Director – Financial Planning & Analysis And Investor Relations

Korn Ferry has partnered with our client in their search for a Director – Financial Planning & Analysis and Investor Relations.

Responsibilities:

Financial Planning and Analysis

• Analyzes budget to actuals with various leaders and department heads
• Manages the monthly, quarterly, and annual forecasting processes
• Develops and manages the measurement of key KPIs and metrics to track the operational performance of each business
• Leads corporate budgeting, forecasting, long-term planning, and financial analysis that support key decision-making across the Company
• Evaluates business and industry trends and provides insightful analysis and recommendations that help drive business activities toward achieving financial goals
• Oversees the work of the FP&A team; works closely with other accounting/finance team members, business partners, and leaders across the organization
• Develop a deep understanding of the aerospace and defense industry and key customer platforms and programs including defense budget funding that can help inform business decisions that will drive long term revenue growth
• Develops and prepares reports that assist in the implementation of goals, policies, and procedures relating to the financial performance of the Company

Investor Relations

• Maintain investor CRM database with details from meetings/calls conducted
• Communicates the Company’s strategies and financials to target/potential investors with the intent of having the organization's shares accurately valued in the market
• Organizes investor conferences and meetings, including preparing schedule, coordinating logistics, and developing commentary and presentation
• Collaborates with CFO, CEO, and various other key players as needed, to develop and communicate key messaging regarding financials and strategy
• Synthesizes investor feedback, sentiment, and questions; helps frame potential responses and/or disclosures
• Manages and coordinates Company financial press releases
• Provide business, financial and market intelligence by identifying industry trends, shareholder concerns and competitor actions that might impact the company
• Builds relationships with the investment community
• Monitors peer/competitor/industry-related earnings calls, presentations, and media commentary; compare financial performance/positioning relative to peers, relay highlights to CFO and CEO, and assess messaging opportunities
• Develop the investor targeting strategy through research, prioritization and building a pipeline of new investors Rev 5.19.2023

Systems Exposed to:

• OneStream, Microsoft office suite (excel, PowerPoint, outlook), BD Corporate/IPreo, Factset

Qualifications:

• Strong analytical and problem-solving skills with the ability to identify trends and discern root cause from data sets
• Excellent communication, presentation, and reporting skills with the ability to interact at all levels and across functions within the organization
• 10+ years FP&A experience
• Significant finance and investor relations experience and aptitude
• Experience with financial consolidation and reporting tools such as Hyperion or OneStream.
• Deep knowledge of financial statements
• Bachelor’s degree in Accounting, Finance, Economics, or Statistics required
• Manufacturing experience required
• Strong understanding of the financial community, modeling and the stock market required
• Ability to work in a fast-paced environment while managing multiple priorities
• Excellent financial modeling and analysis skills
• MBA preferred
• Strong attention to detail and accuracy Rev 5.19.2023
• 5+ years leadership experience
• Strong executive presence and ability to present effectively and clearly

Salary Range: 200k – 230k + 20% bonus + LTI

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