Director of Financial Planning & Analysis

Director of Financial Planning & Analysis

Join to apply for the Director of Financial Planning & Analysis role at The Bardstown Bourbon Company

Position: Director of FP&A

Status: Full Time Exempt

Schedule: Monday – Friday other days could be needed on occasion

Location: Bardstown, KY & Louisville, KY

Reports To: Chief Financial Officer

Job Summary

The Director of Financial Planning & Analysis (FP&A) is a critical leadership role responsible for architecting the financial budgeting, planning, forecasting and analytical strategies that supports our rapid growth and long-term sustainability. This position serves as the connection between strategic objectives and operational execution—ensuring financial clarity, disciplined planning, and data‑driven decision‑making across the business.

Essential Job Duties And Responsibilities

Leadership & Team Management

The Director of FP&A leads and develops a high‑performing FP&A team, providing clear direction, coaching, and performance management. This role sets priorities, ensures accuracy and accountability in all deliverables, and fosters a collaborative, growth‑oriented environment. The Director is responsible for talent development, workload oversight, and aligning the team’s work with organizational goals.

Financial Planning & Strategy

• Lead the development of the multi‑year financial plan in alignment with corporate strategy, operational goals, and market conditions.
• Own and manage the annual budgeting process, ensuring cross‑functional collaboration and alignment.
• Coordinate monthly forecasting cycles for the P&L, Balance Sheet, and Cash Flow.
• Build and maintain scenario models to evaluate potential business outcomes, risks, and opportunities.
• Analyze the financial merits of capital investments, mergers & acquisitions, and major strategic initiatives.
• Ensure accuracy, consistency, and integrity of financial data across systems and reporting platforms.

Reporting & Performance Management

• Establish standardized reporting protocols that deliver timely, accurate, and relevant financial insights to senior leadership.
• Prepare and coordinate financial materials for board presentations, leadership meetings, and investor updates.
• Produce monthly, quarterly, and annual financial performance reports with actionable insights.
• Design and maintain dashboards, scorecards, and KPIs to track performance across all business units.
• Communicate financial results clearly and consistently to executives and departmental leaders.

Analysis & Strategic Insights

• Serve as a strategic advisor to senior leadership, delivering forward‑looking analysis that supports key business decisions.
• Conduct variance analysis and provide clear explanations and recommended corrective actions.
• Develop benchmarking analysis to understand competitive positioning and market dynamics.
• Translate complex financial data into accessible, concise insights for non‑financial stakeholders.
• Identify opportunities for margin improvement, cost optimization, and operational efficiency.
• On‑Site – Louisville Office (periodic trips to Bardstown will be required)
• Other duties as assigned.

Desired Qualifications And Skills

Education & Experience

• Bachelor’s degree in Finance, Accounting, Economics, or related field required; MBA or CPA preferred.
• 10+ years of progressive experience in FP&A, corporate finance, commercial finance or strategic financial roles.
• Experience in manufacturing, consumer packaged goods, or beverage alcohol industry strongly preferred.
• Proven background in financial modeling, forecasting, variance analysis, and strategic planning.
• Demonstrated success partnering with senior executives and cross‑functional teams.
• Demonstrated success and experience in leading high performing teams.

Skills & Competencies

• Advanced financial modeling abilities (Excel, financial systems, BI tools).
• Strong understanding of P&L management, balance sheet dynamics, and cash flow forecasting.
• Exceptional communication skills—able to simplify complex analyses for executives and stakeholders.
• High attention to detail with a commitment to accuracy and data integrity.
• Strategic thinker with the ability to link financial insights to operational and business strategy.
• A…