Director, FP&A Operations (Remote)

Description and Requirements

ABOUT WCG: WCG’s clinical solutions are built on a foundation of best-in-class clinical services companies. We deliver transformational solutions that stimulate growth, foster compliance, and maximize efficiency for those performing clinical trials. WCG is proud to serve individuals on the frontlines of science and medicine, and the organizations striving to develop new products and therapies to improve the quality of human health. It is our role to empower them to accelerate advancement, while ensuring the risks of progress never outweigh the value of human life.

WHY WE LOVE WCG: At WCG, our employees are our most valuable asset and as with all our assets, we invest in them with an eye toward future success. We provide each eligible employee with a comprehensive set of benefits designed to protect their personal and financial health and to help them make the most of their future.

• Comprehensive Benefits package - Health, Dental, Vision, Life Disability, 401k with match, and flexible spending accounts
• Employee Assistance Programs and additional work/life resources
• Referral Bonuses and Tuition Reimbursement
• Flexible PTO
• Volunteer Time Off to benefit the community
• Opportunities for career development with on-the-job training, certification assistance and continuing education reimbursement

The expected base salary range for this position is $106,830 to $166,000. This salary range may vary based on the candidate's qualifications, experience, skills, education, and geographic location.

JOB SUMMARY: The Director, FP&A (Financial Planning & Analysis) Operations is responsible for leading the financial planning, forecasting, budgeting, and analytical activities that support the organization's strategic objectives and decision-making processes for the assigned Division or business segment. This role involves providing insights and recommendations to senior management to enhance financial performance and drive business growth.

ESSENTIAL DUTIES/RESPONSIBILITIES: To perform this job successfully, an individual must be able to perform each essential duty and responsibility satisfactorily. The accountabilities listed below are representative of the knowledge, skills, and/or ability required.

• Provide insights and actionable recommendations to drive business performance.
• Evaluate business initiatives and strategies to determine financial impact and sustainability.
• Review and analyze the revenue conversion for the assigned business units.
• Budgeting and Forecasting:
  • Oversee the annual budgeting process and rolling forecasts.
  • Collaborate with operational leaders to ensure accurate financial projections.
  • Monitor and analyze variances between actuals and forecasts, identifying risks and opportunities.
• Prepare and present monthly, quarterly, and annual financial reports to senior management and stakeholders using Excel, PowerPoint, and BI tools. Coordinate with Divisional teams to complete monthly reporting packets and business reviews.
• Develop key performance indicators (KPIs) and financial metrics to monitor the organization’s performance.
• Utilize financial models to support business decisions, investments, and capital allocation.
• Provide scenario analysis and sensitivity analysis to understand potential financial outcomes.
• Develop and maintain relationships with cross-functional teams to ensure alignment and collaboration.
• Identify and implement process improvements to enhance efficiency and effectiveness in financial planning and reporting.
• Leverage technology and tools to advance the FP&A function.
• Assess financial risks and develop strategies to mitigate them.
• Support risk management efforts through financial modeling and analysis.
• Other duties as assigned by supervisor. These may, on occasion, be unrelated to the position described here.

EDUCATION REQUIREMENTS: Bachelor’s degree in finance, Business Administration, Accounting, or related field.

QUALIFICATIONS/EXPERIENCE:

• Minimum of 7 years of experience in detailed budgeting and forecasting, financial modeling, financial reporting, and KPI & dashboard reporting. Must be able to rapidly assimilate financial data from disparate systems and databases to produce timely, accurate, and executive-level reporting and analysis.
• Exceptional Microsoft Office skills, especially Excel and PowerPoint. PowerBI experience is a plus.
• Proven experience in leveraging financial reporting systems. Experience in Workday Adaptive Insights highly recommended.
• Quick learner who is outcome focused, with a strong sense of urgency and instincts to “go the extra mile.” Must thrive in high pressure, deadline-oriented, and dynamic environments.
• Experience managing projects to completion while also being hands-on.
• Must have strong interpersonal communication skills and the ability to work effectively with senior leadership.
• Demonstrated ability to follow established policies as well as effective verbal and written communication skills.
• Must be able to influence decisions through clear, data-driven analysis and cogent presentation.
• Must be able to work independently in an entrepreneurial environment and adapt to change.
• Must be comfortable presenting financial information to groups.
• High level of integrity and dependability with a strong sense of urgency and results orientation.

SUPERVISORY RESPONSIBILITIES: Overall responsibility of management including direction, coordination, performance, and evaluation of the assigned team and staff. Responsibilities include training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems.

TRAVEL REQUIREMENTS:

Physical and Sensory Requirements: The physical and sensory requirements described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be offered to individuals with disabilities to assist in performing the essential functions of the position. Work activities involve light to moderate physical effort (for example, sitting in one place for extended periods of time, standing, walking, bending, lifting lightweight objects, intermittent to sustained periods of keyboarding). Majority of time is spent in a seated position with frequent opportunity to move about at will. Activities require a variety of easy muscle movements. Work activities involve a frequent need to concentrate on a variety of sensory inputs for moderate to lengthy durations at a time requiring diligence and attention to interpret effectively. There will be a need to attend to single or simultaneous tasks where accuracy of details is important. The need for detailed and precise work is high.