Director, Financial Planning – Analysis
Location
United States
Posted
4 days ago
Salary
$160K - $180K / year
Seniority
Lead
Job Description
Director, Financial Planning – Analysis
Emerson
• Lead the annual budgeting process and quarterly reforecast cycles • Develop and maintain driver-based financial models for revenue, headcount, productivity, operating expenses, EBITDA, and cash flow • Build rolling forecasts and long-range strategic planning models • Develop scenario analyses and sensitivity models to support executive decision-making • Improve forecast accuracy through enhanced reporting, analytics, and business partnership • Design and maintain executive dashboards and KPI reporting • Analyze performance across practices, consultants, recruiters, business lines, and client segments • Identify key business trends, risks, and opportunities • Partner with leaders across the organization to improve operational and financial performance • Support strategic planning and growth initiatives • Develop business cases for investments, new service offerings, acquisitions, and expansion opportunities • Conduct pricing, profitability, and margin analyses • Prepare monthly and quarterly financial review materials for executive leadership • Deliver clear and actionable analyses to support decision-making • Build scalable FP&A processes and infrastructure
Job Requirements
- Bachelor’s degree in Finance, Accounting, Economics, Business, or related field
- 8+ years of progressive experience in FP&A, corporate finance, strategic finance, investment banking, consulting, or related disciplines
- Advanced financial modeling and forecasting expertise
- Experience supporting executive leadership teams and strategic decision-making
- Strong understanding of SaaS, professional services, consulting, or human capital business models
- Exceptional analytical, problem-solving, and communication skills
- Advanced proficiency in Excel and financial planning tools
Benefits
- Health insurance
- Dental insurance
- Vision insurance
- 401(k) match
- Paid parental leave
- Office setup stipend
Related Guides
Related Categories
Related Job Pages
More Financial Planning and Analysis Jobs
• Analyzing monthly financial and operational results, understanding the key variance drivers and providing actionable insights to senior management • Leading analytical projects from inception to conclusion with minimal guidance that will inform the company’s strategic plan and drive decision making • Assisting in the preparation of the annual budget and rolling forecast activities • Working independently across disciplines to understand key business drivers and update assumptions • Preparing regular reporting packages to senior management and the Board of Directors • Assisting in SEC reporting including quarterly MD&A preparation • Developing a strong understanding of the global business and markets in which Everbridge participates. • Telecommuting permitted • 10% regional and national travel
• Serve as the primary finance partner to the product team, providing financial guidance and support for strategic decision-making. • Partner with product team to create robust business cases for new product initiatives, features, and investments, evaluating potential ROI and financial impact. • Develop and maintain sophisticated financial models to forecast revenue, costs, and profitability, ensuring accuracy and alignment with business objectives. • Partner with Product and Risk leadership to analyze cohort performance, lifetime value (LTV), customer acquisition costs (CAC), and pricing/packaging structures to maximize product gross margins. • Prepare and present clear and concise financial reports and insights to senior management, facilitating effective communication and decision-making. • Create bridges between teams and ensure shared understanding. Provide ongoing updates to the Finance (Local and Global teams) and leadership team
• Configure and support SAP S/4HANA functionality across Finance & Logistics modules (FI, CO, FM, SD) • Analyze business requirements and translate them into functional designs, system configurations, and specifications • Support end-to-end business processes including general ledger, accounts payable/receivable, asset accounting, budgeting, and sales order management • Collaborate with stakeholders to improve financial controls, reporting, and logistics operations • Participate in Fit-to-Standard workshops, business process reengineering, and solution design sessions • Develop functional design documents (FDDs) and process documentation; prepare specifications for RICEFW objects • Partner with technical teams (e.g., ABAP) to support custom enhancements and integrations • Support master data governance and data migration activities for financial and logistics data • Perform testing (unit, SIT, UAT), defect resolution, and production support activities • Participate in Agile ceremonies and support deployment, release management, and system stabilization
• Prepare, generate, and process invoices with precision to ensure timely delivery • Reconcile invoices, payments, and financial records across various accounts and systems • Oversee the accuracy of partner legal and financial information within the internal system • Serve as the primary point of contact for partners in new markets, including Mexico and Colombia • Collaborate with internal teams to resolve partner issues related to invoicing or payments • Perform internal system analysis to review invoicing data and enhance accuracy in financial reporting and invoicing practices • Manage partner credit limits to ensure uninterrupted sales




