Director, Financial Planning & Analysis

4 Over • Moonachie, NJ

19h • Onsite

About The Position

The Director of Financial Planning & Analysis (FP&A) is responsible for leading the Company's financial planning, forecasting, business intelligence, performance reporting, and strategic financial analysis functions. Reporting directly to the Vice President of Finance & Accounting, this role serves as a trusted business partner to Executive Leadership and plays a critical leadership role in driving profitable growth, improving operational performance, optimizing capital allocation, strengthening liquidity, and maximizing enterprise value. The Director leads the Company's budgeting, forecasting, financial modeling, lender reporting, private equity reporting, business intelligence, KPI reporting, and long-range planning processes while managing the Business Intelligence & Commercial Analytics function. This individual partners closely with Sales, Marketing, Operations, Manufacturing, Product Management, IT, Human Resources, and Accounting to deliver actionable financial and operational insights that support data-driven decision making throughout the organization. The ideal candidate combines strong financial leadership, commercial acumen, operational understanding, and business intelligence expertise within a fast-paced manufacturing, e-commerce, private equity-backed environment.

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, Business Administration, or a related field.
• 10+ years of progressive experience in FP&A, Corporate Finance, Strategic Finance, Commercial Finance, or a related discipline.
• 5+ years of leadership experience managing FP&A, Business Intelligence, or enterprise financial planning teams.
• Experience leading enterprise budgeting, forecasting, long-range planning, financial modeling, and scenario analysis.
• Experience preparing executive-level financial reporting, including cash flow, liquidity, lender, and covenant reporting.
• Experience partnering with executive leadership to support strategic planning, financing, and business decisions.
• Experience leading finance transformation, reporting automation, and Business Intelligence initiatives.
• Advanced proficiency in Microsoft Excel and experience developing executive-level presentations in PowerPoint.
• Experience with ERP systems, Business Intelligence platforms, and KPI/dashboard development.
• Working knowledge of Tableau, Power BI, SQL, or comparable data analytics and reporting tools.
• Strong executive presence with the ability to translate complex financial data into clear business recommendations.
• Ability to partner with and influence senior leadership through data-driven analysis and sound business judgment.
• Strong leadership skills with experience developing teams and driving accountability.
• Ability to balance detailed financial analysis with an enterprise-wide strategic perspective.
• Results-oriented and comfortable operating in a fast-paced, growth-focused environment.

Nice To Haves

• Experience in manufacturing, printing, eCommerce, distribution, logistics, or a Private Equity-backed environment strongly preferred.
• MBA, CPA, CMA, or similar advanced financial designation preferred.
• Experience with financial automation, AI, and analytics tools such as Alteryx, Snowflake, Microsoft Copilot, or ChatGPT Enterprise is a plus.

Responsibilities

• Lead the Annual Operating Plan (AOP), quarterly and rolling forecasts, and long-range strategic planning processes.
• Develop forecasts for revenue, EBITDA, cash flow, working capital, and other key financial metrics.
• Prepare monthly financial reporting, variance analyses, and performance reviews for executive leadership.
• Develop financial models, scenario analyses, and business cases supporting strategic initiatives, pricing, capital investments, and operational improvements.
• Identify financial risks and opportunities and recommend actionable strategies to improve business performance.
• Prepare executive, Board of Directors, and Private Equity ownership financial reporting and presentations.
• Lead lender reporting, covenant compliance, liquidity reporting, and financing package requirements.
• Serve as the finance lead for financial analyses requested by executive leadership, ownership, and lending institutions.
• Ensure timely, accurate, and consistent reporting to internal and external stakeholders.
• Lead the Business Intelligence and enterprise performance reporting functions.
• Oversee executive dashboards, KPI scorecards, automated reporting, and self-service analytics.
• Partner with IT to strengthen data quality, governance, reporting automation, and enterprise analytics capabilities.
• Promote data-driven decision-making across the organization.
• Partner cross-functionally with Sales, Marketing, Manufacturing, Operations, Supply Chain, Product Management, Customer Service, and Human Resources to improve business performance.
• Evaluate customer profitability, pricing, sales productivity, product mix, margins, and growth opportunities.
• Support pricing strategies, new product evaluations, business cases, and strategic growth initiatives.
• Lead enterprise cash flow forecasting, liquidity planning, and working capital analysis.
• Monitor accounts receivable, inventory, accounts payable, and cash conversion cycle performance.
• Support capital allocation decisions and identify opportunities to optimize liquidity.
• Lead, mentor, and develop the FP&A and Business Intelligence teams.
• Build scalable finance processes, analytical capabilities, and tools that support continued growth.
• Develop strong cross-functional partnerships and promote accountability across the organization.
• Lead continuous improvement and automation across budgeting, forecasting, financial planning, and reporting.
• Identify opportunities to leverage AI and advanced analytics to improve forecasting, decision support, and finance productivity.
• Evaluate emerging technologies and promote responsible use of AI, including appropriate governance and validation.

Benefits

• Health and Life Insurance- Medical, Dental, Vision, Life/AD&D Insurance, Disability, and Flexible Spending Accounts (FSAs) for Health Care and Dependent Care
• 4over pays 100% of the employee’s premium for his/her Basic Life/AD&D Insurance in the amount of 1x the employee's annual salary, up to $500,000
• 401(k) Retirement Plan
• Semi-annual open enrollment (January 1st and July 1st)
• Discretionary employer match; typically, 50% of employee deferrals up to 6% of compensation
• Immediate Vesting
• 9 Paid Holidays
• Accumulating PTO to be used after 90-days of continuous and active full-time service

What This Job Offers

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