As the FP&A, you will lead our financial planning and analysis activities to monitor our performance and support strategic decision-making. Reporting to the CFO, you will lead company-wide monthly forecast, annual operating plan and long-range planning. You will work directly with leaders of all functional teams to assist in reporting, forecasting and analyzing financial and operational results, and conducting analyses to support better business decisions.

Responsibilities:

• Manage financial planning and analysis functions to support business objectives and monitor organizational performance.
• Oversee the creation and utilization of financial models to measure and forecast the impact of business decisions, economic scenarios, and capital investments.
• Analyze recent performance and trends including monitoring and developing relevant key performance indicators (KPIs).
• Utilize financial statements and reports to assist with budget planning, create projections, and advise on cost management initiatives.
• Ensure all financial planning, analysis, and reporting activities align with industry standards and regulatory requirements.
• Manage the preparation, coordination, and documentation of financial projects to ensure quality and sound methodologies.
• Work with key stakeholders across the organization to provide financial insights and guidance.
• Partner with senior leadership to support strategic initiatives and identify growth opportunities.
• Prepare executive level presentations and communications with logical reasoning and data support.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or a related field is required. An advanced degree or certification (e.g., CPA, CFA, MBA) is a plus.
• 10+ years of progressive experience in financial planning and analysis, with 3+ years in a management role.
• Demonstrated expertise in financial modeling, forecasting, and budgeting.
• PE experience or experience working in a PE-backed company.
• Proficiency with ERP systems and FP&A tools (Certinia and Adaptive Insights a plus).
• Advanced Excel skills.
• Excellent communication and presentation skills, with the ability to translate complex financial data into actionable insights for stakeholders.

Location: Jersey City, NJ - Three days minimum per week in office.

Salary Range: $170,000 - $200,000 per year

"Salary ranges provided are for informational purposes only and may vary depending on factors such as experience, qualifications, and geographic location. The final salary offer will be determined based on your skills and understanding of the role requirements."

Travel Requirements

The travel requirements for this position may vary depending on our needs. You should be prepared to travel domestically as necessary. Travel frequency and duration will be communicated in advance, allowing for proper planning and coordination. Typically, travel may include attending conferences, client meetings, training sessions, and other business-related events. The ability to travel is essential for fulfilling the responsibilities of this role and supporting our organization's goals and objectives.

Company Offered Benefits

Full-time employees are eligible to participate in our employee benefit programs:

• Medical, dental, and vision health insurances,
• Short term disability, long term disability and life insurances,
• 401k with Company match
• Paid time off (PTO) (120 hours PTO that accrue over one year)
• Paid time off for major holidays (14 days per year)
• These and any other employee benefit offerings are subject to management's discretion and may change at any time.

PHYSICAL DEMANDS AND WORK ENVIRONMENT

The work is generally performed in an office environment. Physical demands include sitting, keyboarding, verbal communication, written communication. Employees are occasionally required to stand; walk; reach with hands and arms; climb or balance; and stoop, kneel, crouch, or crawl. The physical demands described here are representative of those that must be met by an employee to perform the essential functions of this position. Reasonable accommodation may be made to enable individuals with disabilities to perform the functions.

This job description may not be inclusive of all assigned duties, responsibilities, or aspects of the job described, and may be amended anytime at the sole discretion of the Employer. Duties and responsibilities are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job, the incumbents will possess the skills, aptitudes, and abilities to perform each duty proficiently. This document does not create an employment contract, implied or otherwise, other than an "at will" relationship. Effectual Inc. is an EEO employer and does not discriminate on the basis of any protected classification in its hiring, promoting, or any other job-related opportunity.