Director, Financial Planning & Analysis

Posted 2 months ago

Houston

Company Profile – Client is a well-recognized retail natural gas supplier that procures, stores, schedules, transports, and delivers natural gas to its industrial, commercial, and residential customers.  Headquartered in Houston, has approximately 250 employees, operates in over 30 states, and serves over 100,000 customers.  Parent company is a Private Equity Firm comprised of a staff with over 600 years of collective industry experience, has consummated more than 60 transactions over the last 10 years, representing more than $45 billion of enterprise value.

Accountabilities:

Reporting to the CFO, the Director, Financial Planning & Analysis will lead a team of 4 highly skilled Finance professionals, made up of 2 managers and 2 analysts, and will be responsible for the following:

  • Strategic and Financial Planning
    • Strategic Planning Process: Defining Key Strategic Priorities, Value Creating Opportunities, and Key Performance Indicators
    • 5-Year Plan, Annual Budget, and Monthly Latest Estimates in support of the Strategic Plan
    • Short and Long-term Cash and Liquidity Forecasting
  • Decision Support and Project Management Office
    • Build financial models and business cases in support of business investment decisions
    • Partner with Sales and Supply to manage process for new deal approvals
    • Prepare business cases for special or complex transactions
  • Management Reporting and Analytics
    • Monthly Business Reviews
    • Monthly Operating Group Reviews
    • Connect strategic plan to operating performance to identify opportunities to improve business performance
  • Lender Compliance
    • Required Reporting to Lenders
    • Forecast and Manage Borrowing Base and Liquidity
  • Business Intelligence
    • Lead implementation of Data Warehouse and Data Mart
    • Lead adoption of Tableau and dashboarding across the business

 Qualifications

  • Expert knowledge of Corporate Finance
  • Strong understanding of the relationship between Accounting and Finance
  • Experience designing and implementing financial models and turning models into actionable insight
  • Bachelor’s degree in accounting, finance or similar concentration
  • 10+ years of experience in a similar role
  • Strong Excel and PowerPoint skills required

Contact – Scott Brownholtz @ 916-649-3200 or e-mail

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