Director of FP&A

Director of FP&A

Location: West Chester, Pennsylvania (Hybrid)

Employment Type: Permanent

Role Overview

Seeking a Strategic Finance Leader to provide financial planning, analysis, and decision support across commercial segments. This role involves partnering with senior commercial leadership to deliver actionable insights, support growth initiatives, and optimize profitability. The position leads segment-level FP&A activities, develops a team of analysts, and ensures financial rigor across forecasting, budgeting, and long-range planning while translating complex financial data into clear, executive-ready insights.

Key Responsibilities

• Act as a trusted finance business partner to segment presidents, VPs, and cross-functional leaders.
• Own the annual budget, rolling forecast, and long-range planning processes for commercial segments.
• Develop and maintain financial models to assess revenue, margin, volume, and cost drivers.
• Monitor performance against the plan, identify risks and opportunities, and recommend corrective actions.
• Deliver analyses on revenue growth, margin performance, customer profitability, and ROI.
• Partner with Commercial Strategy, Sales, and Marketing teams to evaluate pricing actions and promotions.
• Prepare executive-level dashboards and presentations for leadership reviews.
• Collaborate with Supply Chain, Operations, and Marketing to align forecasts and strategic initiatives.
• Support month-end close activities by reviewing variances and aligning results with business narratives.
• Lead, coach, and develop a team of FP&A managers and analysts, managing a total team of eight.
• Drive continuous improvement in FP&A tools, processes, and analytical capabilities.

Required Qualifications

Education: A Bachelor's degree in Finance, Accounting, Economics, or a related field is required.

Experience: 10+ years of progressive experience in FP&A, commercial finance, or corporate finance, with significant exposure to sales-driven organizations is required. Candidates must have proven experience partnering with senior commercial leadership in a multi-channel or consumer-focused business. Experience in Consumer Packaged Goods (CPG) or food and beverage is strongly preferred.

Technical Skills: Advanced proficiency in financial systems and tools such as ERP, planning tools, BI platforms, and Excel is required. Strong financial modeling, analytical, and storytelling skills are necessary, with an ability to influence at the executive level.

Preferred Qualifications

• An MBA or CPA/CFA designation is preferred.
• Experience in the food and beverage industry is considered a plus.

Compensation & Benefits

The budgeted salary range for this position is $180,000 to $195,000 annually. This role is eligible for an annual incentive plan with a target of 20%.

Work Environment

This is a permanent, hybrid position requiring three days per week in the West Chester, Pennsylvania office. Occasional travel may be required to support leadership meetings or business reviews. The role reports to the CFO and manages a team of four direct and four indirect reports.

We are an equal opportunity employer and welcome applications from all qualified candidates regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.

Apex uses a virtual recruiter as part of the application process. Click here for more details.

If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation in using our website for a search or application, please contact our Benefits Department at [email protected] or View phone number on click.appcast.io.

Everforth Apex is a world-class IT services company that serves thousands of clients across the globe. When you join Everforth Apex, you become part of a team that values innovation, collaboration, and continuous learning. We offer quality career resources, training, certifications, development opportunities, and a comprehensive benefits package. Our commitment to excellence is reflected in many awards, including ClearlyRateds Best of Staffing® in Talent Satisfaction in the United States and Great Place to Work® in the United Kingdom and Mexico.

Everforth Apex uses a virtual recruiter as part of the application process. Click here for more details. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Everforth Apex and its affiliates, and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy at

Everforth Apex Benefits Overview: Everforth Apex offers a range of supplemental benefits, including medical, dental, vision, life, disability, and other insurance plans that offer an optional layer of financial protection. We offer an ESPP (employee stock purchase program) and a 401K program which allows you to contribute typically within 30 days of starting, with a company match after 12 months of tenure. Everforth Apex also offers a HSA (Health Savings Account on the HDHP plan), a SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions, a corporate discount savings program and other discounts. In terms of professional development, Everforth Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA. Everforth Apex has a dedicated customer service team for our Consultants that can address questions around benefits and other resources, as well as a certified Career Coach. You can access a full list of our benefits, programs, support teams and resources within our 'Welcome Packet' as well, which an Everforth Apex team member can provide.

Everforth Apex Systems is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, political affiliation, union membership, or any other characteristic protected by law. Everforth Apex will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law.

If you require an accommodation under the Americans with Disabilities Act to participate in an interview with a virtual recruiter or to use our website for a search or application, please contact our Benefits Department at [email protected] or View phone number on click.appcast.io. Please note that this contact information is strictly to be used for medical ADA accommodations and that no other inquiries will be answered.

UnitedHealthcare creates and publishes the Transparency in Coverage Machine-Readable Files on behalf of Everforth Apex Systems.