Director of Financial Planning and Analysis

FP&A Director

Position Overview

The FP&A Director is responsible for financial planning and analysis, with primary ownership of internal management reporting and external financial reporting.

This role delivers accurate, timely financial reporting, supports annual budgeting and rolling forecasts, and provides analysis that informs strategic and operational decisions. The ideal candidate is highly proficient in NetSuite and embraces AI and automation tools to improve reporting efficiency and analytical capabilities.

This is an individual contributor role with no direct reports. The position carries broad responsibility as a trusted financial resource to senior leadership, with ownership of key reporting deliverables and cross-functional planning initiatives.

Key Responsibilities

Internal and External Reporting

• Own monthly, quarterly, and annual management reporting packages, including P&L, balance sheet, cash flow, and KPI reporting.
• Prepare external financial reporting and supporting schedules for relevant stakeholders.
• Deliver comprehensive variance analysis explaining budget-to-actual and forecast-to-actual results.
• Develop and maintain NetSuite saved searches, financial reports, and dashboards to ensure accurate, timely, and consistent reporting.

Budgeting, Forecasting, and Analysis

• Lead annual budgeting processes and rolling forecasts in partnership with departmental and operational leadership.
• Build and maintain financial models for revenue, operating expenses, personnel costs, capital expenditures, and other business drivers.
• Analyze operational and financial performance trends to support strategic planning.
• Provide scenario analysis, business cases, and ad hoc financial analysis to support management decisions.

Process Improvement and Controls

• Leverage AI tools and automation to streamline reporting, improve forecast accuracy, and reduce manual processes.
• Support internal and external audits by preparing accurate financial information and supporting schedules.
• Maintain data integrity and strong internal controls across financial planning and reporting processes.

Required Qualifications

• Bachelor's degree in Accounting, Finance, or a related field.
• 8 years of FP&A, financial reporting, or corporate finance experience, including leadership of cross-functional financial planning initiatives.
• Hands-on NetSuite experience, including financial reporting, saved searches, and data extraction.
• Demonstrated experience preparing both internal management reports and external financial reporting.
• Strong financial modeling, budgeting, forecasting, and variance analysis capabilities.
• Willingness to adopt and leverage AI tools such as Microsoft Copilot, ChatGPT, or Claude to improve analytical and reporting efficiency.
• Advanced Microsoft Excel proficiency and experience with business intelligence tools such as Power BI or Tableau.
• Strong analytical, problem-solving, and organizational skills.
• Excellent written and verbal communication skills, with demonstrated discretion when handling confidential information.

Preferred Qualifications

• Experience partnering directly with senior leadership on financial planning, forecasting, and budgeting.
• Experience supporting financial planning in complex, multi-entity, or operationally driven organizations.
• Experience with NetSuite EPM (Planning and Budgeting).

Compensation & Work Arrangement

• Base Salary: $120,000-$150,000
• Bonus: 20% target annual bonus.
• Work Arrangement: Primarily remote, with approximately one in-office day per month for team collaboration and meetings.
• Location: Chicagoland area
• Benefits: Medical insurance, 401(k) with 4% company match, and two weeks of paid time off.