Financial Planning & Analyst

JOB SUMMARY The FP&A Director serves as a strategic financial leader responsible for budgeting, forecasting, performance reporting, and business analytics. Working closely with executive leadership, operations, and sales, this role delivers insights and financial guidance that drive growth, profitability, and informed decision-making

OBJECTIVES

Establish credibility as a trusted financial partner to operational and commercial leaders. Improve visibility into key financial and operational performance metrics Deliver a reliable budgeting and forecasting process that gives forward-looking financial visibility, supports accountability across departments, and enables informed business decisions. Identify measurable opportunities to improve profitability, margins, cash flow, and operational performance. DUTIES AND ESSENTIAL JOB FUNCTIONS Lead the annual budgeting process, including coordination of assumptions, timelines, departmental inputs, and final budget deliverables. Own monthly forecasting and long-range financial planning to provide leadership with forward-looking visibility into revenue, margin, cash flow, and capital needs. Develop and maintain financial models to evaluate strategic initiatives, growth opportunities, pricing decisions, investment scenarios, and operational changes. Analyze profitability, pricing, margins, inventory, working capital, backlog, bookings, and order trends to assess business performance and financial health. Prepare timely and accurate financial reporting packages, KPI dashboards, and management summaries for executive leadership and key stakeholders. Identify financial risks, opportunities, trends, and performance gaps, and recommend specific actions to improve profitability, cash flow, and business results. Evaluate and improve financial planning, reporting, and performance management processes to increase accuracy, efficiency, consistency, and decision-making effectiveness. Support Board presentations, lender reporting, and private equity stakeholder updates with clear financial analysis, variance explanations, and business commentary. Partner with Sales, Operations, Supply Chain, and Finance leaders to understand business drivers, validate assumptions, and align financial plans with operational priorities. Translate complex financial data into clear business insights and recommendations that help leadership make informed strategic and operational decisions. Drive organizational accountability by establishing performance measures, monitoring KPI results, and facilitating business reviews with functional leaders. Collaborate with leadership to identify and execute initiatives that improve operational efficiency, cost control, resource allocation, and overall enterprise value. OTHER FUNCTIONS AND RESPONSIBLITIES Perform other duties as assigned. QUALIFICATIONS Minimum Required Onsite in KC 70% of the time PE-experience (preferred) Highly proficient in Microsoft Suite Data-savvy Manufacturing experience 7 – 10 years’ experience Technical Skills Highly proficient in Microsoft Suite Data-savvy Education Bachelor’s in finance, Accounting, Economics, Business Administration or Management Information Systems Preferred Experience in corrugated packaging/display industry HRMS ERP software experience Salesforce software experience #J-18808-Ljbffr Socket.dev