Director, Financial Planning & Analysis

Key Responsibilities

• Lead the annual budgeting and planning process.
• Develop monthly forecasts for revenue, expenses, cash flow & profitability.
• Maintain and enhance financial forecasting models.
• Analyze variances between actual results, budget & forecast.
• Provide actionable financial insights to support strategic decision-making.
• Develop strategic pricing models for new and existing business to ensure competitive bids and profitability.
• Evaluate business initiatives, investments, and capital expenditures.
• Develop financial models and scenario analysis for senior leadership.
• Assess risks and opportunities impacting financial performance.
• Partner with operational leaders to improve financial performance.
• Support leaders in developing budgets and managing costs.
• Translate financial results into meaningful business recommendations.
• Drive accountability for achieving financial targets.
• Develop executive dashboards and key performance indicators (KPIs).
• Ensure timely and accurate reporting of business performance.
• Identify opportunities to improve financial processes, reporting & analytics.
• Promote data driven decision making across the organization.
• Recruit, mentor and develop FP&A team members.
• Establish performance goals and development plans.
• Foster a collaborative, high performance culture.
• Manage workload priorities and resource allocations.
• Support the evaluation, financial analysis and execution of mergers, acquisitions, divestitures and strategic partnerships.
• Lead financial due diligence activities, including analysis of financial performance, quality of earnings, working capital, cash flow, and key business drivers.
• Cook up coordination internal and external due diligence teams.
• Assess acquisition opportunities and prepare business cases, investment recommendations and presentations for executive leadership and the board of directors.
• Identify financial risks, opportunities, synergies and integration considerations associated with potential transactions.
• Lead financial integration planning and post-acquisition performance tracking to ensure realization of anticipated synergies and strategic objectives.

Qualifications

• Bachelor’s degree in Finance, Economics, Accounting or Business Administration.
• Professional designation preferred (CPA, CFA, MBA).
• 5+ years of progressive finance experience.
• 3+ years of financial leadership experience.
• Strong background in budgeting, forecasting, financial modeling, and business analysis.
• Experience with M&A and Corporate Development.
• Experience partnering with senior executives and operational leaders.
• Advanced financial modeling and analytical skills.
• Strong understanding of financial statements and KPIs.
• Excellent communication and presentation abilities.
• Strategic thinking and problem solving skills.
• Advanced proficiency in excel.
• Ability to influence decision making across the organization.