Director of Financial Planning & Analysis
About The Position
The Director of Financial Planning & Analysis (FP&A) serves as a strategic business partner to executive leadership, responsible for leading the company’s financial planning, budgeting, forecasting, and analytical processes. This role provides actionable financial insights that drive business performance, support decision-making, and guide long-term strategic planning. The Director of FP&A collaborates closely with senior leaders, department heads, and operational teams to support value creation, scalability, and disciplined financial management. This role plays a critical part in enabling scalable growth, capital allocation decisions, and long-term enterprise value creation.
Requirements
- Bachelor’s degree in Finance, Accounting, Economics, or a related field.
- 8 - 12+ years of progressive experience in FP&A, corporate finance, or a similar analytical finance role.
- Advanced financial modeling and analysis skills with strong proficiency in Excel and analytical tools such as SQL, Python, Power BI, and Oracle EPM/Hyperion.
- Demonstrated experience leading budgeting, forecasting, and performance management cycles.
- Excellent communication skills with the ability to translate complex financial data into actionable business insights.
- Strong business acumen with the ability to influence and partner across all levels of the organization.
Nice To Haves
- MBA, CPA, or CFA certification.
- Experience in a fast-paced, high-growth, or private equity-backed environment.
- Familiarity with ERP systems such as NetSuite, SAP, or Oracle, and modern FP&A platforms.
Responsibilities
- Own the development and execution of annual budgets, reforecasting cadence, and long-range financial planning models, ensuring accuracy and alignment with company objectives.
- Partner with business leaders to build driver-based and scenario models that improve forecast visibility and inform strategic and operational decisions.
- Prepare and deliver monthly financial review packages, including variance analysis, KPIs, and executive-level commentary for senior leadership and the Board.
- Collaborate cross-functionally to evaluate strategic initiatives, including pricing strategies, new market entry, capital investments, and cost optimization programs.
- Develop ROI analyses, business cases, and detailed financial models to support investment and operational decisions.
- Serve as a trusted advisor to executive leadership by translating financial and operational data into clear, actionable insights.
- Lead, mentor, and develop FP&A talent, fostering a culture of analytical rigor and continuous improvement.
- Enhance FP&A processes, systems, and tools to increase efficiency, scalability, and data integrity.
- Drive automation and process improvement through improved data structures, ERP and BI utilization, and streamlined reporting workflows.
- Support executive leadership with Board, lender, and investor-ready financial materials, as applicable.
- Partner with Finance and Accounting to ensure alignment between actuals, forecasts, and financial close processes.
Benefits
- Comprehensive benefits package, including health, dental, vision, and retirement plans.
- Paid time off, including vacation and holidays.
- Opportunities for professional growth and leadership development
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What This Job Offers
Job Type
Full-time
Career Level
Director
Number of Employees
251-500 employees
