Director - Financial Planning, Analysis and Business Intelligence (57738)
About The Position
The Director, Financial Planning & Analysis and Business Intelligence (FP&A & BI) provides strategic leadership for the organization’s financial planning, budgeting, forecasting, reporting, business intelligence, and analytical activities. This role partners closely with senior leadership and functional leaders to translate financial, customer, product, and operational data into meaningful insights that improve business performance and support strategic and operational decision-making. The Director, FP&A & BI reports directly to the CFO and leads the development of financial models, forecasts, performance reporting, and planning processes while also owning the continued development of the company’s business intelligence and management reporting capabilities. This includes the development and enhancement of Power BI dashboards and analytical tools that provide timely, consistent, and actionable visibility into the key drivers of the business. This position serves as a strategic finance partner to the organization, identifying trends, risks, and opportunities and providing recommendations that enable informed decision-making, improved profitability, effective working capital management, and sustainable growth.
Requirements
- Bachelor’s degree in Finance, Accounting, Economics, Business Administration, Analytics, or a related field required.
- Minimum of 8–10 years of progressive experience in financial planning and analysis, corporate finance, business analytics, accounting, or a related discipline.
- Demonstrated experience leading budgeting, forecasting, financial modeling, and long-range planning processes.
- Strong financial modeling and advanced Excel skills.
- Experience partnering with senior executives and business leaders to support strategic decision-making.
- Strong ability to communicate complex financial and operational information to executive and non-financial audiences.
- Minimum of five years of leadership and people management experience preferred.
Nice To Haves
- MBA, CPA, CMA, or other relevant advanced degree or professional certification preferred.
- Experience leading and developing finance and/or analytical professionals.
Responsibilities
- Lead the organization’s annual budgeting, forecasting, long-range planning, and financial analysis processes.
- Partner with senior leadership and functional leaders to evaluate business performance and provide financial insights that support strategic and operational decision-making.
- Lead the preparation and analysis of financial forecasts, budgets, business plans, and financial performance reports.
- Develop and maintain financial models to evaluate revenue, profitability, expenses, cash flow, investments, and other key business drivers.
- Analyze actual financial results against budget, forecast, and prior-year performance, identifying key drivers of variances and recommending appropriate actions.
- Analyze inventory productivity, including inventory turns, aging, excess and obsolete inventory, and service-level considerations.
- Identify opportunities to improve cash conversion and reduce capital tied up in the business while maintaining appropriate customer service levels.
- Develop scenario and sensitivity analyses to support business planning and key strategic decisions.
- Evaluate the financial impact and return on investment of proposed projects, capital investments, and strategic initiatives.
- Continuously improve forecast accuracy, financial visibility, and accountability across the organization.
- Develop and maintain detailed profitability analysis by customer, product/SKU, product category, and channel.
- Analyze revenue and gross margin performance, including the impact of volume, price, mix, product cost, freight, customer allowances, rebates, returns, chargebacks, and other key drivers.
- Provide financial analysis and decision support for customer negotiations, pricing decisions, new programs, and new product opportunities.
- Develop analytical tools to identify margin opportunities, changing customer and product trends, and underperforming products or areas of the business.
- Partner with IT to lead the development and ongoing evolution of the company’s business intelligence and management reporting environment.
- Establish standardized definitions and reporting for key business metrics to create a consistent single source of truth across the organization.
- Automate recurring management reporting and reduce reliance on manually prepared reports and spreadsheets.
- Prepare and present executive-level financial analysis, dashboards, and reporting that clearly communicate business performance, trends, risks, opportunities, and outlook.
- Lead, develop, and coach FP&A team members, establishing clear performance expectations and building the team’s analytical and business-partnering capabilities.
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What This Job Offers
Job Type
Full-time
Career Level
Director
