Director of Financial Planning and Analysis

Director of Financial Planning and Analysis (FP&A)

Department: Finance

Reports To: Chief Financial Officer (CFO)

Location:

Job Type: Full-Time

Position Overview

The Director of Financial Planning and Analysis (FP&A) is a senior finance leader responsible for enterprise-wide financial planning, budgeting, forecasting, management reporting, and performance analytics. Reporting directly to the CFO, this role functions as a key strategic partner to the executive leadership team, delivering data-driven insights and financial models that drive profitable growth, operational efficiency, cash flow optimization, and enterprise value.

This leader directs all aspects of the annual operating plan, monthly and quarterly rolling forecasts, multi-year strategic plans, and Board of Directors/ownership presentations. Overseeing cross-functional analytics across stores, eCommerce, supply chain, merchandising, marketing, and corporate functions, the Director translates complex operational data into actionable business intelligence to guide capital allocation and strategic decision-making.

Key Responsibilities

Strategic Planning & Business Partnership

• Serve as a primary finance business partner to the CFO, Controller, and business unit leaders across Retail Stores, eCommerce, Distribution & Supply Chain, Merchandising, and Marketing.
• Drive the multi-year long-range strategic financial model (LRP), integrating capital allocation, market expansion, inventory strategies, and operational growth initiatives.
• Translate corporate goals into granular operational and financial KPIs; proactively identify business risks, cost-saving initiatives, and revenue-enhancement opportunities.
• Prepare comprehensive executive presentations, variance analyses, and strategic commentaries for the Board of Directors, executive committees, and external ownership/investors.

Financial Planning, Budgeting & Forecasting

• Lead the end-to-end design and execution of the Annual Operating Plan (AOP) across all operating channels and corporate departments.
• Direct the monthly and quarterly rolling forecast cycles, maintaining high accuracy in revenue, gross margin, OPEX, CAPEX, working capital, and cash flow projections.
• Partner with the Controller and Accounting team during the monthly close to analyze budget-to-actual variances, identify trends, and ensure data integrity across management reporting.
• Evaluate unit economics, store-level profitability, digital customer acquisition costs (CAC/LTV), omnichannel fulfillment costs, and merchandising gross margins.

Analytics, Systems & Process Improvement

• Champion modern financial systems, planning software, and Business Intelligence (BI) tools to automate reporting, eliminate manual workflows, and scale analytical capabilities.
• Develop dynamic dashboards and scorecards to monitor real-time operational metrics across inventory turnover, supply chain unit costs, foot traffic, and digital conversion rates.
• Institute rigorous scenario planning, sensitivity analyses, and financial modeling for capital investments, M&A due diligence, vendor contracts, and commercial negotiations.

Team Leadership & People Development

• Recruit, manage, mentor, and retain a high-performing FP&A and business analytics team.
• Foster a culture of continuous learning, analytical excellence, accountability, and strong cross-functional collaboration.
• Establish clear team objectives, career paths, and technical development programs in financial modeling, data visualization, and business acumen.

Qualifications & Experience

Required Experience & Education

• Education: Bachelor’s degree in Finance, Accounting, Economics, or a related quantitative field. Master of Business Administration (MBA), CPA, or CFA is highly preferred.
• Experience: 10+ years of progressive finance and analytical experience, with at least 4–5 years in a senior management or FP&A leadership capacity.
• Industry Background: Demonstrated experience in retail, multi-unit consumer business, eCommerce, or supply chain/distribution networks.
• Executive Presence: Proven track record of influencing senior executives, presenting to Board-level stakeholders, and driving alignment across non-financial operational teams.

Technical & Analytical Competencies

• Advanced expertise in enterprise financial planning systems (e.g., Adaptive Planning, Anaplan, OneStream, or Hyperion/Planful).
• Proficiency with Enterprise Resource Planning (ERP) platforms (e.g., NetSuite, SAP, Oracle) and BI/data visualization tools (e.g., Power BI, Tableau).
• Expert-level three-statement financial modeling skills, including integrated balance sheet and cash flow projections.

Core Leadership Attributes

• Strategic Agility: Ability to balance high-level enterprise vision with hands-on detail and data integrity.
• Collaboration & Influence: Exceptional interpersonal and storytelling skills, with the credibility to challenge assumptions constructively.
• Operational Drive: High tolerance for ambiguity and the operational grit to build scalable processes within a dynamic, fast-paced environment.