Director, Financial Planning & Analysis (FP&A)

Halma plc•Morrisville, NC

1d•Hybrid

About The Position

Belong to a team where taking initiative, being adaptive, and inquisitive are valued. Job Summary The Director of Financial Planning & Analysis (FP&A) is a senior finance leader responsible for driving enterprise-wide financial planning, forecasting, reporting, and strategic decision support. Reporting directly to the CFO, this role provides critical financial insight to executive leadership and serves as a strategic business partner across the organization. The FP&A Director oversees the Finance and Accounting functions, ensuring strong integration between forward-looking financial planning and historical financial reporting.

Requirements

Bachelor’s degree in Finance, Accounting, Economics, or a related field (MBA or CPA/CMA preferred).
10+ years of progressive finance experience, including significant FP&A leadership responsibility.
Prior experience overseeing or partnering closely with Accounting/Controller functions.
Deep expertise in financial planning, forecasting, and modeling.
Strong understanding of accounting principles and financial statements.
Advanced proficiency in Excel and financial systems; experience with BI/reporting tools preferred.
Ability to synthesize complex data into clear, executive-level insights.
Strategic thinker with strong business acumen.
Proven people leader with the ability to influence through direct and indirect reporting lines.
Highly collaborative, with excellent communication and relationship-building skills.
Results-oriented, detail-driven, and comfortable operating in a dynamic environment.
High integrity and ability to handle sensitive and confidential information.

Nice To Haves

Experience in a manufacturing, medical device, or global/multi-entity environment strongly preferred.

Responsibilities

Serve as a trusted financial advisor to the CFO and executive leadership team, providing actionable insights to support strategic and operational decisions.
Lead enterprise-wide financial planning activities, including annual budgeting, long-range planning, and rolling forecasts.
Translate business strategy into financial models, scenarios, and performance metrics.
Support M&A, capital investments, pricing strategies, and major business initiatives with robust financial analysis.
Set the vision, standards, and cadence for FP&A processes, tools, and deliverables.
Ensure high-quality financial models, forecasts, and variance analyses across all business units.
Review and challenge assumptions, risks, and opportunities within forecasts and business cases.
Drive continuous improvement in reporting, analytics, and decision-support capabilities.
Provide leadership and oversight to the Controller to ensure accurate, timely, and compliant financial reporting.
Ensure strong alignment between FP&A outputs and accounting results.
Partner with the Controller on month-end close, financial statements, internal controls, audits, and compliance requirements.
Maintain appropriate financial governance, controls, and documentation.
Develop and mentor finance leaders and team members through the Controller, fostering a high-performing and collaborative finance organization.
Set clear goals, expectations, and performance standards for the finance team.
Support talent development, succession planning, and capability building across FP&A and accounting functions.
Promote a culture of accountability, curiosity, and continuous improvement.
Partner closely with leaders across Operations, Sales, Marketing, R&D, HR, and Supply Chain to drive financial discipline and performance.
Provide financial insights on cost management, margin improvement, productivity, and operational efficiency.
Communicate complex financial information clearly to non-financial stakeholders.