Director of Financial Planning and Analysis

For more than 80 years, Case Paper has been a family-owned, privately held distributor and custom converter of paper and paperboard, supplying the printing and packaging industries from seven distribution centers across the country. We convert more paper and board than almost any other company in the United States — slitting, sheeting, and cutting to specification for customers in signage, direct mail, cosmetics, food, personal care, and technology packaging.

We have grown by staying close to our customers and by holding to something simple: people come first. That applies to the customers who rely on us, the communities we operate in, and the people who work here. We are large enough to matter in our industry and small enough that one person’s analysis can change what the company does next.

Our accounting team establishes what happened and certifies that it is correct. This role owns what happens next — the forecasting, modeling, margin strategy, and long-range planning that determine where we invest, what we sell, and how we grow.

The most visible part of that work is commercial. You will be the analytical partner to our Chief Commercial Officer and sales leadership on margin, pricing, mix, and customer and product profitability, turning data into pricing discipline and profitable growth. The second is executive decision support: defining our KPI framework and delivering the analysis behind capital, pricing, and strategic decisions with a recommendation attached — not just numbers.

You will report to our VP of Finance & Administration, who manages your goals, priorities, and day-to-day. Strategic matters run on a dotted line straight to our President, who is the primary consumer of this work and holds a standing weekly with it.

You are the FP&A function. You will pull your own data, build your own models, and produce your own analysis. If you have been the person everyone comes to because you can actually get the number out of the system and explain what it means, it may be exactly that role.

• Own the annual operating budget and the rolling 12-month forecast — revenue, margin, expense, and headcount.
• Build and maintain our core financial model, with scenario and sensitivity analysis for volume shifts, price movement, cost inflation, and market disruption.
• Own monthly P&L analysis and variance against budget and forecast, explaining the drivers — price, volume, mix, material, labor efficiency, equipment utilization, quality, freight, and overhead — rather than restating them.
• Review P&Ls by site with the leadership team, and surface risks and early warning indicators before they land in results.

• Partner with sales leadership on margin performance, pricing strategy, and quote and bid support.
• Find and quantify margin leakage across pricing, mix, rebates, freight, terms, and inventory — and drive the fix to completion.
• Own customer, product, channel, and facility profitability, and identify unprofitable products, customers, and cost structures.
• Build the tools and guardrails that let sales make faster, better-informed pricing decisions on their own.
• Lead the multi-year strategic and financial planning process.
• Maintain a 3-5 year model covering growth, capacity, capital needs, and infrastructure.
• Frame strategic options for the President and ownership with the risks, trade-offs, and expected returns made explicit.
• Model capital projects, facility decisions, acquisitions, and major customer opportunities — and bring a recommendation with each.

• Independently extract, clean, reconcile, and validate data from AS/400, Lansa, and other fragmented sources using advanced Excel, SQL, Power BI,…