Director of Financial Planning & Analysis

General position summary

The Director, Financial Planning & Analysis (FP&A) is responsible for directing, leading and overseeing financial planning, budgeting, forecasting, and analytical activities supporting strategic decision-making across business units and enterprise functions. This role serves as a key financial advisor to senior leadership and business unit leaders, providing forward-looking insights and recommendations that drive financial performance and operational effectiveness.

On-site Essential Duties & Responsibilities

• Lead annual budgeting and forecasting processes across assigned business units or functions
• Lead long-range financial planning (LRP) and scenario modeling to support business strategy and growth initiatives
• Develop and maintain complex financial and operational models supporting forecasting, planning, and decision-making
• Analyze variances between actual results, forecasts, and budgets, and translate findings into actionable insights
• Develop, prepare and deliver enterprise-wide executive-level monthly, quarterly and annual financial and operational reporting and performance analysis
• Partner with senior leadership and business unit leaders to support strategic and operational decision-making
• Provide financial guidance on initiatives, including cost management, investments, and resource allocation
• Identify financial trends, recommend and implement performance improvement strategies and risk mitigation actions
• Actively participate in evaluation and implementations / upgrades of enterprise-wide systems
• Drive FP&A process improvements, including reporting automation, system enhancements, and data optimization
• Ensure accuracy, integrity, and consistency of financial data across reporting systems and processes
• Establish and monitor key financial and operational KPIs to support accountability and performance management
• Proactively communicate financial risks and opportunities to leadership
• Build, lead, and develop a high-performing FP&A team, including managers, senior analysts, and analysts, as needed

Job Skills Required

• Strong analytical and advanced financial modeling capabilities
• Excellent communication and presentation skills, with the ability to convey complex financial information clearly
• Advanced proficiency in Excel and financial systems
• Strong business acumen and problem-solving skills
• Intellectually curious, proactive in approach to learn and execute on business problems and scenarios
• Good understanding of US GAAP and financial statements
• Demonstrated ability to influence and partner with cross-functional teams
• Executive presence with the ability to effectively support senior leadership decision-making
• Ability to manage and prioritize multiple initiatives in a dynamic environment
• Strong work ethic with hands-on approach and able to work independently

Required Education & Experience

• Bachelor’s degree in finance, accounting, or related field required
• MBA, CPA, or CFA preferred
• 10–12 + years of progressive FP&A, corporate finance, or related disciplines, including demonstrated leadership experience and the ability to influence business outcomes