Director, Financial Planning & Analysis

Advantage Sales & Marketing dba Advantage Solutions•Saint Louis, MO

1d•Onsite

About The Position

The Director leads financial planning and analysis for Advantage’s corporate functions, including HR, Legal, and Finance, and owns the consolidated financial view of all Corporate functions. The role manages a team responsible for delivering consolidated results and insights to senior finance leadership, and for building an AI-enabled FP&A function that automates routine production so the team can focus on analysis, insight, and recommendations. Within 12 months, success means the monthly reporting cycle is materially faster and a meaningful share of recurring commentary and consolidation is automated. The Director partners with operational FP&A leads to standardize forecasting, reporting, variance analysis, financial management practices, planning tools, reporting templates, and performance metrics. The role also works with IT and stakeholders to ensure data and operational systems meet finance reporting needs. The position leads financial reporting, consolidation, budgeting, and rolling forecasts. It produces recurring and ad hoc reports, dashboards, visualizations, reporting packages, executive presentations, and actionable recommendations for enterprise leadership and other stakeholders. The Director owns the AI and automation roadmap for corporate FP&A and consolidated reporting. This includes redesigning recurring workflows, setting automation and analyst-capacity goals, establishing standards for validating AI-generated work and protecting data, coaching the team in effective AI use, and piloting and scaling useful capabilities with Technology. The position supervises direct reports and may guide indirect reports. Work is performed primarily in an office environment.

Requirements

Bachelor’s degree.
8–10 years of experience in a relevant field.
Expertise in budgeting, forecasting, and aligning financial plans with business goals.
Skill in creating executive dashboards and translating data into clear, actionable insights.
Proficiency in business intelligence tools, SQL, Excel, and enterprise performance management platforms.
Ability to align diverse teams around standardized processes and shared financial objectives.

Nice To Haves

MBA, CPA, or equivalent demonstrated capability.
Experience with generative AI and AI features in planning and business intelligence platforms is relevant to coaching the team and advancing AI adoption.

Responsibilities

Partner with operational FP&A leads to design and implement standardized forecasting, reporting, and variance-analysis processes across the division.
Establish best practices for financial management, including consistent use of planning tools, reporting templates, and performance metrics.
Facilitate knowledge sharing and alignment among FP&A leads to provide cohesive financial support to business units.
Consult with IT and key stakeholders to ensure data and operational systems meet finance reporting needs.
Manage direct reports and drive team processes and work.
Design, build, test, and deliver recurring and ad hoc financial reports, dashboards, and data visualizations using business intelligence tools.
Consolidate monthly financial results, including key metrics, variance analysis, and executive summaries.
Prepare monthly, quarterly, and annual reporting packages for enterprise leadership, including KPIs, financial statements, and trend analysis.
Ensure reporting accuracy and consistency across business units in alignment with internal policies and external standards.
Develop and deliver clear financial presentations and messaging for senior leadership, board meetings, and cross-functional stakeholders.
Translate complex financial data into actionable insights and strategic recommendations through presentations, executive summaries, and visual storytelling.
Craft financial narratives for internal communications that explain performance drivers, risks, and required actions.
Lead annual budgeting and rolling forecast processes in alignment with strategic goals.
Analyze and consolidate financials to track performance, identify trends, and provide actionable recommendations.
Develop financial models to evaluate business scenarios, investment opportunities, and cost-optimization strategies.
Own the AI and automation roadmap for corporate FP&A and consolidated reporting, including targets for automated processes and analyst hours redeployed to higher-value work.
Redesign recurring workflows such as data consolidation, variance commentary, flash reporting, forecast refreshes, and executive summaries so AI can produce first drafts for team validation and recommendations.
Establish standards for reviewing and validating AI-generated output, including controls, documentation, and public-company-appropriate data security.
Coach and equip the team to use AI tools effectively, raise the function’s AI proficiency, and identify team members who can lead adoption.
Evaluate and pilot AI capabilities in planning, business intelligence, and productivity platforms, and partner with Technology to scale successful capabilities.
Hire, retain, train, coach, guide, direct, and develop direct reports using company-wide processes, tools, and resources.
May delegate work and provide guidance, direction, and mentoring to indirect reports.