Director of Financial Planning & Analysis

Position Summary:

The Director of FP&A acts as a key strategic partner to the Chief Financial Officer (CFO), Vice President of Finance and senior leadership. They transform complex financial data into clear, actionable business insights, manage enterprise financial performance, and lead an internal team of financial analysts. A successful candidate will have a blend of financial strategy, strong knowledge of financial controls and regulation along with exceptional leadership skills.

• Develop trusted partnerships with executive and operational leadership to understand business drivers and provide financial insights that support decision making.
• Lead an annual budget, multi-year financial plan, rolling forecasts and ongoing performance across the organization.
• Analyze trends in revenue, gross margin, labor, overhead, and other key operating metrics for financial optimization.
• Provide actionable insights into profitability, capital planning and operational performance.
• Exceptional communication, stakeholder management, and the ability to explain complex financial concepts to non-financial leaders.
• Monitor and drive the analysis of key performance indicators and communicate emerging trends, risks, and opportunities to operational leadership, and provide recommendations to executive leadership to drive performance enhancements.
• Oversee capital expenditure reporting, tracking, budgeting, and investment analyses
• Prepare, examine, and analyze financial records, systems, and activities for efficiencies and opportunities.
• Oversee the design and maintenance of monthly financial reporting packages, variance analyses, and performance dashboards.
• Develop and maintain financial models used for budgeting, forecasting, pricing analyses, and business planning.
• Collaborate with Accounting to improve data integrity, reporting accuracy, and financial processes.
• Collaborate with Regional Vice Presidents and Operations Leadership to provide analytical support for offices and regions to improve decision making and visibility.
• Support strategic initiatives, acquisitions, and other special projects through financial analysis as assigned.
• Lead, drive, and ensure consistency between regions for budgeting process or company wide established processes.
• Serve as a strategic leader responsible for setting the organization's direction, aligning teams with mission-critical goals, and fostering a culture of innovation and accountability. Build strong cross-functional relationships to influence decision-making and drive performance.
• Partner with the CFO to design, build and develop a high-performing FP&A team, including organizational design, talent improvement, processes, and operating cadence.
• Support and review existing processes, creating new processes to drive national operational support.
• Perform other duties as necessary and requested.

• MBA in finance required or a Bachelor's degree in finance, accounting, business, or related field combined with work experience to demonstrate mastery of field.
• 7 - 10+ years of experience in financial planning and analysis, including experience with budgeting, forecasting, and financial analysis.
• 5+ years in a direct management or leadership capacity.
• Knowledge of US GAAP and thorough understanding of all financial statements.
• Demonstrated ability to identify trends, investigate variances, and recommend practical business improvements to business leaders.
• Excellent communication and presentation skills; ability to communicate financial information to both finance and non-finance stakeholders.
• Ability to develop and maintain strong working relationships with cross-functional teams.
• Ability to work independently and prioritize tasks in a fast-paced environment.
• Advanced Microsoft Excel skills (Pivot Tables, XLOOKUP/INDEX-MATCH, Power Query or similar, complex formulas, financial modeling).
• Experience developing reports and dashboards using Power BI or similar business intelligence tools preferred.
• Experience with Microsoft D365 or a similar ERP system preferred.
• Able to travel as needed.

Normal temperature-controlled office environment. Will frequently use a computer, keyboard / mouse, cellular or office telephone, and regular business office equipment. Extended periods of sitting for long durations, occasional walking, and lifting up to ten pounds. Occasional walking over uneven outdoor terrain and/or…