Financial Planning & Analysis (FP&A) Director

About the Role

The Director of Financial Planning & Analysis (FP&A) leads the company's financial planning, budgeting, forecasting, business analysis, and strategic decision support processes. This role serves as a trusted business partner to executive leadership, providing actionable financial insights that drive profitable growth, operational efficiency, and long-term value creation. The ideal candidate combines strong financial expertise with business acumen, analytical rigor, and the ability to influence decision-making across all levels of the organization. Experience in manufacturing and multi-site operations is highly preferred.

Responsibilities

• Strategic Financial Planning
  • Lead the annual budgeting process and long-range strategic planning.
  • Develop monthly and quarterly financial forecasts, identifying risks and opportunities.
  • Partner with executive leadership to evaluate strategic initiatives, capital investments, and business growth opportunities.
  • Support mergers, acquisitions, divestitures, and other strategic financial analyses when required.
• Financial Analysis & Business Partnership
  • Provide financial analysis and recommendations to support operational and commercial decision-making.
  • Analyze revenue, margins, manufacturing costs, SG&A expenses, working capital, and cash flow performance.
  • Develop financial models to evaluate pricing strategies, product profitability, customer profitability, and investment opportunities.
  • Serve as a strategic advisor to Operations, Sales, Engineering, Supply Chain, and Human Resources.
• Performance Management
  • Develop and monitor key financial and operational KPIs.
  • Prepare executive dashboards and monthly business reviews for senior leadership.
  • Analyze financial variances and identify root causes, trends, and corrective actions.
  • Recommend initiatives to improve profitability and operational performance.
• Budgeting & Forecasting
  • Coordinate the company's budgeting calendar and planning process.
  • Ensure forecasts accurately reflect current business conditions.
  • Improve forecasting accuracy through data analysis and collaboration with business leaders.
  • Support scenario planning and sensitivity analysis.
• Financial Modeling
  • Build sophisticated financial models to support strategic initiatives and executive decision-making.
  • Evaluate capital expenditures, ROI, productivity initiatives, and cost reduction opportunities.
  • Perform scenario analyses to assess business risks and opportunities.
• Leadership & Process Improvement
  • Lead, coach, and develop the FP&A team.
  • Drive continuous improvement of planning, forecasting, and reporting processes.
  • Improve financial systems, reporting tools, and business intelligence capabilities.
  • Promote a culture of accountability, collaboration, and continuous improvement.

Requirements

• Education
  • Bachelor's degree in Finance, Accounting, Economics, or Business Administration required.
  • MBA, CPA, CFA, or CMA strongly preferred.
• Experience
  • 10+ years of progressive finance experience, including 5+ years in Financial Planning & Analysis.
  • Experience leading FP&A teams in a manufacturing or industrial environment.
  • Multi-site and international business experience strongly preferred.
  • Experience supporting executive leadership and Board-level reporting.
• Skills & Competencies
  • Strong financial modeling and forecasting skills.
  • Deep understanding of financial statements, cost accounting, and operational finance.
  • Excellent analytical and problem-solving abilities.
  • Strong executive presence with the ability to influence senior leadership.
  • Outstanding communication and presentation skills.
  • Advanced Excel skills and experience with ERP systems (SAP, Oracle, D365, or equivalent).
  • Experience with financial planning and business intelligence tools (Power BI, Hyperion, OneStream, Anaplan, Adaptive Planning, etc.) is highly desirable.

Key Performance Indicators (KPIs)

• Forecast accuracy
• Budget adherence
• EBITDA improvement initiatives
• Working capital performance
• Cash flow forecasting accuracy
• SG&A management
• Return on investment (ROI) analyses
• Financial reporting timeliness and accuracy
• Executive satisfaction with decision support