CPI Security is seeking a hands-on
Director of Financial Planning & Analysis (FP&A) to lead budgeting, forecasting, financial reporting, and strategic financial analysis. This role will partner with business leaders, support executive decision-making, and help modernize the finance function through automation, analytics, and AI-enabled tools. This is a player-coach role ideal for a finance leader who can manage and develop talent while directly building models, analyzing performance, improving processes, and delivering clear, actionable insights.
What you'll do:- Lead the annual budgeting process and rolling forecasts, partnering with department leaders to align financial plans with business priorities.
- Build and maintain driver-based financial models, scenario analyses, sensitivity models, ROI models, and executive reporting.
- Own monthly financial reporting, including variance analysis, KPI tracking, forecast updates, and performance insights.
- Analyze revenue, margins, operating expenses, customer economics, and key business drivers to identify risks and opportunities.
- Serve as a finance business partner to leaders across the organization, providing data-driven recommendations.
- Improve forecasting, reporting, and planning processes through automation, BI tools, analytics, and AI-enabled solutions.
- Partner with Finance Systems, IT, and cross-functional teams to improve data quality, reporting tools, and system integrations.
- Manage and develop a Senior Financial Analyst, providing coaching, workflow guidance, and accountability.
What we're looking for:- Bachelor's degree in Finance, Accounting, Data Analytics, Business, or related field.
- MBA, CPA, CFA, or related advanced credential preferred.
- 7-10+ years of FP&A, corporate finance, strategic finance, or financial analysis experience.
- Experience owning budgeting, forecasting, variance analysis, and financial reporting processes.
- Prior experience managing or mentoring at least one analyst.
- Strong financial modeling skills with the ability to build models from scratch.
- Experience with ERP systems, planning tools, BI platforms, analytics software, or financial reporting systems.
- Advanced Excel skills required; SQL, Power BI, Tableau, automation tools, planning software, or AI-enabled finance tools preferred.
- Strong communication skills with the ability to translate financial data into clear business insights.
What makes you successful:- Hands-on ownership: You can lead strategically while getting into the details.
- Analytical rigor: You use data to identify trends, risks, and opportunities.
- Technology mindset: You look for ways to improve speed, accuracy, and insight through systems and automation.
- Business partnership: You understand financial and operational drivers and support better decision-making.
- Leadership: You develop talent, improve workflows, and deliver high-quality results.
Why this role is different:- High visibility with executive leadership.
- Opportunity to shape a modern, analytics-driven FP&A function.
- Player-coach role with both leadership and hands-on ownership.
- Direct impact on forecasting, planning, reporting, and strategic decision support.
What's In It For You:- Competitive compensation package with opportunities for performance-based bonuses.
- Comprehensive medical, dental, vision, short- & long-term disability, and life insurance coverage.
- Generous paid time off, including company holidays, floating holidays, and vacation days.
- 401(k) plan with a competitive company match.
- Professional development opportunities, including education assistance programs to support ongoing learning and career growth.
- A dynamic, inclusive company culture with a strong commitment to community engagement and volunteer opportunities.
- Access to on-site amenities such as a café, fitness center, walking trail, and more.
