Bachelor's degree in Finance, Accounting, Economics, or related field; MBA or CPA/CFA preferred.
6-8+ years of progressive FP&A or corporate finance experience, ideally in automotive, manufacturing, or high-growth tech sectors.
Experience in a publicly traded company with knowledge of GAAP, SEC reporting, and investor relations support.
Full understanding of the interrelation between income statements, balance sheets, and cash flow.
Advanced Excel modeling skills; proficiency with ERP systems (e.g., SAP, Oracle) and planning tools (e.g., Hyperion, Adaptive Insights).
Strong financial storytelling abilities to convey complex data clearly to senior stakeholders.
Excellent communication, collaboration, and leadership skills.
Responsibilities
Lead and manage the annual budgeting and quarterly forecasting processes across departments.
Develop and maintain complex financial models for strategic planning and decision-making.
Prepare monthly and quarterly reporting packages for executive leadership and the Board, including variance analysis.
Provide actionable insights on revenue, margins, cash flow, and operating expenses to enhance profitability.
Collaborate with Accounting for accurate financial closes and alignment between actuals and forecasts.
Support investor relations and SEC reporting with relevant data and analysis for earnings calls.
Conduct market and competitive analysis to inform pricing and capital allocation decisions.
Continuously improve FP&A tools and processes for increased efficiency and transparency.
Benefits
Opportunity to lead strategic financial initiatives across the organization.
Collaborative environment working with diverse departments.
Mentorship and development opportunities for junior analysts.
Access to advanced financial planning tools and systems.
Engagement with executive leadership and the Board of Directors.
Full Job Description
About the Role
The Head of Financial Planning & Analysis will play a critical role in delivering financial insights that inform strategic decisions across the organization. This position will lead budgeting, forecasting, variance analysis, long-range planning, and key financial modeling efforts. The ideal candidate combines strong technical acumen, business savvy, and the ability to thrive in a fast-paced, evolving environment.
What You Will Do
Lead and manage the company-wide annual budgeting and quarterly forecasting processes, partnering with department heads across Operations, R&D, Engineering, Sales, and Corporate functions.
Develop and maintain complex financial models to support strategic planning, scenario analysis, and decision-making.
Prepare monthly and quarterly reporting packages for executive leadership and the Board of Directors, including variance analysis and KPI dashboards.
Provide actionable insights on revenue, margins, cash flow, and operating expenses to drive profitability and efficiency.
Collaborate with Accounting to ensure accurate and timely financial closes and alignment between actuals and forecasts.
Support investor relations and SEC reporting teams with data and analysis relevant to earnings calls and public disclosures.
Conduct market and competitive analysis to benchmark performance and inform pricing, investment, and capital allocation decisions.
Continuously improve FP&A tools, systems (e.g., Adaptive Insights, Anaplan, or similar), and processes to increase efficiency and transparency.
Mentor and develop junior analysts, fostering a culture of analytical excellence and continuous improvement.
Requirements
Required Qualifications & Skill
Bachelor's degree in Finance, Accounting, Economics, or related field; MBA or CPA/CFA preferred.
6-8+ years of progressive FP&A or corporate finance experience, ideally in the automotive, manufacturing, or high-growth tech sectors.
Experience in a publicly traded company environment, with a strong understanding of GAAP, SEC reporting, and investor relations support.
Full understanding of how an income statement, balance sheet, and cash flow interrelate.
Advanced Excel modeling skills; proficiency with ERP systems (e.g., SAP, Oracle) and planning tools (e.g., Hyperion, Adaptive Insights).
Strong financial storytelling abilities-can distill complex data into clear narratives for senior stakeholders.
Excellent communication, collaboration, and leadership skills.
Highly organized, detail-oriented, and comfortable managing multiple priorities under tight deadlines.
