SMS Assist
Chicago, IL
Remote

Director of FP&A

| Chicago

SMS Assist Summary

At SMS Assist, we’re not just in the business of fixing properties—we’re fixing an entire industry. Typically, facilities maintenance is tough work—both in the nature of the job (plumbing, HVAC, snow removal) and the lack of clarity throughout the experience. We decided a better way wasn’t only possible, but essential. Through our award-winning technology platform, built and powered by SMSers, we connect local contractors to our customers and help manage an experience that surpasses expectations. 

Recognized on Forbes’ Cloud 100 list, Deloitte’s Technology Fast 500, Chicago Crain’s Top Tech Employers, and more, SMS Assist manages more than 186,000 properties where people live and work. Our customers’ livelihoods are in our hands—think a restaurant manager whose only fryer goes down on a busy Friday night or a family in Florida without power after a hurricane. We work across the industries that make up your community, including retail, food service, banking, residential, and more, and we help them find the right provider in our network (we call them Affiliates) in more than 45 trades. 

We’re innovators, disruptors, and out-of-the-box thinkers. We set each other up for success in the office and for the perfect spike on the volleyball court during an intramural game. We’re community volunteers, karaoke partners, and lifelong friends. We’re passionate about the people we serve, and we give our all because we care. We want to make every property better, and we want your help to make it happen.

 

Summary

The Director of FP&A (Financial Planning & Analysis) is responsible for driving profitable business results and operational excellence by leading the financial support to SMS’ business units and providing in depth financial performance and operating metrics. This individual will maintain relationships internally within SMS operations, affiliate teams, and management. 

 

Responsibilities

  • Contribute to complex, large scale strategic projects to drive better outcomes, improved efficiencies, technology enhancements and scalability of the business
  • Actively participate in long-range company strategy and operational goals, ensure that they are clearly communicated, reinforced, and delivered according to plan.
  • Ensure the achievement of company financial goals through effective forecasting, budgeting, strategic planning, reporting, and monitoring financial and operational performance.
  • Analyze business/financial data and develop innovative solutions.
  • Communicate operational, budgetary or resource issues/obstacles in a timely fashion.
  • Collaborate cross-functionally to improve company processes; utilize benchmarking data to achieve high levels of excellence and cost effectiveness
  • Identify opportunities to improve processes, financial models, and reports
  • Assist in formulating, creating, and tracking KPIs
  • Support management in evaluating financial and strategic impact of new business opportunities including business development strategies, new product and service offerings, and technology solutions
  • Set up corporate finance best practices
  • Serve as a credible, knowledgeable, and trusted resource to the senior leadership team
  • Operate within the Organization’s Financial, Legal, and Ethical Policies. Be familiar with and comply with company rules and policies
  • Foster a positive team environment
  • Ensure confidentiality of internal and external data
  • Perform ad-hoc projects and other duties as assigned

Competencies

  • Strong verbal and written communication skills
  • Ability to analyze and see patterns in data and information in order to create proactive solutions
  • Ability to perform complex analysis of financial and other data; financial modeling experience required
  • Solutions-oriented mindset
  • Ability to present to and communicate with multiple levels within the company and with the customer
  • Ability to motivate and lead others
  • Comfortable organizing and leading individual and group meetings
  • Driven by numbers/measures and comfortable in environment with heavy emphasis on customer service and satisfaction metrics
  • Effective problem-solving skills
  • High integrity
  • Flexibility, adaptability and able to juggle multiple projects and priorities in a fast-paced environment
  • Demonstrated ability to provide instruction, training and guidance to others

 

Qualifications

    Minimum Qualifications

  • Education Level: undergraduate degree (Business, Finance, Accounting, Statistics, Mathematics, preferred)
  • 9+ years business experience
  • Computer Skills: Advanced proficiencies in: Microsoft Word and Outlook
  • Expert level of proficiency with Excel and PowerPoint
  • Experience with Vena or comparable FP&A planning tool
  • Demonstrated experience managing and leading individuals and/or small teams
  • Proven organizational skills with attention to detail
  • Exceptional analytical skills
  • Strong communications skills
  • Strong interpersonal skills

 

Preferred Qualifications

  • MBA degree is a plus
  • Experience in facilities industry is a plus
  • System Experience: Python, R or Tableau
  • Ability to develop relationships with internal and external clients 
  • Excellent attention to detail and time management skills including the ability to prioritize multiple time-sensitive deadlines in a complex, fast-paced environment
  • Exceptional at developing business partnerships

 

Please note, this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities, and schedule may change at any time with or without notice.

SMS Assist is an Equal Opportunity Employer (EOE) that welcomes and encourages all applicants to apply regardless of age, race, color, religion, sex, sexual orientation, gender identify and/or expression, national origin, disability, veteran status, marital or parental status, ancestry, citizenship status, pregnancy or other reasons prohibited by law.

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Where we are

875 North Michigan Avenue , Chicago, IL 60611

Technology we use

  • Engineering
  • Product
  • Sales & Marketing
    • .NETLanguages
    • AsanaManagement
    • JIRAManagement
    • HubSpotCRM
    • SalesforceCRM
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What are SMS Assist Perks + Benefits

Culture
Volunteer in local community
Partners with Nonprofits
Friends outside of work
Eat lunch together
Intracompany committees
Open door policy
Team owned deliverables
Team based strategic planning
Group brainstorming sessions
Pair programming
Open office floor plan
Diversity
Dedicated Diversity/Inclusion Staff
Someone's primary function is managing the company’s diversity and inclusion initiatives
Diversity Employee Resource Groups
Hiring Practices that Promote Diversity
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability Insurance
Dental Benefits
Vision Benefits
Health Insurance Benefits
Life Insurance
Pet Insurance
Wellness Programs
Onsite Gym
Team workouts
SMS Assist's team fitness initiatives include In-office yoga, in-office fitness classes, and sponsored race teams.
Mental Health Benefits
Retirement & Stock Options Benefits
401(K)
401(K) Matching
Performance Bonus
Child Care & Parental Leave Benefits
Generous Parental Leave
Flexible Work Schedule
Remote Work Program
Family Medical Leave
Company sponsored family events
Acme co. sponsors family oriented events Annually.
Vacation & Time Off Benefits
Generous PTO
Paid Volunteer Time
Paid Holidays
Paid Sick Days
Perks & Discounts
Casual Dress
Commuter Benefits
Company Outings
Game Room
Our game room includes Ping Pong, Pool Table.
Happy Hours
Happy hours are hosted At team's discretion.
Recreational Clubs
Professional Development Benefits
Job Training & Conferences
Diversity Program
Lunch and learns
Cross functional training encouraged
Promote from within
Time allotted for learning
Paid industry certifications

Additional Perks + Benefits

Competitive Salary. Flexible Spending Plans. Prescription Drug Program. Free Fitness Center membership.

Jobs at SMS Assist
20

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All Jobs
Finance
Data + Analytics
Design + UX
Dev + Engineer
HR + Recruiting
Legal
Operations
Product
Project Mgmt
Sales
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Account Representative - 10:00 AM - 7:00 PM CST

SMS Assist
Chicago
6 days ago
+48
The Account Representative is responsible for the day to day delivery of facilities services to a number of major client sites within a geographic territory. This role plays an integral part in client account management, operational support, and financial success for the assigned client base. This role also works closely with multiple internal and external stakeholders to address daily client challenges, while identifying and executing opportunities to make meaningful improvements to client operations. The role is based at our corporate headquarters with travel to client sites as needed.

Software Developer II - Mandarin Preferred

SMS Assist
Chicago
6 days ago
+48
The Software Developer supports the Product and Technology Department by managing day to day activities within the organization's software development function. The Software Developer reports to senior team members and is part of an agile development team building and working on enterprise grade software. Software Developer is involved in all areas of development from design to development to testing.

Senior Software Developer I - Mandarin Preferred

SMS Assist
Chicago
6 days ago
+48
The Senior Software Developer supports the Product and Technology Department by managing day to day activities within the organization's software development function. Senior Software Developer is part of an agile development team building and working on enterprise grade software. Senior Software Developer is involved in all areas of development from design to development to testing. They lead a small team of Software Developers.

Manager of Learning Experience Design

SMS Assist
Chicago
1 week ago
+48
The Manager of Learning Experience Design (LX) is responsible for the effective performance of the Learning Experience (LX) Design service within SMS Assist, including the definition of learning standards, processes, and tools, liaising with departments to ensure learning needs are analyzed and met, and providing leadership to the LX team. The LX Manager helps define, build, and support the organization’s learning and development strategy.

Service Delivery Manager

SMS Assist
Chicago
1 week ago
+48
The Service Delivery Manager is responsible for driving profitable business results and operational excellence by creating and developing relationships with clients and delivering service that exceeds expectations. Their main focus is to act as a voice of the client to internal stakeholders, as well as driving a two-way relationship back to the client. This role serves as a key client contact and works with Sales, Operations, Legal and Technology to deliver an excellent client experience.

Senior DevOps Engineer II

SMS Assist
Chicago
1 week ago
+48
The Senior DevOps Engineer II supports the Product and Technology Department by developing and building IT solutions, installing and configuring solutions, and implementing reusable components. They will also translate technical requirements, assist with all stages of test data, develop interface stubs and simulators, and perform script maintenance and updates. This candidate must have experience in designing and implementing cloud solutions in Azure or AWS public cloud. 

Account Representative (Nights)

SMS Assist
Chicago
1 week ago
+48
The Account Representative is responsible for the day to day delivery of facilities services to a number of major client sites within a geographic territory. This role plays an integral part in client account management, operational support, and financial success for the assigned client base. This role also works closely with multiple internal and external stakeholders to address daily client challenges, while identifying and executing opportunities to make meaningful improvements to client operations. The role is based at our corporate headquarters with travel to client sites as needed.

Inside Sales Representative

SMS Assist
Chicago
1 week ago
+48
The Inside Sales Representative is responsible for sourcing prospective clients and creating interest of how SMS Assist services can benefit their organization. This position is an enterprise role working with sales, marketing, clients and prospective clients to build a sales pipeline. The position reports to the Manager of Inside Sales and Lead Generation and will serve as a support role for all Vice Presidents of Sales.

Sales Strategy and Operations Analyst-1

SMS Assist
Chicago
1 week ago
+48
The Sales Strategy and Operations Analyst supports all sales strategy, operations, and pricing execution for the department. This role is responsible for activities such as: implementation of account segmentation, sales coverage models, sales capacity, compensation models, and overall performance analytics. This role assists in defining market competitive pricing strategies / tactics that maximize value proposition and ensure appropriate margin requirements are met across all client segments and product areas. The Sales Analyst works closely with a number of internal departments such as Sales, Affiliates, Operations, Product and Finance.

Senior Software Developer I - Mandarin Preferred

SMS Assist
Chicago
1 week ago
+48
The Senior Software Developer supports the Product and Technology Department by managing day to day activities within the organization's software development function. Senior Software Developer is part of an agile development team building and working on enterprise grade software. Senior Software Developer is involved in all areas of development from design to development to testing. They lead a small team of Software Developers.

Asset Manager

SMS Assist
Chicago
1 week ago
+48
The Asset Manager is responsible for developing and managing SMS Assist asset management programs, implementing technology and strategic relationships to reduce expenses, improving product quality and accessibility. Specifically, they are tasked with developing standard performance metrics and reporting to provide local leadership with the visibility necessary to evaluate and drive improvement in the asset retention and protection, and structure cost effective programs with suppliers that meet local and remote operational demands and drive product quality and consistency.

Talent Development Manager

SMS Assist
Chicago
1 week ago
+48
This position is responsible for managing the strategy and implementation of processes and programs within the areas of performance management, talent management, development, and culture. This role will partner closely with HR Business Partners, Training, and business leaders to identify learning needs and define key programs that directly support business objectives and goals. This position will build our talent management strategy.

Sales Director - Residential

SMS Assist
Chicago
1 week ago
+48
Deliver Revenue: Responsible for selling services and solutions into the C-Suite of target REITs, institutional investors and property managers across various real estate assets classes with a focus on residential. Maintain Customer Relationships: Maintain a thorough understanding of the customer’s structure and leadership, with the ability to influence key decision makers.  Identify and deliver on any opportunities to increase SMS Assist’s suite of offerings to existing customers. Keep Current on Industry/Customer Data: Maintain up-to-date, detailed customer knowledge and industry data. Read and research all relevant trade and industry materials, publications, news, etc.  Serve as an active member of groups and associations related to the industry and relevant customers.  Must be a ‘student’ of the residential real estate sector, the “proptech” sector and other related sectors. Ensure confidentiality of internal and external data. Perform ad-hoc projects and other duties as assigned. Expected Travel Time: 25-50% of the time typically on 1-3 day trips.

Vendor Recruiter Lead

SMS Assist
Chicago
2 weeks ago
+48
Lead the team of Vendor Recruiters to meet all targets by both removing barriers and building creative new vendor recruiting tactics and supporting growth strategies of the business. Establish a program plan and targets to proactively address all vendor needs of the business. Build new vendor networks in markets where new business is anticipated. Ownership of monitoring and driving program metrics, including status reporting to leadership and key stakeholders. Ensure new vendors are aware of performance expectations and equipped to successfully perform services. Develop a plan for oversight and coaching to affiliates during initial work orders.

Sales Director

SMS Assist
Chicago
2 weeks ago
+48
Deliver Revenue: Responsible for selling the full outsourced solution into the C-Suite or an “a la carte” single line of business to operations/procurement.  Maintain Customer Relationships: Maintain a thorough understanding of the customer’s structure and leadership, with the ability to influence key decision makers.  Identify and deliver on any opportunities to increase SMS Assist’s suite of offerings to existing customers. Keep Current on Industry/Customer Data: Maintain up-to-date, detailed customer knowledge and industry data. Read and research all relevant trade and industry materials, publications, news, etc.  Serve as an active member of groups and associations related to the industry and relevant customers.  Must be a ‘student’ of the residential market and other related industries. 

Attorney - Contract Manager

SMS Assist
Chicago
3 weeks ago
+48
The Attorney, Contract Manager role supports the business by reviewing, managing, and negotiating commercial agreements as part of the Legal Department. This includes negotiating agreements directly with suppliers, working with senior attorneys on more complex agreements, ensuring efficient management of the contracting process, and accurately documenting each contract. The role will require diligence, teamwork, and strong project management skills to advance multiple projects to completion and work seamlessly across all business units to ensure quick turnaround of agreements.

Director of FP&A

SMS Assist
Chicago
3 weeks ago
+48
The Director of FP&A (Financial Planning & Analysis) is responsible for driving profitable business results and operational excellence by leading the financial support to SMS’ business units and providing in depth financial performance and operating metrics. This individual will maintain relationships internally within SMS operations, affiliate teams, and management. 

Senior Business Analyst

SMS Assist
Chicago
3 weeks ago
+48
The Senior Business Analyst is responsible for supporting operations by providing meaningful and actionable analytics. This role is assigned to a specific division and is responsible for driving operational and financial improvement. The role also partners with divisional leadership and additional departments to define and review analytics aimed at process improvement and efficiency.

Product Manager I

SMS Assist
Chicago
3 weeks ago
+48
The Product Manager I is responsible for executing SMS Assist’s product strategy for a business area that helps secure the company’s role as the industry’s path of least resistance for multi-site property maintenance. This role is responsible for collaborating with a cross-functional team of engineers, designers and business stakeholders to prioritize and create innovative operational experiences that enable SMS Assist, their partners and their customers to drive quantifiable performance and efficiency improvements their property management operations. This role will leverage operations knowledge and metrics in all areas of the business to accomplish these goals.  The Product Manager will also contribute to SMS Assist’s Corporate and Product Strategy and ensure continued alignment between their product roadmap and the company’s business objectives.

Product Manager II

SMS Assist
Chicago
3 weeks ago
+48
The Product Manager II leads and collaborates with various local and overseas teams and stakeholders to deliver value to customers, affiliates and internal users through delivery of well-defined, appropriately-prioritized and human-centric product solutions.