Director of Financial Planning and Analysis

Essential Duties and Responsibilities

• Financial Planning and Forecasting
• Develop and maintain financial models to support scenario analysis, capital planning, and business decisions
• Oversee monthly forecasting and long-range planning processes, ensuring accuracy and alignment with strategic objectives
• Lead annual budgeting process, including the development of timelines, tools, and guidance for all departments
• Supervise variance analysis reporting and provide actionable insights into financial performance
• Reporting & Analysis
• Oversee preparation and distribution of monthly, quarterly, and annual financial reports for management and leadership
• Deliver clear, concise financial analysis and presentations to executive leadership and stakeholders
• Work cross-functionally with IT and Data Analytics to improve reporting tools, automation, and data integrity
• Provide ad hoc reporting and analysis to the Senior Leadership Team (SLT) to support timely decision-making
• Evaluate operational and financial trends to identify risks and opportunities
• Capital Planning & Project Oversight
• Lead financial oversight of Authorizations for Expenditures (AFEs), including analysis, preparation support, and approval tracking
• Oversee capital project tracking, ensuring alignment with approved budgets, timelines, and strategic objectives
• Provide financial insight and reporting on capital investments and project performance
• Process Improvement, Systems & Governance
• Drive continuous improvement in budgeting, forecasting, and reporting processes
• Review, modify, and distribute financial processes, procedures, and policies to ensure consistency, compliance, and efficiency
• Develop, maintain, and enhance standard operating procedures (SOPs), training materials, reports, and skill sheets to support organizational knowledge and consistency
• Enhance financial systems, reporting tools, and dashboards to improve efficiency and usability
• Leadership & Team Development
• Lead, coach, and develop the FP&A team to build strong analytical and business partnership capabilities
• Establish clear goals, expectations, and performance standards for the team
• Foster a collaborative, high-performing team environment aligned with organizational values

Qualifications

• Education & Experience:
• Bachelor’s degree in finance, accounting, economics, or related field required
• Master’s degree (MBA) and/or CPA/CFA preferred
• 8–12+ years of progressive experience in financial planning, analysis, or corporate finance
• Prior leadership experience managing teams and cross-functional initiatives
• Technical Skills:
• Advanced financial modeling and Excel skills
• Experience with financial systems (e.g., ERP, TM1, Oracle, or similar)
• Proficiency with reporting and data visualization tools (e.g., Power BI)
• Strong understanding of financial statements and performance drivers
• Core Competencies:
• Strategic thinking and business acumen
• Strong analytical and problem-solving skills
• Excellent communication and presentation abilities
• Ability to translate complex financial data into actionable insights
• Process improvement and continuous improvement mindset