Director of Financial Planning and Analysis

Director Of Financial Planning And Analysis

We are seeking a strategic and highly analytical Director of Financial Planning and Analysis to oversee financial planning, analysis, and growth initiatives for a well-established, successful, multi-entity organization within the greater Sacramento area. Our client offers a supportive, family-oriented work culture, hybrid schedule after training, and a competitive 401k with 5% match.

The Director of Financial Planning and Analysis will report directly to the CFO and serve as the primary financial partner and advisor, creating and delivering high-quality financial insights to support executive decision-making. This leader will drive process improvements, produce financial reporting and metrics to strengthen data-driven decision-making, and collaborate with other leaders while also assessing new investment and expansion opportunities.

The qualified candidate is a hands-on financial leader with strong experience in costing, financial reporting, KPI development, and supporting business growth. They should be highly proficient with financial systems and comfortable driving process and system improvements.

Salary range: $180,000-$230,000 + bonus

Location: Rocklin Hybrid (1 day offsite per week after training)

Primary Responsibilities

Serve as the strategic finance leader for the business, partnering with operations to improve performance, manage costs, and drive revenue growth.

Lead the annual budgeting process, quarterly forecasts, and long-range financial planning.

Create and ensure accurate financial reporting and strong alignment with corporate finance.

Play a central role in the upcoming ERP implementation, supporting system adoption, change management, and alignment with broader financial strategy.

Strengthen operational excellence by streamlining processes, removing bottlenecks, and leveraging modern financial technologies to enhance efficiency and scalability.

Develop and monitor key operational and financial KPIs, analyze performance against forecasts, identify root causes, and recommend corrective actions.

Translate complex operational and financial data into clear insights and presentations for the CFO, executive leadership, and the Board of Directors.

Evaluate new business opportunities, capital projects, expansions, and support financial modeling for project financing or M&A activities

Skills And Qualifications

Holds a bachelor's degree in accounting, finance, or a related discipline; MBA is preferred.

Brings 7+ years of progressive corporate finance, FP&A, or investment banking.

Prior financial experience in manufacturing is preferred.

Offers experience working within sophisticated organizational structures—such as investment, private equity, or multi-entity environments—and collaborating with external financial partners.

Strong background in technology change management, with proven experience collaborating on ERP implementations or major financial system upgrades.

Demonstrated success in identifying and implementing business process improvements within an operating company.

Proven ability to partner with both operational leaders (plant managers, engineers) and accounting teams to translate operational realities into financial forecasts.

Strategic mindset with a strong ability to communicate complex financial concepts clearly and concisely to executive leadership and board members.