Director of Financial Planning and Analysis
Listed on 2025-12-01
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Finance & Banking
Financial Manager, Corporate Finance, VP/Director of Finance, CFO -
Management
Financial Manager, CFO
Join to apply for the Director of Financial Planning and Analysis role at 3P Partners
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- Build the FP&A function from scratch at an established, diversified company
- Shape enterprise-wide strategic planning, capital allocation, and performance management
- Gain exposure to a unique mix of industries within a financially stable, family-owned business
A newly created leadership opportunity is available for an experienced FP&A professional to build and lead the financial planning and analysis function at a privately held, diversified business with operations spanning agriculture, real estate, and homebuilding. This is a rare chance to shape the future of financial strategy, reporting, and decision support across a multi-entity enterprise undergoing digital and operational transformation.
About the Role:
Reporting directly to a high-caliber CFO, the Director of FP&A will be responsible for establishing and scaling a centralized FP&A function that supports strategic decision-making across all business units. You’ll bring rigor to the company’s financial planning, budgeting, forecasting, and reporting processes, while leading the implementation of modern FP&A tools and building a high-performing team. This role is highly visible and requires strong business partnership with executive leadership, including the CEO, COO, and division heads.
Key Responsibilities:
1. Build and Scale the FP&A Function
- Establish a centralized FP&A function where none currently exists
- Define team structure, recruit top talent, and foster a culture of analytical excellence
- Create standardized, scalable planning and reporting processes across the enterprise
- Lead the financial transformation roadmap in partnership with the CFO and COO
2. Financial Planning, Budgeting, and Forecasting
- Lead the company-wide zero-based budgeting process and streamline its execution
- Develop rolling forecasts and long-range planning models
- Provide actionable variance analysis on cost, margin, and profitability drivers
- Deliver insights that support decision-making at both corporate and business unit levels
- Evaluate and implement a best-in-class FP&A platform (e.g., Anaplan, Adaptive, One Stream)
- Integrate planning tools with ERP (D365 preferred), Power BI, and Excel models
- Automate and improve the speed and accuracy of planning and reporting cycles
4. Strategic and Capital Planning
- Lead enterprise-wide strategic planning and financial modeling efforts
- Partner with business unit leaders to evaluate ROI, payback periods, and alignment of capital projects
- Oversee the CAPEX process, including system upgrades and investment tracking
5. Performance Management & Reporting
- Develop KPI dashboards and board reporting packages in collaboration with stakeholders
- Enhance financial transparency and accountability through improved reporting tools
- Identify opportunities for margin improvement, cost savings, and operational efficiency
Qualifications:
- Bachelor’s degree in Finance, Accounting, Economics or related field (MBA preferred)
- 10+ years of progressive experience in FP&A, corporate finance, or business analysis
- Proven leadership of a multi-division or multi-unit FP&A function
- Background in industries such as agriculture, homebuilding, manufacturing, or real estate preferred
- Hands-on experience with modern FP&A platforms (e.g., Adaptive, Anaplan, One Stream)
- Strong ERP (preferably D365), Power BI, and Excel modeling skills
- Excellent communication and presentation abilities; able to influence at all levels
Why Join?
This is a pivotal opportunity to build something from the ground up in a stable, growth-oriented, and values-driven business. If you’re passionate about financial leadership, systems implementation, and developing people while influencing strategy at the highest levels.
Seniority level- Seniority level Director
- Employment type
Full-time
- Job function
Finance, Strategy/Planning, and Business Development - Industries Food and Beverage…
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