FP&A Director, Corporate

Location

This position will be based in Charlotte, NC.

Summary of Role 

The Corporate FP&A Director is a critical role within the Finance team at Palmetto responsible for overseeing the financial planning process including annual planning, monthly reforecast and variance reporting. This role will report to the VP FP&A and will be the primary owner of monthly FP&A reporting and the primary business partner for all corporate functions at the company. This individual will guide the FP&A team to produce monthly reporting on financial results including variance analysis, monthly reforecast and overall narrative on business performance. This individual will also be responsible for driving improvements to the overall FP&A and reporting process, driving process efficiencies while maintaining appropriate checks & balances around data inputs. This role will also work with corporate business partners to develop and refine forecasts around corporate operating expenses. Additionally, this function will serve as a key resource in supporting investor relations with external investors & stakeholders.  This is a unique opportunity to drive improvements across the FP&A function as the company continues to scale its business & mature the finance function.

Strategic & Tactical

• Lead Financial planning process, including annual plan & monthly reforecasts, acting as the key sponsor to coordinate the full scope of planning activities across the FP&A team and key business partners
• Lead Monthly Management Financial reporting process including detailed variance analysis on actuals results vs plan, as well as providing an updated outlook on performance towards key financial metrics
• Be the key business partner to all corporate functions at the company, driving clarity around corporate operating budgets, and engaging in discussions around new spend requests
• Support investor relations with financial reporting for external investors & stakeholders
• Be a key leader, providing insight into business performance, supporting strategic decision-making and bringing more predictability to the business
• Drive real-time visibility into targets and metrics, interpreting key performance indicators, and actively engaging in discussions around investment decisions
• Drive continuous improvement around the monthly FP&A processes, systems & tools with an eye towards efficiency, speed & forecast accuracy

Qualifications

• Bachelor’s degree in Finance, Accounting, Business Administration or related field, MBA preferred
• 8+ years of experience, preferably within various Finance or Accounting functions, including at least 3 years in Financial Planning & Analysis
• Experience with solar or consumer financing businesses a plus
• Analytical thinker with enthusiasm for complex problem solving, passion for clean energy and excellent interpersonal skills
• Strong familiarity with corporate finance concepts, financial modeling, budgeting, forecasting, KPI tracking and practical knowledge of valuation methodologies 
• Proven track record in FP&A at larger organizations, and preferably at publicly traded companies
• Demonstrated experience partnering with senior leadership to influence decision making and drive strong outcomes
• Excellent verbal and written communication skills
• Ability to present and tailor communications to diverse audiences, and convey complex concepts in a manner that is easily understood at all levels
• Strong attention to detail; ability to produce error-free documents