Job Description:
The Director, FP&A leads Confluent's corporate financial planning and analysis function and serves as a key financial partner to the Chief Financial Officer and Senior Leadership Team. This role owns the corporate FP&A calendar, including the annual budget, monthly forecast, and long-range planning processes, and is responsible for SG&A budgeting and centralized cost accounting across the organization. The Director, FP&A also leads Commercial Finance and pricing analysis, business intelligence and reporting, owns the Company's cash flow forecasting process, and leads financial due diligence and integration for M&A activity.
This position leads the corporate FP&A team and delivers value-added analysis, meaningful financial and operational metrics, and clear executive-level communication that supports insightful business decision-making.
KEY RESPONSIBILITIES
Corporate FP&A & Planning
• Own the corporate FP&A calendar and operating rhythm, ensuring appropriate information is available for internal operating reviews and Senior Leadership/Board reporting.
• Lead the Company's annual budget process, including budget guidance, timelines, tools, and templates, acting as project manager to ensure all business unit and corporate budgets are accurate, aligned, and reconcile in total.
• Lead the monthly and 12-month rolling forecast process, coordinating across Finance, Operations, Supply Chain, and Commercial to deliver a cohesive, aligned company forecast.
• Develop and monitor short-range (1-year) and long-range (3-5 year) strategic planning models in partnership with the CFO and Senior Leadership Team.
• Prepare the monthly corporate reporting package, including consolidated financial statements, KPI reporting, variance analysis, and executive-level commentary.
• Administer enterprise planning and consolidation tools, including Adaptive Planning and Epicor.
Business Intelligence & Reporting
• Own the Company's business intelligence and reporting function, leveraging Power BI and Domo to build and maintain dashboards and self-service reporting for Finance, Operations, and Commercial stakeholders.
• Establish data governance standards and consistent metric definitions across BI and reporting platforms to ensure a single source of truth for financial and operational data.
• Partner with IT and business unit finance leaders to prioritize and deliver new reporting and analytics capabilities.
SG&A & Centralized Cost Accounting
• Own budgeting, forecasting, and monthly reporting for SG&A and other centralized corporate cost centers.
• Lead centralized cost accounting processes, ensuring consistent cost methodology and reporting standards are applied across the organization.
• Own centralized LEAN capitalized labor and overhead accounting, ensuring consistent capitalization methodology and reporting across all business units.
• Partner with department leaders across the organization to monitor spending against budget and identify cost management opportunities.
Commercial Finance & Pricing
• Lead Commercial Finance support, partnering with Sales and Commercial leadership on quote analysis, customer profitability, revenue trends, and annual MSA price reviews
• Own the Company's pricing analysis function, including price/cost bridges, margin analysis by product and customer, the Company's PSR and MPR processes, month-end price measurement, and income variance analysis.
Cash Flow Forecasting
• Own the Company's cash flow forecasting process, partnering with Treasury, Controllership, and business unit finance leaders to deliver accurate short-term and long-term cash visibility.
• Set free cash flow and working capital targets in partnership with business unit leadership and monitor performance against those targets.
M&A Diligence & Integration
• Lead financial due diligence for M&A opportunities, including valuation models, synergy analysis, and evaluation of target company financials. Partner with CFO and Advisors on reporting, modeling, and analysis.
• Lead financial integration planning and execution for completed acquisitions, coordinating with Operations, IT, Accounting, and business unit finance teams.
• Lead post-acquisition synergy measurement and tracking, along with financial systems & costing integration for acquired businesses.
• Provide financial modeling and analysis support for acquisitions, divestitures, new product development, and other ad hoc strategic projects.
Team & Stakeholder Leadership
• Develop the FP&A team through effective recruiting, coaching, training, and performance management.
• Partner with the CEO, COO, CFO, Corporate Controller, Director of Operations Finance, and other functions to provide value-added analysis, improve processes and tools, and eliminate redundancies.
• Prepare Board and Senior Leadership materials.
QUALIFICATIONS & EXPERIENCE
• Bachelor's Degree in Business Administration, Accounting, or Finance required; MBA preferred.
• 10+ years experience in FP&A or Operational Finance leadership roles. 10+ years of people management experience.
• Strong accounting and systems skills, including Excel and PowerPoint. Experience in Adaptive Planning, Epicor, Power BI, and Domo are prioritized.
• Demonstrated experience leading annual budget, forecast, and long-range planning in a multi-business environment.
• Experience with M&A due diligence and post-acquisition integration.
• Executive presence and interpersonal communication skills, with well-honed influencing skills.
• Effective written, oral, and executive presentation skills. Excellent time management and project management skills.
• Superior analytical, problem-solving, and critical-thinking skills, with demonstrated intellectual and analytical rigor.
• Proven ability to partner across multiple business functions and influence decisions without direct authority.
• Ability to work autonomously in ambiguous situations with minimal oversight, managing multiple work streams.
