Job Description & How to Apply Below
Director, Financial Planning and Analysis (FP&A)
We are looking for a strategic and highly skilled finance leader to join our organization as Director, Financial Planning & Analysis (FP&A). This newly created role offers the unique opportunity to build and elevate our FP&A function, shaping how financial insights guide business decisions, operational performance, and long‑term growth.
Reporting to the CFO, you will play a central role in leading the budgeting process, forecasting cycles, financial modeling, and performance reporting across the company. You will partner closely with senior leaders, particularly within Sales, to understand business strategies, validate assumptions, develop aligned budgets, and provide proactive insights that influence outcomes and drive accountability.
This role is ideal for a seasoned FP&A professional who thrives in a dynamic environment, enjoys both hands‑on analytical work and executive‑level strategic discussions, and is motivated by building best‑in‑class processes, tools, and reporting frameworks. If you excel at transforming data into clear, actionable insights and want to make a meaningful impact on organizational performance, we’d love to meet you.
Business Partnering
Serve as a trusted advisor to department and business unit leaders.
Engage routinely with senior Sales Leaders to understand territory strategy and track progress throughout the year.
Drive profitability initiatives, pricing analysis and operational decision making.
Formulate well‑supported recommendations and communicate clearly with budget stakeholders regarding the financial impact of tactical business decisions, including client pricing negotiations or resourcing decisions.
Financial Planning & Budgeting
Lead the annual budgeting process and development of multi‑year financial plans. Partner closely with the CFO on the annual resource planning process across all departments.
Collaborate with budget owners to ensure new spending proposals are well developed and aligned with the company strategy.
Build dynamic financial models to support scenario planning, margin analysis and strategic decision making.
Coordinate with department leaders to ensure budgets align with operational and strategic priorities.
Forecasting & Performance Management
Own the monthly and quarterly forecasting cycles, including variance analysis and performance insights.
Identify financial and operational trends, risks and opportunities and present findings to leadership.
Develop and monitor KPIs to track business performance and provide insights for operational improvement.
Develop rolling forecasts to improve agility and strategic alignment.
Management Reporting
Own, develop and continuously enhance the organization’s monthly, quarterly and annual management reporting packages, including P&L, balance sheet, cash flow, KPIs, variance analysis and commentary for the executive team and department/divisional leads.
Ensure reporting is accurate, timely, actionable and aligned with leadership requirements.
Drive improvements to reporting structure, clarity, automation and consistency across the organization.
Partner with Accounting, Treasury, Operations and Talent and Culture to align data sources and key assumptions.
Monitor, analyze and report on all financial and non‑financial bank covenants.
Produce covenant calculations and required schedules on a monthly or quarterly basis.
Proactively identify covenant risks, recommend mitigating actions and support communication with banking partners.
Prepare lender reporting packages and support periodic bank reviews.
Reporting & Analytics
Develop and maintain dashboards, KPIs and automated reporting tools across the business.
Ensure data consistency, accuracy and reliability across all reporting platforms.
Other
Improve and standardize FP&A processes, templates and reporting methodologies.
Lead special projects such as system enhancements, automation and strategic financial initiatives.
Strong attention to detail, analytical and problem‑solving skills.
Strong written, verbal, and presentation communication skills, with the ability to engage senior leaders in proactive, data‑driven discussions.
Strong…
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