Director of FP&A

Vortex is the leader in Doors/Security Products, Storefront Glass/Glazing, Access Controls and Material Handling Equipment for Commercial, Industrial and Retail Facilities. These products and services are in high demand for all private and public business sectors from Fortune 500 companies to small and emerging businesses. Our diverse list of products and services allows variety and different challenges every day at Customer's sites while providing solutions to keep them safe and efficient.

Due to our continued expansion and growth, we now have an opportunity for a full-time Director of FP&A at our Headquarters located in Irvine, CA.

The Director FP&A provides insights into the financial decision-making process through analysis, financial projections (planning, budgeting, and forecasting) and reporting. He/she acts as the day-to-day business partner to the Vortex management team.

Key Responsibilities:

Financial Planning and Analysis:

• Lead and own the financial budgeting and forecasting process (P&L, Balance Sheet and Cash Flow)
• Drive our monthly reporting deliverables for our Executive Management Team, Service Center Leadership and Private Equity Owners
• Utilize Accounting & Finance technology systems to gather and analyze data related to employee accounting, financial performance, forecast, budgeting and reporting.
• Generate reports and provide insights to support strategic decision-making within the Accounting & Finance department, the Executive Management Team and all P&L owners.
• Drive executive level presentation materials that equip Senior Leadership with decision driving insights and inform Leadership of variance root causes, mitigation strategies and required business decisions
• Financial Modeling: Proficiency in building and using financial models for scenario analysis.
• Strategic Planning: Contribution to long-term strategic plans with financial insights.
• Data Interpretation and Visualization: Skill in presenting complex financial data visually.
• Advanced Excel Skills: Expertise in Excel functions, formulas, and pivot tables. Ideally knowledgeable with Power Query
• Business Acumen: Understanding of industry, market dynamics, and overall business operations.
• Working in a highly acquisitive business, able to integrate data from less sophisticated acquired businesses

Required Skills & Qualifications:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skills, qualifications, competencies, abilities, and any physical demands if required. Physical demands are representative of those that must be met by an employee to successfully perform the essential requirements of this job.

• Strong people and time management skills are required.
• Excellent verbal and written communication skills are required; must be able to communicate. effectively and professionally with customers and across all organizational levels.
• Detail-oriented, positive friendly customer service are key attributes.
• Ability to think strategically and lead.
• Advanced trouble shooting and multi-tasking skills.
• Computer knowledge and skills, i.e., MS Office Suite – Word, Power Point and advanced Excel skills are required. Comfortable working with Power BI, Power Query a must.
• Collaborative with a continuous improvement outlook.
• Initiative-taking and able to work with minimal supervision to meet deadlines.
• Demonstrated hands-on approach and an ability to build and maintain strong effective business relationships in a team-based environment.
• Leadership skills, people management, meeting facilitation and customer support.
• Ability to multi-task efficiently and adapt within a rapidly changing environment.
• Flexible with high energy, able to manage multiple tasks smoothly.
• Ability to solve practical problems and deal with a variety of variables in a situation.
• In-depth knowledge of Accounting & Finance systems, benefits programs, and related regulations.
• Strong analytical, communication, presentation, data visualization and problem-solving skills.
• Excellent interpersonal and leadership abilities.
• High attention to detail and a commitment to maintaining data accuracy and compliance.
• Proven ability to manage projects and work collaboratively with cross-functional teams.
• Self-motivated and able to work with minimal supervision to meet deadlines.

Required Experience/Education/Training/Certifications:

To perform this job successfully, an individual must possess the outlined experience level, education, training, minimum years of experience, product, or industry knowledge plus any certifications to be considered.

• Bachelor’s degree in Business Administration, Accounting or Finance master’s degree.
• CPA highly preferred.
• Extensive experience in FP&A with companies driving $300M+ in revenue through multiple locations.
• Deep knowledge of Accounting and Finance

Work Environment and Safety Equipment Required:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of the job.

• Work is performed in an office environment and requires the ability to operate standard office equipment and keyboards. Must have the ability to walk short distances.
• Noise level is moderate in an office environment.
• Working Conditions are: Hybrid office/WFH environment.