Description
The Director, Financial Planning & Analysis (FP&A) leads the Company's financial planning, forecasting, business analytics, and performance management capabilities. Reporting to the Chief Financial Officer, this role serves as a strategic finance partner to the executive leadership team and Business Unit Presidents by delivering the financial insight, analytical rigor, and decision support needed to drive profitable growth, operational excellence, and long-term enterprise value. The Director builds and leads a high-performing FP&A function, establishes scalable planning and reporting processes, and develops actionable financial insights that improve enterprise performance.
Requirements
Strategic Financial Leadership
• Lead the Company's annual budgeting, forecasting, and long-range planning processes.
• Partner with the CFO and executive leadership to support strategic decision-making, capital allocation, and enterprise growth.
• Develop financial models supporting investments, pricing strategies, acquisitions, and strategic initiatives.
• Identify financial risks, opportunities, and performance improvement initiatives.
Performance Management & Business Analytics
• Lead the Monthly Operating Review (MOR) process and executive financial reporting.
• Develop dashboards and KPIs that provide visibility into financial and operational performance.
• Improve forecasting accuracy, reporting quality, and financial transparency.
• Translate financial data into actionable business insights that improve decision-making.
Business Partnership & Division Finance Leadership
• Serve as the primary finance business partner to the President and leadership team for one of our three business units
• Provide strategic financial guidance to support growth, profitability, operational excellence, and long-term value creation
• Support operational planning, resource allocation, business development initiatives, and strategic decision-making.
• Evaluate project performance, backlog trends, staffing requirements, equipment utilization, and margin improvement opportunities.
• Lead financial analysis related to project profitability, estimate-at-completion (EAC) forecasting, labor productivity, overhead absorption, and operational performance metrics.
• Evaluate pricing strategies, contract risk, capital investments, and major business initiatives through financial modeling and scenario analysis.
• Develop and monitor key financial and operational performance indicators that promote accountability and drive continuous improvement within the division.
• Support decisions that improve profitability, cash flow, and return on invested capital.
• Improve working capital performance through enhanced forecasting, billing, collections, cash flow planning, and project execution discipline.
FP&A Leadership
• Build and lead a high-performing FP&A organization.
• Coach, mentor, and develop two Financial Analysts.
• Establish scalable planning, forecasting, reporting, and analytical processes.
• Foster collaboration across Finance, Operations, Sales, IT, and Business Unit leadership.
Qualifications
• Bachelor's degree in Finance or Accounting; MBA, CPA, or CMA preferred.
• 10+ years of progressive FP&A, corporate finance, or operational finance experience.
• Demonstrated success partnering with executive leadership and leading FP&A teams.
• Experience in industrial, manufacturing, engineering, construction, or project-based organizations preferred.
• Strong financial modeling, forecasting, business analytics, and executive communication skills.
Top Deliverables - First Six Months
• Establish trusted partnerships with executive leadership and Business Unit President.
• Assume ownership of the Monthly Operating Review (MOR) and executive reporting.
• Improve budgeting, forecasting, and financial planning processes.
• Develop executive dashboards focused on enterprise KPIs.
• Improve forecast accuracy and financial transparency.
• Build and develop the FP&A team and operating cadence.
Leadership Expectations
• Lead and develop a high-performing FP&A team.
• Serve as a trusted strategic business partner to the CFO, Presidents, and executive leadership team.
• Lead through influence by building strong cross-functional relationships.
• Drive accountability through meaningful financial and operational performance measures.
• Champion continuous improvement in planning, reporting, forecasting, and business analytics.
• Develop credibility with operational leaders by balancing financial discipline with practical business partnership and solution-oriented decision support.
Executive Success Profile
The successful Director, Financial Planning & Analysis (FP&A) becomes a trusted advisor to the executive leadership team by providing the financial insight, business partnership, and analytical leadership that improve enterprise decision-making. Success is measured by stronger forecasting, improved financial transparency, scalable FP&A processes, and the development of a high-performing finance team.
