FP&A Director

Position: FP&A Director

Job Description

Corporate FP&A is a critical function for Shift Digital, sitting at the center of the broader finance team to help the CFO, Shift Digital’s executive leadership and board gain financial visibility and insights on the business. The Financial Planning and Analysis team runs Shift Digital’s financial processes, including annual budgeting and planning, annual (updated monthly) forecasts, contract related financial modeling, and helps architect the financial information flow across the business needed for dynamic business partnerships. Corporate FP&A sets the parameters and forecast/budget processes for the finance team, partners closely with operations to set guidance and help tell the Shift Digital story through the numbers, and partners with all departments on generating needed decision support data to fully understand what drives financial performance. As the leader of the FP&A team and effort, you will work with partners across finance and the leadership team to meet and exceed established goals.

Primary Responsibilities (may include but not limited to)

Manage and continue to develop the FP&A team, currently consisting of four members

Manage key financial processes including, forecasting, budget planning, performance reporting, and others

Architect financial commentaries and documents to support key financial deliverables.

Develop new processes as needed or improve existing processes relating to financial

Collaborate across all levels of the company, manage and develop metrics to track company-trends, and identify and provide recommendations on improvement opportunities

Support ad hoc projects and help define business system improvements to support Shift’s

Apply an analytical approach to influence business strategic decision-making, with a focus on term financial planning

Provide financial analysis and commentary to key partners including Shift’s board, CEO, executive leadership, and program managers

Understand how to operate and improve upon, as needed, Shift’s financial systems

Work with executive leadership and program managers to update the forecast monthly

Complete monthly variance analysis at the consolidated company, entity, revenue stream, customer, and product levels

Lead the FP&A team in system-based projects and implementations

Function as a change agent for process improvement and process automation

Assist the accounting team in monthly close procedures, as needed

Position Competencies

The ability to multi-task from simple to complex

Work product requires a high degree of accuracy and attention to detail

Team player with interpersonal skills to interact with a diverse group of individuals

Deadline driven task approach

Persistence and strong problem-solving skills

Required Education/Skills/Experience

A BA or BS in finance, accounting, or economics or related fields

7+ years’ experience in FP&A or similar position, including 3+ years in managing the FP&A team, with emphasis on forecasting, financial analysis, and financial modeling

Experience in various finance systems including, Excel, Word, PowerPoint, NetSuite, PBCS, Power BI, and Salesforce. Advanced modeling skills required

Track record of influencing leadership decisions through clear communication of complex data analysis

Fundamental understanding of Subscription-as-a-Service (SaaS) business model

Experienced thinking strategically about complex business problems, leading to a recommendation and action plans

Excellent verbal and written communication skills and ability to create strong relationships with upper management

Strong understanding of US GAAP and financial concepts

Experienced team leader

Comfortable in a fast pace, entrepreneurial driven, growth oriented, dynamic company environment

Strong analytical skills with the ability to collect, manipulate, analyze, and disseminate significant amounts of information with attention to detail and accuracy

Strong interpersonal skills, and the ability to work well with partners at all levels of the company

Knowledge of digital marketing, digital media, media agency, and/or automotive industries preferred

Solid project management skills

Direct Report/Location

The position reports to the Controller and is based at the Shift Digital Headquarters in Birmingham, Michigan. Currently, the work environment for the company is hybrid, three days in office.