HYBRID - Director of Strategy and Reporting - Platinum Resource Group

Director of Strategy and Reporting

Location; Huntington Beach, CA (Hybrid)

JOB DESCRIPTION

• The Senior Director, Strategy and Reporting provides leadership in the execution of selected strategic initiatives and functions as the lead for BOD and investor reporting.
• Manage all fundraising and investment activities, including leading diligence processes, acting as liaison between company and any investment banking and legal resources, and crafting presentation materials for board review.
• Maintain long-term financial planning model for use in valuation, financial planning, and cash forecasting for fundraising and investment activities, ad-hoc analyses, and projections for management / Board of Directors.
• Oversee the creation, production, and distribution of all Board of Director and related committee materials for regularly scheduled and ad-hoc meetings.
• With senior leadership, prepares for Monthly and Quarterly Business Reviews (MBR/QBR) including materials, presentations, analyses, coordination.
• Support the development of strategic plan and on-going performance tracking via Monthly Business Reviews (MBR) and Quarterly Business Reviews (QBR).
• Perform regular and ad hoc market research, tracking industry news related to public and private companies both central to client's strategy, as well as in adjacent markets.
• Develop tools to include scorecards and key initiative documents to monitor and report on the progress against the strategic and annual business plans goals and metrics to key audiences including the Board, investors, management and employees. Keep the executive leadership team informed on status and performance through regular communications, forecasts, and KPIs.
• Partnering with the VP, Controller, operates as a key liaison for periodic 409A and debt valuation updates
• Lead Investor Relations for Company including periodic noticing, communication with investors and timely responses to quarterly and ad-hoc data requests.
• Oversee FP&A participation in Sales and Marketing reporting and analytics.
• Search for opportunities by seizing the initiative and looking outward for innovative ways to improve.
• Experiment and take risks by consistently generating small wins and learning from experience.
• Foster collaboration by building trust and facilitating relationships.
• Strengthen others by increasing self-determination and developing competence.
• Recognize contributions by showing appreciation for individual excellence.
• Celebrate the values and victories by creating a spirit of community.

QUALIFICATIONS

• Seven (7)+ years of relevant senior-level experience in corporate development, particularly in financial modeling and transactional execution.
• Five (5)+ years of operational and leadership experience in government-sponsored insurance industry strongly preferred.
• Strong knowledge of current MA marketing trends, benefits and design.
• Previous high-growth startup experience.
• Bachelor's degree in Finance, Public Administration or related field.
• Data-driven decision maker with strong analytical and quantitative thinking.
• Results oriented, capable of clearly translating strategic objectives into implementable processes that drive outcomes.
• Extremely organized, disciplined, hands-on and process-oriented leader who is not afraid of digging into details when necessary.
• Strong relationship, development and leadership skills.
• Success in driving organizational change and performance improvement.
• Excellent strategic and analytical skills.
• Excellent organizational and time management skills.
• Excellent financial and organizational systems acumen.
• Strong collaboration skills to ensure effective alignment among diverse teams.
• Advanced knowledge and use of Microsoft Office (Word, Excel, PowerPoint, Outlook).

Platinum Resource Group is a professional level consulting firm, providing resources to Fortune 1000 client companies in the areas of technology, human resources, accounting, finance, business systems and supply chain, on a contract and interim basis. PRG has operations in Orange County, San Diego, Los Angeles, and San Francisco. As a W-2 employer we offer our consultants direct deposit bi-weekly payroll, health, dental, vision benefits, paid holidays, and referral bonuses.