Director, Financial Planning & Analysis
About The Position
The Director, Financial Planning & Analysis 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. It is accountable for building an AI-enabled FP&A function by automating routine production so the team can focus on analysis, insight, and recommendations. Within 12 months, the monthly reporting cycle is expected to be materially faster, with a meaningful share of recurring commentary and consolidation automated. The role leads standardized forecasting, reporting, and variance-analysis processes; produces consolidated financial reporting and executive insights; and leads annual budgeting and rolling forecasts. It also owns the AI and automation roadmap for corporate FP&A and consolidated reporting, including establishing validation, control, documentation, and data-security standards for AI-generated work. The position has direct reports and may provide guidance to indirect reports. The work is primarily performed 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.
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 across FP&A leads to ensure cohesive financial support for business units.
- Consult with IT and stakeholders to ensure data and operational system designs meet the finance team’s 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 financial presentations and messaging for senior leadership, board meetings, and cross-functional stakeholders.
- Translate financial data into actionable insights and strategic recommendations through presentations, executive summaries, and visual storytelling.
- Craft financial narratives for internal communications that highlight 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 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, setting targets for automation and analyst hours redirected to higher-value work.
- Redesign recurring workflows, including data consolidation, variance commentary, flash reporting, forecast refreshes, and executive summaries, so AI produces first drafts while the team validates and provides judgment and recommendations.
- Establish standards for reviewing and validating AI-generated output, including controls, documentation, and data security appropriate for a public company.
- Coach and equip the team to use AI tools, 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 effective solutions.
- 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.
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What This Job Offers
Job Type
Full-time
Career Level
Director
