Director of Financial Planning & Analysis

THE BARDSTOWN BOURBON COMPANY LLC•Bardstown, KY

33d•Onsite

About The Position

The Director of Financial Planning & Analysis (FP&A) is a critical leadership role responsible for architecting the financial budgeting, planning, forecasting and analytical strategies that supports our rapid growth and long-term sustainability. This position serves as the connection between strategic objectives and operational execution—ensuring financial clarity, disciplined planning, and data-driven decision-making across the business.

Requirements

Bachelor’s degree in Finance, Accounting, Economics, or related field required; MBA or CPA preferred.
10+ years of progressive experience in FP&A, corporate finance, commercial finance or strategic financial roles.
Experience in manufacturing, consumer packaged goods, or beverage alcohol industry strongly preferred.
Proven background in financial modeling, forecasting, variance analysis, and strategic planning.
Demonstrated success partnering with senior executives and cross-functional teams.
Demonstrated success and experience in leading high performing teams
Advanced financial modeling abilities (Excel, financial systems, BI tools).
Strong understanding of P&L management, balance sheet dynamics, and cash flow forecasting.
Exceptional communication skills—able to simplify complex analyses for executives and stakeholders.
High attention to detail with a commitment to accuracy and data integrity.
Strategic thinker with the ability to link financial insights to operational and business strategy.
Ability to thrive in a fast-paced, high-growth environment.

Responsibilities

Lead the development of the multi-year financial plan in alignment with corporate strategy, operational goals, and market conditions.
Own and manage the annual budgeting process, ensuring cross-functional collaboration and alignment.
Coordinate monthly forecasting cycles for the P&L, Balance Sheet, and Cash Flow.
Build and maintain scenario models to evaluate potential business outcomes, risks, and opportunities.
Analyze the financial merits of capital investments, mergers & acquisitions, and major strategic initiatives.
Ensure accuracy, consistency, and integrity of financial data across systems and reporting platforms.
Establish standardized reporting protocols that deliver timely, accurate, and relevant financial insights to senior leadership.
Prepare and coordinate financial materials for board presentations, leadership meetings, and investor updates.
Produce monthly, quarterly, and annual financial performance reports with actionable insights.
Design and maintain dashboards, scorecards, and KPIs to track performance across all business units.
Communicate financial results clearly and consistently to executives and departmental leaders.
Serve as a strategic advisor to senior leadership, delivering forward-looking analysis that supports key business decisions.
Conduct variance analysis and provide clear explanations and recommended corrective actions.
Develop benchmarking analysis to understand competitive positioning and market dynamics.
Translate complex financial data into accessible, concise insights for non-financial stakeholders.
Identify opportunities for margin improvement, cost optimization, and operational efficiency.
On-Site – Louisville Office (periodic trips to Bardstown will be required
Other duties as assigned