Director of Financial Planning and Analysis

About The Role We’re seeking a strategic and hands-on Director of Financial Planning & Analysis (FP&A) to lead the company’s financial planning, forecasting, business intelligence, performance reporting, and strategic financial analysis functions. Reporting to the VP of Finance & Accounting, this leader will serve as a trusted partner to Executive Leadership and play a critical role in driving profitable growth, improving operational performance, optimizing capital allocation, strengthening liquidity, and maximizing enterprise value. This role will lead enterprise budgeting, forecasting, financial modeling, long-range planning, lender and Private Equity reporting, and KPI reporting, while also overseeing the Business Intelligence & Commercial Analytics function. The Director will partner closely with Sales, Marketing, Operations, Manufacturing, Product Management, IT, Human Resources, and Accounting to turn complex financial and operational data into actionable business decisions. What You’ll Do Financial Planning & Analysis Lead the Annual Operating Plan (AOP), quarterly forecasts, rolling forecasts, and long-range strategic planning processes. Develop forecasts for revenue, EBITDA, cash flow, working capital, and other key financial metrics. Prepare monthly financial reporting packages, management dashboards, and variance analyses. Lead monthly financial performance reviews with Executive Leadership, identifying risks, opportunities, and actions to improve performance. Develop sophisticated financial models supporting strategic initiatives, pricing decisions, capital investments, restructuring activities, and operational improvements. Perform scenario planning and sensitivity analyses to support executive decision-making. Proactively identify financial and operational risks and opportunities and recommend actionable solutions. Executive, Private Equity & Lender Reporting Lead preparation of monthly executive financial reporting packages. Prepare weekly and monthly financial reporting and presentations for Private Equity ownership. Coordinate lender reporting, covenant compliance, liquidity reporting, and financing package submissions. Develop financial analyses and presentation materials for the Board of Directors. Serve as a key finance partner for analyses requested by ownership and lending institutions. Ensure timely and accurate reporting to external financial stakeholders. Business Intelligence & Enterprise Performance Lead the company’s Business Intelligence and enterprise performance reporting functions. Manage and establish priorities for the Senior Business Intelligence & Commercial Analytics Analyst. Oversee development of executive dashboards, KPI scorecards, and automated reporting solutions. Expand self-service reporting and continuously improve enterprise BI capabilities. Partner with IT to strengthen data quality, governance, reporting automation, and enterprise analytics. Promote a culture of data-driven decision-making across the organization. Commercial & Operational Finance Partner across Sales, Marketing, Manufacturing, Operations, Supply Chain, Product Management, Customer Service, and Human Resources to improve business performance. Evaluate customer profitability, pricing effectiveness, sales productivity, product mix, margins, and growth opportunities. Support pricing strategies, margin improvement initiatives, and commercial decision-making. Develop business cases and financial analyses for new products and strategic growth opportunities. Translate operational and commercial performance into meaningful financial insights and recommendations. Cash Flow & Working Capital Lead enterprise cash flow forecasting and liquidity planning. Monitor working capital performance, including accounts receivable, inventory, accounts payable, and cash conversion cycle. Develop analyses supporting capital allocation decisions and liquidity optimization. Identify opportunities to strengthen cash flow and working capital performance. Leadership & Team Development Lead, mentor, and develop the FP&A and Business Intelligence functions. Directly supervise and develop FP&A team members. Build scalable finance processes, analytical capabilities, and tools that support continued organizational growth. Develop strong cross-functional relationships and establish Finance as a trusted strategic partner to the business. Foster a culture of ownership, accountability, continuous improvement, and data-driven decision-making. Finance Transformation & AI Lead continuous improvement across budgeting, forecasting, reporting, and financial planning processes. Identify and implement opportunities to use AI and advanced analytics to improve forecasting, reporting automation, budgeting, and decision support. Evaluate emerging technologies that improve Finance productivity and analytical capabilities. Drive automation of recurring financial processes and management reporting. Promote responsible AI practices, including governance, validation, and appropriate use of AI-generated insights. What We’re Looking For Bachelor’s degree in Finance, Accounting, Economics, Business Administration, or a related field; MBA, CPA, CMA, or advanced designation preferred. 10+ years of progressive experience in FP&A, Corporate Finance, Strategic Finance, or Commercial Finance, including 5+ years in a leadership role. Proven experience leading budgeting, forecasting, financial modeling, and long-range planning. Experience working with Executive Leadership, Boards, lenders, and Private Equity ownership, including financial, liquidity, and covenant reporting. Strong commercial and operational finance experience, including pricing, profitability, cash flow, and strategic decision support. Experience in manufacturing, printing, eCommerce, distribution, logistics, or industrial environments strongly preferred. Private Equity-backed company experience strongly preferred. Technical Skills Advanced Excel, financial modeling, budgeting, and forecasting Tableau, Power BI, or comparable BI platforms SQL, ERP systems, KPI dashboards, and data analysis Experience with Snowflake, Alteryx, AI, and reporting automation tools preferred What Makes You Successful Strategic finance leader who can translate financial data into actionable business decisions. Strong executive presence with the ability to influence and challenge assumptions. Comfortable partnering across Finance, Sales, Marketing, Operations, Manufacturing, and other business functions. Strong commercial mindset with an understanding of EBITDA, cash flow, pricing, margins, and business performance. Passionate about developing people and building high-performing teams. Data-driven, curious, and focused on continuous improvement, automation, and AI. Comfortable operating in a fast-paced, growth-oriented, Private Equity-backed environment. Results-oriented with a strong sense of ownership and accountability. Equal Opportunity Statement 4over is an Equal Opportunity and Aff… #J-18808-Ljbffr 4over