Financial Planning & Analysis Director

Burnham Holdings Inc•Lancaster Township, PA

3h•Onsite

About The Position

Burnham Holdings, Inc. and its subsidiaries (the Company) provide the heating, ventilating, and air conditioning (HVAC) industry with thermal and interior comfort solutions for a wide range of residential, commercial, and industrial applications. Our subsidiaries are market leaders in the design, manufacture, and sale of boilers. We offer a broad line of high-value, energy- efficient products, sold under well-established brand names. We are seeking a dynamic and results-driven Director of Financial Planning and Analysis to lead the financial planning, budgeting, forecasting, and analysis functions for our organization! This role will be instrumental in providing strategic analysis and insights to support executive decision making and driving financial performance. The successful candidate will demonstrate strong leadership, analytical skills, and a business partnership mindset aligned with best practices in the industry. The ideal candidate will have a bachelor’s degree, minimum of 5 years of experience with at least 2 years in a leadership or managerial role. This is a full-time position located in Lancaster, PA.

Requirements

Bachelor’s degree in Finance, Accounting, Business Administration, or a related field; MBA or relevant advanced degree preferred.
Big 4 public accounting experience preferred
Minimum 5 years of progressive experience in financial planning and analysis, with at least 2 years in a leadership or managerial role.
Demonstrated expertise in budgeting, forecasting, and financial reporting.
Strong analytical skills with the ability to synthesize complex data and communicate findings effectively.
Proficiency in financial systems (e.g., SAP, Oracle, Hyperion) and advanced Excel skills.
Excellent interpersonal, communication, and presentation skills with the ability to influence stakeholders.
Experience working in large, matrixed organizations is a plus.

Nice To Haves

Proven track record of partnering with senior leadership and driving business results.
Ability to manage multiple priorities in a fast-paced environment.
High level of integrity, professionalism, and attention to detail.
Continuous improvement mindset and a commitment to excellence.

Responsibilities

Support strategic initiatives with financial modeling, scenario analyses, and business case development.
Lead the annual budgeting and forecasting processes, coordinating with business units to develop accurate, comprehensive financial plans.
Prepare, analyze, and present monthly, quarterly, and annual financial reports to senior management.
Provide in-depth variance analysis and actionable recommendations to improve financial results.
Partner with cross-functional teams to optimize resource allocation and drive operational efficiencies.
Develop and maintain financial planning systems, tools, and processes to enhance efficiency and accuracy.
Mentor and develop FP&A team members, fostering a culture of continuous improvement and professional growth.
Ensure compliance with company policies and applicable financial regulations.
Demonstrate strong analytical skills with the ability to interpret complex financial data and distill findings into clear, actionable insights for various stakeholders.
Exhibit advanced proficiency in financial modeling, forecasting, and the use of financial planning software.
Possess excellent communication and presentation skills to effectively convey financial information and recommendations to both financial and non-financial audiences.
Show adaptability and resourcefulness in a fast-paced environment, managing multiple priorities and deadlines while maintaining a high level of accuracy and attention to detail.
Display strong organizational and project management skills to lead initiatives, drive process improvements, and implement best practices across the FP&A function.
Continually monitor industry trends, regulatory changes, and emerging best practices to ensure the organization’s financial planning processes remain robust and compliant.
Proactively identify opportunities for cost savings, revenue growth, and process optimization, contributing to the company’s long-term financial health and strategic goals.
Maintain confidentiality of sensitive financial information and exercise sound judgment in all professional interactions.