Director of Financial Planning & Analysis

Job Description

Job Description

Department: Finance and Accounting

Position Title: Director of Financial Planning & Analysis

FLSA: Exempt, Full-time

Reports to: Chief Financial Officer

Position Summary

The Director of Financial Planning & Analysis is a results-oriented position that leads enterprise-wide financial planning, operational analysis, and performance management for a fast-paced manufacturing organization. This role serves as a strategic business partner to executive leadership, driving profitability, operational efficiency, forecasting accuracy, and data-driven decision-making across the company.

In this role the Director of FP & A combines deep manufacturing finance expertise with advanced analytical and business intelligence capabilities, including expert-level proficiency in Power BI and Excel. This leader will transform financial and operational data into actionable insights that improve margins, optimize working capital, and support scalable growth.

Key Outcomes & Responsibilities

Deliver Accurate, Actionable Financial Forecasting

Success Looks Like:

• Monthly forecasts consistently achieve high accuracy against actual results.
• Leadership receives timely, data-driven insights to support strategic decisions.
• Variance drivers are identified early with corrective action plans implemented.

Responsibilities:

• Lead annual budgeting, monthly forecasting, and long-range planning processes.
• Develop rolling forecasts for revenue, labor, manufacturing costs, inventory, and cash flow.
• Analyze actual vs. forecast performance and communicate operational and financial drivers.
• Partner with plant operations, supply chain, procurement, and sales leadership to improve forecast reliability.

Improve Manufacturing Profitability & Operational Performance

Success Looks Like:

• Gross margin improvement initiatives are measurable and sustainable.
• Manufacturing KPIs are visible, accurate, and actionable.
• Leadership gains visibility into cost drivers, labor efficiency, scrap, and inventory performance.

Responsibilities:

• Drive plant-level financial analysis including labor utilization, absorption, overhead allocation, scrap, yield, and production efficiency.
• Build and maintain operational KPI dashboards for manufacturing leadership.
• Analyze pricing, product profitability, customer profitability, and cost trends.
• Support capital investment analysis, ROI modeling, and scenario planning.

Build World-Class Financial Reporting & Business Intelligence

Success Looks Like:

• Executives and operational leaders rely on standardized dashboards and automated reporting.
• Manual spreadsheet reporting is significantly reduced through automation and visualization tools.
• Data integrity and consistency improve across reporting environments.

Responsibilities:

• Design, develop, and maintain enterprise FP&A dashboards and reporting tools using Power BI.
• Create scalable reporting models integrating ERP, manufacturing, and financial systems.
• Automate recurring reporting processes and improve reporting cycle efficiency.
• Ensure consistency and governance of financial and operational reporting metrics.

Strengthen Strategic Decision Support

Success Looks Like:

• Executive leadership receives forward-looking insights rather than historical reporting alone.
• Financial models support major business decisions with clear risk/reward analysis.
• Cross-functional leaders use analytics to improve operational outcomes.

Responsibilities:

• Provide strategic financial analysis for growth initiatives, acquisitions, pricing, capital projects, and operational improvements.
• Develop scenario models and sensitivity analyses for key business decisions.
• Present executive-level recommendations supported by financial and operational data.
• Serve as a trusted advisor to senior leadership and operational teams.

Develop High-Performing FP&A Capabilities

Success Looks Like:

• FP&A processes become more scalable, efficient, and analytical.
• Team members improve analytical and technical capabilities.
• Finance evolves into a proactive strategic partner to the business.

Responsibilities:

• Lead and mentor FP&A team members while establishing accountability and development plans.
• Improve planning processes, financial models, and reporting methodologies.
• Promote a culture of analytical rigor, continuous improvement, and operational partnership.
• Establish best practices for financial modeling, reporting automation, and dashboard development.

Required Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or related field.
• 10+ years of progressive FP&A or corporate finance experience, preferably within manufacturing environments.
• 5+ years of leadership experience managing FP&A teams or finance functions.
• Deep understanding of manufacturing operations, cost accounting, inventory, labor analysis, and operational KPIs.
• Demonstrated success partnering with operations and executive leadership teams.

Technical Expertise Requirements

Power BI (Expert Level Required)

Candidates must demonstrate expert-level capability in:

• Building complex, executive-level Power BI dashboards and data visualizations.
• Developing scalable data models and DAX calculations.
• Integrating ERP, manufacturing, and financial data sources.
• Automating reporting workflows and delivering self-service analytics.
• Translating large datasets into actionable operational and financial insights.

Excel (Expert Level Required)

Candidates must demonstrate expert-level capability in:

• Advanced financial modeling and forecasting.
• Complex formulas, nested logic, pivot tables, Power Query, and data transformation.
• Scenario modeling and sensitivity analysis.
• Building automated management reporting packages.
• Handling large datasets efficiently with high accuracy.

Preferred Qualifications

• MBA and/or CPA preferred.
• Experience with ERP systems in manufacturing environments (such as SAP, Oracle, NetSuite, Epicor, or similar).
• Experience leading BI or finance transformation initiatives.
• Familiarity with SQL, data warehousing, and advanced analytics tools.

Physical Demands , Working Conditions and Occupational Exposure

While performing the duties of this job, the employee:

• Will frequently sit at a desk, stand and walk for prolonged periods on concrete
• Must have the ability to lift up to 20 lbs.
• Must be able to wear appropriate PPE while in plant
• Operates and handles a computer, equipment and tools using hands and fingers frequently to complete tasks

• Will use specific vision abilities required by this job which include close vision and ability to adjust focus.

• Minimal exposure to extreme heat, dust/fumes, cold outdoor and indoor conditions

EOE