Director, Financial Planning & Analysis

About the job
Director, Financial Planning and Analysis

Banyan Capital Partners – Oakcreek Golf & Turf LP

Calgary, AB

Please note that this position is with Oakcreek Golf & Turf, a portfolio company of Banyan Capital Partners. Banyan invested alongside the Oakcreek management team in 2013 to support the company’s succession plan and has since partnered with management to drive growth, including the 2017 acquisition of Simpson Norton. This role is not with Banyan but directly with Oakcreek Golf & Turf.

The Company

Oakcreek Golf & Turf LP (“Oakcreek”) is a leading Western Canadian OEM distributor of commercial turf maintenance and other equipment including Toro, Yamaha, Pisten Bully, BOSS Plow, Ventrac, etc. Backed by private equity, we desire to grow our existing Canadian and US multi-OEM platform via acquisition while maintaining a high degree of operating discipline. With our track record of growth and profitability we are confident we have the team to make this happen.

Serving Alberta, British Columbia, Saskatchewan, Yukon and the Northwest Territories and other Westcoast US based cities, Oakcreek operates six Canadian dealer locations to serve and support all golf and turf needs. Built on a genuine commitment to earn customer loyalty, Oakcreek is the market leader in the sales and service of golf course and municipal turf care equipment, golf cars, golf course irrigation and pump stations. In 2017, Oakcreek acquired Goodyear, Arizona based Simpson Norton Corporation, expanding its Toro commercial turf maintenance and golf course irrigation equipment distribution coverage to Arizona, New Mexico, Southern Nevada and parts of West Texas and Southern Colorado.

In 2013 Oakcreek’s ownership group expanded with an investment from Banyan Capital Partners. Today, Oakcreek is owned by senior management in partnership with Banyan. Banyan’s approach has been to partner with management teams, combining their experience and expertise with extensive capital resources to help and build their portfolio companies.

For more information on Oakcreek, please visit: https://www.oakcreekgolf.com/

For more information on Banyan Capital Partners, please visit: https://banyancapitalpartners.cclgroup.com

The Position

Based in Calgary, Alberta, the Director, FP&A is a critical leadership role reporting to the Chief Financial Officer. The Director, FP&A will oversee, enhance, and implement financial planning and analysis (FP&A) activities which will support the broader financial strategy of the organization. As a key member of the leadership team, the role will be responsible for providing quantitative and qualitative insights to inform business decisions and drive change. The role requires an experienced and self-starting financial professional who can balance strategic vision with operational execution to contribute to the business’ growth ambitions.

Responsibilities

Lead business reviews and prepare monthly analysis on key financial statements and operating results

Coordinate quarterly forecasts and annual budgeting process with key divisional leads

Develop, update, and maintain comprehensive financial models to support strategic decision making

Enhance existing operational reporting structure and performance monitoring to design and monitor metrics that provide actionable insights into financial and operational performance

Establish systems for tracking progress against forecasts and identifying areas requiring intervention

Lead financial and operational process improvement activities and other special projects across Oakcreek’s Canadian and US business divisions

Own business case development to evaluate strategic / growth initiatives

Play a key role in evaluating, assessing, and executing on M&A opportunities and managing post-acquisition integrations

Prepare presentations, insights and make recommendations to senior management and external stakeholders to guide strategic decision making

Support monthly and quarterly executive and board meeting materials

Play a key role in ERP implementations that are ongoing in our US divisions

Champion the “Analytics” module of our ERP system and lead the development of dashboards for key users

Profile

Bachelor’s degree in Finance, Accounting, Economics or related field

CPA Or CFA Designations Preferred, But Not Required

Minimum of 5 – 7 years of experience in accounting, financial planning and analysis, or related finance

Equipment distribution industry experience an asset

Previous transactional / M&A experience an asset

Strong proficiency in financial modeling, forecasting, and budgeting techniques.

Advanced proficiency in Microsoft Excel

Excellent analytical, problem-solving, and critical-thinking skills.

Strong communication and presentation skills, with the ability to convey complex information clearly.

Detail-oriented with strong organizational and time-management skills, with the ability to maintain a view of the big picture

Ability to work independently and drive projects across an organization