Director - Financial Planning & Analysis

Stored Value Solutions (SVS), a subsidiary of Corpay, Inc., is a world leader in gift cards whose mission is to increase the value and impact of our clients' gift card programs. We are a pioneer in the industry with 25+ years of experience and originate processing in more than 50 countries and more than 45 currencies. SVS serves more than 25% of the top 250 Global Retailers and 35 of the Top 100 US Retailers.

SVS is focused exclusively on discovering and delivering better ways for retailers and restaurants to maximize revenue from their stored value programs. Our continued investment in people, technology, operations, and new products directly benefits our clients by delivering the latest technology, the highest level of service, and the most effective ways to engage and delight consumers across multiple channels.

We never stop trying to find ways to make stored value more attractive, more fun, more engaging, easier to buy, easier to use, more rewarding to give, and more iron-clad when it comes to preventing fraud. In fact, over the past 5 years, we have invested millions of dollars in new solutions for our clients. Our chief focus in these investments has been in the areas that have the greatest impact on our clients: Our Technology, Our Analytics, Our Fraud Prevention Solutions, and – most importantly – Our People.

 

SUMMARY

The FP&A Director for SVS will report directly to the Division President. The position is located at the SVS headquarters in Louisville, Kentucky, and is responsible for delivering financial planning, forecasting, reporting, and analysis. This role will serve as a financial advisor and strong business partner to leaders in the organization by providing insight and driving financial planning, budgeting, key initiatives, and decisions that maximize financial growth opportunities for SVS.

JOB DUTIES

• Build and maintain detailed corporate financial models integrated with data sources for forecasting, reporting, and ad-hoc requests for strategic decision making with a focus on rate and volume modeling for revenue forecasting.

 

• Financial reporting to executive management and parent company (Corpay) for GAAP requirements, performance management, and decision support.

 

• Coordinate FP&A deliverables for budgeting, forecasting, and reporting with parent company.

 

• Support annual financial budgeting cycle, working with executive and senior leadership teams to provide recommendations based on thorough analysis.  

 

• prepare management presentation slides that give users meaningful context around the numbers, explaining historical performance and supporting future outlook.

• Provide quarterly and monthly forecasting deliverables with performance management variance explanations to the annual plan and prior periods.

 

• Assist in creating regular or scheduled reports for a variety of audiences on performance, forecast, and budget.

 

• Ensure timely delivery of regular and ad-hoc analytics required by Senior Management in Corpay and SVS.

 

• Other projects and duties as assigned.

KNOWLEDGE, SKILLS AND ABILITIES

• Financial Modeling — Knowledge of spreadsheet functionality, connecting data sources, scenario modeling, predictive analytics, projecting capital and operating expenses, headcount modeling, and interpreting contractual arrangements. Ability to gather and interpret assumptions, data and management inputs to synthesize into a company-wide revenue and expense forecast.

 

• Analytical Thinking — The ability to use critical thinking and problem-solving skills to find a solution or complete an exercise. Being able to visualize, articulate, conceptualize or solve both complex and uncomplicated problems by making sensible decisions.

 

• Business Acumen — Applicable understanding of how business goals and objectives are achieved. Use of sound business judgment in making recommendations and decisions. Ability to predict outcomes from both customer and competitive perspectives.

 

• Finance and Accounting — Knowledge of finance, accounting, budgeting, and cost control principles, such as GAAP and accrual-based accounting. Knowledge of economic principles, the financial markets, banking, and the analysis and reporting of financial data.

 

• Technology— Knowledge of computer hardware and software, including applications and data analysis tools. Use of integrated planning software, database products, data visualization, CRM software, GL accounting software.

 

• Compliance — Knowledge of controls, systems, regulations, and processes.

 

• Problem Solving — Ability to identify solutions to a problem and select the best option. Ability to identify the system component that is causing the error, as well as resolution options and complete the task.  Using logic and reasoning, identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems. 

 

• People Management — Ability to effectively engage, influence, and motivate peers and a team through positive example, development and communication. Skilled at collaborating with co-workers to meet department objectives. Ability to delegate responsibility and work to others and coach them to develop their capabilities, receive and provide feedback, share information, manage performance, set goals, and address performance problems.

 

WORK SCOPE AND CONTEXT

• Job is focused on financial reporting, forecasting of revenues and expenses, and ad-hoc analysis. Must work with extended timeframes and be flexible to changing priorities. Area of business affects all other areas of the company and revenue generation. Responsible for ensuring practices and guidelines are modified and updated as needed.

 

• Decisions are made within strategic and operational guidelines and are complex in nature. Decisions affect revenue, expenses, all internal departments and potential partners, customers, and their suppliers.

 

• Work is self-driven within company goals and strategy. Work affects flow, information, process, and decisions of others and is operational and strategic in nature. Work tactically and strategically influences all areas of business.

 

• Job has functional management and will have people management responsibility for SBA. Requires teamwork, leadership, discretion, and analysis.

 

• Contacts are made primarily inside the organization with the parent company and other subsidiaries. Internal contacts include all department leaders, but work is primarily with the Finance & Accounting team, Corporate FP&A, and senior leadership.

 

• Position requires regular contact with others - in meetings, by phone, or by email. Interactions focus on strategy and problem-solving. Interactions are initiated by phone, email, and in person. Headsets are used regularly for phone work.

 

• Information exchange may include confidential or sensitive information. Financial reporting and forecasting of revenues and expenses are the primary objectives of this position.

 

• Work requires regular sitting/standing at a desk, working with a computer and a telephone. The job will require hours that exceed 8 hours per day and 40 hours per week during peak periods.

 

• Some travel is required; less than 5% of the time.

REQUIREMENTS

 

• Bachelor’s Degree required in Business Management, Economics, Accounting or Finance. 

 

• 10+ years of progressive experience in financial planning and analysis functions in a related business environment.

 

• Experience in a fast-paced, growing, rapidly changing environment, preferably in payments, fintech, or SaaS company.

 

• Advanced computer skills and experience with Microsoft Excel and PowerPoint. High level of experience working with data sources, ERP systems, integrated financial planning tools, and business intelligence tools. Preference having worked with Microsoft Dynamics 365, Planful, and TM1.

• Superior Excel modeling skills with advanced formula functions, lookup references, tables, data connections, pivot tables, and the ability to present complex financial data to an executive audience in slides for summary analysis with charts and recommendations, and variance reporting.

 

• Experience with and knowledge of finance, advanced analytics, and financial modeling principles, such as statistical analysis, revenue modeling, and GAAP.