Director of Financial Planning and Analysis

Director, Financial Planning & Analysis

The position sits within a PE backed multi-site manufacturing and service organization.

The Director of Financial Planning & Analysis will serve as a strategic finance leader responsible for enterprise financial planning, forecasting, business performance analysis, and executive reporting. Partnering closely with senior leadership, this individual will deliver financial insights that support strategic decision-making, optimize operational performance, and help drive the organization's long-term growth strategy.

This role oversees financial planning, business intelligence, and performance reporting while leading a team responsible for delivering scalable analytics, meaningful business insights, and continuous process improvement across the finance organization.

The ideal candidate will be able to work out of the office a few times a week.

Key Responsibilities

• Lead the company's annual budgeting process, rolling forecasts, long-range planning, and monthly financial performance reviews.
• Develop financial models, scenario analyses, and business cases to support strategic initiatives, capital investments, pricing strategies, and operational improvements.
• Deliver executive reporting packages, KPI dashboards, and variance analyses that provide leadership with actionable financial and operational insights.
• Partner with executive and operational leaders to evaluate business performance, identify risks and opportunities, and develop recommendations that improve profitability and efficiency.
• Monitor key financial metrics, including revenue, EBITDA, cash flow, and working capital, while supporting capital planning and resource allocation decisions.
• Lead the organization's business intelligence and management reporting functions by enhancing reporting capabilities, data quality, dashboard development, and reporting automation.
• Collaborate across the organization to improve forecasting accuracy, financial visibility, and data-driven decision-making.
• Champion finance transformation initiatives focused on process optimization, automation, and the adoption of advanced analytics and emerging technologies.
• Recruit, mentor, and develop a high-performing FP&A and Business Intelligence team while fostering a culture of accountability, collaboration, and continuous improvement.
• Support executive leadership through strategic analyses, board-level reporting, and other high-impact financial initiatives.
  
  

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related field; MBA, CPA, CMA, or other advanced professional designation preferred.
• 10 years of progressive experience in Financial Planning & Analysis, Corporate Finance, Strategic Finance, or a related discipline.
• 5 years of leadership experience managing FP&A, financial reporting, business intelligence, or corporate finance teams.
• Demonstrated success leading enterprise budgeting, forecasting, long-range planning, and financial modeling processes.
• Strong executive presence with experience partnering closely with senior leadership on strategic planning, operational performance, and financial decision-making.
• Proven ability to build scalable planning processes, executive reporting, KPI frameworks, and business intelligence capabilities.
• Experience leading finance transformation initiatives, reporting automation, and continuous process improvement.
• Strong analytical, communication, and leadership skills with the ability to influence stakeholders across all levels of the organization.
• Experience with ERP systems, financial planning platforms, and business intelligence tools; exposure to AI-enabled analytics and modern reporting technologies is a plus.