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Foundation Partners Group Director, FP&A in Winter Park, Florida

Revolutionizing the funeral industry means blazing new trails, creating new ideas, developing strong relationships, preserving legacies, and compassionately caring for Families. With over 200 locations across the country, Foundation Partners Group is continuing to expand our reach, but we only do this with exceptional team members ready to embrace the future of the funeral industry.

Our Team Members are vital to the health of our funeral homes, and we value the insight, ideas, and passion they bring every day to compassionately care for our Families. FPG is transforming the funeral industry one life, one family, and one community at a time. Join us as we revolutionize the funeral industry across the nation.

We currently have an opening for a Director, FP & A to join our Home Office in Winter Park, FL. The Director’s responsibilities include serving as a trusted Finance leader with a core focus on strategic corporate analysis and operations finance. Key areas of focus include close partnership with the CFO, VP Finance and Operations Leadership Team to drive transparency and accountability around reported and pro forma definitional EBITDA, marketing effectiveness, and ongoing Revenue performance and Expense management in the Field and Corporate functions.

This is a Hybrid Role.

Overview & Responsibilities:

  • Prepares and analyzes financial statements, operational metrics, and KPIs; summarizes findings and translates into simple and actionable oral and/or written observations that tell a clear story

  • Establishes and maintains expertise around credit agreement to assist in pro forma analysis for compliance and planning purposes

  • Assists in updating long-range plan

  • Assists in building presentations for board, sponsor, equity and internal executive teams

  • Maintains ongoing working relationship and connectivity with senior operations leaders and corporate office functional leaders; Shows active engagement and leadership with immediate peer team

  • Leads and supports ad-hoc reporting requests and other special studies

  • Masters use of ERP and dashboards and leverages these tools to perform job functions at a high level

  • Assists/leads in the development of the annual budget and mid-year forecasts

  • Actively uses knowledge and skills to make recommendations for process improvements and other efficiencies

  • Meets deadlines related to all Company reporting obligations, policies and procedures

    Requirements & Qualifications:

  • Bachelor’s degree in finance, economics or related field required, Master’s degree a plus.

  • Requires minimum seven years of experience in corporate finance, accounting, or other related positions

  • Excellent communication and interpersonal skills

  • Experience in financial reporting, analysis, and budgeting

  • Proficient in Excel, including modeling best practices

  • Experience in Adaptive Planning and Workday a plus

  • Highly organized with ability to meet tight deadlines

  • Critical thinker that thoroughly evaluates all potential accounting implications and solutions associated with a particular issue

  • Ability to concisely articulate observations and point of view to both financial and operationally focused team members

  • Excellent oral/written communication, presentation skills to senior leadership, and a proven ability to build relationships

  • Positive, inquisitive, team orientated, and solutions driven

  • Ability to make decisions and recommendations based on financial and business analytics in both individual and group settings

  • Demonstrated analytical and critical thinking skills

    Team Member Benefits Include:

  • Entry-level and experienced professionals; students, and veterans – we offer complete career paths regardless of your career and life stage

  • Unique ShareLife® technology lets you create one-of-a-kind life celebrations for the families you serve

  • Competitive salaries and performance incentives

  • Team member referral program

  • Medical, dental, prescription, and vision insurance

  • Vacation, sick, and holiday pay

  • 401k with company match

  • Company-paid life insurance, long-term disability, and short-term disabilit y

    #HP2024

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