Director Of Financial Planning And Analysis

Position Summary

The Director of Financial Planning & Analysis (FP&A) will build and lead the Company’s FP&A and management reporting function. This is a hands-on role responsible for developing financial planning models, forecasting, management & ad hoc reporting, business analytic tools, and processes needed to provide leadership with greater visibility into business performance and support informed decision-making.

Initially, the Director will personally lead much of the analysis and reporting while establishing a scalable FP&A infrastructure. As the function develops, this individual may build and lead a team to support the Company’s continued growth.

Key Responsibilities

• Lead annual budgeting, forecasting, and long-range financial planning.
• Build and maintain financial models.
• Develop monthly and quarterly management reporting, dashboards, and KPIs for executive and functional leadership.
• Analyze actual results against budget, forecast, and prior periods, identifying key drivers, risks, and opportunities.
• Build product and customer profitability reporting and analyze gross margin drivers, including price, volume, mix, and product costs.
• Partner with Commercial, Operations, Supply Chain, R&D, and other functional leaders on financial planning and decision support.
• Develop reporting and analysis around inventory, working capital, and cash flow.
• Evaluate and implement FP&A, business intelligence, and reporting tools to improve data visibility and automate recurring processes.
• Establish consistent financial and operational KPIs and reporting standards across the organization.
• Support business cases for new products, investments, strategic initiatives, and other growth opportunities.
• Develop the FP&A organizational structure and build the team as the needs of the business evolve.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or related field;
  MBA or CPA preferred.
• 8–12+ years of progressive FP&A, corporate finance, or related experience.
• Experience building or significantly enhancing an FP&A or management reporting function.
• Orthopedic medical devices, and manufacturing experience preferred.
• Strong financial modeling, budgeting, forecasting, and analytical capabilities.
• Advanced Excel skills and experience with ERP, financial planning, and business intelligence/reporting tools.
• Experience analyzing revenue, gross margin, product profitability, operating expenses, inventory, and cash flow.
• Strong communication skills and demonstrated ability to partner with executive and functional leadership.
• Ability and willingness to operate as a hands-on individual contributor while building the processes, tools, and team needed to scale the function.
• Ability to be on-site full time

Ideal Candidate

The ideal candidate is a hands-on finance leader and builder who enjoys creating structure and capabilities in a growing organization. This individual can move comfortably between detailed financial analysis and executive-level communication, has strong business judgment, and is motivated by the opportunity to build an FP&A function from the ground up.