Financial Planning And Analysis Director

Primary Function The FP&A Director will provide enterprise-wide leadership over all financial planning and analysis functions, including financial analysis, scenario modeling, and forecasting, KPI design and measurement, performance reporting, and insight generation to explain business drivers, while supporting long-range financial strategic planning.This role serves as a key advisor to executive leadership, translating financial analysis, trends and operational insights into actionable strategies that drive business performance and long-term value creation.The Director will lead cross-functional planning and analytical review processes, influence critical business decisions, and ensure alignment between financial objectives and corporate strategy.Additionally, this role is responsible for strengthening financial governance, enhancing reporting capabilities, deepening analytical rigor and insight generation, while ensuring compliance with regulatory and accounting standards and improving the quality, accuracy and usability of financial data across the organization.Essential DutiesStrategic Financial Leadership

Lead enterprise-wide financial planning, including forecasts and long-range plans,Oversee financial planning and budgeting processes with equal emphasis on analytical outputs and business insightProvide strategic financial guidance to executive leadership aligned with corporate objectivesDrive scenario planning and long-term financial modeling to support strategic decision-makingProvide forward-looking financial insights as well as retrospective analysis explaining performance drivers and variancesIdentify and evaluate risks, opportunities, and key value drivers across the organizationLead cash flow forecasting and reporting to ensure visibility into liquidity and operational cash driversAssist with income tax planning and coordination in partnership with internal teams and external advisorsSupport debt management activities, including covenant monitoring, financial modeling, and helping prepare lender communications packages

Advanced Financial Analysis & Business Insights

Lead enterprise-wide financial analysis, including variance analysis, profitability analysis, and trend identification across all business unitsDevelop and standardize driver-based analysis to explain revenue, margin, and cost performanceTranslate operational data into actionable financial insights to support decision-making at the executive and division levelOwn development of analytical frameworks to evaluate product/service line profitability, customer segmentation, and capital efficiencyConduct deep-dive analyses on financial and operational performance to identify improvement opportunitiesPartner with business leaders to diagnose performance gaps and recommend corrective actionsEstablish consistent methodologies for financial analysis, including variance reporting and root-cause identificationSupport M&A, capital investments, and strategic initiatives through detailed financial and operational analysis

Executive Partnership & Decision Influence

Act as a key advisor to senior executives and business leaders on high-impact decisionsLead financial evaluation of strategic initiatives, including capital allocation, acquisitions, and expansion opportunitiesPresent financial insights, analytical findings, performance drivers, and forward outlooks, and recommendations to executive leadershipPartner with operations to drive profitability, efficiency, and growthDefine and document key assumptions tied to financial plans and strategic initiatives

Performance Management & Reporting

Oversee enterprise financial KPI frameworks to ensure alignment with strategic goals and accountability across business unitsEstablish accountability around financial targets and strategic initiativesEnhance corporate financial dashboards and KPI frameworksLead development of executive dashboards, board-level reporting packages, and analysis driven reportingEstablish data-driven performance management practices across the organizationEnsure reporting includes clear insights, root-cause analysis, and recommended actions

Team Leadership & Organizational Development

Lead, mentor, and develop the FP&A team to strengthen analytical capabilities, business insight generation, and storytelling with dataEstablish best practices for financial analysis, insight generation, and planningFoster a high-performance culture focused on accountability and continuous improvement

Systems, Process Optimization & Governance

Own FP&A systems strategy, including evaluation, implementation, and optimization of financial planning toolsDrive automation and process improvements to enhance efficiency, scalability, and analytical capabilities and real-time insightsContinuously improve analytical tools, data models, and reporting processes to enhance decision-making capabilityPartner with Accounting, IT, and business system teams to ensure integrity, consistency, and accessibility of financial data

Minimum RequirementsEducation

Bachelor's degree in accounting or business administration with a concentration in accounting; MBA a plus. A current and active Certified Public Accountant (CPA) license.

Work Experience

10+ years of accounting or auditing experience, preferably in a related industry.8+ years of management experience.

Physical

The ability to sit for extended periods.The ability to see (with or without corrective lenses) CRT and small print ledger information.

Other

Proficient with Microsoft Office Suite, particularly Excel.Basic understanding of ERP systems; experience with Microsoft Dynamics AX or 365 is a plus.Excellent presentation and communication skills.Detail-oriented and organized.Ability to meet a constant stream of deadlines.Proven ability to work both independently and collaboratively with different levels of employees.Advanced report writing, research, and analytical skills.Critical thinking and problem-solving skills to apply logic and reasoning to identify strengths and weaknesses of alternative solutions, conclusions, approaches, and prevention of problems.