Job SummaryThe Director, Financial Planning & Analysis (FP&A) serves as a strategic finance business partner to assigned business units and functional leaders, providing financial insight, analysis, and recommendations to drive business performance, profitable growth, and informed decision-making. This role leads financial planning, forecasting, performance analysis, and decision support, translating financial and operational data into actionable business insights.
Operating within a publicly traded, global organization, the Director combines strategic thinking with hands-on financial execution. The position works closely with senior business leaders to challenge assumptions, evaluate opportunities, strengthen financial accountability, and support business objectives. The Director leads a small team of financial analysts while maintaining direct responsibility for complex financial models, analyses, and executive-level deliverables.
Duties/ResponsibilitiesStrategic Finance Business Partnership- Serve as the primary finance partner to assigned business units and functional leaders, providing financial guidance and constructive challenge to support business decisions.
- Develop a thorough understanding of business operations, products, customers, markets, and financial and operational performance drivers.
- Partner with business leaders to identify risks, opportunities, and actions to improve revenue growth, profitability, cash flow, and return on investment.
- Provide financial leadership and recommendations regarding resource allocation, operating expenses, organizational investments, and business priorities.
- Participate in business leadership discussions, influencing decisions through financial analysis, sound judgment, and business acumen.
Financial Planning, Budgeting & Forecasting- Lead annual operating plans, periodic forecasts, and long-range financial planning for assigned businesses and functions.
- Independently develop and maintain financial models supporting revenue, gross margin, operating expenses, headcount, capital expenditures, and profitability.
- Partner with business leaders to establish financial targets, validate assumptions, and develop realistic, data-driven forecasts.
- Conduct scenario and sensitivity analyses to evaluate potential business outcomes and support decision-making.
- Identify financial risks and opportunities and recommend actions to improve forecast accuracy and business performance.
- Coordinate with Corporate FP&A to ensure alignment with company objectives, financial commitments, and reporting timelines.
Financial Performance Analysis & Reporting- Lead monthly and quarterly business performance reviews, including analysis of actual results against budget, forecast, and prior-year performance.
- Prepare financial analyses, management presentations, and executive-level reporting materials.
- Identify and explain key financial variances, business trends, and performance drivers, providing recommendations for improvement.
- Develop and monitor financial and operational KPIs to support accountability and business decisions.
- Partner with Accounting and Controllership to understand financial results, investigate variances, and support accurate management reporting.
- Present financial results, risks, opportunities, and recommendations to business and Finance leadership.
Commercial & Operational Finance- Partner with Sales, Marketing, Operations, Supply Chain, Product Management, and other functions to understand financial performance and business drivers.
- Analyze revenue, pricing, product and customer profitability, sales mix, and margin trends to identify growth and profitability opportunities.
- Evaluate manufacturing costs, productivity, inventory, capacity utilization, and operational efficiency as applicable.
- Develop financial analyses supporting pricing decisions, product launches, customer opportunities, cost improvement initiatives, and operational investments.
- Support working capital management through analysis of inventory, receivables, and other relevant business drivers.
- Identify opportunities to improve financial and operational performance and partner with business leaders on action plans.
Strategic Initiatives & Business Growth- Develop financial models and business cases supporting growth initiatives, capital investments, organizational changes, and other strategic decisions.
- Evaluate investment opportunities through return-on-investment analysis, scenario modeling, and assessment of financial risks and benefits.
- Support acquisition-related financial analysis, integration planning, and performance tracking as assigned.
- Partner with business leaders to translate strategic priorities into measurable financial objectives and execution plans.
- Provide financial analysis and recommendations supporting business transformation and operational improvement initiatives.
Public Company Reporting & Financial Governance- Support financial planning, forecasting, and management reporting requirements within a publicly traded company.
- Ensure financial analyses, forecasts, and reporting are accurate, appropriately supported, and consistent with established financial policies and internal controls.
- Partner with Accounting, Controllership, and Corporate Finance to support quarterly and annual reporting activities.
- Prepare financial analyses and materials supporting executive leadership, Board of Directors, and investor-related reporting as requested.
- Maintain appropriate documentation and review practices to support financial accuracy, internal controls, and audit requirements.
- Promote financial accountability and disciplined decision-making across assigned businesses.
Leadership & Team Development- Lead, coach, and develop a small team of financial analysts and sales operations analysts establishing clear expectations, priorities, and performance objectives.
- Provide technical guidance and professional development to strengthen financial modeling, analytical, and business partnership capabilities.
- Maintain direct ownership of complex financial analyses, models, and reporting deliverables while effectively leveraging team resources.
- Review team deliverables for accuracy, completeness, and business relevance.
- Foster a culture of accountability, collaboration, continuous improvement, and strong internal customer service.
Financial Systems & Process Improvement- Identify and implement improvements to financial planning, forecasting, reporting, and analytical processes.
- Develop and enhance financial models, reporting tools, dashboards, and performance metrics.
- Leverage ERP and CRM systems, financial planning tools, and business intelligence technologies to improve efficiency, accuracy, and analytical capabilities.
- Promote standardization and automation of recurring financial processes to increase capacity for strategic analysis.
- Partner with Finance and IT stakeholders to improve financial data quality and reporting capabilities.
Experience/Education- Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related field, or equivalent combination of education and experience.
- Typically 10-15 years of progressive experience in financial planning and analysis, corporate finance, operational finance, or related financial leadership roles.
- At least 5 years of progressive leadership experience, including experience managing or developing finance professionals and partnering directly with senior business leaders.
- Significant hands-on experience with financial modeling, budgeting, forecasting, management reporting, and financial performance analysis.
- Experience in a publicly traded company or an organization with comparable financial reporting and internal control requirements preferred.
- Experience in manufacturing, life sciences, medical devices, diagnostics, or other complex product-based businesses preferred.
- MBA, CPA, CMA, or other relevant advanced qualification preferred.
Knowledge and Skillsets Required- Advanced financial planning, forecasting, modeling, and analytical capabilities, including a strong understanding of income statements, balance sheets, and cash flow.
- Strong business and financial acumen with the ability to understand commercial, operational, and organizational drivers of financial performance.
- Demonstrated ability to translate financial data into actionable recommendations and influence senior business leaders.
- Strong understanding of financial reporting, accounting principles, and internal control requirements applicable to publicly traded organizations.
- Advanced proficiency in Microsoft Excel, including complex financial modeling, scenario analysis, and data analysis.
- Experience with ERP and CRM systems, financial planning platforms, and business intelligence tools.
- Strong analytical and problem-solving skills with the ability to independently evaluate complex business issues and recommend solutions.
- Excellent communication, presentation, and interpersonal skills, including the ability to communicate financial concepts clearly to non-financial audiences.
- Ability to challenge assumptions constructively, exercise sound judgment, and build trusted relationships with business leaders.
- Strong organizational and project management skills with the ability to manage competing priorities and meet critical deadlines.
- Demonstrated ability to operate effectively in a lean, fast-paced environment requiring both strategic thinking and hands-on execution.
- Strong leadership and coaching skills with the ability to develop financial talent and collaborate across a global organization.
- High level of integrity, accountability, attention to detail, and commitment to financial accuracy.
Physical Demands:- Sitting: Often for extended periods at desks or meetings.
- Standing or walking: Occasionally for meetings, business reviews, or site visits.
- Using computers: Frequent typing and use of computers and office equipment.
- Lifting: Light, generally less than 10 pounds.
- Repetitive motions: Frequent use of keyboard and mouse.
Environmental Conditions:
- Workspace: Climate-controlled office environment, with occasional visits to manufacturing or other company facilities.
- Lighting: Standard office lighting appropriate for computer-based work.
- Noise Levels: Moderate office noise with occasional interruptions from phone calls and conversations.
- Ergonomics: Workstations with desks and adjustable chairs to support appropriate posture.
- Ventilation: Standard office ventilation systems providing a comfortable working environment.
