Director of Financial Planning and Analysis

Job Details:

Job Location:

1839 FRANKFORT AVENUE - LOUISVILLE, KY 40206, Position Type:
Full Time, Education Level: 4 Year Degree, Job Shift: Day, Job Category:
Accounting,

Hybrid - Louisville, KY

The Director of Financial Planning and Analysis provides leadership in financial forecasting, budgeting, and analysis to support strategic decision-making across the organization. This role develops financial models, prepares reports, conducts research and analysis, supports month-end close activities, and monitors financial practices and procedures. The Director provides insights and recommendations to improve operational efficiency, optimize expenditures, and enhance financial performance while supporting the Finance Department and collaborating with other departments across APH.

Reporting to the Chief Financial Officer

• Lead and coordinate the preparation of annual budgets, forecasts, and long-range financial plans, including capital expenditure planning, partnering with Finance and cross-functional department leaders to establish key drivers, monitor actual expenditures, and support financial decision-making.
• Develop, maintain, and implement forward-looking financial models, key analytics, and business scenarios for various business units, projects, and potential investments to evaluate opportunities and improve financial performance.
• Perform month-end close responsibilities and analyze financial results, including reviewing accounting transactions and their interrelationships, identifying trends and variances, researching accounting issues, and recommending solutions to management.
• Prepare and review monthly financial reports, management reports, and ad hoc analyses for senior management, advising on key financial drivers, performance trends, variances, and opportunities for improvement.
• Collaborate with cross-functional teams to gather and analyze financial information, provide departmental financial support, track actual expenditures, and evaluate financial performance to guide business decisions.
• Manage capital expenditure requests in partnership with department leaders, ensuring requests are financially sound, properly reviewed and approved, and monitored against established baselines.
• Track and analyze customer and product metrics to support sales and product development strategies and identify opportunities for improved financial performance.
• Assist in evaluating current and potential investments through financial analysis, modeling, and assessment of business scenarios.
• Assist with the preparation of presentations and slide decks for Board of Trustees and Finance Committee meetings.
• Ensure financial and accounting activities, systems, and procedures comply with U.S. Generally Accepted Accounting Principles (GAAP), Sarbanes-Oxley (SOX) requirements, company policies, internal controls, and other applicable regulations and standards.
• Demonstrate a strong understanding of accounting principles and internal controls, applying critical thinking to analyze and classify transactions, identify accounting problems, research potential solutions, and provide recommendations to management and other stakeholders.
• Provide support to internal and external auditors by assisting with audit requests, financial documentation, and related inquiries.
• Evaluate, recommend, and implement improvements to financial and accounting processes, reporting methods, and systems to enhance efficiency, accuracy, and effectiveness through a collaborative approach.
• Create and maintain process documentation to support training, consistent procedures, and ongoing operational support, including educating others on new or revised processes.
• Parti…