Director of Financial Planning & Analysis

Description

The Director of FP&A serves as a key partner to the CFO, acting as both the leader of financial planning & analysis and a strategic advisor across the business. This role combines rigorous financial leadership with driving strategic initiatives, aligning cross-functional priorities, and ensuring execution against the company’s financial and operational goals.

This individual will play a critical role in translating strategy into actionable financial plans and enhancing decision-making across the organization.

Key Responsibilities:

Financial Planning & Analysis Leadership

• Own the company-wide budgeting, forecasting, and long-range planning processes. 
• Translate strategic initiatives into financial impact and measurable targets. 
• Develop scenario modeling and sensitivity analyses. 
• Ensure alignment between operational KPIs and financial outcomes. 
• Lead cash flow forecasting and reporting, ensuring visibility into liquidity and operational cash drivers. 
• Support debt management activities, including monitoring covenants, modeling financing scenarios, and assisting with lender communications. 

Strategic Partnership to CFO

• Act as a trusted advisor and extension of the CFO. 
• Prepare and synthesize materials for executive decision-making.
• Lead special projects and strategic initiatives on behalf of the CFO. 
• Anticipate issues and proactively bring solutions. 
• Assist in insurance and risk management activities, including analysis of coverage, claims trends, and cost optimization strategies. 
• Assist with income tax planning and coordination, including working with internal teams and external advisors to ensure alignment with financial strategy. 

Business Partnership & Accountability

• Partner with VPs and department leaders to drive financial performance. 
• Challenge assumptions and improve decision-making rigor. 
• Establish accountability around financial targets and initiatives. 
• Serve as the financial “voice of reason” in cross-functional discussions. 

Reporting & Insights

• Lead development of actionable reporting (not just data). 
• Enhance dashboards and KPI frameworks in partnership with BI. 
• Provide forward-looking insights, not just historical analysis. 
• Identify risks and opportunities early. 

Process & Infrastructure Development

• Improve budgeting and forecasting processes (speed, accuracy, ownership). 
• Help define and document key assumptions tied to financial plans. 
• Drive consistency in how performance is measured across the business. 
• Partner with IT and BI to improve data quality and accessibility. 

Requirements

Experience

• 8–12 years in finance, FP&A, investment banking, consulting, or similar. 
• Experience leading planning processes in a multi-department organization. 
• Strong exposure to executive-level decision-making. 
• Experience partnering with senior operational leaders. 

Skills & Capabilities

• Strong financial modeling and analytical skills. 
• Exceptional business acumen—understands how operations drive financials. 
• Ability to influence without direct authority. 
• Clear, concise communicator (especially with executives). 
• High ownership and proactive mindset. 
• Ability to simplify complexity into actionable insights. 

Personal Attributes

• Low ego, high accountability. 
• Naturally curious and forward-looking. 
• Comfortable operating in ambiguity. 
• Able to push back constructively. 
• Highly organized and execution-focused. 

Success in This Role Looks Like

• Budgeting becomes proactive, initiative-driven, and aligned to strategy. 
• Cash flow, debt, and risk considerations are proactively managed and clearly communicated. 
• VPs are more accountable to financial targets and assumptions. 
• Reporting shifts from backward-looking to forward-looking. 
• Better, faster decision-making across the organization. 

IMPORTANT INFORMATION

While performing the duties of this job, the employee is regularly required to stand; walk; use hands to finger, handle, or feel; reach with hands and arms; climb or balance; stoop, kneel, crouch, or crawl and talk or hear. Employee must be able to lift 25 lbs of force occasionally and 10 lbs of force frequently.

The employee is occasionally exposed to wet and/or humid conditions; moving mechanical parts and outside weather conditions.

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The noise level in the work environment is usually moderate.

The Job description is subject to change by the employer as the needs of the employer and requirements of the job change.

This is a safety sensitive position.

Salary/ Non-Exempt

EEO/AA

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)