Sr. Director, Finance & Planning

Key Responsibilities

• Lead the annual budgeting process and monthly forecasting cycles across all business units
• Own the preparation and delivery of the consolidated financial view, including P&L, balance sheet, and cash flow, ensuring accuracy, consistency, and integrity
• Lead the development, maintenance, and governance of the five-year strategic plan model, including scenario planning and sensitivity analysis
• Analyze performance against forecast and budget, identify key drivers, and provide actionable insights and recommendations to leadership
• Develop and monitor key financial KPIs, including revenue growth, EBITDA, free cash flow, working capital, and other business-critical metrics
• Oversee the preparation of monthly management reporting packages for executive leadership, including clear commentary on performance, risks, and opportunities
• Lead consolidated variance analysis and translate results into meaningful business insights
• Drive continuous improvement in reporting processes, tools, definitions, and data quality
• Lead consolidated cash flow forecasting, liquidity planning, and related management reporting
• Manage key banking relationships, including ongoing communication, negotiations, and relationship oversight
• Oversee capital structure, debt management, financing strategies, and related financial analysis
• Ensure compliance with lender reporting requirements, covenant obligations, and related deliverables
• Partner with cross-functional leaders to drive working capital discipline and cash generation initiatives
• Support acquisition activity, including financial modeling, valuation support, due diligence, and transaction analysis
• Support post-acquisition integration, synergy tracking, and performance reporting for acquired businesses
• Lead system enhancements, data governance, automation initiatives, and process optimization efforts
• Drive standardization, scalability, and control across core financial processes
• Lead, develop, and retain a high-performing finance team responsible for consolidated financial statements, reporting, systems, and audit coordination
• Maintain clear accountability for the accuracy, quality, and timeliness of consolidated financials and reporting deliverables
• Coach and mentor team members to strengthen technical, analytical, communication, and leadership capabilities
• Build a scalable finance organization capable of supporting growth, acquisitions, global complexity, and evolving reporting requirements

Qualifications

• Bachelor’s degree in Finance, Accounting, or a related field required; CPA, MBA, or equivalent advanced credential preferred
• 10+ years of progressive finance experience, including leadership experience in a complex or multi-entity environment
• Strong expertise in financial planning and analysis, consolidated reporting, financial modeling, cash flow forecasting, and performance management
• Deep understanding of U.S. GAAP, financial reporting requirements, audit processes, and internal control expectations
• Experience operating in a global, multi-entity environment with cross-regional finance teams