Director of Financial Planning & Business Strategy

About the role

This position is designed for someone who enjoys looking beyond the numbers using analysis, forecasting, and business insight to help leadership make confident decisions that support long-term growth. As a key member of the leadership team, you'll influence company direction by developing financial strategies, improving visibility into business performance, and building scalable reporting processes.

Responsibilities

• Guide Financial Performance
• Direct the company's budgeting, forecasting, and long-range planning processes.
• Develop financial models that evaluate business opportunities, investments, and operational initiatives.
• Monitor business performance by identifying trends, risks, and opportunities across the organization.
• Produce executive dashboards and performance reports that provide clear, actionable insights.
• Analyze variances and key operating metrics to support informed decision-making.
• Partner with Business Leaders
• Work alongside department heads to improve financial performance and support operational planning.
• Evaluate pricing strategies, staffing decisions, capital investments, and profitability initiatives.
• Provide department leaders with meaningful financial reporting and recommendations.
• Absess customer, product, and market profitability to identify opportunities for growth and efficiency.
• Oversee sales incentive and commission reporting while ensuring accuracy and consistency.
• Support Executive Leadership
• Prepare consolidated reporting for multiple operating entities.
• Deliver financial information required by banking partners and other external stakeholders.
• Assist with acquisitions, financing activities, due diligence projects, and audit support.
• Cookordinator lender reporting and financial covenant compliance.
• Create presentations and financial analyses that help executives evaluate strategic initiatives.
• Improve Financial Operations
• Modernize financial reporting processes through automation and improved workflows.
• Strengthen reporting accuracy while reducing manual effort.
• Identify opportunities to enhance systems, reporting capabilities, and financial controls.
• Create scalable planning and reporting processes that support continued organizational expansion.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Business, or a related field.
• Five or more years of experience in financial planning and analysis, corporate finance, business finance, or a comparable strategic finance role.
• Strong knowledge of budgeting, forecasting, financial modeling, and management reporting.
• Demonstrated ability to transform financial data into practical business recommendations.
• Excellent communication skills with experience presenting financial information to senior leaders.
• Advanced Excel skills and familiarity with ERP systems, business intelligence tools, and financial reporting software.
• Strong organizational skills with the ability to manage multiple priorities in a fast-moving environment.
• A collaborative, solutions-focused leadership style with a commitment to continuous improvement.

Preferred Experience

• Experience in any of the following areas would be beneficial:
• Multi-company or multi-entity organizations
• High-growth or private equity-backed businesses
• Mergers and acquisitions or financial due diligence
• Banking relationships and lender reporting
• Modern ERP platforms, including Odoo