Financial Planning and Analysis Director

Gregory Poole•Raleigh, NC

2d•Onsite

About The Position

The FP&A Director will provide enterprise-wide leadership over all financial planning and analysis functions, including financial analysis, scenario modeling, and forecasting, KPI design and measurement, performance reporting, and insight generation to explain business drivers, while supporting long-range financial strategic planning. This role serves as a key advisor to executive leadership, translating financial analysis, trends and operational insights into actionable strategies that drive business performance and long-term value creation. The Director will lead cross-functional planning and analytical review processes, influence critical business decisions, and ensure alignment between financial objectives and corporate strategy. Additionally, this role is responsible for strengthening financial governance, enhancing reporting capabilities, deepening analytical rigor and insight generation, while ensuring compliance with regulatory and accounting standards and improving the quality, accuracy and usability of financial data across the organization.

Requirements

Bachelor's degree in accounting or business administration with a concentration in accounting
MBA a plus
A current and active Certified Public Accountant (CPA) license
10+ years of accounting or auditing experience, preferably in a related industry
8+ years of management experience
Proficient with Microsoft Office Suite, particularly Excel
Basic understanding of ERP systems; experience with Microsoft Dynamics AX or 365 is a plus
Excellent presentation and communication skills
Detail-oriented and organized
Ability to meet a constant stream of deadlines
Proven ability to work both independently and collaboratively with different levels of employees
Advanced report writing, research, and analytical skills
Critical thinking and problem-solving skills to apply logic and reasoning to identify strengths and weaknesses of alternative solutions, conclusions, approaches, and prevention of problems

Nice To Haves

MBA a plus
experience with Microsoft Dynamics AX or 365 is a plus

Responsibilities

Lead enterprise-wide financial planning, including forecasts and long-range plans
Oversee financial planning and budgeting processes with equal emphasis on analytical outputs and business insight
Provide strategic financial guidance to executive leadership aligned with corporate objectives
Drive scenario planning and long-term financial modeling to support strategic decision-making
Provide forward-looking financial insights as well as retrospective analysis explaining performance drivers and variances
Identify and evaluate risks, opportunities, and key value drivers across the organization
Lead cash flow forecasting and reporting to ensure visibility into liquidity and operational cash drivers
Assist with income tax planning and coordination in partnership with internal teams and external advisors
Support debt management activities, including covenant monitoring, financial modeling, and helping prepare lender communications packages
Lead enterprise-wide financial analysis, including variance analysis, profitability analysis, and trend identification across all business units
Develop and standardize driver-based analysis to explain revenue, margin, and cost performance
Translate operational data into actionable financial insights to support decision-making at the executive and division level
Own development of analytical frameworks to evaluate product/service line profitability, customer segmentation, and capital efficiency
Conduct deep-dive analyses on financial and operational performance to identify improvement opportunities
Partner with business leaders to diagnose performance gaps and recommend corrective actions
Establish consistent methodologies for financial analysis, including variance reporting and root-cause identification
Support M&A, capital investments, and strategic initiatives through detailed financial and operational analysis
Act as a key advisor to senior executives and business leaders on high-impact decisions
Lead financial evaluation of strategic initiatives, including capital allocation, acquisitions, and expansion opportunities
Present financial insights, analytical findings, performance drivers, and forward outlooks, and recommendations to executive leadership
Partner with operations to drive profitability, efficiency, and growth
Define and document key assumptions tied to financial plans and strategic initiatives
Oversee enterprise financial KPI frameworks to ensure alignment with strategic goals and accountability across business units
Establish accountability around financial targets and strategic initiatives
Enhance corporate financial dashboards and KPI frameworks
Lead development of executive dashboards, board-level reporting packages, and analysis driven reporting
Establish data-driven performance management practices across the organization
Ensure reporting includes clear insights, root-cause analysis, and recommended actions
Lead, mentor, and develop the FP&A team to strengthen analytical capabilities, business insight generation, and storytelling with data
Establish best practices for financial analysis, insight generation, and planning
Foster a high-performance culture focused on accountability and continuous improvement
Own FP&A systems strategy, including evaluation, implementation, and optimization of financial planning tools
Drive automation and process improvements to enhance efficiency, scalability, and analytical capabilities and real-time insights
Continuously improve analytical tools, data models, and reporting processes to enhance decision-making capability
Partner with Accounting, IT, and business system teams to ensure integrity, consistency, and accessibility of financial data