Do you have the CHOPS ? IT Solutions lives its values: C lient Success is Our Success, H ungry for the Journey, O wnership Thinking, P assionate Problem Solving, and S urrender the Ego. If your values align, we want you to be a part of a fast-growing Managed Service Provider specializing in providing high-end technology solutions to small and mid-market businesses. IT Solutions is a nationally recognized leader in the IT space, with over 25 years of experience and thousands of satisfied clients. Join and grow with us, as we continue to innovate new ways to help businesses Experience Excellence.Job SummaryThe Lead FP&A roleis responsible fordriving the organization's short‑and long‑term financial planning, budgeting, and forecasting processes while ensuring strong alignment between corporate strategy and operational execution. This position develops andmaintainsadvanced financial and analytical models, conducts in‑depth variance and profitability analyses, and evaluates capital allocation, investment opportunities, and overall financial health. The Lead FP&A professionalprovidesstrategic insights through comprehensive financial reporting, risk assessment, and performance analysis, supporting executive‑level decision‑making.ResponsibilitiesLead the organization's short‑and long‑term financial planning, budgeting, and forecasting processes.Enhance the finance department's ability to manage performance by linking corporate strategy to execution.Collaborate with cross-functional teams to gather relevant information for financial analysis.Create, update, and maintain financial models and detailed forecasts, measuring potential impacts on financial growth.Develop andmaintainanalytical models to forecast company performance, supporting budgeting, forecasting, and strategic planning.Prepare ad-hoc financial analyses and reports as needed to support decision‑making.Compare historical results against budgets and forecasts and perform varianceanalysis, explaining performance drivers and recommending improvements.Collect, analyze, and interpret financial data to support business decisions, leveraging statistical techniques where applicable.Gauge the organization's financial health using key financial ratios (e.g., debt‑to‑equity, profitability metrics, variance reports, and financial statements).Determine which products or product lines generate the largest portions of profit through profitability and margin analysis.Perform financial analysis on cash flow, operating results, and business plans to determine rates of return and capital/cash flow requirements.Perform variance and root‑cause analysis.Prepare and analyze financial statements, including income statements, balance sheets, and cash flow statements.Continuously improve financial processes and systems to enhance efficiency and accuracy.Evaluate whether current assets and investments represent the optimal use of capital.Evaluate investment opportunities, mergers, and acquisitions, assessing financial feasibility and providing recommendations.Identify financial risks and develop strategies to mitigate them.Prepare internal financial reports and insights for executive leadership.Present financial findings to stakeholders, including management and investors.Monitor industry trends, competitor performance, and macroeconomic conditions to assess potential impacts on financial position.Ensure compliance with relevant financial regulations and reporting standards.Serves as the first escalation point for both internal team members and engage upper management when necessary.Team LeadServes as team lead for the Financial Analyst team P&A team resources and processes.Acts as the strategic and tactic point of contact for the FP&A function, handling requests and escalations.Assists analysts by providing daily work direction and/or task management to other FP&A resources.Provides coaching and training to other FP&A resources to build overall team skillset and performance.Analyzes and collects data and provides feedback to management on process improvements and areas of concern and assist in the execution of enhancements.Knowledge, Skills, and AbilitiesStrong oral and written communication skillsEffective time management and multi‑tasking skillsMaintains the ability to stay organized and be detail-orientedDemonstrates a passion for solving problems or helping others and take the initiative in driving continuous improvement/execution excellenceDemonstrates ability to adapt to stakeholders' financial understanding and needs to build strong relationships in the budgeting and forecasting processes.Exceptional organizational skills, including the ability to self‑manage and multi‑task effectively and accurately in a fast‑paced and dynamic environmentDeep understanding of financial planning, budgeting, forecasting, and corporate finance principlesStrong knowledge of financial statements, GAAP, key financial ratios, and financial performance metricsFamiliarity with regulatory financial reporting standards and compliance requirementsDemonstrates ability to analyze data and make informed decisionsStrong presentation skills both in‑person and virtually using Microsoft TeamsDemonstrates ability to motivate, build trust, mediate conflict, and maintain fairness within a teamDeep understanding of team processes, tools, and deliverablesKnowledge of performance management and coaching methodsExperienceBachelor's degree in related discipline or equivalence of professional work4+ years of relevant experience in Financial Planning & AnalysisExperience of FP&A including budgeting, forecasting and management reporting in a growing, multi‑national businessExperience of automation and use of appropriate toolsExperience in manager or at minimum. leading/directing others in day‑to‑day tasks.Certificates, Licenses, RegistrationsACA/ACCA/CIMA/CPA or equivalent professional accounting qualificationCompensation PackageITS offers a full benefits package, including:Rich Medical and prescription plansDental & VisionPaid Holidays and Flexible Paid Time Off401K/401K Roth with Safe Harbor matchingStock Appreciation RightsCompany‑paid life insurance, long‑term and short‑term disability insuranceCompany‑paid mental health support & financial wellness servicesFSA for medical and dependent careHSA option with compatible medical planCompany‑paid training, materials, and examsPerformance‑based bonusesIT Solutions is an equal employment opportunity employer that provides opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.#J-18808-Ljbffr