Financial Planning and Analysis Director

What you’ll do:

• Lead the annual budgeting process and rolling forecasts, partnering with department leaders to align financial plans with business priorities.
• Build and maintain driver-based financial models, scenario analyses, sensitivity models, ROI models, and executive reporting.
• Own monthly financial reporting, including variance analysis, KPI tracking, forecast updates, and performance insights.
• Analyze revenue, margins, operating expenses, customer economics, and key business drivers to identify risks and opportunities.
• Serve as a finance business partner to leaders across the organization, providing data-driven recommendations.
• Improve forecasting, reporting, and planning processes through automation, BI tools, analytics, and AI-enabled solutions.
• Partner with Finance Systems, IT, and cross-functional teams to improve data quality, reporting tools, and system integrations.
• Manage and develop a Senior Financial Analyst, providing coaching, workflow guidance, and accountability.

What we’re looking for:

• Bachelor’s degree in Finance, Accounting, Data Analytics, Business, or related field.
• MBA, CPA, CFA, or related advanced credential preferred.
• 7–10+ years of FP&A, corporate finance, strategic finance, or financial analysis experience.
• Experience owning budgeting, forecasting, variance analysis, and financial reporting processes.
• Prior experience managing or mentoring at least one analyst.
• Strong financial modeling skills with the ability to build models from scratch.
• Experience with ERP systems, planning tools, BI platforms, analytics software, or financial reporting systems.
• Advanced Excel skills required; SQL, Power BI, Tableau, automation tools, planning software, or AI-enabled finance tools preferred.
• Strong communication skills with the ability to translate financial data into clear business insights.