Director of Financial Planning and Analysis

Slane Co. is partnering with a leading, family-owned and operated equipment dealer, to identify an experienced Financial Planning & Analysis Director.

This highly visible leadership role supports a diverse organization serving the construction, industrial, and material-handling industries. The Director will oversee enterprise-wide budgeting, forecasting, financial modeling, performance reporting, and strategic analysis while serving as a trusted advisor to executive leadership. This individual will translate financial and operational data into meaningful insights that guide critical decisions, strengthen business performance, and support long-term growth.

Key Responsibilities

Strategic Financial Leadership

• Lead enterprise-wide budgeting, forecasting, and long-range financial planning.
• Provide forward-looking insights and analysis of performance drivers and variances.
• Develop scenario models to support strategic planning and executive decision-making.
• Evaluate financial risks, opportunities, and key value drivers.
• Lead cash-flow forecasting and support debt management, covenant monitoring, and lender reporting.
• Assist with tax planning in partnership with internal teams and external advisors.

Financial Analysis & Business Insights

• Lead profitability, variance, trend, margin, and cost analysis across business units.
• Translate operational data into actionable financial recommendations.
• Evaluate product and service-line profitability, customer segments, and capital efficiency.
• Partner with business leaders to identify performance gaps and recommend corrective actions.
• Support capital investments, acquisitions, expansion opportunities, and other strategic initiatives.

Executive Partnership & Reporting

• Serve as a trusted financial advisor to executive and operational leadership.
• Present financial insights, performance trends, forecasts, and recommendations.
• Develop executive dashboards, board-level reporting, and enterprise KPI frameworks.
• Strengthen accountability around financial targets and strategic initiatives.
• Partner with operations to improve profitability, efficiency, and sustainable growth.

Team, Systems & Process Leadership

• Lead, mentor, and develop the FP&A team.
• Establish consistent financial planning, analysis, and reporting practices.
• Improve financial models, dashboards, and reporting processes.
• Lead the evaluation and optimization of financial planning tools.
• Partner with Accounting, IT, and business systems teams to strengthen data accuracy, accessibility, and integrity.
• Identify opportunities for automation and greater reporting efficiency.

Qualifications

• Bachelor’s degree in accounting or business administration with an accounting concentration required; MBA preferred.
• Current and active CPA license required.
• 10+ years of accounting or auditing experience, preferably within an equipment dealer, industrial, manufacturing, distribution, or related environment.
• 8+ years of leadership or management experience.
• Advanced financial analysis, forecasting, modeling, and reporting capabilities.
• Strong Microsoft Excel skills and familiarity with ERP systems; Microsoft Dynamics AX or Dynamics 365 experience is a plus.
• Proven ability to communicate complex financial information clearly to executive and operational audiences.
• Strong business judgment, analytical thinking, and problem-solving skills.
• Ability to lead independently while building trusted, collaborative relationships across the organization.