Director, Financial Planning & Analysis

Director of FP&A

JOB SUMMARY: 

The Director of FP&A will report to the CFO and strive daily to improve the company’s financial planning & analysis capabilities. This person will be a prominent and highly visible member of the finance function and will be responsible for management reporting, bank reporting, and operational and financial analysis across a group of business segments. S/he will elevate the function’s impact on the organization while supporting the company’s plans to double revenue over the next few years. The role requires a strong analytical leader who can capture facts and data to identify root causes, influence executive decision-making, and provide strategic insights that drive business performance.

ESSENTIAL JOB FUNCTIONS:

• Oversee the preparation and analysis of monthly financial and operational reports and provide commentary that adds value and draws attention to key issues and/or perspectives.
• Track daily and weekly flash operating reports to monitor performance and identify trends.
• Drive a more inclusive budgeting and forecasting process with key business partners by coordinating a planning calendar and leading the development of tools, templates, reporting, etc.
• Play a major role in the annual budget planning process and sales forecasting, ensuring alignment with organizational goals.
• Play a major role in the development of monthly financial reporting packages, ensuring accuracy, clarity, and actionable insights for leadership.
• Leverage expertise to partner with functional leadership on strategic initiatives and ad hoc projects promoting knowledge transfer and financial accountability across the organization.
• Conduct in-depth financial analysis to track key performance indicators (KPIs) such as cost to serve. Identify trends and provide insights on business performance and opportunities for cost optimization.
• Support the development and evolution of financial planning and business intelligence platforms with an eye toward improving the timeliness, clarity, and usefulness of financial reports.
• Prepare and present financial reports and performance dashboards, including the monthly reporting packages, for executive leadership and investors, translating complex data into actionable insights.
• Prepare PowerPoint presentations for the Board of Directors.
• Partner with operations, sales, and business units to align financial planning with business objectives, creating initiatives that support revenue growth and margin improvement.
• Perform market and internal trend analysis of revenue, margin growth, and cost spend.
• Collaborate with the M&A team to evaluate acquisition targets, perform financial due diligence, and contribute to integration planning and post-acquisition performance tracking.

EDUCATION / SPECIAL LICENSES OR CERTIFICATION:

• Bachelor’s degree in finance, accounting, or related field; MBA preferred.
• CPA or CFA preferred.

EXPERIENCE:

• 8 years of FP&A experience, preferably with exposure to private equity-backed companies, industrial products or service sectors; M&A experience highly valued.

SKILLS:

• Three-statement financial modeling, forecasting, and analysis skills.
• Experience working with large data sets and creating complex financial models.
• Proven track record of leading and developing high-performance teams, with the ability to communicate and influence effectively at all levels, including executive leadership.
• Advanced proficiency with both Excel and common business intelligence tools.
• Proficiency with PowerBI and Great Plains a plus.
• Strong analytical leadership with the ability to capture facts and data to understand root causes and drive informed decisions.
• Excellent business acumen and strategic thinking skills.
• A strong commercial focus and professional curiosity which complement a results-driven approach to support business growth and profitability.
• Ambition to succeed and grow professionally while embracing the long-term development opportunities which will be available.

COMPETENCIES:

• Leadership
• Communication (written, verbal, and listening)
• Prioritization
• Analytical
• Time Management
• Detail Oriented