Director, Financial Planning & Analysis

## Director, Financial Planning & Analysis Apply locations:
Tulsa, OKtime type:
Full time posted on:
Posted Todayjob requisition :
JR102284
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* Job Description:

** The Director, Financial Planning & Analysis (FP&A) is an enterprise finance leader responsible for setting the vision, operating model, and performance cadence for financial planning, forecasting, and decision support across AAON.
This role elevates FP&A from a functional capability to a strategic partner to executive leadership—driving enterprise-wide financial insight, capital allocation discipline, and long-range planning to enable growth, margin expansion, and operational excellence.
The Director leads the integrated business planning process, owns enterprise forecasting accuracy, and delivers forward-looking insights that shape strategic decisions. This role partners closely with the CFO, Executive Leadership Team, Business Unit leaders, and Operations to align financial outcomes with business strategy, while developing a high-performing FP&A organization.
** Primary duties may include, but are not limited to:
**** Enterprise FP&A Leadership
*** Set the strategic direction, operating model, and maturation roadmap for FP&A across the enterprise.
* Lead and scale a high-performing FP&A team, including Finance Business Partners and analysts, with clear standards, accountability, and development plans.
* Establish consistent governance, definitions, and enterprise-wide financial standards to ensure alignment across business units and sites.###
** Integrated Planning & Forecasting
*** Own the enterprise-wide integrated business planning (IBP) process, including annual planning, long-range planning, and rolling forecasts across P&L, balance sheet, and cash flow.
* Lead budget governance, including timelines, assumptions, and executive alignment.
* Drive forecasting accuracy and continuous improvement in planning processes and tools.###
** Strategic Decision Support
*** Partner with executive leadership to translate strategy into financial plans, targets, and actionable insights.
* Provide data-driven recommendations on capital allocation, investments, pricing strategies, and cost optimization.
* Lead scenario planning and sensitivity analysis to support decision-making in a dynamic environment.###
** Performance Management & Reporting
*** Own enterprise management reporting, including executive dashboards, Board-level materials, and performance reviews.
* Establish a rigorous performance cadence (monthly, quarterly) that focuses on drivers, risks, opportunities, and forward-looking insights.
* Deliver variance analysis and clear performance narratives linking operational drivers to financial outcomes.###
** Cross-Functional Partnership
*** Serve as a key finance partner to Business Units, Operations, Supply Chain, Commercial, and Corporate functions.
* Align financial planning with operational drivers such as volume, capacity, labor, pricing, and supply chain dynamics.
* Partner with Investor Relations and executive leadership on financial messaging, guidance, and external communication alignment (as applicable).###
** Process, Systems & Analytics
*** Drive transformation of FP&A tools, systems, and data capabilities, including automation and advanced analytics.
* Improve data integrity, accessibility, and usability across the enterprise.
* Implement scalable frameworks for modeling, reporting, and performance analysis.
** Job Requirements**###
** Education and Experience
*** Bachelor’s degree in Finance, Accounting, Business, or related field required. With 12–15+ years of progressive finance experience, including significant FP&A leadership; 7–10+ years of experience leading and developing high-performing teams. Prior experience in manufacturing or industrial environment strongly preferred. MBA, CPA, or CFA preferred###
** Knowledge, Skills, and Abilities
*** Expert-level financial planning, modeling, and forecasting across full financial statements
* Strong executive presence with the ability to influence C-suite and senior leaders
* Proven ability to lead enterprise-wide planning processes and drive organizational alignment
* Deep business acumen with the…