Corporate FP&A is a critical function for Shift Digital, sitting at the center of the broader finance team to help the CFO, Shift Digital's executive leadership and board gain financial visibility and insights on the business. The Financial Planning and Analysis team runs Shift Digital's financial processes, including annual budgeting and planning, annual (updated monthly) forecasts, contract related financial modeling, and helps architect the financial information flow across the business needed for dynamic business partnerships. Corporate FP&A sets the parameters and forecast/budget processes for the finance team, partners closely with operations to set guidance and help tell the Shift Digital story through the numbers, and partners with all departments on generating needed decision support data to fully understand what drives financial performance. As the leader of the FP&A team and effort, you will work with partners across finance and the leadership team to meet and exceed established goals.
Primary Responsibilities (may include but not limited to)
Manage and continue to develop the FP&A team, currently consisting of four members
Architect financial commentaries and documents to support key financial deliverables.
Develop new processes as needed or improve existing processes relating to financial
Collaborate across all levels of the company, manage and develop metrics to track company-trends, and identify and provide recommendations on improvement opportunities
Support ad hoc projects and help define business system improvements to support Shift's
Apply an analytical approach to influence business strategic decision-making, with a focus on term financial planning
Provide financial analysis and commentary to key partners including Shift's board, CEO, executive leadership, and program managers
Understand how to operate and improve upon, as needed, Shift's financial systems
Work with executive leadership and program managers to update the forecast monthly
Complete monthly variance analysis at the consolidated company, entity, revenue stream, customer, and product levels
Lead the FP&A team in system-based projects and implementations
Function as a change agent for process improvement and process automation
Assist the accounting team in monthly close procedures, as needed
Position Competencies
The ability to multi-task from simple to complex
Work product requires a high degree of accuracy and attention to detail
Team player with interpersonal skills to interact with a diverse group of individuals
Deadline driven task approach
Persistence and strong problem-solving skills
Required Education/Skills/Experience
A BA or BS in finance, accounting, or economics or related fields
7+ years' experience in FP&A or similar position, including 3+ years in managing the FP&A team, with emphasis on forecasting, financial analysis, and financial modeling
Experience in various finance systems including, Excel, Word, PowerPoint, NetSuite, PBCS, Power BI, and Salesforce. Advanced modeling skills required
Track record of influencing leadership decisions through clear communication of complex data analysis
Fundamental understanding of Subscription-as-a-Service (SaaS) business model
Experienced thinking strategically about complex business problems, leading to a recommendation and action plans
Excellent verbal and written communication skills and ability to create strong relationships with upper management
Strong understanding of US GAAP and financial concepts
Experienced team leader
Comfortable in a fast pace, entrepreneurial driven, growth oriented, dynamic company environment
Strong analytical skills with the ability to collect, manipulate, analyze, and disseminate significant amounts of information with attention to detail and accuracy
Strong interpersonal skills, and the ability to work well with partners at all levels of the company
Knowledge of digital marketing, digital media, media agency, and/or automotive industries preferred
Solid project management skills
Direct Report/Location
The position reports to the Controller and is based at the Shift Digital Headquarters in Birmingham, Michigan. Currently, the work environment for the company is hybrid, three days in office.