Director, Financial Planning and Analysis

Not specified Full-time Senior Finance

We are seeking a highly analytical, strategic, and technology-forward
Director of Financial Planning, Reporting & Analysis
to lead the company’s financial planning, forecasting, reporting, and business intelligence functions. This leader will serve as a trusted advisor to executive leadership by transforming financial and operational data into actionable insights that drive business performance and strategic decision-making.

The ideal candidate combines
strong FP&A leadership
with deep
analytical capabilities,leveraging modern data platforms, automation, and AI technologies to improve forecasting accuracy, reporting efficiency, and organizational decision-making. This role will lead the evolution of our reporting and analytics capabilities while building and developing a high-performing finance team.

Here are the core functions, responsibilities, and expectations for this role

• Lead the company’s annual budgeting, monthly forecasting, and long-range planning processes.
• Develop and maintain complex financial models to support business planning, resource allocation, and strategic initiatives.
• Analyze financial performance, identify key trends and drivers, and provide actionable recommendations to senior leadership.
• Partner with departmental leaders to establish financial targets and improve accountability against operating plans.
• Evaluate risks and opportunities and communicate business impacts to executive leadership.
• Financial Reporting & Performance Management
• Establish forecast governance processes, planning standards, and accountability mechanisms that improve forecast accuracy, transparency, and ownership across all functional areas.
• Own the preparation and delivery of monthly, quarterly, and annual management reporting packages.
• Develop executive dashboards and KPI frameworks that measure financial and operational performance.
• Drive variance analysis and root-cause investigations across revenue, expenses, cash flow, and profitability metrics.
• Support Board, investor, and executive-level reporting with insightful analyses and business commentary.
• Ensure reporting consistency, integrity, and transparency across the organization.
• Lead the development of scalable reporting and analytics solutions utilizing Snowflake, Sigma, Power BI, or similar platforms.
• Collaborate with Finance, Revenue Operations, Data, and Technology teams to establish a single source of truth for business reporting.
• Create advanced financial and operational analyses that identify trends, opportunities, and performance improvement initiatives.
• Drive data governance and financial data quality initiatives across reporting systems.

AI, Automation & Finance Transformation:

• Champion the adoption of AI and automation within finance processes and reporting workflows.
• Identify opportunities to streamline budgeting, forecasting, management reporting, and analytical processes through automation and machine learning capabilities.
• Lead projects that reduce manual effort, improve reporting speed, and enhance forecasting accuracy.
• Evaluate emerging finance technologies and develop business cases for future investments in analytics and AI solutions.

Leadership & Team Development:

• Lead and scale the FP&A, reporting and analytics function, establishing the organizational structure, processes and talent capabilities to support continued company growth.
• Build, lead, and develop a high-performing FP&A and reporting team.
• Establish clear goals, development plans, and performance expectations for team members.
• Foster a culture of analytical rigor, curiosity, accountability, and continuous improvement.
• Provide mentorship and coaching to finance professionals and future…