Strategic Director of Financial Planning and Analysis

About the role

This role offers a rare combination of:

• The ability to help design and modernize an evolving FP&A organization
• Executive-level visibility and partnership across the business
• The opportunity to evaluate and implement next-generation planning tools and AI-enabled finance capabilities
• A leadership role with direct impact on business strategy and operational performance
• The chance to coach, develop, and build a high-performing FP&A team
• A culture that embraces change, innovation, and continuous improvement

Responsibilities

Lead Enterprise Planning & Forecasting

• Own the annual operating plan, rolling forecasts, and long-range planning processes
• Partner with leaders across the organization to develop financial plans aligned to strategic priorities
• Deliver scenario modeling and business insights that support executive decision-making
• Drive accountability, consistency, and rigor across planning activities

Modernize FP&A Operations

• Assess current planning, reporting, and forecasting processes and identify opportunities to improve efficiency and scalability
• Help lead the evaluation and implementation of a future FP&A planning platform
• Drive automation initiatives utilizing modern reporting, analytics, and AI-enabled capabilities
• Build processes that reduce manual effort and increase organizational agility

Partner with Business Leaders

• Partner with Sales, Marketing, Operations, and business leaders to evaluate customer acquisition, retention, enrollment, and revenue drivers, providing insights that improve business performance and investment decisions.
• Develop and maintain forecasting models that incorporate key business drivers, including customer acquisition, retention, conversion, and lifetime value metrics.
• Translate complex financial information into actionable business recommendations
• Support strategic investments, growth initiatives, and operational improvements through financial analysis and business case development

Lead and Develop the Team

• Lead a team consisting of a Manager of FP&A and Senior Analysts
• Assess team capabilities and create development plans that elevate performance and readiness
• Build organizational capability through coaching, mentorship, and succession planning
• Foster a culture of ownership, accountability, innovation, and continuous learning

Deliver Executive Insights

• Oversee monthly reporting, performance reviews, variance analysis, and KPI reporting
• Develop executive presentations and materials for senior leadership discussions
• Provide forward-looking analysis of key business drivers, risks, and opportunities