Director of Financial Planning & Analytics
About The Position
The Director of Financial Planning & Analytics is responsible for financial reporting, forecasting, budgeting, strategic-plan metric reporting, KPI reporting, and management of the data analytics team. The role prepares Board-level reports, ensures compliance with bank covenants, and provides financial guidance to regional operations teams. The Director leads financial planning and analysis across the company, including annual budgeting, monthly reforecasting, long-range financial modeling, strategic planning, and reporting on the active five-year business plan. The role partners with senior leadership and cross-functional teams to develop data-driven insights, support future business decisions, and lead financial modeling, analytics, and due diligence for mergers and acquisitions. It also manages and develops the financial analyst team and supports data validation and Power BI reporting.
Requirements
- Bachelor’s degree.
- 7 to 12+ years of corporate finance or FP&A experience.
- 5+ years in a people-management or leadership capacity.
- Experience creating and analyzing Board-level materials.
- Strong modeling, analysis, and reporting skills.
- Detailed understanding of P&L, Balance Sheet, and Cash Flow.
- Previous M&A experience.
- Proven thought leader and team player with high attention to detail.
- Ability to communicate and work with a diverse population.
Nice To Haves
- MBA, CPA, CFA, or FPAC.
- Previous construction industry experience.
- SQL reporting tools, Power BI, dashboard development, and advanced Excel.
Responsibilities
- Provide timely and accurate financial guidance to senior management.
- Own monthly and quarterly management and Board reporting, ensuring quality, timeliness, and accuracy while highlighting key business insights.
- Prepare monthly reforecasting and predictive analytics for actual and future performance against budget.
- Prepare bi-monthly KPI reporting for senior management and Board members.
- Own the annual budgeting process in coordination with senior management and directors.
- Own financial three-way models for long-range, five-year-plus strategic planning processes.
- Facilitate, coordinate, and maintain active five-year business plan reporting.
- Lead long-term strategic planning analysis across the company, partnering with leadership.
- Identify opportunities, develop hypotheses, and perform in-depth analyses to translate data into insights and influence action.
- Promote data-driven insights across departments by developing and visually presenting KPIs and identifying trends and drivers in coordination with the five-year business plan.
- Lead M&A financial modeling, analytics, and due diligence.
- Develop Board of Directors and lender presentation materials and discuss presentations at Board and lender meetings.
- Coordinate with Operational Analytics, Accounting, and Development teams.
- Manage and lead the financial analyst team and develop its bench.
- Assist in developing and overseeing the financial analyst team’s validation of data in the data warehouse and development of Power BI reporting for company and Board reporting.
- Perform ad hoc analysis and other duties as assigned.
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What This Job Offers
Job Type
Full-time
Career Level
Director
