Director of Financial Planning and Analysis

We are seeking a strategic and hands-on Senior Director of Financial Planning & Analysis (FP&A) to lead the company's financial planning, forecasting, budgeting, and strategic analysis functions. This executive-level finance leader will partner closely with senior leadership to drive financial performance, support key business decisions, and develop long-range financial strategies.

The ideal candidate combines exceptional financial modeling and analytical skills with a strong accounting foundation. This role requires expertise in three-statement financial modeling (Income Statement, Balance Sheet, Cash Flow Statement) , forecasting, budgeting, cash flow analysis, KPI development, and executive-level financial reporting. The successful candidate will serve as a trusted business partner, helping guide the company's growth through data-driven insights and financial discipline.

Key Responsibilities:

• Lead the company's annual budgeting process and rolling forecasts.
• Develop and maintain sophisticated three-statement financial models (Income Statement, Balance Sheet, and Cash Flow Statement) to support strategic planning, acquisitions, capital investments, and growth initiatives.
• Prepare monthly, quarterly, and annual financial analyses for executive leadership and Board presentations.
• Analyze financial performance, identify trends, risks, and opportunities, and provide actionable recommendations.
• Partner with department leaders to improve financial performance and resource allocation.
• Develop long-range financial plans and scenario analyses.
• Monitor key financial and operational performance indicators (KPIs) and communicate business insights.
• Drive continuous improvement in budgeting, forecasting, reporting, and financial planning processes.
• Perform profitability, pricing, cost, margin, and variance analyses.
• Support mergers, acquisitions, financing activities, and strategic initiatives through detailed financial analysis.
• Collaborate closely with both the FP&A and Accounting team to ensure accurate financial reporting and consistency between financial planning and accounting results.
• Assist with month-end and year-end financial review processes as needed.
• Improve financial reporting tools, dashboards, and planning systems.
• Mentor and develop FP&A team members while fostering a collaborative, high-performance culture.
• Present financial results and strategic recommendations to executive leadership.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or a related field.
• MBA is a plus.
• CPA designation is a strong plus.
• 10+ years of progressive experience in Financial Planning & Analysis, Corporate Finance, or a combination of FP&A and Accounting.
• Prior leadership experience managing finance professionals.
• Strong foundation in accounting principles and financial reporting.
• Extensive experience with:
• Budgeting and forecasting
• Long-range strategic planning
• Financial analysis and business performance management
• Cash flow forecasting
• Variance analysis
• Executive reporting
• Advanced Microsoft Excel skills required.
• Experience with ERP systems and financial planning software (Adaptive Planning, Anaplan, Oracle, SAP, NetSuite, OneStream, Hyperion, or similar) preferred.
• Experience with Business Intelligence tools such as Power BI or Tableau is a plus.
• Strategic thinker with exceptional analytical skills.
• Strong business acumen and commercial mindset.
• Excellent communication and presentation abilities.
• Ability to influence executive leadership through financial insights.
• Highly organized with strong attention to detail.
• Proven ability to manage multiple priorities in a fast-paced environment.
• Collaborative leadership style with a hands-on approach.
• High degree of integrity, professionalism, and sound judgment.