What are the responsibilities and job description for the Director, Financial Planning & Analysis (67579) position at Next Glass?
Description
Next Glass connects the global beverage industry through innovative software, data, marketing, and eCommerce solutions. We are the Worldwide Leader in Bev Tech®, offering a suite of software, services, and experiences to SMBs beverage producers, retailers, and consumers. Through leading platforms including Untappd & Untappd for Business, Ekos, Ollie, Oznr, BeerAdvocate, and Hop Culture, Next Glass maintains the world’s largest platform serving beverage producers, retailers, and enthusiasts and delivers unmatched value to our partners and customers through these engaged global audiences.
Position Overview
Next Glass is seeking a highly skilled and experienced Director of Financial Planning & Analysis. This person will own all monthly financial reporting both internally and to our financial sponsor and board. This person will help us implement processes, systems and reporting procedures, enabling us to continue our rapid growth. The individual filling this role will interface regularly with each of the company's key functional teams Sales, Marketing, Customer Success, and Product & Engineering to prepare monthly operating and financial reports to drive continuous improvement throughout the organization. This person will be an integral participant in the company's post-merger integration process for the recently completed acquisition of Ekos as well as other strategic initiatives at the Next Glass level. This person will report directly to the CFO and will work regularly with the company's Executive team.
Key Responsibilities
Next Glass connects the global beverage industry through innovative software, data, marketing, and eCommerce solutions. We are the Worldwide Leader in Bev Tech®, offering a suite of software, services, and experiences to SMBs beverage producers, retailers, and consumers. Through leading platforms including Untappd & Untappd for Business, Ekos, Ollie, Oznr, BeerAdvocate, and Hop Culture, Next Glass maintains the world’s largest platform serving beverage producers, retailers, and enthusiasts and delivers unmatched value to our partners and customers through these engaged global audiences.
Position Overview
Next Glass is seeking a highly skilled and experienced Director of Financial Planning & Analysis. This person will own all monthly financial reporting both internally and to our financial sponsor and board. This person will help us implement processes, systems and reporting procedures, enabling us to continue our rapid growth. The individual filling this role will interface regularly with each of the company's key functional teams Sales, Marketing, Customer Success, and Product & Engineering to prepare monthly operating and financial reports to drive continuous improvement throughout the organization. This person will be an integral participant in the company's post-merger integration process for the recently completed acquisition of Ekos as well as other strategic initiatives at the Next Glass level. This person will report directly to the CFO and will work regularly with the company's Executive team.
Key Responsibilities
- Provide Financial leadership and support the commercial and operations teams to understand the financial implications of key operational and strategic decisions.
- Prepare monthly financial reporting package for internal financial review and monthly review with financial sponsor, including analyzing monthly financial results and providing explanations for variances to budget, forecast, and prior year, and preparing monthly KPI reporting for sales, customer success, and implementation teams
- Maintain company operating model and complete complex financial analysis
- Assist CFO in reporting to growth equity sponsor and board of directors
- Take lead on all FP&A activities for recent acquisition, including system consolidation, data mapping, and post-merger integration such as financial mapping, acquisition budget creation, and pro forma reporting
- Complete certain monthly reporting tasks to support accounting team with monthly close
- Work closely with Director of Revenue Operations to optimize Salesforce and other systems to move monthly Excel reporting into real-time Salesforce dashboards
- Prepare analyses of profitability by business and product line and highlight areas of opportunity for profit and pricing optimization.
- Assist business unit leaders in solving complex business problems through data consolidation and analysis.
- Assist in deployment of new financial systems, including identifying tools required to optimize financial reporting and analysis capabilities.
- Coordinate the preparation of annual budgets and quarterly forecasts.
- Various and frequent ad hoc analysis as requested by the CFO and Executive team.
- Ability to operate autonomously in a fast-paced, growth stage SaaS company.
- Experience in FP&A within a private/growth equity-backed company.
- BS in Accounting, Finance, Economics or related field.
- 5 years of proven experience and a track record of career progression.
- Expert-level skills with Microsoft Excel.
- Experience updating company operating model, including revenue, labor expense, non-personnel expense, and balance sheet/cash flow.
- Experience with M&A including post-merger integration.
- Experience with NetSuite and Salesforce preferred.
- Strong understanding of GAAP accounting.
- Strong problem solving and analytical skills.
- Strong communications and interpersonal skills.
- Ability to manage up and down an org chart to hit deadlines, drive improvements, and unlock value.
- Phenomenal attention to detail.
- Experience managing projects and processes.
- Experience with systems migrations/implementations.