Director, Financial Planning & Analysis

The Company is one of North America’s leading sales and marketing agencies specializing in outsourced sales, merchandising, category management, and marketing services to manufacturers, suppliers, and producers of food products and consumer packaged goods. The Company services a variety of trade channels including grocery, mass merchandise, specialty, convenience, drug, dollar, club, hardware, consumer electronics, and home centers. We bridge the gap between manufacturers and retailers, providing consumers access to the best products available in the marketplace today.

Responsibilities

• Partner with financial planning leads to design and implement standardized forecasting, reporting, and variance analysis processes across the organization
• Establish best practices for financial management including use of planning tools, reporting templates, and performance metrics
• Facilitate alignment across financial planning teams to ensure consistent financial support and reporting across business units
• Partner with technology teams to ensure systems support reporting, planning, and financial data needs
• Develop and deliver financial reports, dashboards, and analysis to support leadership decision making
• Consolidate financial results and prepare reporting packages including metrics, variance analysis, and executive summaries
• Translate complex financial data into actionable insights and recommendations for senior leadership
• Lead annual budgeting and forecasting processes aligned with strategic business objectives
• Build financial models to evaluate scenarios, investment decisions, and cost optimization strategies
• Additional responsibilities as assigned by one’s supervisor or manager related to the position/department

Requirements

• Bachelor’s degree
• 8–10 years experience in a relevant field (Financial planning and analysis experience preferred)
• No travel requirements

Supervisor Responsibility

• Direct Reports: Hires, retains, trains, coaches, guides, directs, and develops direct reports using company-wide processes, tools, and resources
• Indirect Reports: May delegate work of others and provide guidance, direction, and mentoring to indirect reports

Skills

• Expertise in budgeting, forecasting, and financial planning methodologies
• Strong financial reporting and data visualization capabilities
• Experience using financial systems and data analysis tools
• Ability to align cross-functional teams around standardized processes
• Strong analytical and problem-solving skills
• Ability to communicate financial insights to senior leadership
• Strong organizational and project management capabilities

Environmental & Physical Requirements

• Work is performed primarily in an office environment
• Typically requires the ability to sit for extended periods of time (66%+ each day)
• Ability to hear telephone and enter data on a computer
• May require the ability to lift up to 10 lbs