Leadership Role - Financial Planning & Analysis - Manufacturing Firm

- Leads corporate budgeting, forecasting, long-term planning, and financial analysis that support key decision-making across the Company.

- Evaluates business and industry trends and provides insightful analysis and recommendations that help drive business activities toward achieving financial goals.

- Develop a deep understanding of the logistics industry and key customer platforms and programs that can help inform business decisions that will drive long term revenue growth.

- Develops and prepares reports that assist in the implementation of goals, policies, and procedures relating to the financial performance of the Company.

- Develops and manages the measurement of key KPIs and metrics to track the operational performance of each business.

- Analyzes budget to actuals with various leaders and department heads.

- Manages the monthly, quarterly, and annual forecasting processes.

- Oversees the work of the FP&A team; works closely with other accounting/finance team members, business partners, and leaders across the organization.

- Quarterly reporting matters including Board / Audit Committee submissions.

- Preparation of quarterly earnings presentations, peers/competition performance summary report

- Communicates the Company's strategies and financials to existing/target/potential investors

- Builds relationships with the investment community.

- Develop the investor targeting strategy through research, prioritization and building a pipeline of new investors.

- Synthesizes investor feedback, sentiment, and questions; helps frame potential responses and/or disclosures.

- Provide business, financial and market intelligence by identifying industry trends, shareholder concerns and competitor actions that might impact the company.

- Collaborates with CFO, CEO, and various other key players as needed, to develop and communicate key messaging regarding financials and strategy.

- Organizes investor conferences and meetings, including preparing schedule, coordinating logistics, and developing commentary and presentation.

- Monitors peer/competitor/industry-related earnings calls, presentations, and media commentary; compare financial performance/positioning relative to peers, relay highlights to CFO and CEO, and assess messaging opportunities.

- Maintain investor CRM database with details from meetings/calls conducted.

- Manages and coordinates Company financial press releases.

- Produces quarterly and annual shareholder reports.