Position Summary The Director, Financial Planning & Analysis, serves as a strategic leader responsible for driving enterprise-wide financial planning, budgeting, and forecasting. This role consolidates regional and functional inputs to deliver forward-looking insights and performance reporting that guide executive decision-making. Partnering closely with the VP, Financial Planning & Analysis (VP, FP&A) and executive leadership, the Director ensures alignment between financial strategy and business objectives. They also lead initiatives to enhance analytical capabilities and operational efficiency across the organization.
Essential Functions and Responsibilities - Act as a key advisor to the VP, FP&A and executive leadership, translating financial data into strategic insights.
- Shape the vision and direction for the FP&A team, aligning financial planning with corporate goals.
- Lead, mentor, and develop the FP&A team, cultivating a high-performance culture focused on continuous growth, talent development, and strategic succession planning.
- Drive recruitment, onboarding, and training for the FP&A team, with a focus on attracting top talent and strengthening retention through career development and engagement.
- Lead enterprise-wide budgeting and forecasting, including long-range financial planning and annual budget cycles.
- Communicate complex financial concepts to stakeholders at all levels, from analysts to board members.
- Ensure transparency and accuracy in financial data and reporting.
- Develop and maintain executive dashboards, and management and board reporting packages.
- Partner with the CFO and VP of FP&A to forecast emerging challenges, proactively address potential issues, and uncover opportunities to enhance business performance.
- Standardize and enhance financial modeling, performance tracking, and KPI development.
- Collaborate with regional finance directors to turn data into actionable insights that highlight shifts in business trends, mitigate issues, and enhance forecast precision.
Qualifications and Experience Minimum Qualifications:
- Bachelor's degree in Finance, Accounting, Economics, or a related field or equivalent experience.
- 10+ years of experience in FP&A, with experience in a multi-entity or corporate HQ role.
- Proven track record of partnering with executive leadership to drive financial strategy and performance improvement.
- Strong analytical skillswith expertise in managing the budgeting and forecasting processes, comprehensive three statement financial modeling (P&L, balance sheet and cash flow), strategic planning, and variance analysis.
- Exceptional communication skills, with the ability to translate complex financial concepts for diverse audiences, including senior executives and board members.
- Experience leading and developing high-performing teams, with a focus on talent development and succession planning.
- Advanced Excel skills; proficiency in financial planning systems (e.g., Adaptive) and business intelligence tools (e.g., Power BI).
- Demonstrated ability to collaborate cross-functionally and across regions, influencing without direct authority.
Preferred Qualifications:
- Master's degree in Finance, Accounting, Economics, or a related field.
- Certified Public Accountant (CPA) designation.
Supervisory Responsibilities This position has supervisory responsibilities.
Physical Requirements The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. The physical requirements for performing the essential functions of this position require the employee to be able to:
- Sit, stand, kneel, walk, and reach.
- Be able to lift, push, pull and/or move up to 20 pounds.
- Read a computer screen and written material.
- Write, type, and use phone system.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Work Environment Good working environment with the absence of disagreeable conditions. The noise level in the work environment is usually moderate.
