Principal Finance

Summary

The Principal Finance collaboratively works with senior leaders and mangers to provide financial planning and analysis leadership, acting as an advisor to senior leadership.  Hands-on responsibilities include preparing and administering the forecasting and budgeting process, developing key performance indicators, creating monthly financial and variance reporting, and performing insightful analyses. In addition, this position performs a key role in the development of materials for Board of Directors meetings.

Your role in our mission

• Works with leaders to develop budgets and forecasts.
• Provides reporting on financial goals, projects and key performance indicators.
• Maintains current knowledge of board decisions relevant to budget preparation and reporting responsibilities, and overall financial reporting policies and procedures.
• Communicates with and trains department managers and less experienced personnel on budget development policies, procedures, and tools.
• Reviews department budget submissions for reasonableness and accuracy and works with department managers during budget development to assist in quality control and timeliness. Recommends budget modifications to management and senior leaders.
• Performs highly complex financial analyses including budgeting, trend analysis, forecasting, and financial modeling; develops and implements capitalization methods, and reviews journal entries to meet business needs. Monitors expenditures for service or performance contracts and recommends appropriate course of action when issues are identified.
• Develops financial controls, procedures, systems, and forecasting techniques to evaluate performance and ensure compliance. Identifies additional requirements or necessary changes and develops and implements appropriate course of action.
• Updates periodically for presentation to management.
• Prepares monthly forecasts.
• Maintains and continuously improves the financial forecasting process.
• Works with leaders at all levels in the development of strategic and operational analyses and business cases.
• Provides NPV/DCF/ROI financial analysis for major sourcing, capital investments, business improvement initiatives, and resource allocation changes.
• Works with all levels of management to identify and address financial management information needs.
• Maintains procedures to ensure timely and accurate reporting of budget preparation, budget variance reporting, responsibility reporting, and other financial management reporting responsibilities assigned. 
• Evaluates and proposes process enhancements for the Financial Services team.

What we're looking for

• MBA preferred
• Project management skills; demonstrates ability to lead cross-functional team toward a common objective.
• 10+ years of financial analysis and/or consulting experience.
• Strong practical U.S. GAAP and accounting knowledge.
• Analytical skills; proficiency performing data analysis to support business decisions through financial modeling, graphical presentation, and analytical writing.
• Customer Service; strong service orientation with sense of urgency and the ability to determine and manage priorities.
• Strong communication and presentation skills.

What you should expect in this role

Remote Work