Financial Systems & Process Improvement Manager
Position Type: Full-time, salaried position
Job Summary:
The Financial Systems & Process Improvement Manager is responsible for leading the financial planning, forecasting, and analysis functions within the organization. This role collaborates closely with the Controller to ensure alignment between financial operations and strategic objectives.
Essential Functions:
The Essential Functions are representative, but not all-inclusive, of the knowledge, skills, and abilities required to perform this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions of this position.
1. Financial Planning and Forecasting:
a. Develop and maintain financial models to support short-term and long-term planning processes.
b. Lead the annual budgeting process and periodic forecasting activities.
c. Analyze variances between actual results and forecasts, providing insights to senior management.
2. Financial Analysis and Reporting:
a. Prepare regular financial reports and presentations for the CEO and other stakeholders.
b. Conduct ad-hoc financial analyses to support decision-making and strategic initiatives.
c. Monitor key performance indicators (KPIs) and provide recommendations for improvement.
3. Strategic Planning Support:
a. Collaborate with executive leadership to develop strategic initiatives and business plans.
b. Assess the financial impact of proposed projects or investments.
c. Provide financial insights to support strategic decision-making processes.
4. Cross-functional Collaboration:
a. Work closely with the Controller to ensure accuracy and integrity of financial data.
b. Collaborate with department heads to gather input for financial forecasts and budgets.
c. Liaise with external stakeholders, such as auditors or financial advisors, as needed.
5. Continuous Improvement:
a. Identify opportunities to streamline financial processes and improve efficiency.
b. Implement best practices in financial planning and analysis to enhance decision support capabilities.
c. Stay informed about industry trends and regulatory changes affecting financial management.
6. Team Leadership:
a. Provide leadership and guidance to team members, fostering a collaborative and high-performance work environment.
b. Set clear performance expectations, provide regular feedback, and support professional development opportunities for team members.
c. Delegate tasks effectively, ensuring the efficient completion of financial planning and analysis activities.
7. Perform additional tasks as required.
Education & Experience:
- Bachelor degree in Finance, Accounting, or related field required, MBA preferred
- Certified Public Accountant (CPA) or Certified Management Accountant (CMA) preferred.
- Minimum of 7 years of experience in financial planning analysis roles, with increasing levels of responsibility.
- Proficiency in financial management software, Customer Relationship Management (CRM) software, and Microsoft Office Suite; experience with NetSuite and Salesforce a plus.
- Proven experience in developing financial models and conducting complex analyses.
- Strong understanding of accounting principles and financial reporting standards.
- Excellent communication and presentation skills, with the ability to convey complex financial information to non-financial stakeholders.
- Ability to work effectively in a fast-paced environment and manage competing priorities.
- Requires proficiency in reading, writing, and communicating in English.
Supervisory Responsibilities:
This is a management role that is responsible for managing a team, department(s), or region(s), and is responsible for setting performance goals, conducting evaluations, providing feedback to team members, allocating tasks and responsibilities as required, and managing resources.
Work Environment:
Office Environment: This position is primarily based in an open office environment with typical office conditions; however, may occasionally be required to perform duties outside the typical office setting.
- Hybrid position: This position is a flexible work model that combines remote and on-site work. When working remotely, the employee is required to have a workspace free of distraction during work hours to perform job duties.
Physical Demands:
- Requires sitting at a desk for long periods of time, performing tasks on a computer, the ability to move within the office to attend meetings, access equipment, or interact with colleagues.
- This job may require travel in a personal or company-provided vehicle.
Equal Opportunity Employer:
At HomeWorks Energy, we celebrate diversity, inclusion, and collaboration. As an Equal Opportunity Employer, we do not discriminate against race, color, religion, national origin, sex, age, gender identity, or expression, sexual orientation, physical or mental disability, veteran status, or any other applicable
characteristics. All employment decisions are based on qualifications, skills, and experiences needed to successfully perform the job.
Job Type: Full-time