Job Summary
The Director, FP&A is responsible for leading the organization's financial planning, budgeting, forecasting & financial analysis function. This role partners closely with senior leadership to provide financial insights, support decision-making, improve business performance and drive long term value creation.
Key Responsibilities
Financial Planning & forecasting
- Lead the annual budgeting and planning process.
- Develop monthly forecasts for revenue, expenses, cash flow & profitability.
- Maintain and enhance financial forecasting models.
- Analyze variances between actual results, budget & forecast.
Strategic Financial Analysis
- Provide actionable financial insights to support strategic decision-making.
- Develop strategic pricing models for new and existing business to ensure competitive bids and profitability.
- Evaluate business initiatives, investments, and capital expenditures.
- Develop financial models and scenario analysis for senior leadership.
- Assess risks and opportunities impacting financial performance.
Business Partnership
- Partner with operational leaders to improve financial performance.
- Support leaders in developing budgets and managing costs.
- Translate financial results into meaningful business recommendations.
- Drive accountability for achieving financial targets.
Reporting & Process Improvement
- Develop executive dashboards and key performance indicators (KPIs)
- Ensure timely and accurate reporting of business performance.
- Identify opportunities to improve financial processes, reporting & analytics.
- Enhance forecasting accuracy and planning efficiency.
- Promote data driven decision making across the organization.
Leadership & Team Development
- Recruit, mentor and develop FP&A team members.
- Establish performance goals and development plans.
- Foster a collaborative, high performance culture.
- Manage workload priorities and resource allocations.
Mergers & Acquisitions and Corporate Development
- Support the evaluation, financial analysis and execution of mergers, acquisitions, divestitures and strategic partnerships.
- Lead financial due diligence activities, including analysis of financial performance, quality of earnings, working capital, cash flow, and key business drivers.
- Coordinate internal and external due diligence teams.
- Assess acquisition opportunities and prepare business cases, investment recommendations and presentations for executive leadership and the board of directors.
- Identify financial risks, opportunities, synergies and integration considerations associated with potential transactions.
Lead financial integration planning and post-acquisition performance tracking to ensure realization of anticipation synergies and strategic objectives
Qualifications
Education:
- Bachelor's degree in Finance, Economics, Accounting or Business Administration.
Professional designation preferred (CPA, CFA, MBA).
Experience:
- 5+ years of progressive finance experience
- 3+ years of financial leadership experience
- Strong background in budgeting, forecasting, financial modeling, and business analysis.
- Experience with M&A and Corporate Development
- Experience partnering with senior executives and operational leaders.
Skills:
- Advanced financial modeling and analytical skills.
- Strong understanding of financial statements and KPIs.
- Excellent communication and presentation abilities.
- Strategic thinking and problem solving skills.
- Advanced proficiency in excel.
- Ability to influence decision making across the organization.
