Director, Financial Planning And Analysis (fp&a)

At Colibri, culture is a critical part of our collective success, and we live our values everyday: Love, Joy, Boldness, Teamwork and Curiosity. These values guide our interactions with each other, our customers, and the community as a whole.

We have a rich and storied history. Colibri is one of the pioneers of online professional education, introducing some of the first web-based professional education courses in 2001. Today, the company’s family of brands are the leading online professional education platforms in their respective end-markets. We proudly to serve >1 million customers annually and employ more than 1,000 mission-aligned professionals. To learn more, please visit: www.colibrigroup.com

Position Overview: Reporting to the Sr. Director of Financial Planning and Analysis, the Director of Financial Planning & Analysis (FP&A) will be responsible for financial management of the Colibri Healthcare business unit consisting of approximately $160M in revenue and 250+ employees.  This role is responsible for financial leadership across business performance, brand management, annual planning, monthly forecasting, and month-end financial reporting processes to drive business performance. This person plays a key role on the Healthcare Leadership team to partner with the business and deliver key business insights that help drive business growth and continuously strive towards business efficiency. The role will play a critical role in enhancing the financial processes and promoting data-driven culture across the organization and partner with functional leaders across Colibri Healthcare in providing financial guidance and valued-added analysis.

Essential Duties and Responsibilities

• Strategic growth partner to the Healthcare president and leadership team with analysis, strategies, metrics and other financial requirements to drive performance and optimize cost
• Key financial leader in implementation efforts across multiple healthcare subsidiaries into a consolidated strategy for operations, marketing, product, and financials
• Lead the financial plan and forecasting processes and drive improvements in efficiency, accuracy, and transparency
• Lead the monthly forecasting process to capture key trends and opportunities to re-invest back into the business and achieve goals
• Oversee monthly close process and financial reporting partnership with accounting team
• Collaborate with broader FP&A team on areas such as centralized reporting, capital expenditures, headcount analysis, etc.
• Monthly leadership and quarterly board reporting representing financial updates on healthcare ecosystem and problem-solving P&L reporting differences and variances to forecast
• Analyze new markets, pricing, customer segments, facilities/cost needs
• Predictive revenue modelling work, coordinating data sets and influencing business to usage and accountability to make decisions
• Solve for streamlined reporting dashboard package / suite for all brands across the ecosystem to align performance KPIs

Qualifications

• Strong financial acumen with demonstrated analytical ability accompanied by extensive knowledge of the P&L, balance sheet, and cash flow financial statements
• Works collaboratively with other functional areas (e.g. accounting, marketing, sales, operations, product management, technology) to assist with enhancing business processes, internal controls and reporting
• Ability to interact with all levels within the organization and work in a fast-paced environment with many initiatives
• Ability to accurately summarize, and present to senior leadership in a concise and clear format highlighting key information
• Ability to deliver timely and quality results with a focus on accuracy and integrity of the data
• Approaches responsibilities with intellectual curiosity and creativity to analyze the business and assess current/future opportunities and risks
• Ability to be forward thinking and proactive in identifying business issues and opportunities
• Ability to work independently and make sound decisions with his/her scope of responsibilities with minimal direction
• Strong leadership in fostering continuous learning, empowerment, and involvement
• Excellent interpersonal skills with ability to interact and partner within all levels of the organization and motivate others to accomplish common goals
• Effective verbal and written communication; must have the ability to concisely and effectively communicate with key constituents

Experience

• Bachelor’s degree required in Finance or related field; MBA preferred
• 5 to 10 years financial planning & analysis experience required; Minimum 10 to 15 professional years experience
• Experience with e-commerce, B2C Sales teams, B2B and subscription business models preferred
• Industry experience in healthcare preferred.
• Successful track record as a business partner and organization leader, leading and influencing cross-functional teams
• Strong analytic capability and propensity for continuous improvement
• Excellent verbal and written communication skills including presentation skills
• Self-motived and able to work independently
• Sound knowledge of US GAAP
• Strong problem-solving skills
• Outstanding Excel and PowerPoint skills
• Experience with PowerBi (PBI), Marketing Analytics, preferred