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Manager, FP&A

Date: Aug 11, 2019

Location: Calabasas, CA, US, 91301

Company: Oxford Global Resources

Manager, FP&A

 

SUMMARY:   The Manager of FP&A reports directly to the Vice President of Financial Planning and Analysis and works with the corporate finance team in the areas of planning, forecasting, due diligence, providing various types of financial models (P&L, Cash Flow, Balance Sheet), and other analyses as needed.

 

ESSENTIAL FUNCTIONS include the following. Other duties may be assigned.

  • Planning & Forecasting
    • Assist in the development of the annual budget with creating excel budget templates and model, consolidating the divisional budgets submitted to corporate, preparing schedules of assumptions for budget drivers, preparing summary schedules for analysis of budget-to-actual variances for presentation to management, etc.
    • Preform ad hoc analyses of budget variations and/or current trends for assumptions in budget guidance
  • Financial/Business Analysis
    • Prepare monthly gross margin reports for use in the monthly Senior Management Gross Margin Review Meeting
    • Prepare quarterly key metrics results and analyses for use with quarterly earnings releases, SEC filings, and investor presentations
    • Prepare quarterly public-company trading comparables (competitor valuation “trading multiples” analysis)
    • Maintain investor presentation slides
    • Gather industry intelligence and market research from various sources
  • Board Presentation
    • Prepare quarterly Board of Directors presentation materials
    • Perform ad hoc analyses of current activities that may be presented to the Board of Directors (e.g. share repurchases, secondary offerings, acquisition activities, strategic planning development, etc.)
  • M&A Activity
    • Create financial analyses in connection with potential acquisition targets
    • Create valuation and financing models (e.g. accretion models, DCF valuations, etc.) for use in analyzing financial impact of potential acquisitions and delivery to outside investment bankers
    • Prepare presentation materials to present to Senior Management and/or Board of Directors
    • Assist VP, Financial Planning & Analysis and Accounting department in due diligence process and coordinate and manage information flow to/from potential acquisition targets and/or third parties (i.e. legal counsel, accounting firms, investment bankers, etc.)
  • Capital Markets Activity
    • Create financing models for delivery to potential financing sources for various activities such as credit refinancing, secondary offerings, etc.
    • Create compliance schedules for covenant requirements during quarter and annual reporting periods

 

QUALIFICATIONS

  • Bachelor’s degree in Finance or Accounting required
  • Related planning or financial analysis experience is required, to include but not limited to: P&L analysis, variance and trend analysis, valuation (i.e. DCF, ROI, IRR), and financial modeling
  • Minimum five to seven years of finance experience preferred
  • Ability to communicate effectively both verbally and in writing with individuals at all levels of the organization
  • Working knowledge of MS Office, with strong Excel and PowerPoint skills required

 

Supervision Exercised: None

FLSA Status: Exempt


Nearest Major Market: Los Angeles

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