Director, Financial Planning & Analysis

Role Description

The Director, FP&A is responsible for leading the organization’s financial planning, budgeting, forecasting & financial analysis function. This role partners closely with senior leadership to provide financial insights, support decision-making, improve business performance and drive long term value creation.

Key Responsibilities

• Financial Planning & Forecasting
  • Lead the annual budgeting and planning process.
  • Develop monthly forecasts for revenue, expenses, cash flow & profitability.
  • Maintain and enhance financial forecasting models.
  • Analyze variances between actual results, budget & forecast.
• Strategic Financial Analysis
  • Provide actionable financial insights to support strategic decision-making.
  • Develop strategic pricing models for new and existing business to ensure competitive bids and profitability.
  • Evaluate business initiatives, investments, and capital expenditures.
  • Develop financial models and scenario analysis for senior leadership.
  • Assess risks and opportunities impacting financial performance.
• Business Partnership
  • Partner with operational leaders to improve financial performance.
  • Support leaders in developing budgets and managing costs.
  • Translate financial results into meaningful business recommendations.
  • Drive accountability for achieving financial targets.
• Reporting & Process Improvement
  • Develop executive dashboards and key performance indicators (KPIs).
  • Ensure timely and accurate reporting of business performance.
  • Identify opportunities to improve financial processes, reporting & analytics.
  • Enhance forecasting accuracy and planning efficiency.
  • Promote data driven decision making across the organization.
• Leadership & Team Development
  • Recruit, mentor and develop FP&A team members.
  • Establish performance goals and development plans.
  • Foster a collaborative, high performance culture.
  • Manage workload priorities and resource allocations.
• Mergers & Acquisitions and Corporate Development
  • Support the evaluation, financial analysis and execution of mergers, acquisitions, divestitures and strategic partnerships.
  • Lead financial due diligence activities, including analysis of financial performance, quality of earnings, working capital, cash flow, and key business drivers.
  • Coordinate internal and external due diligence teams.
  • Assess acquisition opportunities and prepare business cases, investment recommendations and presentations for executive leadership and the board of directors.
  • Identify financial risks, opportunities, synergies and integration considerations associated with potential transactions.
  • Lead financial integration planning and post-acquisition performance tracking to ensure realization of anticipated synergies and strategic objectives.

Qualifications

• Bachelor’s degree in Finance, Economics, Accounting or Business Administration.
• Professional designation preferred (CPA, CFA, MBA).
• 5+ years of progressive finance experience.
• 3+ years of financial leadership experience.
• Strong background in budgeting, forecasting, financial modeling, and business analysis.
• Experience with M&A and Corporate Development.
• Experience partnering with senior executives and operational leaders.
• Advanced financial modeling and analytical skills.
• Strong understanding of financial statements and KPIs.
• Excellent communication and presentation abilities.
• Strategic thinking and problem solving skills.
• Advanced proficiency in Excel.
• Ability to influence decision making across the organization.