About The Position

The Senior Director, DME-Brand Investment FP&A Lead - Service Delivery is the performance management leader for the North America Operating Unit (NAOU) FP&A (Financial Planning, & Analysis) Service Delivery team in relation to Marketing and Brand investments and is responsible for integrating marketing and brand results, forward-looking insights, and delivering business performance narratives. This role serves as the primary contact to the NAOU Brand-Investment Finance team . As a member of the NAOU FP&A Service Delivery organization (~40 associates), this leader owns the end-to-end FP&A agenda for the DME + Brand Investment , including planning, forecasting, performance management. Reporting directly to the Vice President, NAOU FP&A – Service Delivery Lead, the Senior Director oversees a team of approximately three associates and maintains accountability for financial accuracy, insight quality, governance, and compliance for DME spend and how business results flow into Global Brand Category reporting . This role also optimizes delivery through strong partnership with key stakeholders such as our Managed Service Provider (MSP) and the Reporting COE teams.

Requirements

  • Bachelor’s degree in Finance, Accounting, Economics, Business Administration, Analytics, or a related discipline required; MBA, CPA, CMA, or equivalent advanced credential preferred.
  • 10-15+ years of progressive finance experience, including senior leadership roles within FP&A, performance management, or operations finance.
  • Proven experience leading FP&A organizations , including oversight of business-aligned FP&A leaders and COE or shared service models.
  • Demonstrated success operating as a leader, consolidating insights, and influencing decisions.
  • Strong strategic mindset with the ability to synthesize complex data into clear narratives/story telling for senior leaders.
  • Experience driving FP&A transformation, reporting modernization, and productivity initiatives at scale.
  • Track record of partnering effectively with MSPs, shared services, and analytics teams.
  • Exceptional leadership, influence, and change management capabilities in complex, matrixed environments.
  • Skills: Budgeting, Communication, Decision Making, Economics, Financial Analysis, Financial Modeling, Forecasting Process (Inactive), Generally Accepted Accounting Principles (GAAP), Group Problem Solving, Internal Auditing, Microsoft Office, Preparation of Financial Reports, Teamwork, Value Chain

Nice To Haves

  • MBA, CPA, CMA, or equivalent advanced credential preferred.

Responsibilities

  • Owns the FP&A agenda , integrating/consolidated results, outlooks, risks, and opportunities across DME spend as well as Global Brand Category Reporting.
  • Lead the Annual Business Plan, Month-End Close, Rolling Estimates, and Risks & Opportunities processes, ensuring consistency, rigor, and executive-ready narratives (DME investment + Global Brand Category).
  • Consolidate and translate complex financial and operational performance into clear, actionable insights for the Brand Investment Finance team , highlighting key drivers, tradeoffs, and decision points.
  • Serve as a trusted strategic advisor to the NAOU Brand Investment Finance team and other senior Finance and Business leaders, proactively shaping decisions with fact-based insights.
  • Partner directly with the NAOU Brand Investment Finance team to pilot initiatives that advance financial performance and operational excellence for DME and Global Brand Category teams.
  • Drive financial accuracy, transparency, and consistency across all DME and Global Brand Category FP&A deliverables, ensuring a single, trusted enterprise view of performance.
  • Establish and enforce disciplined forecasting, reporting, and review routines aligned to corporate and global FP&A standards.
  • Own performance management governance, ensuring strong controls, documentation, compliance, and accountability across all FP&A activities for DME and Global Brand Category.
  • Act as the senior point of escalation for performance management issues, data discrepancies, or insight alignment challenges.
  • Lead DME FP&A’s contribution to productivity and transformation initiatives.
  • Identify opportunities to standardize, simplify, and automate DME FP&A processes, reallocating capacity from low-value activities to strategic analysis.
  • Optimize the DME FP&A operating model with the MSP, including role clarity, service levels, and continuous improvement expectations.
  • Sponsor change initiatives that strengthen NAOU’s enterprise DME FP&A capabilities and future-ready skill sets (including adopting global initiatives/standards).
  • Lead, inspire, and develop a high-performing leadership team.
  • Establish clear expectations, performance standards, and accountability across the DME organization.
  • Build strong succession pipelines and invest in future FP&A DME and Brand-Investment leadership capabilities, including storytelling, analytics, and enterprise thinking.
  • Foster a culture of partnership, curiosity, continuous improvement, feedback/recognition and results orientation.
  • Serve as the primary FP&A interface to the NAOU Brand-Investment team for DME/Global Category performance, outlooks, and emerging risks or opportunities.
  • Influence stakeholders through concise, compelling, and enterprise-oriented executive communications.
  • Align Finance, Operations, and Corporate stakeholders around a common view of performance and priorities.
  • Represent NAOU FP&A Service Delivery in enterprise, cross-OU, and global forums that involve DME and Global Category needs.
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