Director of Financial Planning and Analysis

Full Time Whittier, CA, US

2 days ago Requisition

Salary Range: $ To $ Annually

Department: Accounting/Finance
Reports To: Sr. VP of Accounting & Finance
Location: Whittier, California
Employment Type: Full-Time
Level: Director / Senior Finance Leadership

The Director of Financial Planning & Analysis (FP&A) is responsible for leading the company’s financial planning, budgeting, forecasting, financial reporting, and performance management functions. This role provides strategic financial insights and recommendations to executive leadership to support business growth, profitability, operational efficiency, and long-term financial objectives.

The Director of FP&A serves as a strategic business partner to the Sr. Vice President, executive team, and department leaders, translating complex financial and operational data into actionable insights. This position leads the development of financial models, evaluates business performance, identifies financial risks and opportunities, and drives continuous improvement in financial planning processes, reporting capabilities, and decision support.

• Lead the annual budgeting process, quarterly forecasts, monthly financial projections, and long-range strategic financial planning.
• Develop and maintain integrated financial models covering revenue, operating expenses, headcount, capital expenditures, cash flow, and profitability.
• Establish forecasting methodologies, financial assumptions, planning calendars, and reporting standards across the organization.
• Partner with department heads to develop financial plans aligned with corporate objectives and operating strategies.
• Conduct scenario planning, sensitivity analyses, and financial modeling to evaluate business opportunities, economic conditions, and potential risks.

• Oversee monthly, quarterly, and annual financial reporting and management reporting packages.
• Analyze actual financial results against budget, forecast, and prior periods, providing clear explanations of key variances and performance drivers.
• Develop executive dashboards and key performance indicators (KPIs) to monitor financial and operational performance.
• Present financial results, trends, risks, and recommendations to the CFO, executive leadership, and other key stakeholders.
• Ensure financial reporting is accurate, timely, consistent, and aligned with management reporting requirements.

• Serve as a trusted financial advisor to executive leadership and functional department heads.
• Translate financial data into actionable recommendations that support strategic decisions and business performance.
• Evaluate new business initiatives, pricing strategies, product profitability, market expansion, and investment opportunities.
• Partner with Sales, Operations, Marketing, Human Resources, Accounting, and other departments to improve financial outcomes.
• Identify opportunities to increase revenue, improve margins, optimize operating expenses, and enhance return on investment.

• Monitor revenue growth, gross margins, operating expenses, EBITDA, and other key financial metrics.
• Identify cost optimization opportunities and develop recommendations to improve profitability and operating efficiency.
• Evaluate departmental spending, workforce planning, resource allocation, and capital investment decisions.
• Lead financial analysis of business unit performance, customer or product profitability, and cost structures.
• Track the financial impact of strategic initiatives and operational improvement…