market forecasts that can lead to negative variances to plan.
• Non-Compliance with GAAP and SOX resulting in the inability of management to assert the effectiveness of internal controls over financial reporting.
• Current business operation is inefficient resulting in inability to meet customer’s requirements, management requirements, and incurring additional costs.
• Budget and Medium Term Plan is inaccurate, does not reflect management expectation or is not submitted to parent company on a timely basis.

Responsibility and Decision Making Authority:

• Act independently; Decision making within company policy

Key Performance Indicators (KPI’s):

• Forecast Accuracy and Timeliness
• Compliance with GAAP and SOX Standards
• Provide support to business leaders in reaching plan: Revenues, OPEX, strategic initiatives

Management/Supervisory Responsibilities:

• Manage FPA VPs of each business platform and Financial Planning Director

Qualifications:

Knowledge, Skills, and Abilities:

• Financial planning & analysis
• Lease accounting and structuring
• Strong problem solving and analytical skills
• Strong presentation & writing skills
• Strong skills in using Microsoft Word, Excel and Outlook applications
• Detail oriented and attention to accuracy and thoroughness
• Good leadership and communication skills

Education and Experience:

• BS In Accounting or Finance or equivalent experience
• 15 years of experience in all facets of finance in the leasing industry
• Experience with multinational company a plus
• Working knowledge and familiarity with Sarbanes Oxley regulations, monitoring and financial reporting requirements

Licensing and Certification:

• CPA, a plus

Working Hours:

• Hours may vary and will require evening or weekend work depending on business needs and will require working overtime.

Tools and Equipment Used:

• Personal computer, copier, fax, phone, and other typical office equipment

Travel:

• Occasional travel related to attendance at industry seminars and/or business leads

Physical Demands:

• Digital dexterity and hand/eye coordination in operation of office equipment
• Light lifting and carrying of supplies, files, etc.
• Ability to speak to and hear customers and/or other employees via phone or in person
• Body motor skills sufficient to enable incumbent to move from one office location to another

The job description does not constitute an employment contract, implied or otherwise, other than an “at will” relationship and is subject to change by the employer as the needs of the employer and requirements of the job change.