Director, Corporate Financial Analysis and Planning

Southwest Water Company

$120K — $150K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 7+ years in FP&A, corporate finance, or related fields
  • Proven experience leading financial planning processes
  • Bachelor's in Finance, Accounting, or similar
  • Preferred: CPA, CFA, CBV, and/or MBA
  • Preferred: experience in regulated or infrastructure-intensive sectors

Responsibilities

  • Lead enterprise financial planning processes including budgeting and forecasting
  • Collaborate with business units to align financial assumptions
  • Oversee corporate budgeting, forecasting, and reporting processes
  • Deliver financial insights to executive leadership and the Board
  • Support investor reporting with KPI packages
  • Prepare and present financial results and reporting materials
  • Drive FP&A process improvements and data integrity initiatives

Benefits

  • Full-time role based in Sugar Land, TX
  • Leadership role in financial strategy and planning
  • Opportunity to lead and develop a high-performing FP&A team
  • Collaborative environment with senior leadership and business units
  • Potential for leadership in strategic initiatives and performance improvements
Full Job Description
Overview

We're seeking a Director, Corporate Financial Planning and Analysis (FP&A) to join the Strategic Planning team within our Corporate Finance group in Sugar Land, TX. Reporting to the Vice President, Strategic Planning, the Director, Corporate FP&A plays a key leadership role in shaping enterprise financial strategy, leading long-range planning, budgeting, and forecasting while delivering insights that support executive decision-making and shareholder value.

This role partners closely with senior leadership, business units, and investors to connect financial performance to strategic priorities. The Director, Corporate FP&A also leads and develops a high-performing Financial Planning and Analysis team and helps build scalable, efficient planning processes across the organization.

Work Location and Schedule

This is a full-time role based at our Sugar Land, TX office.

What You'll Do

  • Lead enterprise financial planning processes, including long-range planning, annual budget, and monthly forecasts
  • Partner with business units and corporate functions to ensure alignment of financial assumptions, drivers, and reporting outputs
  • Lead corporate budgeting, forecasting, and reporting processes, partnering with functional teams to develop, consolidate, and communicate results
  • Provide financial insights and reporting to executive leadership and the Board of Directors
  • Support lender, investor, and rating agency reporting, including development of KPI packages and key financial metrics
  • Prepare and present monthly and quarterly financial results and reporting deliverables
  • Prepare and deliver executive and board-level materials, translating complex financial data into clear, decision-useful insights
  • Partner with business leaders to monitor performance, identify risks and opportunities, and support action planning
  • Drive improvements in FP&A processes, systems, and data integrity, including automation and standardization of workflows
  • Analyze market, competitive, and operational data to inform strategic decisions
  • Support development and evaluation of strategic initiatives, including growth, capital investment, and operational performance improvement
  • Lead, mentor, and develop a high-performing team of FP&A professionals


Reasonable Accommodations Statement

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.

What You'll Bring

Experience (Required)
  • 7+ years of progressive experience in FP&A, corporate finance, or related roles
  • Experience leading financial planning processes (budgeting, forecasting, long-range planning)


Experience (Preferred)
  • Experience in a regulated or infrastructure-intensive industry
  • Experience supporting executive-level and investor-facing communications
  • Experience managing and developing teams


Education / Licenses / Certifications
  • Bachelor's degree in Finance, Accounting, or a related field required
  • CPA, CFA, CBV, and/or MBA preferred


Knowledge, Skills, and Abilities
  • Strong financial modeling, forecasting, and analytical skills
  • Ability to translate complex data into clear, actionable insights
  • Strong business acumen and understanding of corporate finance
  • Effective collaboration, communication, and stakeholder management skills
  • Experience with financial systems (ERP and planning tools)
  • High attention to detail, organization, and problem-solving capability
  • Strong leadership and team development skills


Work Environment

This role is primarily office-based with extended periods of sitting and computer work. Regular collaboration is required both in person and virtually with internal and external stakeholders. Occasional travel may be required.

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