VP Financial Planning & Analysis and Strategy

  • Goodwill Industries
  • Dec 27, 2021
Full time Finance Non-profit Strategy-Planning

Job Description

We are looking for YOU to help drive our overall growth strategy & financial performance across Goodwill’s diverse set of business units that include retail, commercial laundry, staffing, government contracts, and mission programs.  Are you our next Vice President FP&A and Strategy?

Since this is a newly created role, we need someone with courage and know how to deconstruct and reconstruct this function.   Fine-tuned leadership skills to manage and build a team are a must.

Our first ERP work is just getting underway with MS Dynamics 365.  You will be an integral part in setting up and building out many of our financial processes.

We need a strong business partner.  In this role, you will help build the strategy and provide the analysis as a key executive leader, not just in P&L, but helping analyze markets to participate and grow our mission strategy.  That’s right.  Helping us make an even bigger impact than the 39,000+ people served last year!

If this sounds exciting and you’d like to learn more, we would love to talk with you.

The VP FP&A Strategy is responsible for delivering enterprise level financial insight based on Goodwill's financial and operational actual and forecasted results. Build a cross functional process for strategy consolidation, financial and organizational modeling, as well as horizon planning. 

RESPONSIBILITY LEVEL:

Sets long-term strategic vision (10+ years) and oversees planning for all aspects of the FP&A function and is involved in setting organizational strategy and vision. Continually aligns financial and operational performance to create economic value and reports to the Executive Team on any and all aspects of division. Typically focuses on projects and initiatives that span 5-10 years, evaluates and monitors market trends. 

PRINCIPAL DUTIES:

1. Build & Lead multidisciplined team that will include FP&A, center of excellence for data analytics, strategic planning & project management.

2. Deliver enterprise-level financial insight and commentary based on comprehensive view of Goodwill’s financial & operational actual and forecasted results.

3. Provide executive level business partnering to all of the organization’s business executives & leaders.

4. Lead the financial planning process that focuses on value creation and aligning resources with strategic priorities.

5. Build out a cross functional process for strategy consolidation, financial & organizational modeling & horizon planning:

* Provide thought leadership and guidance to drive strategic business initiatives

* Will have responsibility to track & report on key enterprise wide strategic priorities

6. Conduct executive-level synthesis and communication of results to drive decision-making and action planning with business and operational leaders.

7. Create a high performing team and culture focused on value creation, delivering results, partnership with peers across the organization, stakeholder influence and leadership development for career progression.

8. Play a critical role on the CFO’s leadership team, bringing an enterprise-level perspective to support the strategic, talent and process improvement efforts in the Finance organization.

9. Leading and Developing Talent: Directs organizational design for multiple departments, and oversees development and training of staff. Ensures ongoing succession planning and development within and outside of unit. Actively networks and sources for positions throughout the organization.

10. Project and Change Management: Establishes project priority and timing, articulates vision for organizational changes. Authorizes use of organizational time, talent and financial resources to support projects and improvement initiatives. Manages change through effective communication and coaching throughout the organization. Builds and participates in leadership coalition supporting and implementing the change and frequently serves as Project Sponsor for major initiatives.

11. Community Engagement: Demonstrated leadership presence in the community through serving on volunteer boards, steering committees or other community committees that align with our intended impact.  

12. Board of Director meetings: provides updates on financials, operations and progress towards goals for area/s of responsibility.

FPA FUNCTIONAL RESPONSIBILITIES:

1. Conduct operational analyses that drive performance against our short-term objectives and decision-making to facilitate execution against those objectives.

2. Develop annual operating budget.

3. Prepare and deliver executive-level presentations of the monthly performance of the organization which will include: 

1. Variance analysis of business results, focus on critical drivers (KPIs)

2. Enterprise-level forecast, including:

* measures & actions for gap closure vs budget

* mitigation efforts to manage forecast risks

* identify potential opportunities required to offset remaining risks

4. Prepare and deliver executive-level presentations for full Board of Directors and its various committees.

5. Actively contribute to evaluation of capital spend, ROI analysis, prioritization, approvals and decision making.

6. Monitor and direct the implementation of strategic business plans.

7. Lead long-term strategic planning and long-term financial modeling.

 

JOB REQUIREMENTS:

1. Bachelor’s Degree required and a minimum of 10 years’ experience. MBA or graduate degree in a business-related field preferred.

2. Experience in financial planning and analysis, with demonstrated success in financial modeling, analysis and budgeting.

3. Experience leading all financial planning and analysis functions including annual operational budgeting, capital budgeting, long-term strategic planning and resource allocation processes.

4. Strong understanding of both corporate and operational finance with an orientation to value creation and core business drivers.

5. Outstanding analytical skills with ability to synthesize information, develop insights and communicate effectively in presentations and in-person meetings.

6. Deep curiosity and passion for understanding and analyzing financial results in the context of creating stakeholder value.

7. Superb attention to detail balanced by ability to focus on the "big picture."

8. Effectively manage and build capabilities and culture for high performing professional team.

 

PREFERRED SKILLS:

1. Unflappable executive presence and ability to remain “calm under fire.”

2. High intellect and ambition.

3. Unquestioned ethics and integrity.

4. Strong communication skills

5. Excellent listener and open to feedback.

6. Secure in own skin and in leadership approach.

7. Outstanding organizational and analytical skills.

8. Focus on people development.

9. Collaborative team player.

 

LEADERSHIP COMPETENCIES:

1. Strategic Mindset: Develops and integrates organizational strategies to achieve and sustain competitive advantage. Explores future scenarios and leverages organizations differentiators to develop viable long-term strategy. Adjusts business strategies in response to changing market dynamics and business need.

2. Drives Vision and Purpose: Demonstrates and a commitment to the organizations purpose and vision and ensures clarity around mission, vision and the guiding principles. Articulates with energy and optimism a compelling vision of the positive impact the organization.

3. Business Insight: Demonstrates thorough business/industry knowledge and can synthesize business information and respond to changing market dynamics effectively. Proactively monitors external factors and policies that may affect the organization. Uses knowledge to plan work and guide decision making.

4. Courage: Fosters a culture that supports people taking well-reasoned risks, regardless of outcome and appropriately advocates for decisions that are for the good of the organization. Confronts actions that are inconsistent with the Guiding Principles and demonstrates the ability to provide leadership through high-stakes situations, crises, or conditions of uncertainty. 

 

OTHER LEADERSHIP COMPETENCIES:

1. Trusted partner: possesses the technical expertise, communication skills and good judgement to provide Company executives and the FP&A leadership team with an objective and independent point of view on broader business issues. Has a proven track record of working well as a member of a team of senior executives, an ability to influence major decisions through reasoned analysis, and good judgment about people and business issues.

2. Leadership and management: demonstrated track record of leading, motivating, developing and assessing a team of high performing finance professionals. Leads by example, possesses a strong work ethic, is collaborative and embraces a passion and results driven leadership model. Has high self-awareness, is decisive and maintains authentic humility. Possesses energy, drive and an ability to execute. Is flexible, agile and resilient, and has the ability to adapt quickly in a rapid-paced executive level environment. Embraces personal leadership development, with an openness to stretch and pursue leadership range and flexibility.

3. Passion for Goodwill’s business strategy and mission.

 

CORE CULTURAL COMPETENCIES:

1. Customer Focus: Fosters a customer service-focused environment with a sense of urgency and importance of meeting the customer’s needs. Establishes organizational partnerships with key customers and ensures resources and support are focused on meeting customer needs.

2. Values Differences: Cultivates an environment that makes all people feel valued and that encourages and supports diversity and inclusion. Sponsors and mentors people from a variety of backgrounds and perspectives. Applies understanding of cultural differences to create value and help meet business goals.

3. Communicates Effectively: Promotes a free flow of information throughout the organization and demonstrates candor and openness when discussing major organizational initiatives. Creates venues for constructive dialogue and ensures organizational information is cascaded to a wide variety of audiences at all levels.

4. Situational Adaptability: Demonstrates flexibility in a changing, competitive environment and initiates change in response to the cues in the external environment. Adapts leadership style in response to a broad range of situations and challenges that ingrains flexibility within the organizations structures, systems and culture.

5. Drives Results: Drives organization to achieve results that have a direct impact on business performance. Pushes the organization to move forward in difficult circumstances and eliminates obstacles that affect organizational performance. 

6. Ensures Accountability: ensures the organization meets commitments and holds leaders accountable for team performance. Sets and monitors goals that align with organizational strategy creating an environment of accountability for meeting agreed upon expectations and performance expectations.

 

OTHER COMPETENCIES:

1. Strong learning agility. Enjoys and excels in environments where s/he must tackle and solve new and increasingly complex strategic business challenges and issues—incorporating the newest ideas, technologies, and approaches to business.

2. A brave, ambitious, and passionate leader who is comfortable in his/her own skin while also demonstrating a high level of emotional intelligence and self-awareness.

 

PHYSICAL/SENSORY DEMANDS:

Job requires the following: remain stationary for sustained periods of time; ability to move about to accomplish tasks; must be able to operate a computer or similar technology, which typically involves substantial motions of wrist, hands and/or fingers; visual acuity to perform activities such as preparing data, operating equipment or review thoroughness of work; ability to communicate with others and exchange information. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities