BA
BarkleySVP, Direct Investments
Senior Vice President driving vision and operational excellence for Direct Investments at BarkleyOKRP. Leading large investment teams with a focus on Local Media Markets across the US.
About the role
- Lead the annual planning and monthly forecasting processes for KPA including preparation of analysis and presentations for executive and Board level review.
- Provide analysis of monthly financial results against budgets and re-forecast annual, quarterly, and monthly projections based on current financial information.
- Prepare a monthly reporting package that includes full financial statements, comprehensive Key Performance Indicator (KPI) reporting, operational dashboard reporting, analysis of key business trends, actual versus budget variances and comprehensive executive level explanations of differences.
- Drive an efficient, effective and comprehensive process for developing financial plans and analysis that links to strategic corporate objectives.
- Develop and monitor the company’s annual budget and monthly forecasts, which shall include establishing budget tools, setting timelines and acting as project manager for the company, ensuring all budgets are accurate, comprehensive and completed on time.
- Prepare and manage the financial models, data room organization, and other analysis required to support a sale process.
- Play a key role in KPA’s corporate development effort via acquisition target analysis, valuation and due diligence support.
- Assist CFO in preparation and maintenance of materials for quarterly board of director meetings.
- Assist CFO and Controller in management of the company’s external banking and other financial relationships.
- Work closely with all KPA departments to ensure execution of budget and forecast commitments, including communication to management of both progress toward attainment and plans to effect course corrections as necessary.
- Produce and communicate various standard and ad-hoc financial analyses to support effective decision-making and large company initiatives.
- Calibrate necessary Finance resource levels, while managing individual and team performance
- Develop and mentor Finance staff in their technical skills with forecasting, promoting an environment of operational excellence.
- Exhibit flexibility and willingness to take on new responsibilities and assignments as they are identified and to assist with various ad hoc projects as needed.
Requirements
- 10+ years of finance experience covering a broad range of accounting/financial analysis in corporate FP&A or investment banking
- Excellent financial modeling and analytical skills for budgeting and forecasting combined with a strong attention to detail and the ability to present complex information in a usable format to a diverse audience. Ability to build financial models and translate results into executive dashboard reporting.
- Strong analytical skills, including ability to dissect operational and financial data in multiple ways and drive conclusions from data.
- Proven success serving as a source of expert information and managing multiple analytically challenging projects simultaneously in a fast-paced work setting.
- Solid foundational understanding of GAAP and ability to prepare Balance Sheets, Income Statements and Cash Flow Statements.
- Exceptional communication skills.
- Exceptional Excel, PowerQuery, PowerBI, and Powerpoint skills.
- Comfortable operating within a dynamic and complex organizational structure and be effective in a team-oriented environment.
- Experience working with senior executive teams and boards of directors.
- Experience with corporate M&A.
- Excellent interpersonal and relationship-building skills with the ability to communicate and influence at a senior management level.
- A skilled mentor and leader of teams.
- Bachelor’s degree in Accounting, Finance, Economics or related field required.
- MBA and/or significant experience in the corporate Finance/FP&A function, preferably with software companies.
Benefits
- Base salary range between $180-200k based on experience and other qualifications
- Annual bonus potential of 20% of base salary
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