Director of Financial Planning & Analysis

About the Role

This role offers high visibility with senior leadership and requires strong financial acumen, excellent problem-solving skills, and the ability to work cross-functionally. The FP&A Manager/Director will lead budgeting, forecasting, financial modeling, and provide strategic insights to support decision-making.

Responsibilities

• Budgeting & Financial Planning
  • Lead the annual budgeting process across functions, including timeline, coordination, and consolidation.
  • Own monthly and quarterly forecasting, ensuring alignment with business drivers and updated assumptions.
  • Develop and maintain driver-based financial models across revenue, expenses, and headcount.
  • Assist in capital expenditure planning, investment analysis, and risk assessment.
• Financial Analysis & Insights
  • Analyze financial performance and key drivers across P&L (revenue, cost, operating expenses).
  • Identify trends, risks, and opportunities; deliver actionable insights to improve business performance.
  • Support scenario modeling and long-range planning.
  • Oversee cash flow to ensure sufficient liquidity for operations and optimize working capital, including monthly forecasting to support corporate requirements.
• Reporting & Variance Analysis
  • Lead monthly close reporting, including variance analysis vs. budget, forecast, and prior periods.
  • Prepare executive-level reporting packages with clear, concise narratives.
  • Track and report key financial and operational KPIs.
  • Use financial software and data visualization tools (e.g., Excel, Power BI, Tableau, or SAP) to streamline reporting processes.
  • Provide support for monthly, quarterly, and annual financial close processes.
• Cross-Functional Business Partnering
  • Partner with leaders across departments (Sales, Operations, G&A) to support budgeting and performance management.
  • Provide financial guidance on investment decisions, cost management, and resource allocation.
  • Translate financial data into insights that influence decision-making.
  • Identify financial risks, develop mitigation strategies, and implement controls to protect the organization's assets through collaboration with legal and parent company in selecting and structuring corporate insurance coverages.
• Process Improvement & Data Enablement
  • Enhance FP&A processes, tools, and reporting capabilities.
  • Improve data quality, consistency, and accessibility across systems.
  • Drive automation and scalability in budgeting and forecasting workflows.

Requirements

• Skills & Abilities
  • Proficiency in financial modeling, forecasting, and scenario analysis.
  • Strong collaboration skills within and outside the Finance department, including interaction with VP of Revenue and Controller.
  • Demonstrated AI utilization in prior role—both creation and implementation.
  • Advanced skills in Microsoft Excel, financial software (SAP, Hyperion, Oracle, or similar), and business intelligence tools.
  • Excellent analytical, problem-solving, and communication skills.
  • Ability to manage multiple priorities, meet deadlines, and work cross-functionally.
  • High ownership mindset; operates effectively as an individual contributor.
  • Strong analytical and structured problem-solving skills.
  • Ability to influence cross-functional stakeholders without direct authority.
  • Detail-oriented with the ability to synthesize insights at a strategic level.
• Qualifications
  • Bachelor’s degree in Finance, Accounting, Economics, or a related field (MBA or CPA a plus).
  • 10+ years of experience in FP&A, corporate finance, or related roles.
  • Strong knowledge of GAAP, financial statements, and corporate finance principles.
  • Experience in a fast-paced, data-driven environment preferred.