Edtech.com's Summary

Bluum is hiring a Director Business Planning and Analysis. The role involves managing the three-statement model for business forecasting, budgeting, and reporting to various stakeholders. The director will work closely with department leadership, Revenue Operations, and the Business Intelligence team to analyze financial performance and provide actionable insights.

Highlights

Oversee management of financial models for forecasting and budgeting.
Expertise in Excel, PowerPoint, Power BI, and NetSuite.
Compensation: $145,000-175,000/year + bonus.
Over 10 years of experience in FP&A or accounting roles required.
US GAAP knowledge and strong financial acumen needed.
Bachelor’s degree required; MBA, CFA, or CPA preferred.
Health, dental, and vision benefits with employer contributions.
401(k) with employer match and generous Paid Time Off.
Opportunities for professional growth and development.

Director Business Planning and Analysis Full Description

Full-Time

Hybrid

Saint Paul, MN 55108, USA

Position Summary

The Director of BP&A, reporting directly to the CFO, is responsible for managing the three-statement model for the business, annual budgeting process, and management reporting for internal and external stakeholders. This is considered a hands-on role with one direct report to assist in management of models and reporting.

Responsibilities

Oversee the management of the three-statement financial models used for forecasting, budgeting, planning, and liquidity analysis.
Analyze current financial performance against historical, budget, and forecasts and present results in monthly management reporting for internal and external stakeholders.
Work with department leadership to analyze departmental spend and provide actionable details for department leadership to effectively manage their spend and performance.
Partner with Revenue Operations on sales bookings forecasts.
Partner with Business Intelligence team on automating internal recurring reporting.
Partner with CFO to present financial data and strategies to internal and external stakeholders, including the board.
Advise on long-term business and financial planning to drive business strategy.
Lead annual budget process with department leadership and broader accounting/finance team.
Lead or support special projects and ad-hoc financial analysis as required by leadership, including scenario modeling, profitability analysis, and M&A evaluations.
Mentor and develop FP&A team member(s), promoting a culture of continuous learning and professional growth.
Other duties as assigned

Education & Skill Requirements

Minimum 10 years’ work experience in FP&A, financial analysis, or accounting
Knowledge of US GAAP, excellent financial acumen, and communication skills
Experience in managing or mentoring, fostering a collaborative and high-performance environment is a plus
Strong attention to detail, problem-solving abilities, and a results-driven mindset
Expert Excel and PowerPoint; experience with Power BI and NetSuite
Bachelor’s degree in Business, Accounting, Economics or similar field.
MBA, CFA, or CPA preferred
Training the street or Wall Street Prep certificate preferred
Ability to travel domestically and internationally

Pay Range: $145,000-175,000/year + bonus

Benefits:

Medical (offer three various plans with Aetna) - employee and employer contributions
Dental - employee and employer contributions
Vision - employee and employer contributions
Health Savings Account with a company contribution if participating in an HDHP plan
Flexible Spending Account
Employer paid Life and ADD Insurance
Supplemental Life and ADD available for purchase
401(k) plan with Employer Match
160 hours of Paid Time Off
Philanthropy Time
Parental Leave

Training

It will be necessary to participate in upgrading courses from time to time to keep abreast of changing policy, technology, and growth.

Original Job Description

Full-Time

Hybrid

Saint Paul, MN 55108, USA

Position Summary

Responsibilities

Oversee the management of the three-statement financial models used for forecasting, budgeting, planning, and liquidity analysis.
Analyze current financial performance against historical, budget, and forecasts and present results in monthly management reporting for internal and external stakeholders.
Work with department leadership to analyze departmental spend and provide actionable details for department leadership to effectively manage their spend and performance.
Partner with Revenue Operations on sales bookings forecasts.
Partner with Business Intelligence team on automating internal recurring reporting.
Partner with CFO to present financial data and strategies to internal and external stakeholders, including the board.
Advise on long-term business and financial planning to drive business strategy.
Lead annual budget process with department leadership and broader accounting/finance team.
Lead or support special projects and ad-hoc financial analysis as required by leadership, including scenario modeling, profitability analysis, and M&A evaluations.
Mentor and develop FP&A team member(s), promoting a culture of continuous learning and professional growth.
Other duties as assigned

Education & Skill Requirements

Minimum 10 years’ work experience in FP&A, financial analysis, or accounting
Knowledge of US GAAP, excellent financial acumen, and communication skills
Experience in managing or mentoring, fostering a collaborative and high-performance environment is a plus
Strong attention to detail, problem-solving abilities, and a results-driven mindset
Expert Excel and PowerPoint; experience with Power BI and NetSuite
Bachelor’s degree in Business, Accounting, Economics or similar field.
MBA, CFA, or CPA preferred
Training the street or Wall Street Prep certificate preferred
Ability to travel domestically and internationally

Pay Range: $145,000-175,000/year + bonus

Benefits:

Medical (offer three various plans with Aetna) - employee and employer contributions
Dental - employee and employer contributions
Vision - employee and employer contributions
Health Savings Account with a company contribution if participating in an HDHP plan
Flexible Spending Account
Employer paid Life and ADD Insurance
Supplemental Life and ADD available for purchase
401(k) plan with Employer Match
160 hours of Paid Time Off
Philanthropy Time
Parental Leave

Training

It will be necessary to participate in upgrading courses from time to time to keep abreast of changing policy, technology, and growth.

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