Financial Planning and Analysis Lead

Position Type: Full Time

Pay Range: $100- $150; based on education and experience 

Schedule: 40 hours a week

In close partnership with the CFO and functional partners, bring improved analytics and insights to Company that will allow the company to capture additional market share, penetrate new market segments and drive operating improvements. The FP&A Lead role at Kustom US will need to provide both an advisory and an ownership role driving change in a high-growth, investor-backed environment. 

Core Responsibilities:

• Enable company to achieve organic growth targets by measuring progress against key financial metrics, identifying root cause of variance, and partnering with commercial leaders to develop countermeasures. 
  • Drive accountability through transparent reporting of financial progress against key initiatives
  • Partner with the CFO and Senior Management to identify new business projects that are at-risk of not achieving financial targets and collaborate with business leaders to course correct
  • Analyze complex financial information to provide accurate and timely financial recommendations to regional and executive leadership for decision making purposes.
  • Provide best-in-class Financial Modeling and Budgeting to support team to understand drivers of business and how it is tracking against key initiatives
  • Build and own forecasting process by gathering and compiling various data sets, analyzing trends, analyzing variances and current performance metrics and partnering with department leadership to obtain key assumptions
  • Drive the annual budgeting processes and semi-annual forecasting activities in conjunction with operational leadership and their teams
  • Analysis of variances to budget/forecast for revenue/margin as well as operating expenses
  • Ensure the integrity and accuracy of Kustom’s data across various financial databases.
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• Provide cost insights and analysis to aid operational leaders in making efficient decisions about capital utilization and investment

  • Prepare and analyze plan variances based on actual performance

  • Track and analyze financial KPIs, uncover trends and assess business risks and opportunities to provide recommendations to senior leaders

  • Generate monthly performance and forecast reviews, board meeting and investor presentations, and other financial review presentations.
  • Develop infrastructure to gather timely feedback from the business to support decision-making regarding prioritization of resources
  • Identify potential sources of leakage from initiatives (eg, pricing) and partner with business leaders to ensure capture of savings
  • Partner with Operations to develop systematic, repeatable solutions to track progress against key initiatives
  • Evaluate payback from projects that require capital and support prioritization of project pipeline 
  • Pressure test assumptions regarding strategic initiatives to identify key project success and risk factors 
  • Financial modeling for various “what if” scenarios and the overall impact to the company
  • Carry out financial analysis at multiple complexity levels including rate of return, budgeting, cost analysis and financial and expense performance comparisons

• Collaborate as a dynamic and pro-active FP&A team to support change and growth in the business

  • Have a high sense-of-urgency and interest in doing work that drives decisions to close.  Written differently, actively work to drive decisions rather than postpone moving ahead with work because there of uncertainty or incomplete information
  • Enhance the FP&A function, identify business trends and risks to budget; i.e. use historical information to inform decisions about the future
  • Demonstrate flexibility and agility that provides best-in-class analysis for current business with ability to scale to accommodate expected business growth (eg, 2x current business)
  • Partner with the organization to execute and own the annual budgeting process, analysis of KPI data and participate in the strategic planning process

•  Communicate clearly and drive the organization to think deeper and, in some cases, differently about assumptions by providing facts to drive decision-making

  • Be a true “business partner” by providing fact-based insights to the business to both test existing assumptions and challenge hypotheses in order to drive better decision-making as a company
  • Listen closely and ask questions to ensure complete understanding of any issue or question-at-hand in order to provide the most concise and accurate reporting
  • Document business processes and standard work assist to develop system solutions and validate system designs through rigorous testing of solutions
  • Participates in special projects and performs other duties as assigned
• M&A
  • Analyze and prepare recommendations for new investment opportunities
  • Review of confidential business and financial information on potential investments
  • Develop and maintain financial models (debt refinancing, add-on acquisitions)
  • Assist in conducting due diligence and assist in the management of legal, financial, and third party advisors
  • Creation of investment memoranda, underlying analysis, and supporting investment decisions.
  • Assist with the structuring of the acquisition 
  • Work directly with the executive leadership of acquired firms to drive the professionalization of their financial reporting processes

Qualifications:

• Bachelor’s degree in Finance with knowledge of Accounting and MIS.  CPA, advanced degree or MBA from top ranked institution preferred. 
• Requires a minimum of 5-7 years’ experience which includes:
  • Multisite experience required
  • Extreme attention to detail
  • Can synthesize various inputs and analysis, develop original content and provide creative solutions 
  • Self-starter – can think for him or herself and anticipate the needs of the Executive Team; can think ahead and not wait for direction 
  • Financial Planning & Analysis, planning and/or forecasting
  • He/she must possess the ability to apply mathematical concepts
  • Direct interaction with Operations, functional leaders and executive team
  • Advanced knowledge of Excel modeling and reporting systems (e.g. Sage, Tableau, Salesforce, Oracle, Hyperion Essbase, etc.)
  • Advanced knowledge of PowerBI
  • Experience across multiple aspects of the organization with previous roles in FP&A, Finance, and/or forecasting, modeling, and reporting
  • M&A analysis and integration
  • Expertise in data acquisition, spreadsheet/analytical development and analysis
  • Must be able to process large amounts of data, influence others and drive cross-functional alignment and be able to communicate at various levels within the Organization
  • Able to work in a fast-paced team environment while managing personal schedule and exhibit flexibility to support multiple projects while meeting deadlines
  • Strong communication (written, verbal and presentation) and organizational skills
  • Strong results orientation and work ethic; Able to work independently
  • Proficiency with Excel, Access, PowerPoint, PowerBI and other MS office tools is essential
  • Occasional travel required to Divisions, Customers and/or partner locations

What We Offer:

• Employee Growth Plan-we promote from within!
• Company Sponsored Personal & Professional Development Training 
• Weekly Pay Schedule 
• Paid Holidays & Time Off 
• Multiple Individual or Family Health Options; including Free, PPO HAS/FSA
• Supplemental Dental & Vision plans
• 401K Retirement Plan with a 4% Employer Match on employees 5% contribution after one year
• Employer Subsidized Life Insurance
• Employee Discount Marketplace

About US: 

Kustom has spent decades earning our reputation as a nationally acclaimed and industry-leading property restoration firm. We provide unparalleled property restoration services to commercial, industrial, and residential clients. Privately-owned and operated, our legacy is built on bringing the creative thinking, attention to detail, and high level of service it takes to ensure that life and business prosper as usual for our clients across the country.

Kustom US INC.-Trust That Builds!

Kustom is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy), disability, age, sexual orientation, gender identity, national origin, creed, citizenship, marital status, protected veteran, or genetic information. If reasonable accommodation is needed, please email hr@kustom.com for assistance.