What are the responsibilities and job description for the Director, Financial Planning & Analysis position at Cordia Resources by Cherry Bekaert?
Director of Financial Planning & Analysis
Our valued client, a reputable and fast-growing global leader, is actively seeking a Director of Financial Planning & Analysis (FP&A) to build and lead the financial planning function for a new, high-growth business unit as well as develop and support FP&A teams at existing business units. Areas of focus will be financial strategy, scaling operations and driving data-informed decision-making during a period of rapid expansion and innovation.
The ideal candidate is a hands-on, strategic leader who thrives in a dynamic, growth-oriented environment and is passionate about building scalable FP&A processes and developing high-performing FP&A leaders.
This role is in-office four (4) days per week in the Cleveland suburbs. An onsite fitness center and daycare provider is available as a resource.
Opportunity Scope:
Preferred Requirements & Qualifications
Compensation, Benefits & Perks:
Our valued client, a reputable and fast-growing global leader, is actively seeking a Director of Financial Planning & Analysis (FP&A) to build and lead the financial planning function for a new, high-growth business unit as well as develop and support FP&A teams at existing business units. Areas of focus will be financial strategy, scaling operations and driving data-informed decision-making during a period of rapid expansion and innovation.
The ideal candidate is a hands-on, strategic leader who thrives in a dynamic, growth-oriented environment and is passionate about building scalable FP&A processes and developing high-performing FP&A leaders.
This role is in-office four (4) days per week in the Cleveland suburbs. An onsite fitness center and daycare provider is available as a resource.
Opportunity Scope:
- Lead FP&A function for a new, growing team; provide support to existing business units
- Develop complex financial models and scenarios as inputs for business planning decisions in areas such as capital deployment, marketing investment, expense management and labor planning.
- Lead periodic financial reviews, including variance and financial statement analysis; analyze and track business and financial drivers and evaluate implications on future performance.
- Serve as a strategic advisor to the leadership team, providing financial insights to drive growth, profitability, and capital efficiency.
- Provide data-driven recommendations to optimize resources, pricing and investment decisions.
- Build scalable FP&A processes, tools, and systems to support forecasting, budgeting, and long-term planning.
- Mentor, coach, and develop finance professionals through active coaching and structured development plans to strengthen analytical, communication, presentation, and leadership skills.
- Champion a culture of continuous improvement and learning, encouraging innovation in financial modeling, reporting automation, and process design.
- Drive collaboration across finance and the broader organization, promoting best practices and enhanced knowledge sharing.
- Implement best-in-class FP&A practices and tools to streamline workflows, improve forecast accuracy, and enhance strategic insight delivery.
- Serve as an objective financial steward with an enterprise perspective.
Preferred Requirements & Qualifications
- Bring 10 years of total corporate/business experience
- Five or more (5 ) years leading FP&A/financial analysis from reputable, top-tier companies
- Experience with $1B companies strongly preferred
- Strong understanding of financial planning, forecasting, and reporting processes.
- Bring superior financial modeling skills and analytical abilities
- Be able to help manage and motivate a growing team
- Offer superior MS Excel strengths
- Proficiency with Power BI is preferred
- Should be able to demonstrate ERP knowledge and experience (e.g., SAP, Peoplesoft, Oracle etc.)
- Must want and be able to help improve and strengthen an FP&A Team
- Previous training within multiple business units, including early-stage or high-growth divisions.
- Want to drive and influence a high-impact agenda with a diverse set of executives and constituents
- Must be consistently driven, act positively and carry resilience
- Find a way to reach success in routinely ambiguous situations
- Must carry effective strategic thought and be highly analytical
Compensation, Benefits & Perks:
- Competitive base salary annual target bonus incentives relocation if needed
- Medical/Dental/Vision, Retirement and Savings Plan, Short- and Long-Term Disability, Basic Life Insurance, Voluntary Life Insurance, Tuition Reimbursement, Paid Time Off, Company Outings, Dining Discounts, On-Site Fitness Center, On-Site Daycare and an On-Site Café.
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