Director of Financial Planning and Analysis

Overview

The Director of FP&A leads financial planning, forecasting, budgeting, reporting, and strategic financial analysis for a multi-entity organization. This role serves as a key business partner to executive leadership, providing financial insights that support decision-making, growth initiatives, and overall business performance. The Director oversees financial reporting, manages banking relationships, leads the annual planning process, and develops a high-performing finance team.

The Director of FP&A leads financial planning, forecasting, budgeting, reporting, and strategic financial analysis for a multi-entity organization. This role serves as a key business partner to executive leadership, providing financial insights that support decision-making, growth initiatives, and overall business performance. The Director oversees financial reporting, manages banking relationships, leads the annual planning process, and develops a high-performing finance team.

• Financial Leadership & Reporting
• Oversee financial reporting, budgeting, forecasting, and financial analysis across multiple entities.
• Lead monthly, quarterly, and annual close processes and ensure accurate financial reporting.
• Analyze financial performance, identify trends, and recommend actions to improve results.
• Maintain strong internal controls and support audits and compliance requirements.

• Financial Planning & Analysis
• Lead the annual budgeting process and quarterly forecasting cycles.
• Develop financial models, dashboards, and performance metrics.
• Provide analysis and recommendations related to growth opportunities, investments, pricing, and operational improvements.
• Support long-range financial planning and strategic initiatives.

• Business Partnership & Strategy
• Partner with department leaders to support planning, resource allocation, and decision-making.
• Evaluate business performance and identify opportunities to improve profitability and efficiency.
• Support mergers, acquisitions, and other strategic projects as needed.
• Assist with financial analysis and negotiations for key customer and commercial opportunities.

• Leadership
• Lead, mentor, and develop the finance team.
• Establish departmental goals and drive continuous improvement.
• Prepare and present financial results, forecasts, budgets, and strategic recommendations to executive leadership and ownership.

Required

• Bachelor's degree in Finance, Accounting, or related field.
• 8+ years of progressive finance, FP&A, or accounting leadership experience.
• Strong experience with budgeting, forecasting, financial modeling, and reporting.
• Experience supporting executive leadership with financial analysis and strategic planning.
• Advanced Excel skills and proficiency with ERP and financial reporting systems.
• Strong communication and presentation skills.

• CPA, CMA, MBA, or similar professional designation.
• Experience in a multi-entity or complex organizational environment.
• Experience managing and developing finance teams.