Director of Financial Planning & Analysis

Join a dynamic, private equity-backed manufacturing organization and partner with executive leadership to accelerate growth, maximize profitability, optimize cash flow, and drive enterprise value.

Think Strategically. Lead Financially. Create Value.

Other duties will be assigned in a progressive manner:

• Lead the annual budgeting, forecasting, and long-range planning processes.
• Develop financial models to support strategic initiatives, acquisitions, capital investments, and growth opportunities.
• Analyze business performance and identify risks, opportunities, and value-creation initiatives.
• Provide actionable recommendations to executive leadership based on financial and operational data.

• Primary owner of the preparation of the monthly, quarterly, and annual reporting packages for private equity sponsors, board members, and lenders.
• Support board presentations with financial analyses, KPI reporting, and business insights.
• Monitor compliance with debt covenants and financing agreements.
• Assist with M&A activities as required.
• High level of expertise in Excel modeling and Board of Directors quality PowerPoint presentations is required.

• Establish and monitor key performance indicators (KPIs) across business units.
• Drive variance analysis comparing actual results to budget, forecast, and prior periods.
• Identify profitability improvement opportunities and operational efficiencies.
• Partner with department leaders to ensure accountability for financial performance.

• Develop and maintain cash flow forecasts and liquidity analyses.
• Evaluate working capital performance and implement initiatives to improve cash conversion.
• Support capital allocation decisions and return-on-investment analyses.

• Serve as a strategic financial advisor to executive leadership and department heads.
• Collaborate with operations, sales, manufacturing, and supply chain teams to improve financial outcomes.
• Translate complex financial information into clear business insights for non-financial stakeholders.

• Build and maintain sophisticated financial models for scenario planning and sensitivity analysis.
• Evaluate pricing strategies, customer profitability, capital expenditures, and business expansion opportunities.
• Support due diligence activities related to acquisitions, divestitures, and strategic partnerships.

• Ensure integrity, consistency, and accuracy of financial reporting and forecasts.
• Support audit activities and compliance requirements.
• Maintain strong financial controls and data governance standards.

• Lead, mentor, and develop FP&A staff and analysts.
• Establish best practices for forecasting, reporting, and financial analysis.
• Improve financial systems, reporting tools, and data analytics capabilities.
• Drive automation and process efficiencies to enhance decision-making speed and accuracy.

Direct supervision of FP&A team.

As part of the selection process, candidates will complete a leadership assessment designed to evaluate competencies relevant to the responsibilities of this role. The assessment reflects leadership criteria established by the Executive Team.

• Business acumen
• Functional / technical skills
• Dealing with ambiguity
• Problem solving

• Managing and measuring work
• Developing direct reports and others
• Total work systems

• Command skills
• Conflict management
• Hiring and staffing

• Action oriented
• Deliver results
• Perseverance

• Presentation skills
• Written communication skills
• Comfort around higher management
• Organizational agility

• Motivating others
• Integrity and trust
• Ethics and values
• Patience and approachability
• Managing vision and purpose

In daily work, a team member is responsible to maintain or exceed the degree of excellence requested by the internal and external customers of this department. This includes following established policies, following ISO 9001 & 14001 policies, business practices, and work instructions, using problem-solving…