Director, FP&A - Corporate

Join the Weisiger Group Team

As a family-owned company under our fourth generation of leadership, we have built our business based on the principles of trust, integrity, and a desire to help our customers and employees succeed.

Since 1926, we've supported the strength of our communities by supplying equipment for critical infrastructure and commerce, and by funding programs that advance social and economic vitality. Being around for nearly 100 years means we change and pivot to capture opportunities and avoid challenges. We make smart investments in our company and continuously improve as part of our vision to be a trailblazing company that's built to last.

We're looking for hard-working, team-oriented professionals who enjoy working on new challenges every day. We believe our employees are the key to our success, and we're committed to providing a work experience that helps our team grow to their full potential.

Join a leading solutions provider and be a part of a group of highly skilled technicians, sales and support team members who exist to serve as a trusted partner to our customers, communities, and fellow employees.

Summary

The Director, Financial Planning and Analysis (FP&A) - Corporate serves as the trusted business advisor to Corporate function leaders and their direct reports while also being the administrative process owner for Corporate FP&A to ensure that results are both accurate and credible for Weisiger Group. This role will also ensure that company assets are protected, and financial resources are optimally deployed. In addition, the role will be integral to continuous improvement projects across the organization. This role supports management in establishing and achieving business objectives, developing action plans to support the objectives and by forecasting results based on the performance of, and changes to, these action plans and by preparing the annual budget, periodic forecasts, and leading planning sessions and the financial close process in concert with management. Additionally, this role serves to identify operational drivers that impact results by analyzing data and converting it into meaningful KPIs and actionable business intelligence-leveraging AI to improve reporting and insights-and making recommendations to support their continuous improvement.

The Corporate FP&A role is the bridge between corporate functions and Weisiger Group's businesses, serving to link these two critical areas. They must use their "voice" in understanding the details of the organization and to help drive Corporate performance to its highest level.

Essential Functions

Business Advisory Services

• Calculates KPI's (operational and financial), prepares performance dashboards, interprets and presents results and assists in developing plans to address high priority opportunities.
• Leads the annual budget process and planning sessions for all Weisiger Group. Coordinated with the businesses' VPs of Finance to deliver accurate and on-time forecasting. Help drive new 3yr strategy planning process and monthly forecasting cadence.,
• Meets regularly to review monthly financial performance with corporate function leaders, identify trends and offer advice (e.g. changing vendors, plans, etc.) to mitigate or control costs.
• Provide businesses with insights into their corporate costs and opportunities for improvement.
• Assists management in modelling business case scenarios and their operational and financial impact.
• Proactively advises management of financing alternatives, their cost/benefit to the organization overall and their impact on financial resources and key financial metrics (PBT, ROA, etc.).
• Identifies, at the direction and with the assistance of management, employees who need additional training (process and/or financial), provides coaching on financial matters, and coordinates process training with relevant Corporate functions so that all employees have the opportunity to perform at their highest level. Leads effort to develop greater financial acumen across the organization.
• Partners with Corporate function leaders and executives to achieve organizational goals and meet their strategic objectives.
• Assists in change management, supports corporate function leaders in driving key initiatives across the organization with the goal of continuous improvement.
• Responsible for FP&A systems selection and maintenance, currently IBM Planning and Analytics.

Financial / Compliance

• Ensures that internal controls are in place, functioning properly and sufficient to protect company assets and the credibility of the financial results.
• Leads the annual budget process and planning sessions, ensuring budget templates are accurately populated and aligned with Corporate objectives.
• Leads the periodic forecasting process for Corporate near-term planning purposes and facilitates planning sessions with Corporate function leaders.
• Leads the month- and year-end close process by reviewing Corporate financial statements, noting anomalies for research and correction, and identifies missing expenses requiring an accrual.
• Provides analysis of monthly budget variances and identifies those that will be ongoing or changes to expense run-rates.
• Performs ad hoc analysis and projects as requested by leadership.

Process Improvement

• Works with Corporate functions to identify cumbersome processes, assesses whether existing processes alleviate other functional issues and/or are net beneficial across multiple functions.
• Assists in the implementation of new processes, works with training staff to document and train impacted individuals, and monitors acceptance / performance of these new processes.
• Drives improvement in financial reporting and analytics by leveraging AI and advanced tools to generate deeper insights, enhance data visualization, and deliver more timely, actionable intelligence to leadership.

Other duties as assigned.

Supervisory Responsibilities

This job has supervisory responsibilities.

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable qualifying individuals to perform the essential functions.

Education and/or Experience

• Bachelor's degree from a four-year college or university required; MBA a plus.
• Minimum 10 years total experience in accounting/finance roles.
• Experience working with a larger company that has multiple divisions (private or public).
• Prior experience with managing a staff, with demonstrated team building and a mentoring leadership style.
• Demonstrated champion of process improvement, preferably with processes/approaches used in lean manufacturing.
• FP&A experience desired, and should include designing and building complex financial models to enable robust detailed forecasting & annual budgeting modeling, capex modeling and financial statement analytics.
• Demonstrated project management skills that include cross functional initiatives.

Computer Skills

• Highly proficient using Microsoft Excel
• Microsoft Office (Word, Excel, Outlook and PowerPoint)
• SAP
• IBM Planning Analytics
• Tableau/Power BI experience preferred

Certificates, Licenses, Registrations

Advanced business and/or financial certifications a plus (e.g. CPA, CMA, CIA, CGMA, CPM, etc.)

Language Skills

Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. Ability to write routine reports and correspondence. Ability to speak effectively before groups of customers or employees of organization.

Mathematical Skills

Ability to calculate figures and amounts such as discounts, markups, interest, commissions, and percentages. Ability to apply concepts of basic algebra and geometry.

Reasoning Ability

Ability to identify cause-effect relationships and interrelated business activities. Ability to solve practical problems and deal with a variety of concrete variables in situations where limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.

Workplace Requirements

The physical demands and work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Physical Demands

While performing the duties of this Job, the employee is regularly required to stand; walk; use hands to finger, handle, or feel; reach with hands and arms and talk or hear. The employee is frequently required to sit. The employee must frequently lift, carry, push, pull and /or otherwise move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, peripheral vision, depth perception and ability to adjust focus.

Work Environment

While performing the duties of this Job, depending on site location, the employee may be exposed to moving mechanical parts and equipment. The employee may occasionally be exposed to high, precarious places, fumes or airborne particles; outside weather conditions and vibration. The employee may occasionally be exposed to wet and/or humid conditions; toxic or caustic chemicals; extreme cold; extreme heat and risk of electrical shock. The noise level in some work environments is occasionally loud.

We are an Equal Opportunity Employer

We require all employees to treat all our employees and candidates as equals. All personnel actions are conducted in the spirit of equal employment. We're committed to recruit, train, promote and retain associates without regard to race, color, religion, gender, gender identification and expression, national origin, marital status, age, disability, genetic information, military status, sexual orientation or any other characteristic protected by applicable local, state or federal laws.

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EEO/AA Employer. All qualified individuals are encouraged to apply.