Director of Financial Planning and Analysis

Job Summary:

Under the direction of the Vice President of Finance & Treasury, the Director, Finance is responsible for managing financial planning, budgeting, forecasting, and reporting activities for the organization and its subsidiaries. This role partners closely with department heads and executive leadership to support strategic initiatives, enhance financial transparency, and drive business performance. The role also supports M&A due diligence and integration, oversees cash flow forecasting, capital management planning, and drives internal audit and process improvement.

Essential Duties and Responsibilities:

• Lead the annual budgeting process and quarterly forecasting cycles, ensuring alignment with strategic goals.
• Prepare and deliver financial reporting packages for senior management, investors, and board-level presentations.
• Drive financial performance analysis, including monitoring of KPIs, variance analysis, and ROI evaluations on major capital projects.
• Manage cash flow forecasting and capital planning to maintain liquidity and support investment priorities.
• Manage the financial oversight of large-scale projects, including detailed cash flow forecasting, comprehensive financial reporting, and proactive problem-solving to address project-specific challenges.
• Provide financial leadership for M&A activity, including modeling, evaluation, due diligence, and integration planning.
• Oversee the development and maintenance of financial models and planning tools to support business growth and operational decision-making.
• Provide ad hoc analysis, business intelligence insights, and financial recommendations to inform strategic decisions.
• Partner with internal stakeholders to support internal audits, improve financial processes, reporting accuracy, and operational efficiency.
• Perform other duties and special projects as assigned by the Vice President of Finance

Position Requirements (Work Experience, Skills, Licenses, etc.):

• Bachelor's degree in business administration, Finance and Accounting, Statistics, or related field required.
• 5+ years' experience interacting with executive leadership (e.g., Vice President Level and above) required.
• 8+ years' experience managing capital and operational budgets required.
• 8+ years management & leadership experience required.
• Proficient in Microsoft Excel and PowerPoint at an advanced level, including the ability to build complex financial models, use advanced formulas/functions, create dynamic dashboards, and deliver executive-ready presentations.

Additional Skills/Abilities Preferred, but Not Required:

• CPA with Big 4 experience preferred but not required.
• MBA preferred but not required.
• Experience in construction, engineering, or project-based industries strongly preferred.
• Familiarity with Cognos TM1/Planning Analytics, Power BI, or similar business intelligence tools.
• 10+ years Corporate Finance experience preferred.

ACCO Competencies:

• Proactivity/Initiative : Recognizes what needs to be done and accomplishes it in a manner appropriate for one's level/position and with minimal supervision.
• Perseverance : Shows wherewithal to fight for difficult goals despite challenges and to bounce back from adversity.
• Motivation/Dedication : Commits to excellence in pursuing unselfish goals. Initiates action with collective goals, takes responsibility, and shows personal humility.
• Technical Curiosity/Willingness to Learn : Interest in seeking out new experiences, knowledge, and candid feedback; demonstrating an openness to learning and change.
• Insight : The ability to gather and make sense of information that suggests new possibilities.
• Engagement : Shows a knack for using emotion and logic to communicate a persuasive vision and connect with people.
• People Skills : Is approachable and gains the mutual trust and respect of others. Understands people's strengths & weaknesses and actively seeks to understand other perspectives.
• Communication : Fosters open, honest, candid, and respectful communication. Effectively assesses, defines, and communicates issues in a timely manner, both written and verbal.
• Teamwork : The ability to effectively work toward common goals with others by supporting, encouraging, and sharing information in an authentic and approachable manner.
• Big Picture : Understands and contributes to the organizations' short- and long-term business strategy. On a personal level has independently developed a vision for short- and long-term career success.
• Problem-Solver : Ability to identify, analyze, and solve problems in support of personnel, group, department, or organizational objectives.
• Execution : Effectively takes a vision and translates into action by including the right people. Identify and remove barriers, when possible, to achieve results. Demonstrates appropriate compromise, effective time management, prioritization practices and holds team members (including themselves) accountable for their performance/conduct.
• Professionalism : Respectfully observes and challenges the status quo with intent for improvement. Can take direction, accept feedback, and take full responsibility for his/her actions. Lead by example through positive influence and ethical leadership with consideration of the entire organization.
• Job Responsibility Level: Two Senior Financial Analysts

Travel Requirements:

Travel required 5-10% of the time to other office locations.

Hours:

This is an exempt position. Workdays are scheduled from Monday through Friday. Typically, work hours begin and end between 9:00 am and 6:00 pm as scheduled with the position's supervisor. Occasional overtime may be necessary for business needs.

Physical Demands:

• Must frequently lift and/or move up to ten pounds and occasionally lift and/or move up to twenty pounds.
• Specific vision abilities required by this job include close vision and ability to adjust focus.
• Prolonged sitting.
• Frequently required to reach with hands and arms.
• Occasionally required to stand; walk and stoop, kneel, crouch.

Competitive Wage:

$178,000 to $210,000 annually. Applicants, please note that actual compensation is determined by several factors that are unique to each candidate, including but not limited to job-related skills, depth of experience, certifications, relevant education or training, and specific work location, among others. The offered wage or salary is only one aspect of an employee's total compensation.

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