Director, Financial Planning & Analysis (FP&A)

Confluent Medical Technologies • Austin, TX

6d

About The Position

The Director, FP&A leads Confluent's corporate financial planning and analysis function and serves as a key financial partner to the Chief Financial Officer and Senior Leadership Team. The role owns the corporate FP&A calendar, including the annual budget, monthly forecast, and long-range planning processes, and is responsible for SG&A budgeting and centralized cost accounting across the organization. The Director also leads Commercial Finance and pricing analysis, business intelligence and reporting, the Company's cash flow forecasting process, and financial due diligence and integration for M&A activity.

The position leads the corporate FP&A team and delivers value-added analysis, meaningful financial and operational metrics, and clear executive-level communication to support business decision-making. It partners with senior leaders and teams across Finance, Operations, Supply Chain, Commercial, IT, Accounting, Treasury, and business units to improve planning, reporting, and business performance.

Requirements

• Bachelor's degree in Business Administration, Accounting, or Finance.
• 10 or more years of experience in FP&A or Operational Finance leadership roles.
• 10 or more years of people management experience.
• Strong accounting and systems skills, including Excel and PowerPoint.
• Demonstrated experience leading annual budgeting, forecasting, and long-range planning in a multi-business environment.
• Experience with M&A due diligence and post-acquisition integration.
• Executive presence, interpersonal communication skills, and well-honed influencing skills.
• Effective written, oral, and executive presentation skills.
• Excellent time management and project management skills.
• Superior analytical, problem-solving, and critical-thinking skills, with demonstrated intellectual and analytical rigor.
• Ability to partner across multiple business functions and influence decisions without direct authority.
• Ability to work autonomously in ambiguous situations with minimal oversight and manage multiple work streams.

Nice To Haves

• MBA.
• Experience with Adaptive Planning, Epicor, Power BI, and Domo.

Responsibilities

• Own the corporate FP&A calendar and operating rhythm, ensuring information is available for internal operating reviews and Senior Leadership and Board reporting.
• Lead the annual budget process, including budget guidance, timelines, tools, and templates, and coordinate accurate, aligned, and reconciled business unit and corporate budgets.
• Lead the monthly and 12-month rolling forecast process across Finance, Operations, Supply Chain, and Commercial.
• Develop and monitor one-year and three-to-five-year strategic planning models with the CFO and Senior Leadership Team.
• Prepare monthly corporate reporting packages, including consolidated financial statements, KPI reporting, variance analysis, and executive commentary.
• Administer enterprise planning and consolidation tools, including Adaptive Planning and Epicor.
• Own business intelligence and reporting, using Power BI and Domo to build and maintain dashboards and self-service reporting.
• Establish data governance standards and consistent metric definitions across BI and reporting platforms.
• Partner with IT and business unit finance leaders to prioritize and deliver reporting and analytics capabilities.
• Own budgeting, forecasting, and monthly reporting for SG&A and centralized corporate cost centers.
• Lead centralized cost accounting processes and ensure consistent cost methodology and reporting standards.
• Own centralized LEAN capitalized labor and overhead accounting and ensure consistent capitalization methodology and reporting across business units.
• Partner with department leaders to monitor spending against budget and identify cost management opportunities.
• Lead Commercial Finance support, including quote analysis, customer profitability, revenue trends, and annual MSA price reviews.
• Own pricing analysis, including price/cost bridges, product and customer margin analysis, PSR and MPR processes, month-end price measurement, and income variance analysis.
• Own cash flow forecasting in partnership with Treasury, Controllership, and business unit finance leaders.
• Set free cash flow and working capital targets with business unit leadership and monitor performance.
• Lead financial due diligence for M&A opportunities, including valuation models, synergy analysis, and target financial evaluation, partnering with the CFO and advisors.
• Lead financial integration planning and execution for completed acquisitions with Operations, IT, Accounting, and business unit finance teams.
• Lead post-acquisition synergy measurement and tracking, as well as financial systems and costing integration for acquired businesses.
• Provide financial modeling and analysis for acquisitions, divestitures, new product development, and other strategic projects.
• Develop the FP&A team through recruiting, coaching, training, and performance management.
• Partner with the CEO, COO, CFO, Corporate Controller, Director of Operations Finance, and other functions to provide analysis, improve processes and tools, and eliminate redundancies.
• Prepare Board and Senior Leadership materials.

What This Job Offers

• Job Type: Full-time
• Career Level: Director