| Job Description |
We are seeking a strategic and hands-on Senior Director of Financial Planning & Analysis (FP&A) to lead the company’s financial planning, forecasting, budgeting, and strategic analysis functions. This executive-level finance leader will partner closely with senior leadership to drive financial performance, support key business decisions, and develop long-range financial strategies.
The ideal candidate combines exceptional financial modeling and analytical skills with a strong accounting foundation. This role requires expertise in three-statement financial modeling (Income Statement, Balance Sheet, Cash Flow Statement), forecasting, budgeting, cash flow analysis, KPI development, and executive-level financial reporting. The successful candidate will serve as a trusted business partner, helping guide the company’s growth through data-driven insights and financial discipline.
Key Responsibilities:
- Lead the company’s annual budgeting process and rolling forecasts.
- Develop and maintain sophisticated three-statement financial models (Income Statement, Balance Sheet, and Cash Flow Statement) to support strategic planning, acquisitions, capital investments, and growth initiatives.
- Prepare monthly, quarterly, and annual financial analyses for executive leadership and Board presentations.
- Analyze financial performance, identify trends, risks, and opportunities, and provide actionable recommendations.
- Partner with department leaders to improve financial performance and resource allocation.
- Develop long-range financial plans and scenario analyses.
- Monitor key financial and operational performance indicators (KPIs) and communicate business insights.
- Drive continuous improvement in budgeting, forecasting, reporting, and financial planning processes.
- Perform profitability, pricing, cost, margin, and variance analyses.
- Support mergers, acquisitions, financing activities, and strategic initiatives through detailed financial analysis.
- Collaborate closely with both the FP&A and Accounting team to ensure accurate financial reporting and consistency between financial planning and accounting results.
- Assist with month-end and year-end financial review processes as needed.
- Improve financial reporting tools, dashboards, and planning systems.
- Mentor and develop FP&A team members while fostering a collaborative, high-performance culture.
- Present financial results and strategic recommendations to executive leadership.
Qualifications
- Bachelor’s degree in Finance, Accounting, Economics, or a related field.
- MBA is a plus.
- CPA designation is a strong plus.
- 10+ years of progressive experience in Financial Planning & Analysis, Corporate Finance, or a combination of FP&A and Accounting.
- Prior leadership experience managing finance professionals.
- Strong foundation in accounting principles and financial reporting.
- Extensive experience with:
- Three-statement financial modeling
- Budgeting and forecasting
- Long-range strategic planning
- Financial analysis and business performance management
- Cash flow forecasting
- Variance analysis
- Executive reporting
- Advanced Microsoft Excel skills required.
- Experience with ERP systems and financial planning software (Adaptive Planning, Anaplan, Oracle, SAP, NetSuite, OneStream, Hyperion, or similar) preferred.
- Experience with Business Intelligence tools such as Power BI or Tableau is a plus.
Preferred Competencies
- Strategic thinker with exceptional analytical skills.
- Strong business acumen and commercial mindset.
- Excellent communication and presentation abilities.
- Ability to influence executive leadership through financial insights.
- Highly organized with strong attention to detail.
- Proven ability to manage multiple priorities in a fast-paced environment.
- Collaborative leadership style with a hands-on approach.
- High degree of integrity, professionalism, and sound judgment.
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