Director, Financial Planning & Analysis

Director, Financial Planning & Analysis (FP&A)

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. Partners closely with CFO, Executive Leadership Team, Business Unit leaders, and Operations to align financial outcomes with business strategy while developing a high‑performing FP&A organization.

• 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.

• 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.

• 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.

• 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.

• 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).

• 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.

• Bachelor’s degree in Finance, Accounting, Business, or related field required. 12–15+ years of progressive finance experience, including significant FP&A leadership; 7–10+ years leading and developing high-performing teams. Prior experience in manufacturing or industrial environment strongly preferred. MBA, CPA, or CFA preferred.

• 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 ability to connect operational drivers to financial outcomes.
• Exceptional analytical, problem-solving, and data storytelling capabilities.
• Demonstrated success driving process improvement, transformation, and automation.
• Ability to operate effectively in a…