Director of Financial Planning & Analysis
About The Position
RISE is seeking a highly skilled and strategic Director of Financial Planning & Analysis to lead RISE’ financial planning, budgeting, forecasting, and operational analysis functions for of our multi-divisional organization specializing in Energy Efficiency, Engineering, Environmental Testing, HVAC, and Design. This role works closely with executive leadership and operational teams to drive financial performance, inform strategic decisions, and support growth initiatives. The Director leverages deep financial expertise and operational insight to turn data into actionable strategies, ensuring the organization operates efficiently, profitably, and with strong financial discipline.
Requirements
- Bachelor’s degree in Finance, Accounting, Business, or a related field (MBA or CPA preferred).
- 8+ years of experience in financial planning, analysis, or finance leadership roles.
- Strong background in financial modeling, forecasting, budgeting, and operational finance.
- Experience managing financial systems/ERPs to support reporting, planning, and operational insights.
- Advanced Microsoft Excel skills, including complex formulas, pivot tables, financial modeling, and large dataset analysis.
- Ability to translate financial data into strategic business insights.
- Strong communication skills with the ability to present financial information clearly to executive leadership and operational teams.
Nice To Haves
- Strong partnership with operations and project-based or construction/contracting teams.
- Skilled in Acumatica accounting software.
- Familiarity with employee-owned (ESOP) organizations.
- Strategic financial thinker who influences business decisions.
- Trusted business partner to operational leaders, driving efficiency, cost control, and profitability.
- Data-driven decision-maker, turning insights into action.
- Inspires and develops teams, fostering collaboration and accountability.
- Drives process improvement and systems optimization across the organization.
Responsibilities
- Lead annual budgeting, quarterly forecasts, and long-range financial planning, providing actionable insights to executive leadership.
- Build and maintain financial models to support strategic initiatives, capital investments, and operational planning.
- Monitor and analyze financial results, KPIs, and trends, partnering with operational leaders to improve efficiency, cost management, and profitability.
- Collaborate with department leaders and cross-functional teams to align financial planning with operational goals and support business growth initiatives.
- Oversee financial reporting, dashboards, and data analysis, ensuring accuracy, transparency, and actionable insights.
- Leverage advanced Excel skills and financial systems/ERPs to build models, reporting tools, and automated processes that enhance decision-making and operational efficiency.
- Lead, mentor, and develop finance team members while fostering a culture of accountability, collaboration, and continuous improvement.
- Establish and maintain strong financial controls, optimize processes, and provide strategic financial guidance to drive organizational success.
Benefits
- Health care benefits through United HealthCare.
- Delta Dental and Vision Service Plan.
- Paid time off and holidays.
- Employer-matching 401(k) retirement plan.
- Employer-paid Employee Stock Ownership Plan (ESOP).
- Employer-paid life and AD&D insurance; access to short and long-term disability insurance.
- Tuition reimbursement.
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What This Job Offers
Job Type
Full-time
Career Level
Director
