Position Purpose The Director of Financial Planning and Analysis will lead enterprise financial planning and forecasting for TAIT. This role owns the integrated three-statement planning model with a specific focus on cash flow, working capital and liquidity visibility. The Director will support enterprise investment analysis and PMO-led cost reduction initiatives by validating savings methodology, tracking realized savings, and identifying gaps between committed actions and financial results.
Responsibilities Enterprise planning, forecasting and three-statement model ownership - Build and maintain an integrated three-statement model as the single source of truth for consolidated planning, forecasting, scenario analysis, and cash flow visibility.
- Partner with FP&A analysts and business partners to define key forecast drivers that support the rolling monthly forecast, annual operating plan, and multi-year strategic plan.
- Develop analysis that supports forecast assumptions and explain variances between forecast and actual performance; continually refine the model based on business trends and actual results.
- Maintain sensitivity analysis to evaluate the impact of key assumption changes on EBITDA, cash flow and working capital.
- Leverage AI and automation tools to increase the speed and accuracy of financial insights.
Cash forecasting, working capital and liquidity visibility - Partner with Treasury and Accounting to maintain a rolling cash forecast that connects operating performance, working capital, capital spending and project timing to liquidity outlook.
- Monitor key working capital drivers, including receivables, payables, project assets and liabilities, inventory and other cash conversion trends.
- Quantify the cash flow impact of timing shifts and management actions, and communicate implications clearly to Finance leadership.
PMO cost reduction and spend cube analytics - Support the PMO office by tracking cost reduction initiatives, validating savings methodology, confirming realized savings and identifying gaps between committed actions and financial results.
- Support maintenance of dashboards and executive reporting that compare cost reduction targets to actual savings by initiative, owner, timing, category and financial statement impact.
- Partner with Global Procurement to analyze spend cube data to identify controllable spend trends, supplier consolidation opportunities and savings actions.
- Evaluate and execute ROI analyses for capital and strategic investments.
Position Requirements- Bachelor's degree in Finance, Accounting, Economics or a related field; MBA, CFA or CPA preferred.
- Approximately 10-12 years of progressive experience in FP&A, corporate finance, strategic finance or operational finance.
- Strong financial modeling skills, including advanced Excel, driver-based forecasting, variance analysis, sensitivity analysis and demonstrated ownership of integrated three-statement planning models.
- Experience in a leveraged or PE-owned environment, connecting working capital, liquidity, cash flow, operations, and covenant considerations to defensible forecasts.
- Experience with cash forecasting, working capital analysis, liquidity reporting and financial statement interdependencies.
- Experience using AI, automation, or business intelligence tools to improve financial analytics, reporting efficiency, and recurring planning processes.
- Excellent verbal and written communication skills, with the ability to synthesize complex financial and operational information for senior finance leaders.
- Comfortable with ambiguity and uncertainty; able to adapt quickly, challenge assumptions constructively and lead others through complex business issues.
TAIT Benefits: - Competitive medical, dental, and vision insurance plans
- Health Savings Account (HSA) with employer contributions (HDHP plans)
- Flexible Spending Accounts (Medical & Dependent Care)
- Employer-paid life insurance with optional supplemental coverage
- Employer-paid Short-term with optional long-term disability insurance
- 401(k) retirement plan with company match
- Paid parental leave
- Employee Assistance Program (EAP)
- Wellness stipends
- Voluntary benefits (e.g., accident, critical illness)
- Paid vacation and 12 holidays
#LI-KL1
