Job Description

Job Summary

Reporting to the Chief Financial Officer, the VP of Financial Planning and Analysis will drive the translation of strategic goals into actionable/measurable financial plans, then ensures execution and delivery. The role will be responsible for all Business and Corporate FP&A functions including strategic planning, long-range financial forecasts, budgeting, and planning. The individual will engage closely with Exela’s business unit leadership, providing financial analysis for effective and informed decision-making, impact on strategic initiatives, and forecasting. The position collaborates with stakeholders across the finance and business community, from finance and accounting to investor relations, operations and human resources. The role requires someone who can collaborate with a diverse team spread across multiple locations and countries. He/she will play a critical role as a member of the Global Finance leadership team.

Essential Functions and Responsibilities

• Improve the impact, and understanding, of financial reporting on business performance with a deep understanding of business process services and solution KPIs.
• Provide analysis and deliver insight that links financial reports to business strategies
• Partner with business unit leaders to develop long term financial plans
• Develop and present strategic insights about the business
• Lead performance diagnostics, budgeting, forecasting and management reporting
• Understand business drivers and recommend measures to further improve results
• Establish efficient processes for monthly and quarterly performance reporting for optimal result
• Partner with business functions to plan and analyze key performance indicators, prepare monthly and quarterly financial reporting, analyze financial results and variances, assessing business performance and risks, and communicating key messages to business team.
• Conduct business and resource productivity analysis; Interpret and present key findings for senior leadership audience.
• Lead the monthly, quarterly and yearly budgeting process for operating expenses and net income
• Review and advise departmental budget preparation with individual managers
• Own and actively manage the functional headcount in close partnership with Workforce Management
• Prepare monthly forecast packages and assist in preparation of monthly and quarterly board of director materials
• Provide analysis and insights into variances between actual and expected financial results including identifying and executing on cost reduction opportunities
• Address ad hoc financial analysis requests and inquiries
• Work with the business to execute strategies to maintain adequate expenditure and investment controls
• Partner with the larger Finance team including accounting, AP and AR/Cash collections to bridge actual results to plan

Required Skills

• 15+ years of relevant experience, including at least 5 years operating in a public company
• Strong ownership & accountability, with a proven track record of execution
• Proven experience implementing financial planning strategies
• Experience auditing or implementing new accounting standards
• FinTech, B2B Services and SAAS experience is strongly preferred
• Highly detailed, organized and able to handle multiple competing deadlines
• Excellent time and project management skills - can coordinate multiple projects simultaneously in high-paced business culture.
• Strong, professional verbal and written communication skills
• Clearly understand the “why” and “how” and guides teams to solve problems
• Engaging interpersonal skills and the ability to flex to various audiences at different levels
• Ability to work and think at both strategic and tactical levels
• Has an entrepreneurial spirit – not afraid to be creative, but also understands there are limitations
• Always demonstrates the highest level of integrity and ethics

Education

• Bachelor’s degree in Finance, Accounting or related field and a minimum of 10 years’ experience, or an equivalent combination of education and experience.
• Significant finance and accounting skills, including Financial Planning and Analysis.
• Solid quantitative and financial modelling skills.
• Demonstrated leadership skills and experience leading a team of finance professionals.