| Location | Charlotte, NC |
TalentBridge is partnering with a well-established, industry-leading organization in Charlotte, NC, to identify a dynamic and hands-on Director of Financial Planning & Analysis (FP&A) to lead financial planning, forecasting, reporting, and strategic analysis.
This is an exciting opportunity for a finance leader who enjoys balancing strategic decision-making with hands-on financial analysis. The Director will play a critical role in driving financial performance, enhancing reporting capabilities, and providing actionable insights to executive leadership.
The ideal candidate brings strong financial modeling expertise, a passion for process improvement and technology, and the ability to lead and develop talent while remaining actively involved in day-to-day FP&A activities.
Lead the annual budgeting process, rolling forecasts, and long-range financial planning initiatives, partnering with business leaders to align financial objectives with organizational goals.
Develop and maintain complex financial models, including driver-based forecasts, scenario planning, sensitivity analyses, and ROI evaluations.
Oversee monthly financial reporting, variance analysis, KPI tracking, and performance reporting for executive leadership.
Analyze revenue trends, profitability, operating expenses, customer economics, and key business drivers to identify risks, opportunities, and areas for improvement.
Serve as a strategic finance partner to cross-functional leadership, providing financial insights and recommendations to support business decisions.
Drive improvements in forecasting, reporting, and financial planning through automation, business intelligence tools, and advanced analytics.
Partner with IT, Finance Systems, and other departments to enhance financial systems, data integrity, and reporting capabilities.
Lead, mentor, and develop financial analysts while fostering accountability, collaboration, and continuous improvement.
Bachelor's degree in Finance, Accounting, Business, Data Analytics, or a related field required.
7–10+ years of progressive experience in FP&A, corporate finance, strategic finance, or financial analysis.
Demonstrated experience leading budgeting, forecasting, financial reporting, and variance analysis processes.
Advanced financial modeling skills, including the ability to build and maintain sophisticated models from the ground up.
Experience managing or mentoring financial analysts with a hands-on, collaborative leadership approach.
Strong understanding of financial and operational performance drivers, with the ability to translate complex data into actionable business insights.
Advanced Microsoft Excel skills and experience working with ERP systems, financial planning platforms, and reporting tools.
Exposure to Power BI, Tableau, SQL, automation technologies, or AI-enabled financial tools preferred.
MBA, CPA, CFA, or other relevant advanced credentials preferred.
Excellent communication, analytical, and problem-solving skills with the ability to influence and partner with senior leadership.
Join a highly respected, established organization with a strong reputation and continued growth.
High-visibility leadership position with direct exposure to executive management.
Opportunity to shape and enhance the organization's FP&A function through technology, automation, and improved financial processes.
Unique combination of strategic leadership and hands-on financial ownership.
Collaborative environment with opportunities to influence financial strategy and business performance.
Competitive compensation package, performance-based bonus opportunities, and comprehensive benefits, including medical, dental, vision, 401(k) matching, and paid time off.
Professional development opportunities and access to exceptional on-site corporate amenities.
If you are a strategic, hands-on FP&A leader who enjoys turning financial data into meaningful business insights and driving organizational performance, we would love to connect!