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
- 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.
Performance Management & Reporting
- 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.
Operational Partnership
- 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.
Systems & Process Improvement
- 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.
General
- 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.
SUPERVISORY RESPONSIBILITIES
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.
What We Offer:
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
EEO Employer, including Veterans and Individuals with Disabilities
