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Director of Financial Planning and Analysis

Job Summary: TradeCentric is seeking an experienced and strategic Director of Financial Planning and Analysis to join our dynamic team. The ideal candidate will play a crucial role in driving financial planning, budgeting, forecasting, and analytical processes. As the Director of FP&A, you will collaborate with cross-functional teams, provide valuable insights, and contribute to key decision-making processes to support the company's financial goals and growth.


Report to: Chief Financial Officer


Pay Range: The target base salary for this position ranges from $165,000-185,000, with total on-target earnings (OTE) of up to $200,000. The final OTE will be determined based on several factors, including but not limited to, the candidate’s location, experience, skills, expertise, and alignment with the role’s responsibilities.


Work Location: This role is 100% remote. While we prefer candidates based in the below city/states, we are open to considering candidates from other locations if you feel you meet the role’s qualifications. Don’t hesitate to apply if you’re excited about this opportunity and believe you’re a great fit!


-Charlottesville, Virginia

-Minneapolis, Minnesota

-Raleigh, North Carolina

-Chicago, Illinois

-Boston, Massachusetts

-New York City, New York

-Philadelphia, Pennsylvania


Essential Functions:
  • Financial Planning and Budgeting: Develop and lead the annual budgeting process in collaboration with department heads. Implement effective financial planning strategies to align with organizational objectives
  • Forecasting and Analysis: Provide accurate and timely financial forecasts to assist in decision-making. Conduct variance analysis and identify key drivers of financial performance
  • Strategic Financial Guidance: Collaborate with executive leadership to develop and execute financial strategies. Offer insights and recommendations to optimize financial performance
  • Management Reporting: Generate regular financial reports for executive leadership and other stakeholders (board & lender). Create dashboards and presentations to communicate financial performance
  • Cross-Functional Collaboration: Work closely with various departments to understand their financial needs and provide support. Collaborate with accounting and other teams to ensure accurate financial reporting
  • Risk Management: Identify financial risks and implement mitigation strategies. Monitor market trends and assess their impact on financial performance
  • Other duties as assigned


Minimum Qualifications/Experience:
  • Bachelor’s degree in Finance, Accounting, Economics or related field
  • 4+ years of experience in financial planning and analysis
  • Proven experience in budgeting, forecasting, and financial modeling
  • Strong analytical and strategic thinking skills
  • Excellent communication and presentation abilities
  • Proficiency in financial software and tools (e.g., Excel, financial modeling software, Salesforce, QuickBooks)
  • Ability to thrive in a fast-paced and dynamic environment


Preferred Qualifications/Experience:
  • MBA or CFA
  • 2+ years of experience in investment banking
  • Prior experience working within a private equity-backed company, with an understanding of the fast-paced, results-driven environment and scalability goals typically associated with PE ownership
  • Prior work experience within a SaaS organization 


About Us:

TradeCentric is a leading innovator at the crossroads of eCommerce and eProcurement, transforming how B2B buyers and suppliers connect, automate, and scale their operations. Recognized for our rapid growth, TradeCentric has earned a place on the INC. 5000 list of the fastest-growing private companies in America for the three consecutive years. Backed by private equity, we continue to expand our best-in-class B2B Connected Commerce solutions and technology platform to enable frictionless trade for thousands of businesses worldwide.


Our purpose-built solution integrates with every leading eCommerce and eProcurement/ERP system to help suppliers and buyers seamlessly automate and accelerate their mission-critical transactions. By eliminating the complexity of disconnected systems, TradeCentric drives efficiency, lowers costs, and powers growth for our partners.


Here is an overview of the TradeCentric Platform.


Company Benefits

At TradeCentric, we have a strong and innovative team dedicated to transforming the way our clients do business. It is our people who make it happen and we strive to take care of our employees in every way we can. Below is a list of benefits that are offered to employees, once eligibility is met:


🩺 Health Benefits: Medical, Dental and Vision

💰 Health Savings Account (HSA) and Flexible Spending Account (FSA)

👨‍👩‍👧‍👦 Dependent Care FSA (DCFSA)

📈 401k with Company Match 

🕒 Flexible Time Off

🕒 Volunteer Time Off

👶 Paid Parental Leave

🛡️ Company paid Short Term Disability

🛡️ Company paid Life Insurance


TradeCentric is an equal opportunity employer (M/F/D/V). We recruit, employ, train, compensate, and promote without regard to race, religion, creed, color, national origin, age, gender, sexual orientation, gender identity, marital status, disability, veteran status, or any other basis protected by applicable federal, state or local law.


Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

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CEO of TradeCentric
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Beth Segovia
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Average salary estimate

$175000 / YEARLY (est.)
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$165000K
$185000K

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What You Should Know About Director of Financial Planning and Analysis, TradeCentric

TradeCentric is on the lookout for a passionate and experienced Director of Financial Planning and Analysis to help guide our financial strategies as we continue to grow and innovate in the eCommerce space. In this exciting role, you'll take the lead in developing financial plans, crafting budgets, and forecasting our financial future. Your insight will be invaluable as you collaborate with various teams, offering strategic recommendations that align with our ambitious goals. Reporting directly to the Chief Financial Officer, you'll create regular financial reports, generate insightful dashboards, and help steer our decision-making processes. With a strong analytical mindset and excellent communication skills, you will be at the forefront of driving our financial performance. With flexibility at the core of our operations, this position is fully remote, allowing you to work from anywhere in the U.S. While we have preferences for candidates based in states like Virginia, Minnesota, or New York, we’re open to those who meet our qualifications no matter where you are. At TradeCentric, our purpose-built solutions are paving the way for frictionless trade, and as our Director of Financial Planning and Analysis, your contributions will play a pivotal role in supporting thousands of businesses around the globe. Join us on this exciting journey and help us redefine the future of B2B eCommerce!

Frequently Asked Questions (FAQs) for Director of Financial Planning and Analysis Role at TradeCentric
What are the main responsibilities of the Director of Financial Planning and Analysis at TradeCentric?

The Director of Financial Planning and Analysis at TradeCentric is responsible for developing and leading the annual budgeting process, providing accurate financial forecasts, conducting variance analyses, and offering strategic financial guidance. This role also involves generating management reports, collaborating with cross-functional teams, and monitoring financial risks, ensuring that financial strategies align with the company's overall goals.

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What qualifications are required for the Director of Financial Planning and Analysis role at TradeCentric?

To be considered for the Director of Financial Planning and Analysis position at TradeCentric, candidates should have a Bachelor’s degree in Finance, Accounting, Economics, or a related field, alongside 4+ years of experience in financial planning and analysis. Proficiency in financial software, strong analytical skills, excellent communication abilities, and the capability to thrive in a fast-paced environment are crucial qualifications for this role.

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How does TradeCentric support the career growth of its Director of Financial Planning and Analysis?

At TradeCentric, we prioritize the growth of our team members, providing ample opportunities for professional development. As a Director of Financial Planning and Analysis, you will have access to resources and training to enhance your skills in budgeting, forecasting, and strategic financial guidance. Moreover, collaboration with executive leadership allows for personal growth and insight into high-level decision-making within a fast-paced, dynamic environment.

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What is the pay range for the Director of Financial Planning and Analysis at TradeCentric?

The target base salary for the Director of Financial Planning and Analysis position at TradeCentric ranges from $165,000 to $185,000, with total on-target earnings (OTE) potentially reaching up to $200,000. This figure will depend on various factors including the candidate's location, experience, skills, and alignment with the role’s responsibilities.

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What are the preferred qualifications for the Director of Financial Planning and Analysis at TradeCentric?

Preferred qualifications for this role include an MBA or CFA, coupled with 2+ years of experience in investment banking. Candidates with prior experience in a private equity-backed environment, particularly within a SaaS organization, will find themselves well-suited for the strategic aspects of the Director of Financial Planning and Analysis role at TradeCentric.

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Common Interview Questions for Director of Financial Planning and Analysis
What methods do you use for financial forecasting in your previous roles?

Discuss specific forecasting methodologies you’ve utilized, such as historical data analysis, market research, and financial modeling. Highlight your analytical skills and how your forecasting contributed to informed decision-making processes.

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Can you describe a challenging budgeting process you've managed?

Share a detailed example of a budgeting challenge you faced, how you collaborated with other departments to overcome it, the tools you used, and the successful outcomes achieved through your strategic planning.

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How do you prioritize your financial tasks when working under tight deadlines?

Outline your approach to prioritization in high-pressure situations, emphasizing time management skills, the use of project management tools, and your ability to delegate tasks while ensuring financial reporting accuracy.

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Explain how you conduct variance analysis and its importance.

Detail your process for variance analysis, including comparisons of forecasted versus actual performance. Discuss its importance for identifying discrepancies, informing stakeholders, and optimizing future performance.

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What role does technology play in your financial planning and analysis?

Talk about your experience with financial software tools and how technology has enhanced your financial forecasting, reporting, and modeling processes. Mention specific software you’ve used and the efficiencies they brought to your work.

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How do you communicate complex financial data to non-financial stakeholders?

Highlight your ability to break down financial information into understandable terms and your experience creating engaging dashboards and presentations. Illustrate how you tailor your communication style to suit your audience.

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Describe a time you provided strategic financial guidance to senior leadership.

Provide a specific scenario where your financial insights influenced a significant business decision. Focus on the analysis you conducted, the recommendations you made, and how they impacted the company’s financial health.

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What is your approach to risk management in financial planning?

Discuss your method for identifying financial risks, assessing their potential impacts, and developing mitigation strategies. Provide examples of risks you’ve successfully managed in the past.

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How do you foster collaboration across different departments?

Share your strategies for building relationships with various departments, emphasizing open communication and understanding their financial needs. Discuss how collaboration leads to more informed financial planning.

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What trends do you see affecting financial planning and analysis in the next few years?

Discuss emerging trends in financial planning and analysis, such as advancements in technology, changing economic landscapes, and the growing importance of data analytics. Highlight how staying ahead of these trends can benefit TradeCentric.

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As the global leader in eProcurement B2B Commerce integrations, our mission is to enable businesses around the world to connect electronically to buy and sell products and services. We are dedicated to every client’s success in transforming the wa...

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Full-time, remote
DATE POSTED
December 11, 2024

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